Charles Schwab is a financial services firm committed to helping clients own their financial futures. In this role, you will provide financial guidance to clients, build lasting relationships, and tackle complex issues to deliver effective solutions while working in a supportive team environment.
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
- Have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities
Skills
- Active FINRA Series 7 & 63 Licenses
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts
- Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview
- 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
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
Company Overview
We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.Company H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships, with 92 in 2026, 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.