Licensed Financial Services Pro — Client Guidance & Growth

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

Job summary

Charles Schwab in Indianapolis is seeking a Customer Service Associate to provide financial guidance, build lasting client relationships, and handle inbound calls with trust and integrity. Starting compensation ranges from $56,300 to $64,800, plus an annual bonus opportunity of 10% of base pay and other eligible earnings, with team-focused culture and growth opportunities.

The role requires active FINRA licenses (Series 7 & 63) and flexibility to work any shift to meet 24/7 contact center needs,

Qualifications

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

Responsibilities

• Provide financial guidance and answer inbound calls to assist clients.
• Build lasting relationships based on trust, respect, and shared goals.
• Serve as an advocate for clients while solving complex inquiries.

Skills

Customer service

Client relationship

Communication

Education

FINRA Series 7 Licenses

FINRA Series 63 License

Bachelor’s degree in Finance or related field

Tools

CRM platforms

Job description

Charles Schwab in Indianapolis is seeking a Customer Service Associate to provide financial guidance, build lasting client relationships, and handle inbound calls with trust and integrity. Starting compensation ranges from $56,300 to $64,800, plus an annual bonus opportunity of 10% of base pay and other eligible earnings, with team-focused culture and growth opportunities.

The role requires active FINRA licenses (Series 7 & 63) and flexibility to work any shift to meet 24/7 contact center needs,