Licensed Financial Services Pro — Client Solutions

Charles Schwab Careers; Tempe (AZ); On-site; USD 59,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+ 

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers is hiring a Licensed Financial Services Representative who will guide clients through financial conversations with empathy and expertise. You’ll resolve complex needs on the phone, build trust, and support long-term relationships in a collaborative culture.

This role includes a 24-week on-site training program in Phoenix, with shifts that may include evenings and weekends and potential remote options after training depending on business needs.

Qualifications

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

Responsibilities

• Guide clients through meaningful financial conversations by listening and asking questions.
• Provide clear guidance and resolve complex needs with care and empathy.
• Partner with teammates to deliver exceptional client experiences and build trust.

Skills

FINRA licenses

Customer service

Clear communication

Team collaboration

Education

Bachelor’s degree or higher

Job description

Charles Schwab Careers is hiring a Licensed Financial Services Representative who will guide clients through financial conversations with empathy and expertise. You’ll resolve complex needs on the phone, build trust, and support long-term relationships in a collaborative culture.

This role includes a 24-week on-site training program in Phoenix, with shifts that may include evenings and weekends and potential remote options after training depending on business needs.