Licensed Financial Services Pro — Client Impact & Growth

Charles Schwab; Phoenix (AZ); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation time and volunteering time

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring for a regular, full-time service role in Phoenix. You will engage with clients over inbound calls, offer financial guidance, and advocate for their best interests in a fast-paced, 24/7 contact center environment.

The role emphasizes ownership, teamwork, and a growth mindset, with opportunities to advance as you learn the Schwab platform and build lasting client relationships.

Qualifications

• Active FINRA Series 7 & 63 licenses are required.
• Strong communication and client engagement skills are preferred.
• Bachelor’s degree in Finance, Economics, or related field from an accredited university.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Build lasting client relationships with trust and professional service.
• Collaborate with a team to solve complex client questions and issues.

Skills

FINRA Series 7 & 63 licenses

Communication skills

Education

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

Tools

CRM platforms

Job description

Charles Schwab is hiring for a regular, full-time service role in Phoenix. You will engage with clients over inbound calls, offer financial guidance, and advocate for their best interests in a fast-paced, 24/7 contact center environment.

The role emphasizes ownership, teamwork, and a growth mindset, with opportunities to advance as you learn the Schwab platform and build lasting client relationships.