Licensed Financial Services Representative

Fairygodboss; Lone Tree (CO); On-site; USD 62,800 - 71,300; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid parental leave

Tuition reimbursement

28-day sabbatical after 5 years

Job summary

Join Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You will engage with clients via inbound calls, providing personalized financial solutions while fostering long-term relationships.

The ideal candidate will have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62,800 - $71,300, plus a 10% annual bonus and a comprehensive benefits package, including 401(k) matching and health insurance.

Qualifications

• Must have active Series 7 & 63 licenses.
• Flexibility to work any day or time required for a 24/7 contact center.

Responsibilities

• Provide financial guidance to clients.
• Engage and advocate for clients over phone interactions.

Skills

Active FINRA Series 7 & 63 Licenses

Customer service experience

Client relationship experience

Communication skills

CRM platform proficiency

Education

Bachelor’s degree or higher in Finance or Economics

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients – this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $62,800 - $71,300 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

What you have

Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world‑class service.

Qualifications

Required Qualifications

• Active FINRA Series 7 & 63 Licenses
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications

• 1+ years of customer service experience
• 1+ years of client relationship experience
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
• Ability to adapt to changes in the market and business
• Robust communication, influencing and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proficient in Client Relationship Management (CRM) platforms
• Strong candidates will also have previous experience in Financial Representative role

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance