Licensed Financial Services Representative

Charles Schwab Careers; Round Rock (TX); On-site; USD 59,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers in Round Rock, TX, is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone. You will listen actively, build trust, and resolve complex needs with care, joining a collaborative team focused on client outcomes.

The role requires FINRA licenses and a passion for helping others. It offers a structured 24-week on-site training, with post-training shifts including evenings and weekends, plus the potential for

Qualifications

• 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.
• Availability for 8:00am–4:30pm on-site training during Schwab's 24-week program.
• After training, ability to work assigned shift including evenings, overnight, and weekends.

Responsibilities

• Provide licensed financial services guidance to clients over the phone.
• Deliver exceptional client experiences through listening and problem-solving.
• Collaborate with teammates and refer to appropriate resources to meet client needs.

Skills

FINRA Series 7

FINRA Series 63

Client-focused

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Team player

Flexibility

Shift adaptability

Education

Bachelor’s degree or higher

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 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$58,700 – $67,200, 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 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
• Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
• Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
• Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT 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

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