CrawlJobs Logo

Licensed Financial Service Representative

schwab.com Logo

Charles Schwab

Location Icon

Location:
United States , Indianapolis

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

57700.00 - 66200.00 USD / Year

Job Description:

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.

Job Responsibility:

  • Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal
  • Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution

Requirements:

  • Active FINRA 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 options

Nice to have:

  • 1+ years of customer service experience
  • 1+ years of client relationship experience
  • Bachelor’s 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
  • Strong candidates will also have previous experience in Financial Representative role
What we offer:
  • 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
  • Medical, dental and vision benefits
  • 401(k) and employee stock purchase plans
  • Tuition reimbursement to keep developing your career
  • Paid parental leave and adoption/family building benefits
  • Sabbatical leave available after five years of employment

Additional Information:

Job Posted:
March 25, 2026

Expiration:
March 27, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Licensed Financial Service Representative

Customer Service Representative

This role requires providing telephone support for patients receiving specialty ...
Location
Location
United States , Las Vegas
Salary
Salary:
17.00 - 28.46 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Valid/ Active Arizona Pharmacy Technician License
  • One year experience in a customer service role handling and resolving a high volume of complex customer needs over the phone
  • One year work experience with Windows-based applications like Windows, Microsoft Office, internet navigation, and email applications
  • One year computer keyboarding experience, skills and aptitude
Job Responsibility
Job Responsibility
  • Provide telephone support to patients receiving life sustaining specialty drug therapy
  • Coordinate and process new patient medication orders and reorders
  • Verify and reverify benefits
  • Translate and enter new or refill prescriptions into the pharmacy information system
  • Communicate and collect copay amounts
  • Obtain authorizations
  • Work with insurance companies, healthcare providers, and/or internal teams to resolve orders with accounts receivable or clinical issues
  • Interact with insurance companies, patients, and internal partners to ensure timely processing of specialty medications
  • Ensure that financial and clinical expectations are being met prior to fulfillment
What we offer
What we offer
  • Affordable medical plan options
  • 401(k) plan (including matching company contributions)
  • Employee stock purchase plan
  • No-cost programs including wellness screenings, tobacco cessation, and weight management programs
  • Confidential counseling and financial coaching
  • Paid time off
  • Flexible work schedules
  • Family leave
  • Dependent care resources
  • Colleague assistance programs
  • Fulltime
Read More
Arrow Right

Life Insurance Representative

We is seeking a qualified and empathetic professional for the role of Life Insur...
Location
Location
United States , Forest
Salary
Salary:
30000.00 - 40000.00 USD / Year
rodbrownagent.com Logo
State Farm Insurance Agent
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Possess excellent communication skills
  • Display good analytical skills
  • Provide excellent customer service
  • Accredited with the Financial Industry Regulatory Authority (FINRA)
  • Life/Health Insurance License
  • Successful track record of meeting sales goals/quotas preferred
Job Responsibility
Job Responsibility
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • Work with the agent to establish and meet marketing goals
  • Maintain a strong work ethic with a total commitment to success every day
  • Work alongside your agency’s team to ensure successful, exceptionally satisfying, and long-lasting customer relations
What we offer
What we offer
  • Bonus based on performance
  • Competitive salary
  • Training & development
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office
  • Licensing reimbursement after 3 months
  • Signing bonus for pre-licensed professionals
  • Fulltime
Read More
Arrow Right

Regulatory Counsel

Regulatory Counsel role in Adyen's fast-paced APAC Regulatory team. The role inv...
Location
Location
Australia , Sydney
Salary
Salary:
Not provided
adyen.com Logo
Adyen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Legally qualified in Australia and do not require formal supervision
  • 6+ years’ experience in a regulatory and/or legal function focused on payments, financial services and/or fintech industry
  • Knowledgeable in the Australian/New Zealand payments, financial services and/or fintech industry
  • Strong sense of initiative, independence and ability to take ownership
  • Analytical and critical thinker who finds creative solutions for complex regulatory challenges
  • Strong interpersonal and communication skills
  • Experience in managing relationships with internal stakeholders and/or the relationship with regulators or supervisors
Job Responsibility
Job Responsibility
  • Monitor regulatory developments in Australia and New Zealand and advise on its impact to Adyen
  • Manage various regulatory requests and filings
  • Operationalise regulatory requirements in Australia and New Zealand for Adyen
  • Provide advice and support to internal stakeholders on general legal and regulatory risks
  • Represent the Regulatory team on a variety of workstreams and products to establish regulatory strategies that align with global objectives and ensure controlled and compliant growth
  • Analyse regulatory policies, guidelines and reports, bills and acts and licensing requirements pertaining to payments and financial services industry in Australia and New Zealand
  • Support internal and external partner teams in all regulatory and legal matters
  • Assist in corporate secretarial matters and liaisons with external advisors and auditors to meet compliance requirements
Read More
Arrow Right

