Licensed Financial Services Advisor - Client Focused

Charles Schwab Careers; Mesa (AZ); On-site; USD 59,000 - 67,000; Full time

Benefits offered by this job

Annual bonus (10% of base pay)

Remote work opportunities after培训

Job summary

Charles Schwab is hiring a Licensed Financial Services Representative in the Phoenix area. You will guide clients through meaningful financial conversations, listen actively, and resolve complex needs with care. Work is on-site during a 24-week training program with potential for remote work options after training.

The role includes a base pay range with a 10% annual bonus opportunity, and a path for career mobility within Schwab's collaborative culture.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• A passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Working as part of a supportive team and adapting to change.
• On-site work during 24-week training (8:00am–4:30pm).
• Shift options after training include evenings, overnight and weekends.

Responsibilities

• Guide clients through meaningful financial conversations.
• Be a trusted voice on the phone—listen actively and resolve complex needs with care.
• Deliver an exceptional client experience through thoughtful problem-solving, clear communication and empathetic guidance.

Skills

Active FINRA licenses (Series 7 & 63)

Customer service

Communication

Growth mindset

Empathy

Teamwork

Problem-solving

Education

Bachelor’s degree or higher

Job description

Charles Schwab is hiring a Licensed Financial Services Representative in the Phoenix area. You will guide clients through meaningful financial conversations, listen actively, and resolve complex needs with care. Work is on-site during a 24-week training program with potential for remote work options after training.

The role includes a base pay range with a 10% annual bonus opportunity, and a path for career mobility within Schwab's collaborative culture.