Licensed Financial Services RepresentativeCharles Schwab

Your 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 plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, youll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. Youll serve as a trusted voice on the phonelistening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.

Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problemsolving, clear communication, and empathetic guidance. Youll partner closely with teammates, advocate for client needs, and strengthen longterm relationships built on trust and respect. At the same time, youll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.

If youre licensed, clientfocused, and motivated by making a real difference for others, this is where your impact grows.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $59,600.00 $68,100.00, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.

Requirements:

• Active FINRA Series 7 and 63 licenses.

• A passion for helping clients and ensuring positive experiences.

• Ability to convey information clearly and build trust.

• Openness to feedback and a growth mindset.

• Problem-solving with confidence and clarity.

• Understanding and responding to client needs with empathy.

• Accuracy and thoroughness in every interaction.

• Working as part of a supportive team and adapting to change.

• Ability to work8:00am 4:30 pmMonday through Fridayduring Schwab's 24-week training program, on-site.

• After training is complete,theabilityto workassignedshiftto accommodate business needs to includeevening, overnight,and weekend options.

• Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts.

• Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

Exampleshiftgroups:

• Weekend Day Shift (Startbetween6:30am-9:30am CT, includes 1-2 weekend days):Potential to workremoteafter trainingIFworking both weekend daysare assigned

• WeekdayEveningShift (Start 11am-5pm CT, Monday-Friday):In office

• Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday):Potential towork fullyremoteafter training

• Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday):Potential to work fully remoteafter training

Preferred qualifications:

• Previous customer service or client relationship experience.

• Bachelors degree or higher.

#Campus

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.