Licensed Financial Services Advisor - Client Growth

Charles Schwab; Dallas (TX); On-site; USD 58,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and volunteering sabbat

Sabbatical after five years

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a client-focused professional to join our service team in Dallas. You will answer inbound calls, provide financial guidance, and build trust-based relationships with clients across a dynamic, supportive environment.

Successful candidates will hold FINRA Series 7 & 63 licenses and can adapt to a 24/7 contact center. We offer competitive base pay with a 10% annual bonus eligibility and comprehensive benefits.

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 to clients.
• Build lasting relationships with clients based on trust and service.
• Take ownership of complex issues to offer the best possible solution.

Skills

Growth mindset

Flexible scheduling

Communication skills

Client engagement

CRM proficiency

Education

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

Job description

Charles Schwab is seeking a client-focused professional to join our service team in Dallas. You will answer inbound calls, provide financial guidance, and build trust-based relationships with clients across a dynamic, supportive environment.

Successful candidates will hold FINRA Series 7 & 63 licenses and can adapt to a 24/7 contact center. We offer competitive base pay with a 10% annual bonus eligibility and comprehensive benefits.