Licensed Financial Advisor — Client-Focused Growth Role

Charles Schwab; Tempe (AZ); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring for a role in Tempe, AZ, focusing on delivering financial guidance and exceptional client service over inbound calls. You will own client issues, build trust, and advocate for clients while collaborating with a supportive team.

Starting compensation ranges from $57,600 to $66,100, with a 10% annual bonus opportunity based on base pay and other eligible earnings. A FINRA license and finance/related degree are preferred qualifications.

Qualifications

• Active FINRA Series 7 & 63 licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Answer inbound calls and provide financial guidance.
• Take ownership of client issues and offer the best possible solution.
• Form lasting relationships built on trust and respect with clients.
• Advocate for clients and engage with them to reach common goals.
• Collaborate with team to deliver world-class service.

Skills

Customer service

Client engagement

Communication

Team collaboration

Education

FINRA Series 7 & 63 licenses

Bachelor’s degree or higher in Finance/Economics or related field

Tools

CRM platforms

Job description

Charles Schwab is hiring for a role in Tempe, AZ, focusing on delivering financial guidance and exceptional client service over inbound calls. You will own client issues, build trust, and advocate for clients while collaborating with a supportive team.

Starting compensation ranges from $57,600 to $66,100, with a 10% annual bonus opportunity based on base pay and other eligible earnings. A FINRA license and finance/related degree are preferred qualifications.