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Financial Representative

Company: Charles Schwab
Location: Boulder
Posted on: May 3, 2021

Job Description:

The Associate Financial Services Professional role will launch your professional path in the financial services industry.You will be an ambassador of Schwab by helping to educate and tackle problems for thousands of clients. This role takes place in a service center while you take inbound calls from our clients (individual investors) on a variety of topics.

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

What You Have:

  • Robust consulting, influencing, and client engagement skills
  • Ability to establish trust and rapport with clients over the phone
  • Resilient attitude to help achieve client satisfaction in a fast-paced call environment
  • Desire to work in a collaborative team-based culture
  • An ownership mindset with a desire to continually develop and learn

Candidates should have an interest in obtaining your FINRA series 7 & 63 licenses:

  • There is a condition of employment that you will obtain the FINRA Series 7 & 63 licenses
  • You will be paid to participate in Schwab training classes and study groups to support your pursuit of these licenses
  • Once licensed, you will be promoted to a Financial Services Professional
PandoLogic. Keywords: Financial Broker, Location: Boulder, CO - 80308

Keywords: Charles Schwab, Boulder , Financial Representative, Other , Boulder, Colorado

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