Licensed Financial Services Representative Position Available In Ascension, Louisiana
Tallo's Job Summary: As a Licensed Financial Services Representative at Schwab, you'll provide clients with financial guidance, build lasting relationships, and tackle complex issues. With a competitive salary starting at $56,300, plus bonuses and benefits, this role requires active FINRA Series 7 & 63 licenses, flexibility, and a growth mindset. Join a supportive team dedicated to making a positive impact in the finance industry.
Job Description
Job Description:
Position Type:
RegularYour opportunityAt Schwab, you’reempowered to make an impact on your career. Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together.
- Schwab’s service team is at the heart of our firm’s commitment tohelping clients own their financial futures.
In this exciting role,you’ll give clients financial guidance while forming lastingrelationships built on trust, respect, and reaching a common goal.
You’ll engage with, and be an advocate for, clients when answeringinbound calls, taking ownership, and tackling complex issues tooffer the best possible solution. You’ll also have the ability totake charge of your own professional journey with our supportive,nurturing culture and diverse set of career opportunities. If youcurrently have your securities licenses, enjoy working in a teamsetting, and share our passion for serving clients
- this role isfor you.
- -We offer a competitive pay and bonus package.
Starting compensation for this location ranges from $56,300
- $64,800 depending on related experience, plus an
- annual bonusopportunity of 10% of your base pay and other eligible earnings
- What you have
- Successful candidates will have a growth mindset, awillingness to learn, and a passion for serving others. At CharlesSchwab, we strive to make a difference in people’s lives throughour innovative solutions and world-class service.
- -RequiredQualifications
- -Active FINRA Series 7 & 63 Licenses
- Flexibilityto work any day, time, or shift to accommodate 24/7 contact centerneeds
- -Preferred Qualifications
- -1+ years of customerservice experience
- 1+ years of client relationship experience-Bachelor’s degree or higher in Finance, Economics, or relatedfield from accredited university
- Ability to adapt to changes inthe market and business
- Robust communication, influencing andclient engagement skills
- Desire to be part of a supportive andcollaborative team
- Proficient in Client Relationship Management(CRM) platforms
- Strong candidates will also have previousexperience in Financial Representative role
- What’s in it for youAt Schwab, we’re committed to empowering ouremployees’ personal and professional success.
Our purpose-driven,supportive culture, and focus on your development means you’ll getthe tools you need to make a positive difference in the financeindustry. Our approach balances our ongoing commitment to workplaceflexibility, serving our clients, and our strong belief in thevalue of being together in person on a regular basis.
We offer acompetitive that takes care of the whole you
- both today and inthe future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance