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Licensed Financial Services Advisor; Series
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-21
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Charles Schwab in Plano, Texas is seeking a Service team member to provide financial guidance and help clients in owning their financial futures. You will engage with clients, resolve their issues, and build trust through ongoing support.
Successful candidates will have active FINRA Series 7 & 63 Licenses, customer service experience, and a Bachelor's degree in Finance or Economics. This role offers a competitive salary and a supportive work culture with various benefits.
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