Talent.com
Licensed Global Financial Investing Services, Specialist

Licensed Global Financial Investing Services, Specialist

Charles SchwabClermont, FL, US
9 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 • Clermont, FL, US

    Related jobs
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationDeltona, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    National Account Representative

    National Account Representative

    Proformance RoofingWinter Garden, FL, US
    Full-time
    Proformance Builder Solutions is a leading B2B construction services provider, specializing in roofing, drywall, painting, siding, and house wrap for new residential construction.Founded in 2016, w...Show moreLast updated: 4 days ago
    • Promoted
    Retail Sales Specialist (Bilingual Spanish)

    Retail Sales Specialist (Bilingual Spanish)

    SPECTRUMOcoee, FL, US
    Full-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $22.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 16 days ago
    • Promoted
    Risk Consulting Senior Associate (Temporary) - Financial Services Risk & Controls Solutions

    Risk Consulting Senior Associate (Temporary) - Financial Services Risk & Controls Solutions

    RSM US LLPOrlando, FL, United States
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show moreLast updated: 11 days ago
    • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationApopka, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationWinter Garden, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Senior financial analyst

    Senior financial analyst

    Vaco by HighspringLeesburg, FL, US
    Full-time
    Senior Financial Analyst (Contract).We are seeking a highly analytical and detail-oriented Senior Financial Analyst.This role will work closely with the Manager, FP&A / Managed Care Operations prov...Show moreLast updated: 17 days ago
    • Promoted
    Fixed Assets Specialist

    Fixed Assets Specialist

    CFSOrlando, FL, US
    Full-time
    Fixed Assets Specialist - Exciting Opportunity in Hospitality!.Location : Fully Onsite in Orlando, FL.Why Join Our Team as a Fixed Assets Specialist?. Step into a rewarding career as a Fixed Assets S...Show moreLast updated: 15 days ago
    • Promoted
    Part-Time Wireless Retail Sales Associate

    Part-Time Wireless Retail Sales Associate

    SPECTRUMCrystal Springs, FL, US
    Part-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $23.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 15 days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderEustis, FL
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 30+ days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationDeltona, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    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: 17 hours ago
    • Promoted
    Bilingual (Spanish) Sales Representative

    Bilingual (Spanish) Sales Representative

    GEICOPolk City, FL, US
    Full-time
    At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.Every day we honor our iconic brand by offering quality coverage to millions of customers and being the...Show moreLast updated: 1 day ago
    • Promoted
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationDeltona, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    AP Specialist

    AP Specialist

    CFSOrlando, FL, US
    Full-time
    Our client, a well-established company in the specialty construction industry, is seeking an.This is an excellent opportunity for someone looking to build their AP career within a supportive, famil...Show moreLast updated: 6 days ago
    • Promoted
    Financial Center Manager Associate - Kissimmee, FL

    Financial Center Manager Associate - Kissimmee, FL

    Fifth Third BankKissimmee, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...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
    Licensed Global Financial Investing Services, Specialist

    Licensed Global Financial Investing Services, Specialist

    Charles SchwabWinter Garden, 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 finance industry togeth...Show moreLast updated: 9 days ago