Licensed Financial Service Professional
$56.3k/y-$64.8k/y
21 hours ago
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HybridFull-timeEntry
Summary
Charles Schwab is seeking a Licensed Financial Service Professional to join their team in Indianapolis, IN. The role involves providing financial guidance to clients and forming lasting relationships built on trust and respect.
About the Role
As a Licensed Financial Service Professional, you will engage with clients by answering inbound calls, taking ownership of complex issues, and advocating for their financial needs. You will be part of a supportive team culture that encourages professional growth and offers diverse career opportunities.
About You
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
- 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
- Competitive pay and bonus package with an annual bonus opportunity of 10% of base pay
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Indianapolis, IN