Financial Services Representative
$54.1kCharles Schwab
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. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you. We offercompetitivepay and bonus package that includes: Starting compensation of $54,100 during training ($26.01/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $61,700 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base($26.98/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. What you have If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. Requirements: Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site. After training is complete, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Exampleshiftgroups: Weekend Day Shift (Startbetween5:30am-8:30am MST, includes 1-2 weekend days): Potential to workremote after training IF working both weekend days are assigned WeekdayEveningShift (Start 10am-4pm MST, Monday-Friday):In office Weekday Overnight Shift (Start 6:30pm MST, Monday-Thursday): Potential to work fully remote after training Preferred qualifications Previouscustomerserviceor clientrelationship experience Bachelor’s degree or higher from an accredited university Ability to adapt to changes in the market and business Passion for providing service to clients Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions Robust communication to include influencing and client engagement skills Desire to be part of a supportive and collaborative team Demonstrated success navigating multiple computer applications #J-18808-Ljbffr Charles Schwab Corporation
$37.8k - $51.98k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours- ...time Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse backgrounds. If you’re eager to learn...SuggestedFull timeFlexible hoursShift workNight shift
$59k - $67.5k
...helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming...SuggestedWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$54.1k
Financial Services Representative (Phoenix, AZ) You are viewing a preview of this job. Log in or register to view more details about this job. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping...SuggestedWork at officeMonday to FridayShift workNight shiftAfternoon shiftWeekday work- ...at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...have just landed on a winning combination. As a Financial Services Representative at Touchstone Wealth, you will work directly with real people...SuggestedWork experience placement
- Financial Services Representative - Scottdale, AZ page is loaded## Financial Services Representative - Scottdale, AZlocations: Scottsdale, AZ: Phoenix, AZtime type: Full timeposted on: Posted Todayjob requisition id: 2128923## ## Job Description:## Financial RepresentativeWe...
$45k - $55k
...Advisor Support Representative Location: Atlanta, GA & La Vista, NE & Oakdale, MN & Scottsdale, AZ & St. Petersburg, FL Duration... ...Advisor Support Representative to join their growing Financial Services operations team. This role serves as a primary point of contact...Work at officeWorldwide- As a Licensed Financial Services Representative, you will support Vanguard’s Personal Investor clients by handling complex service and transaction requests through chat and written channels only (no inbound phone calls). This role is designed for currently licensed financial...Work at office
- ...verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and...Daily paidWork experience placementWork at officeMonday to FridayShift work
- ...City/State: Phoenix, Arizona Department Name: Banner Staffing Services-AZ Work Shift: Day Job Category: Revenue Cycle Good health... ...customer issues and provide excellent customer service. Perform financial counseling when appropriate. Core Functions Performs pre-...Weekly payDaily paidFull timePart timeWork experience placementWork at officeMonday to FridayFlexible hoursShift work
- ...Patient Financial Services Representative Good health care is key to a good life. At Banner Health, we understand that, and that's why we work hard every day to make a difference in people's lives. We've united under a common goal: Make health care easier, so life can...Daily paidFull timeWork experience placementWork at officeMonday to Friday
$85k - $125k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-...For contractorsWork at officeFlexible hours- ...Front Desk Patient Financial Services Representative Primary City/State: Phoenix, Arizona Department Name: Admin-Clinic Work Shift: Day Job Category: Revenue Cycle Great careers are built at Banner Health. We understand that talented health care professionals...Daily paidWork experience placementWork at officeShift workRotating shiftDay shiftAfternoon shift
- Patient Financial Services Role Step into a rewarding Patient Financial Services role at Banner Medical Group's weight loss surgery clinic, where you'll support a dynamic team of 4 surgeons, 2 physician assistants, and 2 registered dietitians. As the financial navigator...Weekly payDaily paidFull timeWork experience placementWork at officeMonday to FridayFlexible hoursShift work
- Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with... ...as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations...For contractorsWork at office
- Overview Launch your career in financial services by applying to join our growing team as a financial representative! We're seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and...Full timeContract work
$16 per hour
Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual... ..., and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our...Hourly payFull timeTraineeshipWork at officeHome office- Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...Full timeLocal area
- A leading financial services firm in Phoenix is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role demands excellent relationship management skills, a valid Series 7 and 66, and the ability to educate clients...
- Advisor Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely... ...goals. Candidates should have at least 3 years of financial services experience, strong organizational and analytical skills, and be...
- BMO in Scottsdale, Arizona, is seeking a financial services professional to act as the primary client contact and provide holistic banking solutions. Ideal candidates will have a consultative approach to relationship building and must obtain required financial licenses...
$70k - $75k
American Income Life Insurance Company in Peoria, Arizona is looking for individuals ready for a career change. This role involves developing long-term relationships with clients in their homes and requires excellent communication, time management, and computer skills. ...Flexible hours- A financial services company in Phoenix is seeking motivated individuals who are willing to learn and make a meaningful impact. You'll provide a range of services, from life insurance to tax planning, while being mentored and supported in your professional journey. This...
- A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This role involves participation in a training program, leading to licensing and performance bonuses. Candidates...Flexible hours
$85k - $125k
A financial services provider in Phoenix, AZ, is seeking a Financial Services Representative. This full-time role focuses on establishing customer relationships, educating clients about insurance options, and developing leads. Ideal candidates possess excellent communication...Full time- A leading financial services firm in Phoenix is seeking a Private Client Advisor to offer financial planning and investment solutions. The ideal candidate will have at least 2 years of experience, strong relationship management skills, and the necessary financial licenses...
- ...Perfect. We're Looking for Purpose Some people come into the financial industry with years of experience. Some come in with none at all... ...solution - we train our agents to deliver multiple financial services, creating a true one-stop financial experience for every client...Permanent employment
- CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector....Work at office
- Soteria Reinsurance Ltd. is seeking a Financial Services Representative in Scottsdale, AZ to engage with clients and enhance branch success. You will contribute significantly by providing exceptional customer service and identifying opportunities for deeper client relationships...
- Vanguard is seeking a Licensed Financial Services Representative in Scottsdale, AZ, to support Personal Investor clients via digital channels. In this role, you'll address complex service and transaction requests without inbound phone calls, utilizing your financial expertise...
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