Home
/
Account Management
/
Licensed Financial Services Representative
Licensed Financial Services Representative-November 2024
Phoenix
Nov 25, 2024
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Licensed Financial Services Representative

  Salary: USD $52,200 - $69,100 / Year

  Your Opportunity

  At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

  Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

  We offer a competitive pay and bonus package. Starting compensation for this location ranges from $52,500 - $69,100 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

  What you have

  Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

  Required Qualifications

  Active FINRA Series 7 & 63 Licenses Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

  Preferred Qualifications

  1+ years of customer service experience 1+ years of client relationship experienceBachelor's degree or higher in Finance, Economics, or related field from accredited universityAbility to adapt to changes in the market and business Robust communication, influencing and client engagement skillsDesire to be part of a supportive and collaborative teamProficient in Client Relationship Management (CRM) platforms Strong candidates will also have previous experience in Financial Representative role

  What's in it for you

  At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Commercial Lines Account Manager
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Account Coordinator
As an Account Coordinator , you play a critical role in executing business for our customers. You'll build relationships with customers and partner with Account Managers and Capacity teams to ensure
Account Manager, Technology
Description Kforce is one of the premier leaders in the staffing industry, where Great People = Great ResultsSM. For over 50 years we've thrived on building relationships and making a positive impact
Account Manager
Are you ready for an exciting career that combines logistics expertise with exceptional customer communication? Do you thrive in building and maintaining strong client relationships while ensuring ef
Analyst, Technical Solutions
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Compliance Director - North America
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Commercial Account Manager
Hi, we're HUB! We are proud to be ranked 5th among the world's largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you're at
Account Manager, Technology
Description Requirements f81e723b-6c53-4fad-a31d-53d388d8c294|16 Requirements f81e723b-6c53-4fad-a31d-53d388d8c294|14 Requirements Requirements: BA/BS degree preferred. 5-8 years professional experie
Mgr, Technology Consulting 3
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Enterprise Sales Account Manager
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved