Licensed Financial Services Advisor - Client Guidance

Charles Schwab; Tempe (AZ); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match & ESPP

Paid vacation & volunteering time

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab in Tempe, AZ is seeking a client-focused associate to provide financial guidance to clients over inbound calls. You will own customer issues, build trust, and help clients plan for their financial futures in a supportive, team-driven environment.

Successful candidates will hold FINRA Series 7 and 63 licenses, be flexible with shifts, and bring strong communication and relationship skills. The role offers competitive pay, annual bonus potential, and a commitment to personal and

Qualifications

• Active FINRA Series 7 & 63 Licences.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Proven customer service experience and client relationship skills.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Own client issues, take ownership, and offer best possible solutions.
• Build lasting relationships based on trust and professional service.
• Engage with clients in a team setting to support their financial futures.

Skills

FINRA Series 7 & 63 Licences

Customer service

Client relationship skills

Education

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

Tools

CRM platforms

Job description

Charles Schwab in Tempe, AZ is seeking a client-focused associate to provide financial guidance to clients over inbound calls. You will own customer issues, build trust, and help clients plan for their financial futures in a supportive, team-driven environment.

Successful candidates will hold FINRA Series 7 and 63 licenses, be flexible with shifts, and bring strong communication and relationship skills. The role offers competitive pay, annual bonus potential, and a commitment to personal and