Licensed Financial Services Rep - Client Impact & Growth

Charles Schwab; Orlando (FL); Hybrid; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical after 5 y

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Licensed Financial Services Representative to engage clients by phone, applying your licensed expertise and client-first approach. You’ll guide conversations, resolve complex needs, and help build long-term client relationships within a supportive, learning-focused culture.

Starting compensation for this location ranges from $57,700 – $66,200, plus a 10% annual bonus opportunity and eligible earnings.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• 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.
• Willingness to work as part of a supportive team and adapt to change.
• Bachelor’s degree or higher required.

Responsibilities

• Conduct meaningful financial conversations with clients over the phone.
• Guide clients through financial decisions with licensed expertise.
• Deliver exceptional client experiences through thoughtful problem‑solving and clear communication.
• Collaborate with teammates and participate in Schwab’s training and development culture.

Skills

Active listening

Clear communication

Empathy

Problem solving

Teamwork

Education

Bachelor’s degree or higher

Job description

Charles Schwab is hiring a Licensed Financial Services Representative to engage clients by phone, applying your licensed expertise and client-first approach. You’ll guide conversations, resolve complex needs, and help build long-term client relationships within a supportive, learning-focused culture.

Starting compensation for this location ranges from $57,700 – $66,200, plus a 10% annual bonus opportunity and eligible earnings.