Licensed Financial Services Advisor for Client Impact

Charles Schwab; Brownsburg (IN); On-site; USD 56,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Indiana is seeking a client-focused financial services advocate to answer inbound calls, offer guidance, and build trusted relationships with clients. You will own issues, act as a client champion, and collaborate with a team to deliver solutions that meet client goals.

Qualified candidates have FINRA Series 7 & 63 licenses, CRM proficiency, and a customer-service mindset. A finance-related degree and strong communication skills are preferred for continued growth within

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• 1+ years of customer service experience.
• 1+ years of client relationship experience.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.
• Ability to adapt to changes in the market and business.
• Robust communication, influencing and client engagement skills.
• Desire to be part of a supportive and collaborative team.
• Proficient in Client Relationship Management (CRM) platforms.
• Strong candidates will also have previous experience in Financial Representative role.

Responsibilities

• Answer inbound calls and provide financial guidance.
• Take ownership of issues and work toward the best possible solution.
• Engage with clients to form lasting relationships based on trust and respect.
• Advocate for clients and act as their client champion.
• Contribute to Schwab’s culture and professional growth through teamwork.

Skills

Customer service

Communication

Client engagement

Team collaboration

Education

Bachelor's degree in Finance, Economics, or related field

Tools

CRM platforms

Job description

Charles Schwab in Indiana is seeking a client-focused financial services advocate to answer inbound calls, offer guidance, and build trusted relationships with clients. You will own issues, act as a client champion, and collaborate with a team to deliver solutions that meet client goals.

Qualified candidates have FINRA Series 7 & 63 licenses, CRM proficiency, and a customer-service mindset. A finance-related degree and strong communication skills are preferred for continued growth within