Financial Services Advisor (Series 7/63)

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

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off and volunteering

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

Charles Schwab in Fishers, Indiana, is seeking a Regular full-time Financial Representative. You will answer inbound calls, provide trusted financial guidance, and build lasting client relationships in a supportive team setting.

Starting compensation for this location ranges from $56,300 to $64,800 based on experience, plus a 10% annual bonus and eligible earnings. Prior FINRA licenses and a willingness to work varied shifts are required.

Qualifications

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

Skills

CRM platforms

Client engagement

Communication

Financial knowledge

Flexible schedule

Team collaboration

Education

Finance/Economics degree

Tools

CRM platforms

Job description

Charles Schwab in Fishers, Indiana, is seeking a Regular full-time Financial Representative. You will answer inbound calls, provide trusted financial guidance, and build lasting client relationships in a supportive team setting.

Starting compensation for this location ranges from $56,300 to $64,800 based on experience, plus a 10% annual bonus and eligible earnings. Prior FINRA licenses and a willingness to work varied shifts are required.