Hybrid Financial Services Advisor (Series 7/63 Licensed)

Charles Schwab; Lone Tree (CO); Hybrid; USD 62,800 - 71,300; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid parental leave

Tuition reimbursement

28-day sabbatical after 5 years

Job summary

Join Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You will engage with clients via inbound calls, providing personalized financial solutions while fostering long-term relationships.

The ideal candidate will have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62,800 - $71,300, plus a 10% annual bonus and a comprehensive benefits package, including 401(k) matching and health insurance.

Qualifications

• Must have active Series 7 & 63 licenses.
• Flexibility to work any day or time required for a 24/7 contact center.

Responsibilities

• Provide financial guidance to clients.
• Engage and advocate for clients over phone interactions.

Skills

Active FINRA Series 7 & 63 Licenses

Customer service experience

Client relationship experience

Communication skills

CRM platform proficiency

Education

Bachelor’s degree or higher in Finance or Economics

Job description

Join Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You will engage with clients via inbound calls, providing personalized financial solutions while fostering long-term relationships.

The ideal candidate will have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62,800 - $71,300, plus a 10% annual bonus and a comprehensive benefits package, including 401(k) matching and health insurance.