Customer Experience Associate, Pathway

Join us in building the future of finance. Our mission is to democratize finance...
Location
Location
United States , Westlake
Salary
Salary:
23.10 USD / Hour
robinhood.com Logo
Robinhood
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Self-starter and ambitious learner comfortable in a fast-paced, evolving support environment
  • Ability to embrace skill development through coaching, feedback, and goal setting
  • Bachelor’s degree or relevant experience in financial services preferred
  • Commitment and resilience to achieve licensing and Registered Representative proficiency over 26 weeks
  • Strong independent judgment, adaptability, and ability to prioritize in a multi-task environment
  • Excellent verbal and written communication skills with a passion for customer support
  • Comfort providing support across channels including phone and written formats
  • Ability to defuse customer anxiety and deliver outstanding service
  • Willingness to work flexible schedules, including evenings and weekends, as needed
  • Existing FINRA SIE license preferred
Job Responsibility
Job Responsibility
  • Participate in the CXR Pathway Program, including: Introduction to licensing with paid study time
  • Foundational training and proficiency
  • Completion of licensing
  • Registered Representative training and proficiency
  • Transition into team alignment and production, which includes: Delivering an outstanding customer experience through chat, email, and phone
  • Acting as the voice of the customer by identifying and sharing feedback for service improvements
  • Growing financial services expertise and developing proficiency in a range of financial concepts
What we offer
What we offer
  • Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
  • 100% paid health insurance for employees with 90% coverage for dependents
  • Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
  • Employer-paid life & disability insurance, fertility benefits, and mental health benefits
  • Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
  • Exceptional office experience with catered meals, events, and comfortable workspaces
  • Fulltime
Read More
Arrow Right

Customer Experience Associate, Pathway

Join us in building the future of finance. Our mission is to democratize finance...
Location
Location
United States , Westlake
Salary
Salary:
22.05 - 23.10 USD / Hour
robinhood.com Logo
Robinhood
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Self-starter and ambitious learner comfortable in a fast-paced, evolving support environment
  • Ability to embrace skill development through coaching, feedback, and goal setting
  • Bachelor’s degree or relevant experience in financial services preferred
  • Commitment and resilience to achieve licensing and Registered Representative proficiency over 26 weeks
  • Strong independent judgment, adaptability, and ability to prioritize in a multi-task environment
  • Excellent verbal and written communication skills with a passion for customer support
  • Comfort providing support across channels including phone and written formats
  • Ability to defuse customer anxiety and deliver outstanding service
  • Willingness to work flexible schedules, including evenings and weekends, as needed
  • Existing FINRA SIE license preferred
Job Responsibility
Job Responsibility
  • Participate in the CXR Pathway Program, including: Introduction to licensing with paid study time
  • Foundational training and proficiency
  • Completion of licensing
  • Registered Representative training and proficiency
  • Transition into team alignment and production, which includes: Delivering an outstanding customer experience through chat, email, and phone
  • Acting as the voice of the customer by identifying and sharing feedback for service improvements
  • Growing financial services expertise and developing proficiency in a range of financial concepts
What we offer
What we offer
  • Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
  • 100% paid health insurance for employees with 90% coverage for dependents
  • Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
  • Employer-paid life & disability insurance, fertility benefits, and mental health benefits
  • Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
  • Exceptional office experience with catered meals, events, and comfortable workspaces
  • Fulltime
Read More
Arrow Right

