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Charles Schwab Client Service Associate Jobs (NOW HIRING)

Charles Schwab Horsham Franchise Branch

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Financial Consultant

Philadelphia, PA · On-site

$80K - $125K/yr

... grow Schwab client by sourcing and networking, providing outstanding service, and ultimately ... The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory ...

Urgent

Charles Schwab Horsham Franchise Branch

Be Seen First

Financial Consultant

Philadelphia, PA · On-site

$80K - $125K/yr

... grow Schwab client by sourcing and networking, providing outstanding service, and ultimately ... The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory ...

Urgent

Charles Schwab Horsham Franchise Branch

Be Seen First

Financial Consultant

Philadelphia, PA · On-site

$80K - $125K/yr

... grow Schwab client by sourcing and networking, providing outstanding service, and ultimately ... The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory ...

Urgent

The Schoenwetter Recruiting Network, LTD

$65K - $75K/yr

Senior Client Service Associate (Onsite | Full-Time) We are looking for an ambitious, client ... Charles Schwab, Fidelity, Pershing) is a plus FINRA Securities Licenses (or ability to obtain) is a ...

Corps Team

Client Service Associate

Chicago, IL · Hybrid

$65K - $75K/yr

Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate ... Experience with custodian paperwork, ideally Charles Schwab * Experience with CRM and reporting ...

Choreo

Client Service Associate

Petaluma, CA

$16.75 - $23/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Beacon Bank

Client Service Associate

Boston, MA

$15.75 - $21.75/hr

Client Service Associate We are seeking a personable and highly organized Client Service Associate ... Familiarity with RIA custodial platforms, particularly Charles Schwab * Ability to multi-task and ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Rockford, IL

$14.50 - $20/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Rockford, IL · On-site

$14.50 - $20/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Petaluma, CA · On-site

$16.75 - $23/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Working knowledge of custodian processes, particularly Charles Schwab and Fidelity * Basic ...

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Charles Schwab Client Service Associate information

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How much do charles schwab client service associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for charles schwab client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What are some common challenges faced by Charles Schwab Client Service Associates, and how are they typically addressed?

Charles Schwab Client Service Associates often navigate the challenge of balancing high call volumes with the need to provide personalized, high-quality service. They may encounter complex client inquiries about investments, account management, or platform navigation. To address these challenges, Schwab provides comprehensive training, ongoing mentorship, and access to knowledge resources. Team collaboration and regular feedback sessions also help associates continuously improve and handle client needs efficiently.

What does a Charles Schwab Client Service Associate do?

A Charles Schwab Client Service Associate assists clients with their financial accounts, providing support through phone, email, and sometimes in-person interactions. They help clients with account inquiries, resolve issues, process transactions, and provide information about Schwab’s products and services. These associates play a vital role in ensuring clients have a positive experience and understand their investment options. They must have strong communication skills and a good understanding of financial products to address client needs efficiently.

What are the key skills and qualifications needed to thrive as a Charles Schwab Client Service Associate, and why are they important?

To thrive as a Charles Schwab Client Service Associate, you need a solid understanding of financial products, client service principles, and typically a bachelor's degree or equivalent work experience. Familiarity with brokerage platforms, CRM systems, and FINRA Series 7 and 63 licenses are often required or encouraged. Strong communication, problem-solving abilities, and attention to detail help associates build trust and effectively address client needs. These competencies are crucial for delivering top-tier service, maintaining compliance, and fostering client loyalty in a competitive financial services environment.
Infographic showing various Charles Schwab Client Service Associate job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Financial Consultant

Financial Consultant

Charles Schwab Horsham Franchise Branch

Philadelphia, PA • On-site

Urgent

$80K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

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Job description

Schwab Franchise Branches, led by a Schwab Franchise Branch Owner franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com

Franchise Branch Sr. Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner and are Registered Representatives and Associated Persons of Charles Schwab & Co., Inc.

The Schwab Franchise Branch in Horsham, PA is looking for a Franchise Branch Sr. Financial Consultant with a passion for serving clients.

ROLE DESCRIPTION:

  • Franchise Branch Sr. Financial Consultants help grow the profile and business of the Schwab Franchise Branch through client referrals, marketing events, and proactive engagement with clients and prospects

  • At the direction of the Franchise Branch Owner, Franchise Branch Sr. Financial Consultants help establish, deepen, and grow Schwab client by sourcing and networking, providing outstanding service, and ultimately appropriate investment guidance and advice based on client needs

  • Franchise Branch Sr. Financial Consultants are self-motivated, creative thinkers, and are committed to providing outstanding service and building long-term client relationships with Schwab

The Horsham branch values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as a Franchise Branch Sr. Financial Consultant.

SKILLS and QUALIFICATIONS:

Required minimum skills and qualifications are:

  • Active and valid FINRA Series 7

  • Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the FC role)

  • Active and valid insurance license (may be obtained within one year of staring the FC role)

  • Three years successful proactive sales experience encompassing client solutions in the financial services industry

  • Strong industry and market knowledge

  • Excellent consultative, interpersonal, and communication skills

  • Proven success in developing and managing client relationships

  • Knowledgeable with client management software and broad computer skills

In addition, ideal candidates will also have the following preferred qualifications:

  • Bachelor’s degree or higher

  • Certified Financial Planner or other financial services industry designation

Company Description

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
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