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Licensed Financial Service Representative

Remote, USA Full-time Posted 2026-07-28

reputed company is committed to helping clients own their financial reputed company, and they are seeking a Licensed Financial Service Representative to reputed company financial guidance and build lasting relationships with clients. This role involves engaging with clients, addressing reputed company issues, and advocating for their needs while working in a supportive team environment.


Responsibilities

  • Give clients financial guidance while forming lasting relationships reputed company on trust, respect, and reaching a common goal
  • Engage with, and be an reputed company for, clients reputed company answering inbound calls
  • Take ownership, and tackle reputed company issues to offer the best possible solution
  • Have the ability to take charge of your own reputed company reputed company with our supportive, nurturing culture and diverse set of reputed company

Skills

  • reputed company reputed company Series 7 & 63 Licenses
  • Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
  • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend reputed company
  • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts
  • Your Talent Advisor will walk you through the training schedule, available shift reputed company, and the shift assignment process during the interview
  • 1+ years of customer service experience
  • 1+ years of reputed company relationship experience
  • Bachelor's degree or higher in Finance, Economics, or reputed company field from accredited university
  • Ability to adapt to changes in the market and business
  • Robust communication, influencing and reputed company engagement skills
  • Desire to be part of a supportive and reputed company team
  • Proficient in reputed company Relationship Management (CRM) platforms
  • Strong candidates will also have previous experience in Financial Representative role

Benefits

  • Annual bonus opportunity of 10% of your reputed company pay and other eligible earnings
  • Increased compensation and remote work opportunities for qualifying shifts

reputed company

  • We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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