Client-Focused Financial Services Advisor

Charles Schwab; Fremont (CA); On-site; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation

Sabbatical after five years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Fremont, CA seeks a client-focused service professional to guide clients with financial solutions and build lasting relationships. You’ll answer inbound calls, take ownership of complex issues, and advocate for clients while delivering trusted guidance.

Starting pay ranges from $53,300 to $61,800 with a 10% annual bonus potential and additional eligible earnings, reflecting experience and responsibilities.

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.
• Proficient in Client Relationship Management (CRM) platforms.

Responsibilities

• Engage with clients via inbound calls and provide financial guidance.
• Take ownership of complex client issues to offer the best possible solution.
• Build lasting relationships built on trust, respect, and common goals.
• Be an advocate for clients and contribute to Schwab's service culture.

Skills

Communication

Influencing

Client engagement

Education

Bachelor’s degree or higher in Finance, Economics, or related field

FINRA Series 7 & 63 Licenses

Tools

CRM platforms

Job description

Charles Schwab in Fremont, CA seeks a client-focused service professional to guide clients with financial solutions and build lasting relationships. You’ll answer inbound calls, take ownership of complex issues, and advocate for clients while delivering trusted guidance.

Starting pay ranges from $53,300 to $61,800 with a 10% annual bonus potential and additional eligible earnings, reflecting experience and responsibilities.