Licensed Financial Services Advisor

Charles Schwab Corporation; Orlando (FL); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

Annual bonus

Training program

Remote work options

Job summary

Schwab in Orlando is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations, answer questions, and resolve complex needs with care.

You will work on the phone as a trusted advisor, delivering an exceptional client experience and building long-term relationships within a collaborative Schwab culture. Training, growth, and mobility are emphasized.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• Passion for helping clients and ensuring positive experiences.
• Ability to clearly convey information and build trust.

Responsibilities

• Guide clients through meaningful financial conversations on the phone.
• Listen actively, build confidence, and resolve complex needs with care.
• Deliver exceptional client experiences with empathy and accuracy.
• Develop long-term relationships through trustworthy guidance and teamwork.

Skills

FINRA Series 7

FINRA Series 63

Customer service

Communication

Education

Bachelor's degree or higher

Job description

Schwab in Orlando is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations, answer questions, and resolve complex needs with care.

You will work on the phone as a trusted advisor, delivering an exceptional client experience and building long-term relationships within a collaborative Schwab culture. Training, growth, and mobility are emphasized.