Licensed Financial Services Advisor | Client-Focused

Charles Schwab Careers; Round Rock (TX); On-site; USD 59,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers in Round Rock, TX, is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone. You will listen actively, build trust, and resolve complex needs with care, joining a collaborative team focused on client outcomes.

The role requires FINRA licenses and a passion for helping others. It offers a structured 24-week on-site training, with post-training shifts including evenings and weekends, plus the potential for

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.
• Availability for 8:00am–4:30pm on-site training during Schwab's 24-week program.
• After training, ability to work assigned shift including evenings, overnight, and weekends.

Responsibilities

• Provide licensed financial services guidance to clients over the phone.
• Deliver exceptional client experiences through listening and problem-solving.
• Collaborate with teammates and refer to appropriate resources to meet client needs.

Skills

FINRA Series 7

FINRA Series 63

Client-focused

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Team player

Flexibility

Shift adaptability

Education

Bachelor’s degree or higher

Job description

Charles Schwab Careers in Round Rock, TX, is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone. You will listen actively, build trust, and resolve complex needs with care, joining a collaborative team focused on client outcomes.

The role requires FINRA licenses and a passion for helping others. It offers a structured 24-week on-site training, with post-training shifts including evenings and weekends, plus the potential for