Licensed Financial Services Representative

Charles Schwab; Mesa (AZ); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's service standards.

Successful candidates typically hold FINRA Series 7 & 63 licenses or are pursuing them, with a finance-related degree. The role emphasizes learning, growth, and a culture of client-first service.

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Provide clients with financial guidance while building lasting relationships.
• Handle inbound calls, take ownership of issues, and deliver best possible solutions.
• Serve as an advocate for clients with a team-focused, collaborative approach.

Skills

Growth mindset

Willingness to learn

Strong communication

Client engagement

Adaptability

Education

Bachelor's degree or higher in Finance

Economics or related field

Tools

CRM platforms

Job description

Position Type: Regular
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 $57,600 – $66,100 depending on related experience, plus anannual bonus opportunity of 10% of your base pay and other eligible earnings.
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.

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 approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive 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