Licensed sr. specialist - global investing servicesCharles Schwab • Sanford, Florida, United States

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Licensed sr. specialist - global investing services

Charles Schwab

Sanford, Florida, United States

Sanford, Florida, United States

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Position Type: RegularAt 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. Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U. S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments. GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U. S. that have international accounts with us to provide investment, trading and operational inquiries. What you are good at: This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We g
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
REQUIRED QUALIFICATIONS: Active Series 7, 63 licenses required . Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.
3+ years of experience servicing clients and an equivalent level of knowledge of securities industry. Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills. PREFERRED QUALIFICATIONS: Bachelor’s Degree or equivalent experience Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred. Bachelor’s Degree or equivalent experience preferred. Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 9/10 License also preferred. In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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

Sanford, Florida, United States

Sprachkenntnisse

English

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