Licensed Financial Services Representative

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-07

Job description

Pay range:
USD $27.74 - $31.83 / Hour

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.

Schwab's service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you'll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You'll serve as a trusted voice on the phone-listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.

Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. You'll partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. At the same time, you'll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.

If you're licensed, client-focused, and motivated by making a real difference for others, this is where your impact grows.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $57,700 - $66,200, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.

Requirements:

• Active FINRA Series 7 and 63 licenses.
• A passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Working as part of a supportive team and adapting to change.
• Ability to work 8:00am - 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.
  • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
  • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
  • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

• Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
• Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
• Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
• Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training

• Previous customer service or client relationship experience.
• Bachelor's degree or higher.

• 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

Explore around this job

Field: Operations and Management Sub-niche: Business operations and strategy All jobs at Charles Schwab Jobs in Nebraska Jobs in Omaha, NE Omaha city guide Nebraska state guide Douglas County economy

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About the role

This is a Senior Level role in the Operations and Management field (Business operations and strategy) at Charles Schwab. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
• CareerOneStop (U.S. Department of Labor): job search help, interview tips and resumes
• USA.gov: avoiding job scams

The city

The job is in Omaha, NE. Below is what the official statistics say about living and working there.

How Omaha compares. Among the 40 largest places in Nebraska, Omaha is #1 by population, #3 for remote work (#1 = most), #6 for college degrees (#1 = most), #34 for homeownership (#1 = highest). Its county, Douglas County, is #2 of 93 counties for average pay ($67,868).

The place in numbers

Omaha has 488,837 residents (ACS 2020–2024), about 24.7% of the population of Nebraska. It covers 143 square miles of land, which works out to roughly 3,420 people per square mile. The median age is 35.3, 5% younger than the state median (35.3 against 37.2).

Housing

The median gross rent is $1,187 a month (rent plus utilities), 11% above the state median ($1,187 against $1,072). Over a year that is 19.5% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $245,500, which is 3.4 times the median household income ($73,201); a ratio under 4 usually means ownership is within reach for many households. 57.4% of households own their home, 14% below the state average (57.4% against 66.5%).

Work and pay

The Omaha, NE-IA metropolitan area has 498,100 jobs in the BLS wage survey, and the median pay across all occupations is $49,660 a year, about the same as the national median ($49,660 against $50,980). The biggest occupation groups are office and administrative support (55,630 jobs, median $47,100); food preparation and serving related (48,260 jobs, median $34,270); sales and related (43,380 jobs, median $37,540). The area is most specialised in personal care and service (1.4 times) and construction and extraction (1.2 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($108,120) and computer and mathematical ($96,400). In 2026M09 the unemployment rate of Douglas County was 2.6%. 69.0% of residents aged 16 and over are in the labour force. The city lies in Douglas County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 71.8% drive alone, 1.0% use public transit, 1.7% walk, 15.1% work from home. 5.2% of workers commute 45 minutes or more, 26% below the state average (5.2% against 7.0%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

40.1% of adults aged 25 and over hold a bachelor's degree or higher, 16% above the state share (40.1% against 34.6%). 11.3% of residents were born outside the United States, 41% above the state share (11.3% against 8.0%). The poverty rate is 13.5%, 27% above the state rate (13.5% against 10.6%).

Climate

The warmest month is Jul, averaging 78°F (25.5°C), and the coolest is Jan at 23°F (-5.1°C). About 786 mm (31 inches) of precipitation falls in a year; May is the wettest month (121 mm) and Jan the driest (19 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Ralston (4 miles, similar rent); La Vista (6 miles, rent 11% higher); Chalco (7 miles, similar rent); Papillion (8 miles, rent 7% higher). Rent differences are against Omaha; use the Compare tab to put any two cities side by side.

Full guide to Omaha →Nebraska guideAll jobs in Omaha

Official links for Omaha

• Official website of Omaha: cityofomaha.org
• Census Bureau data profile for Omaha
• Official state website: nebraska.gov
• BLS Economy at a Glance: Nebraska

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

The job city has no coordinates we can place on the map, so no housing comparison is shown. Use the 250 largest cities table to compare rent and income.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Operations and Management, where your skills may carry over:

Project management (207) Program management (144) Supply chain and logistics (293) Executive and general management (1271)

Distances

This job has no single city we can place on the map (remote, flexible or unmatched location), so no distance table is shown. Browse all Operations and Management jobs with distances from any of the 20 largest cities.

The employer

Charles Schwab is the employer in this listing. See all its open jobs here →

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Charles Schwab

Similar jobs

Same sub-niche: Business operations and strategy

More jobs in Omaha, NE

All Business operations and strategy jobs → · All Operations and Management sub-niches →

FAQ

What is the Licensed Financial Services Representative job at Charles Schwab?

A senior level role in operations and management (business operations and strategy) listed 32 days ago. The full description is on this page and on The Muse.

Where is this job?

Omaha, NE.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Omaha is $1,187 a month and median household income $73,201 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-07 (32 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse business operations and strategy jobs in Nebraska.

Sources and terms

• Job data: The Muse public API (listing dated 2026-10-07). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)