Licensed Financial Services Representative

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

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 work 8:00am – 4:30 pm Monday through Friday during Schwab's 24‑week training program, on‑site.
  • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
  • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for 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 (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
• Weekday Evening Shift (Start 12pm-6pm ET, Monday-Friday): In office
• Weekend Evening/Overnight Shift (Start at 1pm ET Sat/Sun/Mon or 8pm ET Friday/Saturday/Sunday): Potential to work fully remote after training

Preferred qualifications

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

#Campus

#Campus

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 the value of 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