Home
/
Account Management
/
Licensed Financial Services Representative
Licensed Financial Services Representative-January 2024
Omaha
Jan 2, 2026
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Licensed Financial Services Representative

  Salary: USD $48,400 - $69,100 / Year

  Your Opportunity

  At Schwab, you're 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.

  Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll 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 $48,400 - $69,100 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

  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 experienceBachelor's degree or higher in Finance, Economics, or related field from accredited universityAbility to adapt to changes in the market and business Robust communication, influencing and client engagement skillsDesire to be part of a supportive and collaborative teamProficient in Client Relationship Management (CRM) platforms Strong candidates will also have previous experience in Financial Representative role

  What's in it for you

  At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Estée Lauder - Counter Manager - Boots - 37.5 Hours
Position Summary: Estée Lauder is the flagship brand of The Estée Lauder Companies Inc. Founded by Mrs. Estée Lauder, the brand today continues her legacy of creating the most innovative, sophisticat
Principal Business Growth Strategy Consultant
About this role: Wells Fargo is seeking a Principal Business Growth Strategy Consultant with demonstrated experience in applying principles from the fields of psychology, sociology, and behavioral ec
Relationship Banker - Southtown - Minnesota West Market
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Sales Account Manager (m/f/d) Electron Microscopy, Industry, East
Thermo Fisher Scientific Inc., the world leader in serving science, with annual revenue of approximately $40 billion is looking for a Salesperson with technical understanding of Material Sciences app
Indirect Procurement Manager
ESTÉE LAUDER COMPANIES is looking for an Affiliate Procurement Manager Are you passionate about procurement and able to demonstrate strong leadership skills? Do you have a passion for true business p
Small Business Banker - Tustin Legacy
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Account Manager
Job Description Be responsible for the sales activities of a strategic product portfolio in an assigned geography in accordance with approved sales and marketing plans.Secure a clear overview of the
大手アカウント担当ハイタッチセールス(Sales Account Manager for Enterprise team)
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Relationship Banker - Alexandria Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Systems Sales Engineer, Enterprise ( West )
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved