Talent.com
Licensed Global Financial Investing Services, Specialist
Licensed Global Financial Investing Services, SpecialistCharles Schwab • Kissimmee, FL, US
Licensed Global Financial Investing Services, Specialist

Licensed Global Financial Investing Services, Specialist

Charles Schwab • Kissimmee, FL, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[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 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. 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
  • [job_alerts.create_a_job]

    Financial Specialist • Kissimmee, FL, US

    [internal_linking.similar_jobs]
    IT Financial Services Coordinator

    IT Financial Services Coordinator

    Government Jobs • Kissimmee, FL, US
    [job_card.full_time]
    Under general direction, the purpose of the position is to perform routine to moderately complex budgeting and administrative work according to generally accepted practices, established policies an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Planner - AI Trainer ($150 per hour)

    Remote Financial Planner - AI Trainer ($150 per hour)

    Mercor • Kissimmee, Florida, US
    [filters.remote]
    [job_card.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.last_updated_variable_days] • [promoted]
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Kissimmee, FL, United States
    [job_card.full_time]
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Valuations Analyst

    Valuations Analyst

    House Buyers of America • Kissimmee, FL, US
    [job_card.full_time]
    House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work for properties we acquire.The VA m...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Finance Operation Analyst

    Senior Finance Operation Analyst

    Staffing • Kissimmee, FL, US
    [job_card.full_time]
    Senior Financial Operation Analyst Remote.The Senior Financial Operation Analyst will play a critical role in our finance team, focusing on the analysis and optimization of financial operations.Th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Leasing Specialist

    Leasing Specialist

    Avanath • Kissimmee, FL, US
    [job_card.full_time]
    Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream.At Avanath, every day is an opportunity to m...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Planner - AI Trainer ($150 per hour)

    Remote Financial Planner - AI Trainer ($150 per hour)

    Mercor Inc • Kissimmee, FL, United States
    [filters.remote]
    [job_card.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.last_updated_1_day] • [promoted]
    Senior Manager, EPM Solutions Lead, Finance Transformation

    Senior Manager, EPM Solutions Lead, Finance Transformation

    The Walt Disney Company (Corporate) • Hunter's Creek, Florida, USA
    [job_card.full_time]
    The Oracle EPM Solution Lead will serve as the bridge between Finance and Technology, demonstrating the art of the possible within Oracle’s Enterprise Performance Management (EPM) suite.This role c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Credentialing Specialist (WFH)

    Credentialing Specialist (WFH)

    Rotech Healthcare Inc. • Oak Ridge, FL, United States
    [filters.remote]
    [job_card.full_time]
    Join a Leader in Home Healthcare.As a national leader in ventilators, oxygen therapy, sleep apnea treatment, wound care, diabetic solutions, and other home medical equipment, we empower patients to...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • St. Cloud, Florida, US
    [filters.remote]
    [job_card.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.last_updated_variable_days] • [promoted]
    Remote Financial Analyst - AI Trainer ($150 per hour)

    Remote Financial Analyst - AI Trainer ($150 per hour)

    Mercor • Kissimmee, Florida, US
    [filters.remote]
    [job_card.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.last_updated_variable_days] • [promoted]
    Account Director

    Account Director

    Accommodations Plus International • Kissimmee, FL, US
    [job_card.full_time]
    API is looking for an experienced professional to join our team as an Account Director.We are seeking a seasoned Procurement Category Manager with a strong background in operational procurement.Thi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Specialty Dealer Development Rep- Florida

    Specialty Dealer Development Rep- Florida

    Fifth Third Bancorp • Kissimmee, FL, US
    [job_card.full_time]
    Make Banking a Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Responsible for the generation...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Advisor Services Cost Basis Service Associate

    Advisor Services Cost Basis Service Associate

    Charles Schwab • Kissimmee, FL, US
    [job_card.full_time]
    Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • St. Cloud, Florida, US
    [filters.remote]
    [job_card.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.last_updated_variable_days] • [promoted]
    Make Money from Home – Become a Financial Survey Analyst! - Flexible Earnings from Home (Hiring Immediately)

    Make Money from Home – Become a Financial Survey Analyst! - Flexible Earnings from Home (Hiring Immediately)

    Maxion Research • Kissimmee, Florida, US
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Underpayments Specialist

    Underpayments Specialist

    SmarterDx • Kissimmee, FL, US
    [job_card.full_time]
    SmarterDx, a Smarter Technologies company, builds clinical AI that is transforming how hospitals translate care into payment. Founded by physicians in 2020, our platform connects clinical context wi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - Hillsborough County

    Financial Advisor - Hillsborough County

    Corebridge Financial • Kissimmee, FL, US
    [job_card.full_time]
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...[show_more]
    [last_updated.last_updated_30] • [promoted]