Talent.com
Licensed Global Financial Investing Services, Specialist

Licensed Global Financial Investing Services, Specialist

Charles SchwabOcoee, FL, US
11 days ago
Job type
  • Full-time
Job description

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
  • Create a job alert for this search

    Financial Specialist • Ocoee, FL, US

    Related jobs
    • Promoted
    • New!
    Licensed Financial Services Representative

    Licensed Financial Services Representative

    Charles SchwabSorrento, FL, US
    Full-time
    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 finan...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Financial Services Representative

    Financial Services Representative

    Charles SchwabSorrento, FL, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.F; Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the fi...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Tech Support Specialist

    Tech Support Specialist

    OptumCelebration, FL, US
    Full-time +1
    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect...Show moreLast updated: 18 hours ago
    • Promoted
    Senior Specialist, Fixed Income Service

    Senior Specialist, Fixed Income Service

    Charles SchwabOrlando, FL, US
    Full-time
    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 finan...Show moreLast updated: 30+ days ago
    • Promoted
    Valuations Analyst

    Valuations Analyst

    House Buyers of AmericaKissimmee, FL, US
    Full-time
    House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work for properties we acquire.The VA m...Show moreLast updated: 16 days ago
    • Promoted
    Branch Youth Program Specialist - FT

    Branch Youth Program Specialist - FT

    Orange County Library SystemWindermere, FL, United States
    Full-time
    The Orange County Library System is a learning organization whose mission is to add to quality of life - not only for our customers, but also for our staff. At OCLS, you'll find staff who are dedica...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Finance Manager (mostly remote, must live in Miami area)

    Finance Manager (mostly remote, must live in Miami area)

    Korn FerryOrlando, FL, United States
    Remote
    Full-time
    Korn Ferry has partnered with our client on their search for the role,.Finance Manager (mostly remote, must live in Miami area). Finance Manager- Position Summary.The Finance Manager will support th...Show moreLast updated: 2 hours ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Jackson HewittDeland, FL, US
    Full-time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 30+ days ago
    • Promoted
    Floating Teller - Member Service Representative 1 - Seminole / Volusia County

    Floating Teller - Member Service Representative 1 - Seminole / Volusia County

    FairwindsDeltona, FL, United States
    Full-time
    Financial Freedom Happens Here – and it starts with YOU.At FAIRWINDS Credit Union, we’re more than a workplace; we’re a team on a mission. Join the credit union nationally endorsed by The Dave Ramse...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Client Financial Rep

    Client Financial Rep

    Charles SchwabDeltona, FL, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.F; Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the fi...Show moreLast updated: 4 hours ago
    • Promoted
    Virtual Market Insights Contributor (Hiring Immediately)

    Virtual Market Insights Contributor (Hiring Immediately)

    Maxion ResearchFour Corners, Florida, US
    Part-time
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...Show moreLast updated: 3 days ago
    • Promoted
    Licensed Global Financial Investing Services, Specialist

    Licensed Global Financial Investing Services, Specialist

    Charles SchwabOviedo, FL, United States
    Full-time
    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"...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Finance Customer Service

    Finance Customer Service

    Charles SchwabGroveland, FL, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.F; Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the fi...Show moreLast updated: 4 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesLady Lake, FL, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 18-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 13 days ago
    • Promoted
    Head Teller- Spanish Springs Branch

    Head Teller- Spanish Springs Branch

    Citizens First BankThe Villages, FL, United States
    Full-time
    Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. We are a bank created specifically to fill the needs of our community and...Show moreLast updated: 2 days ago
    • Promoted
    Remote Opinion Contributor (Hiring Immediately)

    Remote Opinion Contributor (Hiring Immediately)

    Earn HausCitrus Ridge, Florida, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show moreLast updated: 30+ days ago
    • Promoted
    Clinical Therapist

    Clinical Therapist

    Advanced Recovery SystemsUmatilla, FL, US
    Full-time
    Looking for Full-time Licensed Clinicians!.Sign On Bonus Available $6,500 for Independently Licensed $4,000 for Preliminary Licensed . Tuesday - Saturday or Sunday- Thursday Schedule ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Travel CT Technologist - $1,748 per week

    Travel CT Technologist - $1,748 per week

    AHS StaffingCelebration, FL, US
    Full-time
    AHS Staffing is seeking a travel CT Technologist for a travel job in Kissimmee, Florida.Job Description & Requirements Specialty : CT Technologist Discipline : Allied Health Professional Start Date : ...Show moreLast updated: 11 hours ago