Licensed Financial Services Rep — Client Solutions

The Charles Schwab Corporation; Austin, Northern (TX, KY); Hybrid; USD 59,000 - 67,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

The Charles Schwab Corporation in Austin is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care.

Starting pay ranges from $58,700 to $67,200 with an annual bonus opportunity of 10% of base pay. Schwab supports growth through a 24-week on-site training program and flexible shift options.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• Strong customer service with client-focused mindset.
• Clear communication and empathy in conversations.

Responsibilities

• Guide clients through meaningful financial conversations on the phone.
• Build trust and resolve complex needs with care.
• Collaborate with teammates and adapt to training programs.

Skills

Strong communication

Customer service mindset

Problem solving

Team collaboration

Education

Bachelor's degree or higher

Tools

FINRA Series 7 & 63 licenses

Job description

The Charles Schwab Corporation in Austin is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care.

Starting pay ranges from $58,700 to $67,200 with an annual bonus opportunity of 10% of base pay. Schwab supports growth through a 24-week on-site training program and flexible shift options.