Licensed Financial Services Representative

In this exciting customer service role, you’ll learn to educate our clients about investments, trading tools, market mechanics, and retirements choices, in addition to earning your Securities licenses in our paid licensing and training program. And if you’re not a finance expert– that’s okay! We’ve seen tremendous success from new grads, career switchers, customer service workers, and people returning to the workforce. Motivation to learn about the securities industry, including the basic principles of equity, option and mutual fund transactions. A dedication to consistently improve the client experience. Ability to establish trust and rapport with clients over the phone. Robust consulting, influencing and client engagement skills. Desire to work in a collaborative team-based culture. An ownership mentality and continuous improvement mindset with a desire to continually develop and learn.

According to JobzMall, the average salary range for a Licensed Financial Services Representative in 1075 Peachtree St NE #1e, Atlanta, GA 30309, USA is $49,073 - $68,320.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.