Licensed Financial Services Advisor — Remote Options

Charles Schwab; Lone Tree (CO); On-site; USD 63,000 - 71,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation time + volunteering

Sabbatical after 5 years

Parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Lone Tree, CO is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care and clarity.

You will work with a collaborative team, participate in a 24-week on-site training program, and have opportunities to grow within Schwab while earning a base salary with a 10% annual bonus potential and eligible earnings.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• Bachelor’s degree or higher.
• Strong client service and communication skills.

Responsibilities

• Guide clients through meaningful financial conversations on the phone.
• Deliver exceptional service with active listening and clear communication.
• Collaborate with teammates to strengthen client relationships.

Skills

Active FINRA licenses

Education

Bachelor’s degree or higher

Job description

Charles Schwab in Lone Tree, CO is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care and clarity.

You will work with a collaborative team, participate in a 24-week on-site training program, and have opportunities to grow within Schwab while earning a base salary with a 10% annual bonus potential and eligible earnings.