Licensed Financial Services Representative

About the Role

As a Licensed Financial Services Representative at Schwab, you'll guide clients through meaningful financial conversations using your licensed expertise. This role is essential in helping clients build confidence in their financial decisions.

Responsibilities

• Listen actively to client concerns and provide tailored solutions.
• Establish and maintain long-term relationships built on trust.
• Advocate for client needs within the company.
• Collaborate with teammates to enhance the client experience.
• Resolve complex client issues with positive outcomes.

Requirements

• Active FINRA Series 7 and 63 licenses.
• Strong passion for customer service and client satisfaction.
• Ability to convey complex information clearly and empathetically.
• Adaptability and willingness to work various shifts.

Benefits

• 401(k) with company match
• Paid time off for vacation and volunteering
• Paid parental leave
• Tuition reimbursement
• Health, dental, and vision insurance