Licensed Global Financial Investing Services, Specialist

Position Type : Regular

Your opportunity

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm.

In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S.

We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.

Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications :

Series 7 and 63 licenses required

1-2 years of experience in Client Service, Financial Services and / or Brokerage Services

Preferred Qualifications :

Bachelor’s degree

Current or previous contact center experience

Previous experience in customer service, client support and problem resolution skills

Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines

Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :

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