Brent Nossaman

Financial Services Representative | Charles Schwab | Client Support & Investment Education

Role
Financial Services Representative at Charles Schwab
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Brent Nossaman

I’m a Financial Services Representative at Charles Schwab, focused on helping clients navigate investing and financial decisions with clarity and confidence. I believe strong financial outcomes start with understanding, so my approach is always client-first: listening carefully, answering questions clearly, and helping people take ownership of their tomorrow.Before Schwab, I worked at eBacon in two roles. As an Account Executive, I worked directly with clients to understand their needs and deliver solutions that made a real impact. I also held a Partnerships role, building and managing relationships with CPA firms, consultants, and trade partners to coordinate joint efforts and drive collaborative results. Both roles strengthened my ability to listen, communicate clearly, and provide value in every interaction.I’m currently completing the Schwab Service Academy and studying for the SIE, Series 7, and Series 63 exams to expand the ways I can support clients.Outside of work, I enjoy pursuing personal growth, building meaningful relationships, and finding ways to continuously learn and improve both personally and professionally.

Experience

  1. Financial Services Representative

    Charles Schwab

    Nov 2025 — Present · Phoenix, AZ, US

    Serve clients by helping them navigate investing and financial questions with clarity, care, and transparency. My focus is on understanding what matters to each client and supporting them in making informed decisions about their financial future.Part of Charles Schwab’s Service Academy (SSA), where I am deepening my understanding of financial markets, securities, and Schwab’s approach to putting clients first.Currently preparing for the Securities Industry Essentials (SIE), Series 7, and Series 63 exams, with an emphasis on responsible investing, regulatory standards, and long-term thinking.Bring a relationship-driven mindset and clear communication to every interaction, to help clients feel confident, supported, and empowered to own their tomorrow!

Education

  • Rampart High School

    High School Diploma

  • Grand Canyon University

    Bachelor of Science - BS, Business Management

  • Grand Canyon University

    Minor, Communication

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Brent Nossaman — Financial Services Representative at Charles Schwab in Phoenix, AZ, US | Unifers