Sr Specialist, CS&S Licensing

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

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As a key member of the Service Talent Readiness Team, the Sr. Licensing Specialist is responsible for supporting professionals through the FINRA licensing exams, while providing actionable feedback. This position will work within a team of other Licensing Professionals and Managers responsible for maintaining targeted pass rates while ensuring adherence to the program policies and procedures. The role requires delivering an effective study environment and learner experience by monitoring study progress and delivering feedback. This work is primarily completed on-site face to face and occasionally in a virtually setting. Strong communication skills are important in progress reporting to colleagues and business partners. Additionally, Senior Licensing Specials facilitate content and performance huddles regularly.

As a Senior Licensing Specialists, you will on a regular basis:

• Utilize management tools to help drive accountability, identify any risks to the study progress, provide individual coaching and study plans.
• Demonstrate strong presentation skills to lead daily huddles, sharing information and setting goals for the day.
• Conduct interactive workshops and focus sessions on exam content.
• Build a strong relationship with Nesting Managers to support new professionals through the licensing program.
• Actively participate in a collaborative and engaged team environment where best practice sharing is valued and encouraged.
• Adhere to standard work to ensure consistency throughout the program.
• Maintain an on onsite presence while supporting classes.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

• FINRA Series 7 and 63
• Minimum 2 years client service experience at Schwab
• Excellent verbal and written communication skills with strong facilitation skills.
• Passion in mentoring others as well as in teaching and coaching processes.
• Excellent time management and organizational skills.
• Self-directed, self-motivated, and able to work independently on a variety of tasks.
• Strong partnership skills to work effectively with colleagues and business partners in a fast-paced, results oriented culture.

Preferred:

• Experience completing the Training Consultants Program preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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