Licensed Financial Services Advisor — Growth, Bonus & Flex

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

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & volunteering

Sabbatical 28 days after 5 years

Parental leave & family benefits

Tuition reimbursement

Health/dental/vision insurance

Job summary

Charles Schwab in Noblesville, IN is seeking a dedicated service professional to guide clients on their financial journeys. You will respond to inbound calls, foster trustful relationships, and provide solutions while representing Schwab's client-first culture.

In this role you’ll work within a dynamic team, leverage CRM tools, and uphold industry licensing standards. The position emphasizes flexible shifts and a commitment to exceptional service in a diverse, inclusive environment.

Qualifications

• Active FINRA Series 7 & 63 licenses required.
• Ability to work any day/time to cover 24/7 contact center needs.
• Strong communication and client engagement skills.

Responsibilities

• Answer inbound calls and provide financial guidance.
• Own issues and deliver best solutions for clients.
• Build lasting relationships based on trust and respect.
• Collaborate with team to support clients' financial futures.

Skills

FINRA Series 7 & 63 Licenses

Flexibility for 24/7 shifts

Education

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

Tools

CRM platforms

Job description

Charles Schwab in Noblesville, IN is seeking a dedicated service professional to guide clients on their financial journeys. You will respond to inbound calls, foster trustful relationships, and provide solutions while representing Schwab's client-first culture.

In this role you’ll work within a dynamic team, leverage CRM tools, and uphold industry licensing standards. The position emphasizes flexible shifts and a commitment to exceptional service in a diverse, inclusive environment.