Licensed Financial Services Representative

Charles Schwab Corporation; Orlando (FL); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

Annual bonus

Training program

Remote work options

Job summary

Schwab in Orlando is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations, answer questions, and resolve complex needs with care.

You will work on the phone as a trusted advisor, delivering an exceptional client experience and building long-term relationships within a collaborative Schwab culture. Training, growth, and mobility are emphasized.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• Passion for helping clients and ensuring positive experiences.
• Ability to clearly convey information and build trust.

Responsibilities

• Guide clients through meaningful financial conversations on the phone.
• Listen actively, build confidence, and resolve complex needs with care.
• Deliver exceptional client experiences with empathy and accuracy.
• Develop long-term relationships through trustworthy guidance and teamwork.

Skills

FINRA Series 7

FINRA Series 63

Customer service

Communication

Education

Bachelor's degree or higher

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 plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You’ll serve as a trusted voice on the phone—listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.

Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem‑solving, clear communication, and empathetic guidance. You’ll partner closely with teammates, advocate for client needs, and strengthen long‑term relationships built on trust and respect. At the same time, you’ll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.

If you’re licensed, client‑focused, and motivated by making a real difference for others, this is where your impact grows.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from$57,700 – $66,200, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.

Requirements:

• Active FINRA Series 7 and 63 licenses.
• A 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.
• Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's 24-week training program, on-site.
  • After training is complete,theabilityto workassignedshiftto accommodate business needs to includeevening, overnight,and weekend options.
  • Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts.
  • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

Example shift groups:

• Weekend Day Shift (Startbetween7:30am-10:30amET, includes 1-2 weekend days):Potential to workremoteafter trainingIFworking both weekend daysare assigned
• WeekdayEveningShift (Start 12pm-6pmET, Monday-Friday):In office
• Weekend Evening/Overnight Shift (Start at 1pmET Sat/Sun/Mon or8pmET Friday/Saturday/Sunday):Potential to work fully remoteafter training

Preferred qualifications:

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

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