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Licensed Financial Services Representative TX

Company: Charles Schwab
Location: Buda
Posted on: February 7, 2024

Job Description:

Position Type: RegularYour Opportunity

At Schwab, youre 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.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll 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 $52,400 - $76,000 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What you have

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 experience

Bachelors 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

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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 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

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Keywords: Charles Schwab, Austin , Licensed Financial Services Representative TX, Accounting, Auditing , Buda, Texas

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