Licensed Financial Services Pro — Flexible Shifts & Growth

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

Benefits offered by this job

Hybrid work model

401(k) match

Employee stock plan

PTO & volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Austin, TX, is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations on calls. You’ll listen actively, build trust, and resolve complex needs with care in a supportive Schwab culture.

Starting compensation for this location ranges from $58,700 to $67,200, plus an annual bonus opportunity of 10% of base pay and other eligible earnings. A 24-week training program onsite is provided.

Qualifications

• Active FINRA Series 7 and 63 licenses required.
• Strong client-service focus and empathy.
• Clear communication and trust-building skills.
• Growth mindset and openness to feedback.
• Ability to adapt to shifting schedules.

Responsibilities

• Guide clients through financial conversations on calls.
• Deliver exceptional client experiences with care.
• Partner with teammates to resolve complex needs.
• Support career growth and learning within Schwab.

Skills

FINRA Series 7

FINRA Series 63

Communication

Empathy

Problem solving

Active listening

Accuracy

Teamwork

Education

Bachelor's degree

Job description

Charles Schwab in Austin, TX, is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations on calls. You’ll listen actively, build trust, and resolve complex needs with care in a supportive Schwab culture.

Starting compensation for this location ranges from $58,700 to $67,200, plus an annual bonus opportunity of 10% of base pay and other eligible earnings. A 24-week training program onsite is provided.