Charles Schwab · 1 hour ago
Licensed Financial Services Representative
Phoenix, AZ
Full-time
Hybrid
Entry Level
$58K/yr - $66K/yr
1+ years expCharles Schwab is a financial services firm committed to helping clients own their financial futures. In this role, you will provide financial guidance to clients and advocate for their needs while building lasting relationships.
Financial Services
Responsibilities
Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal
Engage with, and be an advocate for, clients when answering inbound calls
Take ownership, and tackle complex issues to offer the best possible solution
Qualification
Required
Active FINRA Series 7 & 63 Licenses
Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Preferred
1+ years of customer service experience
1+ years of client relationship experience
Bachelor's degree or higher in Finance, Economics, or related field from accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing and client engagement skills
Desire to be part of a supportive and collaborative team
Proficient in Client Relationship Management (CRM) platforms
Strong candidates will also have previous experience in Financial Representative role
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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