Licensed Financial Services Advisor - Flexible Shifts

Charles Schwab Careers; Scottsdale (AZ); Híbrido; USD 59.000 - 67.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Paid vacation and parental leave

Tuition reimbursement

Descripción de la vacante

Charles Schwab Careers is seeking a Licensed Financial Services Representative in the Phoenix area. You will guide clients over the phone, using licensed expertise to address complex needs with empathy and clarity.

This role offers a base salary range of $59,000 to $66,500 with an annual bonus opportunity of 10% of base pay and eligible earnings, plus a path for career growth within Schwab.

Formación

• Active FINRA Series 7 and 63 licenses.
• Passion for helping clients and ensuring positive experiences.
• Clear communication and trust-building.
• Growth mindset and openness to feedback.

Responsabilidades

• Guide clients through meaningful financial conversations over the phone.
• Deliver exceptional service and resolve complex needs with care.
• Maintain compliance and stay current on FINRA licenses.
• Collaborate with team and adapt to shift schedules.

Conocimientos

Customer service

Client relationships

Communication skills

Problem solving

Educación

Bachelor’s degree or higher

FINRA Series 7 & 63 licenses

Descripción del empleo

Charles Schwab Careers is seeking a Licensed Financial Services Representative in the Phoenix area. You will guide clients over the phone, using licensed expertise to address complex needs with empathy and clarity.

This role offers a base salary range of $59,000 to $66,500 with an annual bonus opportunity of 10% of base pay and eligible earnings, plus a path for career growth within Schwab.