Talent.com
Licensed Global Financial Investing Services, Specialist
Licensed Global Financial Investing Services, SpecialistCharles Schwab • Kyle, Texas, US
Licensed Global Financial Investing Services, Specialist

Licensed Global Financial Investing Services, Specialist

Charles Schwab • Kyle, Texas, US
18 days ago
Job type
  • Permanent
Job description

Position Type : Regular

Make sure to apply with all the requested information, as laid out in the job overview below.

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. xklufbp 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 • Kyle, Texas, US

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

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

    Data Annotation • San Marcos, Texas
    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 more
    Last updated: 22 days ago • Promoted
    Financial Planner - AI Trainer ($150 per hour)

    Financial Planner - AI Trainer ($150 per hour)

    Mercor • San Marcos, Texas, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 15 hours ago • Promoted • New!
    Client Service Manager, Retirement Plan Services

    Client Service Manager, Retirement Plan Services

    Charles Schwab • San Marcos, TX, US
    Full-time
    Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.At Schwab, you’re empowered to make an impact on your career.Here, innovative ...Show more
    Last updated: 10 days ago • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

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

    Data Annotation • San Marcos, Texas
    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 more
    Last updated: 30+ days ago • Promoted
    Financial Controller - AI Trainer ($150 per hour)

    Financial Controller - AI Trainer ($150 per hour)

    Mercor • San Marcos, Texas, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 15 hours ago • Promoted • New!
    Remote Writing Specialist

    Remote Writing Specialist

    Outlier • Kyle, TX, United States
    Remote
    Full-time
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...Show more
    Last updated: 1 day ago • Promoted
    Remote Editorial Specialist

    Remote Editorial Specialist

    Outlier • Kyle, TX, United States
    Remote
    Full-time
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...Show more
    Last updated: 1 day ago • Promoted
    Director, Tax, Trust and Estate Specialist

    Director, Tax, Trust and Estate Specialist

    Charles Schwab • San Marcos, TX, 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 more
    Last updated: 23 days ago • Promoted
    Licensed Global Financial Investing Services, Specialist

    Licensed Global Financial Investing Services, Specialist

    Charles Schwab • San Marcos, TX, 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 more
    Last updated: 22 days ago • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

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

    Data Annotation • San Marcos, Texas
    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 more
    Last updated: 22 days ago • Promoted
    Finance Expert

    Finance Expert

    Mercor • San Marcos, Texas, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 15 hours ago • Promoted • New!
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • San Marcos, Texas
    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 more
    Last updated: 30+ days ago • Promoted
    Financial Manager - AI Trainer ($150 per hour)

    Financial Manager - AI Trainer ($150 per hour)

    Mercor • San Marcos, Texas, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 15 hours ago • Promoted • New!
    Finance AI Specialist

    Finance AI Specialist

    Mercor • San Marcos, Texas, US
    Remote
    Full-time
    Role Overview • • Mercor is partnering with a leading AI research group to develop finance-specific knowledge systems for advanced AI agents. We are seeking finance experts with strong AI prompting ca...Show more
    Last updated: 15 hours ago • Promoted • New!
    Remote Finance Director - AI Trainer ($50-$60 / hour)

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

    Data Annotation • San Marcos, Texas
    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 more
    Last updated: 30+ days ago • Promoted
    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • San Marcos, Texas
    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 more
    Last updated: 30+ days ago • Promoted
    Financial Expert - AI Trainer ($150 per hour)

    Financial Expert - AI Trainer ($150 per hour)

    Mercor • San Marcos, Texas, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 15 hours ago • Promoted • New!
    Business Systems Analyst - Hybrid

    Business Systems Analyst - Hybrid

    Charles Schwab • Buda, TX, 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 more
    Last updated: 14 hours ago • Promoted • New!