Licensed Financial Services Representative & Client Advisor

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

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid time off and volunteering

28-day sabbatical after every 5 years

Job summary

Charles Schwab in Denton, TX is seeking a Regular service professional who will answer inbound calls, provide financial guidance, and build trusted client relationships.

You’ll engage with clients to solve complex issues, own outcomes, and contribute to a culture that supports your professional journey and growth.

Starting compensation ranges from $58,100–$66,600 with a 10% annual bonus; licenses (Series 7 & 63) and flexibility for 24/7 coverage are required.

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
• Bachelor’s degree or higher in Finance, Economics, or related field.

Responsibilities

• Answer inbound calls, provide financial guidance, and resolve complex client issues.
• Engage with clients to form lasting relationships built on trust and respect.
• Advocate for clients and take ownership to offer the best possible solution.
• Collaborate in a supportive culture with ongoing professional development.

Skills

Customer service

Communication

Client engagement

CRM familiarity

Teamwork

Education

Bachelor's degree or higher in Finance, Economics, or related field

Tools

CRM platforms

Job description

Charles Schwab in Denton, TX is seeking a Regular service professional who will answer inbound calls, provide financial guidance, and build trusted client relationships.

You’ll engage with clients to solve complex issues, own outcomes, and contribute to a culture that supports your professional journey and growth.

Starting compensation ranges from $58,100–$66,600 with a 10% annual bonus; licenses (Series 7 & 63) and flexibility for 24/7 coverage are required.