Manager in Training

The position includes, but is not limited to, the following essential job duties...
Location
Location
United States of America , Byesville
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent plus 1 to 2 years of retail work experience or an equivalent combination of education, training and work experience preferred
  • Ability to supervise and train for the use of equipment, tools and materials listed in the Customer Service Representative (CSR), Lead CSR (LSR) and Store Assistant (SA) job descriptions
  • Ability to supervise and manage the functions listed in the CSR, LSR and SA job descriptions
  • Ability to use computer, or acquire those skills necessary to use a computer at the store, which includes completion and analysis of reports, inventory control, cash control, employment related forms, etc.
  • A valid driver’s license and dependable transportation
  • Ability to have open availability
  • Ability to communicate (orally and in writing) in English
  • Ability to perform essential duties and physical functions described above
  • Ability to work in the conditions described below
  • Ability to operate a motor vehicle
Job Responsibility
Job Responsibility
  • Leadership and Management: Directly supervises the activities of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service Representative(s)
  • Recruits, hires and trains positive, enthusiastic employees, ensuring excellent customer service
  • Develops, manages and assigns tasks appropriately to ensure the store is clean, adequately stocked, organized and well-kept based on Company standards
  • Maintains a professional and supportive image among subordinates and supervisor
  • Schedules employees within Company guidelines and to the needs of the business to maximize customer service and maintain store image
  • Implements non-discriminatory related management skills while hiring, training, counseling, mentoring, motivating and separating employees
  • Store Relationships: Develops positive and professional relationships with all suppliers
  • Promotes excellent service and resolve customer complaints in a timely, professional manner
  • Provides regular and predicable onsite attendance
  • Promotes and ensures a safe, positive public image within the neighboring community
  • Fulltime
Read More
Arrow Right

Store Manager

The position includes, but is not limited to, the following essential job duties...
Location
Location
United States of America , Eau Claire
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent plus 1 to 2 years of retail work experience or an equivalent combination of education, training and work experience preferred
  • Ability to supervise and train for the use of equipment, tools and materials listed in the Customer Service Representative (CSR), Lead CSR (LSR) and Store Assistant (SA) job descriptions
  • Ability to supervise and manage the functions listed in the CSR, LSR and SA job descriptions
  • Ability to use computer, or acquire those skills necessary to use a computer at the store, which includes completion and analysis of reports, inventory control, cash control, employment related forms, etc.
  • A valid driver’s license and dependable transportation
  • Ability to have open availability
  • Ability to communicate (orally and in writing) in English
  • Ability to perform essential duties and physical functions described above
  • Ability to work in the conditions described below
  • Ability to operate a motor vehicle
Job Responsibility
Job Responsibility
  • Leadership and Management: Directly supervises the activities of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service Representative(s)
  • Recruits, hires and trains positive, enthusiastic employees, ensuring excellent customer service
  • Develops, manages and assigns tasks appropriately to ensure the store is clean, adequately stocked, organized and well-kept based on Company standards
  • Maintains a professional and supportive image among subordinates and supervisor
  • Schedules employees within Company guidelines and to the needs of the business to maximize customer service and maintain store image
  • Implements non-discriminatory related management skills while hiring, training, counseling, mentoring, motivating and separating employees
  • Store Relationships: Develops positive and professional relationships with all suppliers
  • Promotes excellent service and resolve customer complaints in a timely, professional manner
  • Provides regular and predicable onsite attendance
  • Promotes and ensures a safe, positive public image within the neighboring community
  • Fulltime
Read More
Arrow Right

Store Manager

The position includes, but is not limited to, the following essential job duties...
Location
Location
United States of America , Oshkosh
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent plus 1 to 2 years of retail work experience or an equivalent combination of education, training and work experience preferred
  • Ability to supervise and train for the use of equipment, tools and materials listed in the Customer Service Representative (CSR), Lead CSR (LSR) and Store Assistant (SA) job descriptions
  • Ability to supervise and manage the functions listed in the CSR, LSR and SA job descriptions
  • Ability to use computer, or acquire those skills necessary to use a computer at the store, which includes completion and analysis of reports, inventory control, cash control, employment related forms, etc.
  • A valid driver’s license and dependable transportation
  • Ability to have open availability
  • Ability to communicate (orally and in writing) in English
  • Ability to perform essential duties and physical functions described above
  • Ability to work in the conditions described below
  • Ability to operate a motor vehicle
Job Responsibility
Job Responsibility
  • Leadership and Management: Directly supervises the activities of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service Representative(s)
  • Recruits, hires and trains positive, enthusiastic employees, ensuring excellent customer service
  • Develops, manages and assigns tasks appropriately to ensure the store is clean, adequately stocked, organized and well-kept based on Company standards
  • Maintains a professional and supportive image among subordinates and supervisor
  • Schedules employees within Company guidelines and to the needs of the business to maximize customer service and maintain store image
  • Implements non-discriminatory related management skills while hiring, training, counseling, mentoring, motivating and separating employees
  • Store Relationships: Develops positive and professional relationships with all suppliers
  • Promotes excellent service and resolve customer complaints in a timely, professional manner
  • Provides regular and predicable onsite attendance
  • Promotes and ensures a safe, positive public image within the neighboring community
  • Fulltime
Read More
Arrow Right