Licensed Financial Advisor – Client-Centered Guidance

Charles Schwab; Plano (TX); On-site; USD 58,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after long service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Plano, TX is seeking professionals to provide financial guidance via inbound calls and build lasting client relationships. You’ll advocate for clients, take ownership of complex issues, and contribute to a supportive, growth-oriented culture.

Ideal candidates hold FINRA Series 7 & 63 licenses, have 1+ years in customer service or client engagement, and can work flexible shifts. Base pay is competitive with a 10% annual bonus opportunity.

Qualifications

• Active FINRA Series 7 & 63 licenses required.
• Strong communication and client engagement abilities.
• Experience delivering financial guidance to clients is preferred.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Build trusting relationships and advocate for clients’ financial goals.
• Own complex issues and deliver best possible solutions.
• Collaborate with team to support client needs and service quality.

Skills

Active FINRA Series 7 & 63 Licenses

Customer service excellence

Client relationship skills

CRM proficiency

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

CRM platforms

Job description

Charles Schwab in Plano, TX is seeking professionals to provide financial guidance via inbound calls and build lasting client relationships. You’ll advocate for clients, take ownership of complex issues, and contribute to a supportive, growth-oriented culture.

Ideal candidates hold FINRA Series 7 & 63 licenses, have 1+ years in customer service or client engagement, and can work flexible shifts. Base pay is competitive with a 10% annual bonus opportunity.