Talent.com
serp_jobs.error_messages.no_longer_accepting
Sr. Specialist, Global Investing Services

Sr. Specialist, Global Investing Services

Charles SchwabApopka, FL, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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’re seeking Global Investing Sr. 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

Required Qualifications :

  • Series 7 and 63 licenses required
  • 3-5 years of experience in Client Service, Financial Services and / or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner

Preferred Qualifications :

  • Series 9-10 preferred
  • Bachelor’s Degree
  • Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
  • 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 trading or familiarity of the securities industry with understanding of equities
  • What’s in it for you

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • Base salary + annual bonus
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • In addition to the salary range, this role is also 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
  • serp_jobs.job_alerts.create_a_job

    Sr Specialist Global • Apopka, FL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Global Financial Investing Services, Specialist

    Licensed Global Financial Investing Services, Specialist

    Charles SchwabClermont, FL, United States
    serp_jobs.job_card.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” a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabORLANDO, FL, United States
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Consumer Investments - Orlando West Market

    Financial Solutions Advisor - Consumer Investments - Orlando West Market

    Bank of AmericaOrlando, FL, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Analyst - Orlando, FL

    Investment Analyst - Orlando, FL

    CortlandWinter Park, FL, US
    serp_jobs.job_card.full_time
    At Cortland, we operate with a forward-thinking approach that challenges conventional norms and actively seeks insights beyond traditional industry boundaries. As a recognized leader in the multifam...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Deltona)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Deltona)

    Charles SchwabDeltona, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Compliance Specialist

    Compliance Specialist

    Finastra (Misys International Banking Systems Limited)Lake Mary, FL, US
    serp_jobs.job_card.full_time
    SOC Report Preparation Specialist.At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Relationship Manager, Global Commercial Banking Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)

    Sr. Relationship Manager, Global Commercial Banking Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)

    Bank of AmericaOrlando, FL, US
    serp_jobs.job_card.full_time
    Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of Florida. The Healthcare, Education and No...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Strategic Engagement Lead Mortgagebot

    Strategic Engagement Lead Mortgagebot

    Finastra (Misys International Banking Systems Limited)Lake Mary, FL, US
    serp_jobs.job_card.full_time
    At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Merrill Financial Solutions Advisor - Central Florida Market

    Merrill Financial Solutions Advisor - Central Florida Market

    Bank of AmericaOrlando, FL, US
    serp_jobs.job_card.full_time
    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Strategic Account Development Specialist Industrial Staffing

    Strategic Account Development Specialist Industrial Staffing

    Active Staffing ServicesOrlando, FL, US
    serp_jobs.job_card.full_time
    Strategic Account Development Specialist — Industrial Staffing.You kick off the morning reviewing fresh leads from marketing, mapping your territory, and prioritizing high-potential accounts....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Oviedo)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Oviedo)

    Charles SchwabOviedo, FL, United States
    serp_jobs.job_card.full_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Sanford)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Sanford)

    Charles SchwabSanford, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Associate, Client Advisory

    Senior Associate, Client Advisory

    PathstoneWinter Park, FL, US
    serp_jobs.job_card.full_time
    Senior Associate, Client Advisory.Requisition Number : SENIO001320.Company Description : Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Winter Garden)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Winter Garden)

    Charles SchwabWinter Garden, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Compliance Specialist

    Compliance Specialist

    Cynet SystemsOrlando, FL, US
    serp_jobs.job_card.full_time
    Client is seeking a highly skilled and detail-oriented Trade Compliance Specialist to join our team.This role requires a strong understanding and experience of the following : .USMCA certifications a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Apopka)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Apopka)

    Charles SchwabApopka, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Kissimmee)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Kissimmee)

    Charles SchwabKissimmee, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Clermont)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Clermont)

    Charles SchwabClermont, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Ocoee)

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory (Ocoee)

    Charles SchwabOcoee, FL, US
    serp_jobs.job_card.part_time
    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....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Compliance Specialist - Client Advocacy TeamLongwood, Florida, United States

    Compliance Specialist - Client Advocacy TeamLongwood, Florida, United States

    Morgan & Morgan, P.A.Longwood, FL, US
    serp_jobs.job_card.full_time
    Compliance Specialist - Client Advocacy Team.At Morgan & Morgan, the work we do matters.For millions of Americans, we're their last line of defense against insurance companies, large corporations o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30