Licensed Financial Services Advisor: Client Guidance & Growth

Charles Schwab; Gretna (LA); On-site; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Job summary

Charles Schwab in Gretna, LA seeks a Regular full-time service associate to guide clients with financial solutions and build trusted relationships.

You will answer inbound calls, own issues, and provide clear, compliant guidance while collaborating with a supportive team. Licensed candidates with FINRA licenses are preferred, and a finance degree helps.

The role offers growth, a competitive compensation package, and bonuses tied to performance.

Qualifications

• Active FINRA Series 7 & 63 licenses.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.
• Ability to adapt to market changes and strong client engagement skills.
• Flexible to work any day, time, or shift to support 24/7 contact center needs.

Responsibilities

• Provide clients with financial guidance and build lasting relationships based on trust and respect.
• Engage with clients on inbound calls, take ownership of issues, and offer the best possible solution.
• Collaborate with the team to deliver world-class service and maintain a client-centric approach.
• Represent Schwab professionally, ensuring compliance and accuracy in all client interactions.

Skills

FINRA Licenses

Customer service

Client engagement

CRM experience

Education

Finance/Economics degree

Tools

CRM platforms

Job description

Charles Schwab in Gretna, LA seeks a Regular full-time service associate to guide clients with financial solutions and build trusted relationships.

You will answer inbound calls, own issues, and provide clear, compliant guidance while collaborating with a supportive team. Licensed candidates with FINRA licenses are preferred, and a finance degree helps.

The role offers growth, a competitive compensation package, and bonuses tied to performance.