Licensed Financial Services Pro Flexible Shifts Remote

Charles Schwab Careers; Phoenix (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 vacation and sabbatical after 5 y

Parental leave and family building

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab engages licensed professionals to help clients navigate financial conversations with care and clarity. You’ll guide clients, resolve complex needs, and deliver exceptional service on the phone, building trust and long-term relationships.

Starting compensation for Phoenix locations is a base plus annual bonus opportunity; 8:00am–4:30pm training, with after-training shifts including evenings or weekends. Schwab emphasizes growth, hybrid work, and a collaborative culture.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• Passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Working as part of a supportive team and adapting to change.

Responsibilities

• Guide clients through meaningful financial conversations on the phone.
• Serve as a trusted voice and resolve complex needs with care and clarity.
• Deliver an exceptional client experience through problem‑solving and empathy.
• Partner with teammates and support career growth within Schwab.
• Work from Phoenix locations with structured training and shifts.

Skills

FINRA Series 7 license

FINRA Series 63 license

Customer service

Clear communication

Empathy

Education

Bachelor’s degree or higher

Tools

Job description

Charles Schwab engages licensed professionals to help clients navigate financial conversations with care and clarity. You’ll guide clients, resolve complex needs, and deliver exceptional service on the phone, building trust and long-term relationships.

Starting compensation for Phoenix locations is a base plus annual bonus opportunity; 8:00am–4:30pm training, with after-training shifts including evenings or weekends. Schwab emphasizes growth, hybrid work, and a collaborative culture.