Licensed Sr. Specialist - Global Investing Services
Charles Schwab2 days ago
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OnsiteFull-timeMid
Summary
Charles Schwab is seeking a Licensed Sr. Specialist - Global Investing Services to join their team in Orlando, FL. The role involves helping clients develop their trading expertise and grow their portfolios in international equity investments.
About the Role
As a Licensed Sr. Specialist in Global Investing Services, you will be responsible for educating clients on trading equities, derivatives, and foreign exchange. You will serve as a subject matter expert, assisting both domestic and international clients with their trading and operational needs. Your role will involve promoting outstanding client experiences and leveraging industry knowledge to support asset gathering and product cross-selling.
About You
Required:
- Active Series 7 and 63 licenses required.
- Excellent communicative skills, both oral and written.
- 3+ years of experience servicing clients in the securities industry.
- Ability to educate clients and colleagues on complex concepts.
- Strong business judgment and prioritization skills.
Preferred:
- Prior professional trader level of expertise in equities and derivatives.
- Minimum two years of equity trading or derivatives trading experience.
- Bachelor's Degree or equivalent experience.
- Strong knowledge of international client relationships.
- 9/10 License preferred.
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.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
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)
Orlando, FL