Licensed Financial Services Representative

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation time and volunteering time

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring for a regular, full-time service role in Phoenix. You will engage with clients over inbound calls, offer financial guidance, and advocate for their best interests in a fast-paced, 24/7 contact center environment.

The role emphasizes ownership, teamwork, and a growth mindset, with opportunities to advance as you learn the Schwab platform and build lasting client relationships.

Qualifications

• Active FINRA Series 7 & 63 licenses are required.
• Strong communication and client engagement skills are preferred.
• Bachelor’s degree in Finance, Economics, or related field from an accredited university.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Build lasting client relationships with trust and professional service.
• Collaborate with a team to solve complex client questions and issues.

Skills

FINRA Series 7 & 63 licenses

Communication skills

Education

Bachelor’s degree 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