Licensed Client-Focused Financial Advisor

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

Job summary

Charles Schwab's service team is at the heart of our commitment to helping clients own their financial futures. In this role, you’ll engage with clients via inbound calls, provide financial guidance, and advocate for their needs while taking ownership to offer the best possible solutions.

Starting compensation for this location ranges from $56,300-$64,800 depending on experience, plus an annual bonus opportunity of 10% of base pay and other eligible earnings.

Qualifications

• Must hold active FINRA Series 7 and 63 licenses.
• Able to work any day/time to cover 24/7 center needs.
• Experience in customer service and client relationships preferred.

Responsibilities

• Answer inbound client calls and provide financial guidance.
• Build lasting relationships with clients based on trust.
• Take ownership and resolve complex issues for best solutions.
• Collaborate with team to deliver exceptional service.

Skills

Active FINRA Series 7 & 63 Licenses

Flexibility to work any day/time

Strong communication

Education

Bachelor’s degree in Finance/Economics

Tools

CRM platforms

Job description

Charles Schwab's service team is at the heart of our commitment to helping clients own their financial futures. In this role, you’ll engage with clients via inbound calls, provide financial guidance, and advocate for their needs while taking ownership to offer the best possible solutions.

Starting compensation for this location ranges from $56,300-$64,800 depending on experience, plus an annual bonus opportunity of 10% of base pay and other eligible earnings.