Licensed Financial Services Advisor (Series 7/63)

Charles Schwab; Glendale (CA); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering, 28-day

Sabbatical after 5 years

Paid parental leave and family_BUILD

Job summary

Charles Schwab is seeking a Regular-position service professional to provide financial guidance and build lasting client relationships. You will engage with clients on inbound calls, take ownership, and resolve complex issues while upholding Schwab’s standards of service.

A growth-minded, collaborative team culture supports your professional journey. Starting compensation for this location ranges from $57,600 – $66,100 depending on related experience, with an annual bonus opportunity of 10% of

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Answer inbound calls, take ownership, and tackle complex issues to offer the best possible solution.
• Provide clients with financial guidance while building lasting relationships based on trust and respect.
• Advocate for clients and support their financial goals in a fast-paced, team-based environment.

Skills

Customer service

Client engagement

Communication

Team collaboration

Financial guidance

Education

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

Tools

CRM platforms

Job description

Charles Schwab is seeking a Regular-position service professional to provide financial guidance and build lasting client relationships. You will engage with clients on inbound calls, take ownership, and resolve complex issues while upholding Schwab’s standards of service.

A growth-minded, collaborative team culture supports your professional journey. Starting compensation for this location ranges from $57,600 – $66,100 depending on related experience, with an annual bonus opportunity of 10% of