Financial Services Advisor - Client Guidance & Growth

Charles Schwab; Fishers (IN); Hybrid; USD 56,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

Charles Schwab in Fishers, IN seeks a licensed client guidance representative to help clients own their financial futures. You will engage with customers via inbound calls, take ownership of complex issues, and deliver tailored financial solutions while building trusted relationships.

The role emphasizes a growth-minded, collaborative team environment with ongoing training and opportunities for professional advancement.

Qualifications

• Active FINRA Series 7 & 63 licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.
• Proficient in Client Relationship Management (CRM) platforms.

Responsibilities

• Answer inbound client calls and take ownership to resolve complex issues.
• Provide financial guidance and build lasting relationships based on trust and respect.
• Advocate for clients and deliver the best possible solutions.
• Collaborate in a supportive, in-person culture with ongoing professional growth.

Skills

FINRA licenses

Customer service

Client relationships

Communication skills

Adaptable

Education

Bachelor’s degree in Finance/Economics or related field

Tools

CRM platforms

Job description

Charles Schwab in Fishers, IN seeks a licensed client guidance representative to help clients own their financial futures. You will engage with customers via inbound calls, take ownership of complex issues, and deliver tailored financial solutions while building trusted relationships.

The role emphasizes a growth-minded, collaborative team environment with ongoing training and opportunities for professional advancement.