LICENSED Client Service Professional - 401k

The Charles Schwab Corporation; Phoenix (AZ); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Hybrid work arrangement

Job summary

The Charles Schwab Corporation in Phoenix, AZ seeks candidates for an on-site training role serving retirement plan participants with education, solutions, and long-term investing options for employer-sponsored plans. You will engage via inbound calls in a consultative style and build expertise through a structured training program with coaching.

Post-training, a hybrid schedule is available with opportunities for bonus or incentive compensation.

Qualifications

• Series 7 and 63 required with registration in all 50 states.
• Full-time on-site during Schwab's training program, followed by a hybrid work schedule.
• Ability to work various shifts Monday–Friday between 6:30am–8:00pm Local AZ Time.

Responsibilities

• Deliver education, solutions, and long-term investing options regarding employer-sponsored retirement plans via inbound calls.
• Take a consultative approach with retirement and 401k plan participants using multiple computer applications and internal resources.
• Participate in structured training, on-the-job learning, and coaching to grow retirement product expertise.

Skills

Customer service experience

Active listening

Communication skills

Multi-tasking

Education

Series 7, 63 (or equivalent)

Job description

Your Opportunity

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll deliver exceptional service to clients through inbound phone calls focused on providing education, solutions, and long-term investing options regarding employer-sponsored retirement plans. You’ll take a consultative approach with retirement and 401k plan participants, utilizing multiple computer applications and internal resources to offer them world-class solutions. Here, you will take charge of your own professional journey by attending a structured training program, participating in on-the-job learning, and receiving individual coaching and support, with a focus on growing your expertise on retirement products and services. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

In addition to the salary, this role is also eligible for bonus or incentive opportunities.

NOTE: The office is located at 2423 E. Lincoln Drive, Phoenix AZ. The New Hire Training Class is June 2, 2025.

What you have

What you have:

If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. No degree or financial license is required but if you are interested in taking your career to the next level – training opportunities are available. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required Qualifications

• Series 7, 63 (or equivalent), required with registration in all 50 states


• Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule.


• Ability to work various shifts to serve our clients, with availability Monday-Friday (any time) between 6:30am-8:00pm Local AZ Time.

Preferred Qualifications

• Previous customer service and/or client relationship experience.


• Ability to multi-task, with demonstrated success navigating multiple computer applications simultaneously.


• Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.


• Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines.


• Robust communication, influencing and client engagement skills.


• Ability to adapt and implement changes as market and business conditions evolve.


• Dedication to resolving a variety of complex client inquiries both through technology-based research and working closely with partners.


• Receptive to mentoring and feedback for continuous improvement.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan


• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions


• Paid parental leave and family building benefits


• Tuition reimbursement


• Health, dental, and vision insurance