Licensed Financial Services Representative

About the Role
At the heart of Schwab's commitment to helping clients own their financial futures. Provide clients financial guidance while forming lasting relationships built on trust, respect, and reaching common goals. Engage with and advocate for clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solutions.
Responsibilities
- Provide financial guidance to clients
- Answer inbound calls and take ownership of client issues
- Tackle complex issues to offer best possible solutions
- Build lasting relationships based on trust and respect
- Act as client advocate throughout interactions
Requirements
- Bachelor's degree or higher in Finance, Economics, or related field from accredited university (preferred)
- 1+ years of customer service experience preferred
- 1+ years of client relationship experience preferred
- Robust communication, influencing and client engagement skills
- Ability to adapt to changes in the market and business
- Proficient in Client Relationship Management (CRM) platforms
- Active FINRA Series 7 & 63 Licenses REQUIRED
Benefits
- 10% annual bonus opportunity of base pay and other eligible earnings
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance