Senior Licensing Coach – FINRA Exam Prep (Onsite)

The Charles Schwab Corporation; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Orlando seeks a Senior Licensing Specialist to support professionals through FINRA licensing exams, delivering coaching and feedback in person on site.

You'll run workshops, lead daily huddles, monitor progress, and partner with managers to maintain pass rates and adhere to program policies.

This role emphasizes strong communication, mentoring, and collaboration in a fast-paced environment with opportunities for bonus opportunities.

Qualifications

• FINRA Series 7 and 63 required.
• Minimum 2 years client service experience at Schwab.
• Excellent verbal and written communication with strong facilitation skills.
• Passion for mentoring others and coaching processes.
• Excellent time management and organizational skills.
• Self-directed, self-motivated, able to work independently.
• Strong partnership skills to work with colleagues and business partners in a fast-paced, results-oriented culture.
• Preferred: Training Consultants Program experience.

Responsibilities

• Utilize management tools to drive accountability, identify risks to study progress, provide individual coaching and study plans.
• Demonstrate strong presentation skills to lead daily huddles and set daily goals.
• Conduct interactive workshops and focus sessions on exam content.
• Build strong relationships with Nesting Managers to support new professionals through the licensing program.
• Participate in a collaborative team environment with best-practice sharing.
• Adhere to standard work to ensure consistency across the program.
• Maintain an on-site presence while supporting classes.

Skills

FINRA Licenses

Client service

Verbal & written communication

Mentoring & coaching

Time management

Self-directed work

Partnership with colleagues

Job description

The Charles Schwab Corporation in Orlando seeks a Senior Licensing Specialist to support professionals through FINRA licensing exams, delivering coaching and feedback in person on site.

You'll run workshops, lead daily huddles, monitor progress, and partner with managers to maintain pass rates and adhere to program policies.

This role emphasizes strong communication, mentoring, and collaboration in a fast-paced environment with opportunities for bonus opportunities.