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Client-Focused Financial Advisor; Hybrid

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Position: Client-Focused Financial Advisor (Hybrid)
A financial services firm in Austin, Texas is seeking a motivated professional to provide financial guidance to clients. In this role, you will take inbound calls, build lasting relationships, and engage in problem-solving to ensure client satisfaction. Candidates must hold active FINRA Series 7 and 63 Licenses, with flexibility in scheduling. Preferred qualifications include 1+ years in customer service and client relationship roles, along with a degree in Finance or Economics.

A competitive benefits package is offered.
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