Licensed Financial Services Professional Licensed Financial Services Professional …

Charles Schwab
in Fort Worth, TX, United States
Permanent, Full time
Be the first to apply
Charles Schwab
in Fort Worth, TX, United States
Permanent, Full time
Be the first to apply
Licensed Financial Services Professional
Your Opportunity

We are champions of investors and those who serve them and are looking for additional champions to join our company as a Financial Services Professional. We are made up of a diverse workforce of skilled professionals that thrive on serving clients, supporting their financial goals and having meaningful conversations on investment education and market dynamics. This position will continue to further your professional development in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. 

As a Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our retail clients (individual investors) on a variety of topics. These topics could range from common customer service transactions to more complex conversations around:  

  • Investing Principles
  • Trading & Market Mechanics
  • Account management
  • Customized Products & Solutions

Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation. 

 If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service to others around you, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.

What youre good at

We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction. Our goal is that through providing world class service, you are able to earn the trust and loyalty of our clients. Some of the unique aspects about this role and the support you receive to achieve this include calls differing in scope and a focus on providing you tailored feedback and coaching.

Throughout these conversations you will:
  • Educate clients: Engage clients in robust discussions encompassing market conditions, trends and providing investment education.
  • Be consultative: Recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
  • Build strong relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients
  • Use investigative skills: Resolve client issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.
  • Be consultative: Recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
  • Have a defined model of success: Participate in our merit based performance culture where employees feel empowered to own their career with a focus on addressing clients’ needs, personalizing each interaction, and valuing clients and their time.
What you have
  • Resilient attitude to help achieve client satisfaction in a fast-paced call environment
  • A commitment to consistently improve the client experience
  • Ability to establish trust and rapport with clients over the phone
  • Robust consulting, influencing and client engagement skills
  • Desire to work in a collaborative team-based culture
  • An ownership mindset with a desire to continually develop and learn
  • Ability to adapt and implement changes as market and business conditions evolve
  • Client facing customer service experience (phone or in-person)
  • Current and active FINRA series 7 & 63 licenses 
Investing in Yourself
  • Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning
  • A dedicated team manager focused on helping you be successful in meeting your career goals
  • We are a 24 hour service center with multiple schedule options that include days, nights and weekends

Highlights of Schwab’s Benefits

  • Work/Life Balance: Paid vacation time, Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Community involvement