Licensed Financial Services Advisor

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

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation & 28-day sabbatical (5+)

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Indiana is seeking a client-focused representative to assist clients via inbound calls, providing financial guidance and building lasting relationships. The role requires Series 7 & 63 licenses and a willingness to work a flexible schedule in a 24/7 contact center environment.

You will engage with clients, take ownership of issues, and deliver solutions while growing your professional journey within Schwab's supportive culture and career opportunities.

Qualifications

• Active FINRA Series 7 & 63 licenses are required.
• Flexibility to work any day, time, or shift to support 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university.
• Strong communication, influencing and client engagement skills.
• Willingness to be part of a supportive and collaborative team.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Build lasting relationships based on trust and accountability.
• Take ownership, tackle complex issues, and offer best solutions.
• Advocate for clients and support their financial journey with Schwab.
• Collaborate within a team to serve clients and grow professionally.

Skills

Customer service

Communication

Team orientation

Flexibility

Client engagement

Education

Bachelor’s degree in Finance/Economics or related field

Tools

CRM platforms

Job description

Charles Schwab in Indiana is seeking a client-focused representative to assist clients via inbound calls, providing financial guidance and building lasting relationships. The role requires Series 7 & 63 licenses and a willingness to work a flexible schedule in a 24/7 contact center environment.

You will engage with clients, take ownership of issues, and deliver solutions while growing your professional journey within Schwab's supportive culture and career opportunities.