Licensed Financial Services Representative

Charles Schwab; Plano (TX); On-site; USD 58,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after long service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Plano, TX is seeking professionals to provide financial guidance via inbound calls and build lasting client relationships. You’ll advocate for clients, take ownership of complex issues, and contribute to a supportive, growth-oriented culture.

Ideal candidates hold FINRA Series 7 & 63 licenses, have 1+ years in customer service or client engagement, and can work flexible shifts. Base pay is competitive with a 10% annual bonus opportunity.

Qualifications

• Active FINRA Series 7 & 63 licenses required.
• Strong communication and client engagement abilities.
• Experience delivering financial guidance to clients is preferred.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Build trusting relationships and advocate for clients’ financial goals.
• Own complex issues and deliver best possible solutions.
• Collaborate with team to support client needs and service quality.

Skills

Active FINRA Series 7 & 63 Licenses

Customer service excellence

Client relationship skills

CRM proficiency

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 $58,100 – $66,600 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.

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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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