{"id":102334,"date":"2025-12-28T04:33:16","date_gmt":"2025-12-28T04:33:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-tx\/102334\/"},"modified":"2025-12-28T04:33:16","modified_gmt":"2025-12-28T04:33:16","slug":"licensed-financial-services-representative-plano-tx-usa","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-tx\/102334\/","title":{"rendered":"Licensed Financial Services Representative | Plano, TX, USA"},"content":{"rendered":"<p>Position Type: Regular <br \/> Your opportunity <\/p>\n<p>At Schwab, you\u2019re empowered to make an impact on your career.\u00a0 Here, innovative thought meets creative problem solving, helping us \u201cchallenge the status quo\u201d and transform the finance industry together. <\/p>\n<p>Schwab\u2019s service team is at the heart of our firm\u2019s commitment to helping clients own their financial futures. In this exciting role, you\u2019ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You\u2019ll 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\u2019ll 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 &#8211; this role is for you.\u00a0\u00a0 \u00a0<\/p>\n<p>We offer a competitive pay and bonus package. Starting compensation for this location ranges from $58,100 &#8211; $66,600 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.<\/p>\n<p>Your actual pay will be based on your skills and experience &#8212; talk with your recruiter to learn more.<\/p>\n<p> What you have <\/p>\n<p>Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.\u00a0 At Charles Schwab, we strive to make a difference in people&#8217;s lives through our innovative solutions and world-class service.<\/p>\n<p>Required Qualifications<\/p>\n<p>  Active FINRA Series 7 &amp; 63 Licenses\u00a0 Flexibility to work any day, time, or shift to accommodate 24\/7 contact center needs   <\/p>\n<p>Preferred Qualifications <\/p>\n<p>  1+ years of customer service experience  1+ years of client relationship experience Bachelor\u2019s degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business  Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Proficient in Client Relationship Management (CRM) platforms\u00a0 Strong candidates will also have previous experience in Financial Representative role  <br \/> What\u2019s in it for you <\/p>\n<p>At Schwab, you\u2019re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration\u2014so you can build the skills to make a lasting impact. Our 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.<\/p>\n<p>We offer a competitive that takes care of the whole you \u2013 both today and in the future:<\/p>\n<p>  401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance <\/p>\n","protected":false},"excerpt":{"rendered":"Position Type: Regular Your opportunity At Schwab, you\u2019re empowered to make an impact on your career.\u00a0 Here, innovative&hellip;\n","protected":false},"author":2,"featured_media":101241,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[160,162,161],"class_list":{"0":"post-102334","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-plano","8":"tag-plano","9":"tag-plano-headlines","10":"tag-plano-news"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/102334","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/comments?post=102334"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/102334\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media\/101241"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media?parent=102334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/categories?post=102334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/tags?post=102334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}