Licensed Financial Services Representative jobs in United States
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Charles Schwab · 22 hours ago

Licensed Financial Services Representative

positionLone Tree, CO
timeFull-time
remoteHybrid
seniorityEntry Level
money$61K/yr - $70K/yr
date1+ years exp

Charles Schwab is committed to helping clients own their financial futures, and they are seeking a Licensed Financial Services Representative to provide financial guidance and build lasting relationships with clients. In this role, you will engage with clients, advocate for their needs, and tackle complex issues to deliver optimal solutions while being part of a supportive team culture.

Financial Services
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H1B Sponsor Likelynote

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
Work any day, time, or shift to accommodate 24/7 contact center needs

Qualification

FINRA Series 7 LicenseFINRA Series 63 LicenseCustomer service experienceClient relationship experienceClient Relationship Management (CRM)Bachelor’s degree in FinanceBachelor’s degree in EconomicsInfluencing skillsCommunication skillsTeam collaboration

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

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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