Home
/
Account Management
/
Licensed Financial Services Representative
Licensed Financial Services Representative-February 2024
Omaha
Feb 18, 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
Senior Claims Adjuster, Workers’ Compensation (Northeast)
Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commer
Engagement Manager - Central USA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Customer Onboarding Strategist, Acquisitions, Google Customer Solutions
Minimum qualifications: Bachelor's degree or equivalent practical experience. 4 years of experience in a customer-facing role, including consultative business. Experience in business, media account m
Contracting Account Manager (Work from Home)
Job Summary Responsible for assigned account management functions and assisting with the development of the deal story and individual proposals and contracts for product and service offerings for the
Manager, Customer Success- Corporates Risk
Lead team and drive performance to achieve Thomson Reuters' strategic objectives, growth and retention goals. Develop, coach and support Team Members to increase retention, growth, and customer satis
Practice Experience Manager
At Alcon, we are driven by the meaningful work we do to help people see brilliantly. We innovate boldly, champion progress, and act with speed as the global leader in eye care. Here, you'll be recogn
Registered Manager Local Specialty
Job Summary Responsible for directing the operation of a Walgreens Local Specialty Pharmacy, and accountable for improving unit sales, profits, and image through the overall development and protectio
Loan Document Administrator Senior
LOAN DOCUMENT ADMINISTRATOR SENIOR WHAT IS THE OPPORTUNITY? Responsible for the preparation of loan documents. Obtain and review all necessary loan information to prepare adequate loan documents and
Account Manager - Rides - 12 month Fixed Term Contract
This role is a 12 month fixed term contract to cover a period of parental leave. There is a requirement to be in the Manchester office 2 days per week. We began by taking hotel bookings online over 2
Claims Adjuster - Workers’ Compensation (Northeast)
Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commer
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved