Financial Services Advisor — Client Guidance & Growth

Charles Schwab; Lincoln (NE); On-site; USD 33,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation days

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Lincoln is seeking a customer-focused professional to join our service team, guiding clients on their financial futures through inbound calls and personalized service. You will own client issues, build trust, and collaborate with teammates to deliver optimal solutions while advancing your own professional journey within Schwab's supportive culture.

The role requires FINRA licenses, flexibility to cover a 24/7 schedule, and a commitment to personal and client growth.

Qualifications

• Active FINRA Series 7 & 63 licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.

Responsibilities

• Engage with clients on inbound calls and provide financial guidance.
• Form lasting relationships built on trust, respect, and shared goals.
• Take ownership of issues and offer best possible solutions to clients.

Skills

Customer Service

Relationship Management

Communication

Problem Solving

Education

Finance/Economics degree

Tools

CRM platforms

Job description

Charles Schwab Lincoln is seeking a customer-focused professional to join our service team, guiding clients on their financial futures through inbound calls and personalized service. You will own client issues, build trust, and collaborate with teammates to deliver optimal solutions while advancing your own professional journey within Schwab's supportive culture.

The role requires FINRA licenses, flexibility to cover a 24/7 schedule, and a commitment to personal and client growth.