Financial Services Advisor – Client Guidance & Growth

Charles Schwab; Altavista (VA); On-site; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab in Virginia is hiring for a full-time service role where you’ll answer inbound calls, provide financial guidance, and build lasting client relationships in a supportive, team-focused culture.

Successful candidates hold FINRA Series 7 & 63 licenses, may have 1+ year of customer service and client relationship experience, and possess a Finance/Economics degree. We offer competitive pay with bonus, comprehensive benefits, and in-person collaboration.

Qualifications

• Active FINRA Series 7 & 63 licenses.
• Willingness to work any day/time to accommodate 24/7 contact center needs.
• Bachelor's degree or higher in Finance, Economics, or related field from accredited university.
• Strong communication and client engagement skills.

Responsibilities

• Answer inbound client calls and provide financial guidance.
• Form lasting relationships built on trust and respect.
• Advocate for clients and deliver the best possible solution.

Skills

FINRA licenses

Customer service

Client relationship

Communication skills

Education

Finance/Economics degree

Tools

CRM platforms

Job description

Charles Schwab in Virginia is hiring for a full-time service role where you’ll answer inbound calls, provide financial guidance, and build lasting client relationships in a supportive, team-focused culture.

Successful candidates hold FINRA Series 7 & 63 licenses, may have 1+ year of customer service and client relationship experience, and possess a Finance/Economics degree. We offer competitive pay with bonus, comprehensive benefits, and in-person collaboration.