Charles Schwab · 2 months ago
Licensed Financial Service Professional
US-IN-Indianapolis
Full-time
Onsite
Entry Level
$27.07/hr - $31.15/hr
1+ years expCharles Schwab is committed to helping clients own their financial futures through innovative solutions and world-class service. In this role, you will provide financial guidance to clients, advocate for them, and address complex issues while building lasting relationships. The position requires active securities licenses and a passion for serving clients in a supportive team environment.
Financial Services
Responsibilities
Give clients financial guidance
Form lasting relationships built on trust, respect, and reaching a common goal
Engage with clients when answering inbound calls
Take ownership and tackle complex issues to offer the best possible solution
Take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities
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
Annual bonus opportunity of 10% of your base pay and other eligible earnings
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
Company data provided by crunchbase