Licensed Global Investing Specialist
Company: Charles Schwab
Location: Indianapolis
Posted on: March 3, 2026
|
|
|
Job Description:
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
Keywords: Charles Schwab, Indianapolis , Licensed Global Investing Specialist, Accounting, Auditing , Indianapolis, Indiana
