Licensed Financial Services Representative
Pay range
Requirements
- Active FINRA Series 7 and 63 licenses.
- A passion for helping clients and ensuring positive experiences.
- Ability to convey information clearly and build trust.
- Openness to feedback and a growth mindset.
- Problem-solving with confidence and clarity.
- Understanding and responding to client needs with empathy.
- Accuracy and thoroughness in every interaction.
- Working as part of a supportive team and adapting to change.
- Ability to work 8:00am - 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site. • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
- Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
Example shift groups:
- Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
- Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
- Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
- Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training
Preferred qualifications
- Previous customer service or client relationship experience.
- Bachelor's degree or higher.
#Campus
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
Not included in the source posting: about the role, what you'll do, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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