Licensed Global Investing Specialist
Company: Charles Schwab
Location: Cedar Park
Posted on: March 17, 2026
|
|
|
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, Cedar Park , Licensed Global Investing Specialist, Accounting, Auditing , Cedar Park, Texas