Talent.com
Licensed Global Financial Investing Services, Specialist (Kyle)

Licensed Global Financial Investing Services, Specialist (Kyle)

Charles SchwabKyle, TX, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Position Type : Regular

Your opportunity

At Schwab, youre 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).

Were 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 Schwabs 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 :

  • Bachelors 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.

    Whats in it for you

    At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso 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
  • serp_jobs.job_alerts.create_a_job

    Financial Specialist • Kyle, TX, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Business Banker-Austin / San Antonio

    Senior Business Banker-Austin / San Antonio

    Capital OneAustin, TX, US
    serp_jobs.job_card.full_time +1
    Senior Business Banker-Austin / San Antonio.The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Private Wealth Banker

    Senior Private Wealth Banker

    BOK FinancialAustin, TX, US
    serp_jobs.job_card.full_time
    The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in natu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Capital Markets Associate

    Capital Markets Associate

    5 LegalAustin, TX, US
    serp_jobs.job_card.full_time
    A global and top 200 Am Law firm seeks an associate to join their Capital Markets Practice Group in their Austin office.The ideal candidate must have 3-6 years of capital markets experience includi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Planning Analyst

    Senior Financial Planning Analyst

    Tarvos TalentAustin, Texas Metropolitan Area, United States
    serp_jobs.job_card.full_time
    Tarvos Talent is seeking a driven and analytical Senior FP&A Analyst for a contract opportunity with a thriving company in the South Austin area. This role was created to provide additional support ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Relationship Banker

    Senior Relationship Banker

    First United BankAustin, TX, US
    serp_jobs.job_card.full_time
    We have a great team of friendly, talented and inspiring people at First United.As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker - Austin South area

    Relationship Banker - Austin South area

    Bank of AmericaAustin, TX, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker - Austin South Manor area

    Relationship Banker - Austin South Manor area

    Bank of AmericaManor, TX, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Credit Analyst

    Credit Analyst

    TradeJobsWorkForce78769 Austin, TX, US
    serp_jobs.job_card.full_time
    Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence Provide recommendations tied to a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Client Associate

    Wealth Management Client Associate

    Bank of AmericaAustin, TX, US
    serp_jobs.job_card.full_time
    Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Controller

    Controller

    HireBetterAustin, Texas Metropolitan Area, United States
    serp_jobs.job_card.full_time
    Location : Austin, TX (Hybrid Schedule 1 or 2 days in office).Our client has grown to manage more than 11,500 units across 40+ multifamily communities in Texas. From the beginning, they have been ded...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Investor Relations Specialist

    Investor Relations Specialist

    UFUND Investment LLCAustin, Texas Metropolitan Area, United States
    serp_jobs.job_card.full_time
    UFUND is a private equity investment platform focused on commercial real estate across the United States.The firm partners with experienced sponsors and real estate operators to identify and capita...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Escrow Officer

    Escrow Officer

    SNI CompaniesAustin, Texas Metropolitan Area, United States
    serp_jobs.job_card.full_time +1
    SNI Companies is partnered with a rapidly growing company in.Oversee the escrow process from start to finish, including preparing Closing Disclosures and ATLA Settlement Statements according to CFP...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce78719 Austin, TX, US
    serp_jobs.job_card.full_time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker- South Austin Market

    Relationship Banker- South Austin Market

    Bank of AmericaAustin, TX, US
    serp_jobs.job_card.full_time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - South Austin & North San Antonio Area

    Financial Solutions Advisor - South Austin & North San Antonio Area

    Bank of AmericaAustin, TX, US
    serp_jobs.job_card.full_time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth Banker

    Private Wealth Banker

    BOK FinancialAustin, TX, US
    serp_jobs.job_card.full_time
    Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker I

    Relationship Banker I

    First United BankSeguin, TX, US
    serp_jobs.job_card.full_time
    We have a great team of friendly, talented and inspiring people at First United.As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    ComericaAustin, TX, US
    serp_jobs.job_card.full_time
    The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Austin Area

    Financial Solutions Advisor - Austin Area

    Bank of AmericaAustin, TX, US
    serp_jobs.job_card.full_time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Corporate Capital Markets Associate

    Corporate Capital Markets Associate

    5 LegalAustin, TX, US
    serp_jobs.job_card.full_time
    A global and top 50 Am Law firm seeks an associate to join their Capital Markets team for any of their Boston, DC, New York, Austin, Houston, Los Angeles, Orange County, Portland, Sacramento, San F...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30