Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Financial Rep

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. 

 

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow. 

 

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. 

 

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.  

 

If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins .

 

We offer competitive pay and bonus package that includes: 

 

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Client Financial Rep in Plattsmouth, NE vacancy
  • $50.3k

     ...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... 
    Suggested
    Full time
    Shift work
    Night shift

    Charles Schwab

    Plattsmouth, NE
    1 day ago
  • $69k

     ...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.What We OfferRemote, work-from-home careerAverage first... 
    Suggested
    Remote work
    Work from home
    Flexible hours

    HMG Careers

    Plattsmouth, NE
    3 days ago
  •  ...quo” and transform the finance industry together.     Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together... 
    Suggested
    Plattsmouth, NE
    5 hours ago
  • Dollar Tree Stores is seeking a Customer Service Associate in Plattsmouth, Nebraska. This part-time role involves assisting customers, managing sales transactions, and maintaining store cleanliness. Ideal candidates will have a high school diploma, retail customer service...
    Suggested
    Part time

    Dollar Tree Stores

    Plattsmouth, NE
    1 day ago
  • $75k

     ...Potential This is a commission-based role , and many of our new reps earn $75,000 or more in their first year, with top performers...  ...in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps... 
    Suggested
    Flexible hours
    Night shift

    Platinum Supplemental Insurance, Inc.

    Plattsmouth, NE
    11 hours ago
  • Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:Assist customers with questions and recommendationsManage sales transactions...
    Contract work
    Part time
    Local area

    Dollar Tree

    Plattsmouth, NE
    1 day ago
  • 911 Call Taker Opportunities in Plattsmouth 911 Call Takers are often the first people to speak with someone reporting an emergency. They ask focused questions, confirm where help is needed, and document information for the personnel responsible for coordinating the response...
    Night shift
    Rotating shift

    Regional 911 Intake Solutions

    Plattsmouth, NE
    4 days ago
  • $76k - $100k

     ...supplemental insurance solutions designed to provide valuable financial protection.No insurance sales experience? No problem. We provide...  ...employees on supplemental insurance products and benefitsIdentify client needs and recommend appropriate coverage solutionsProspect for... 
    Flexible hours
    Shift work

    Heritage Insurance

    Plattsmouth, NE
    5 days ago
  • $75k

     ...Potential This is a commission-based role , and many of our new reps earn $75,000 or more in their first year, with top performers...  ...in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps... 
    Remote work
    Flexible hours
    Night shift

    Platinum Supplemental Insurance, Inc.

    Plattsmouth, NE
    11 hours ago
  • $69k

     ...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.   What We Offer Remote, work-from-home career... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Plattsmouth, NE
    5 days ago
  • $40k - $64k

    Sales Consultant Sales Consultant Victra is Verizon's largest premium retailer in the United States. We are seeking Sales Consultants who deliver world-class service to Every Guest. Every Time. From executing Victra's sales process to sharing your product knowledge...
    Base plus commission
    Hourly pay
    Full time
    Local area
    Night shift
    Weekend work
    Afternoon shift

    Victra - Verizon Wireless Premium Retailer

    Plattsmouth, NE
    3 days ago
  • $16 - $21 per hour

    When you join Verizon You want more out of a career. A place to share your ideas freely — even if they're daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings...
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Summer work
    Immediate start
    Relocation package
    Shift work
    Weekend work
    Afternoon shift

    Verizon

    Louisville, NE
    1 day ago
  • $16 - $21 per hour

    When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what ...
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Summer work
    Immediate start
    Relocation package
    Shift work
    Weekend work
    Afternoon shift

    Verizon

    Louisville, NE
    4 days ago
  • Sales AssociateAre you ready to roll up your sleeves and be the heart of your store? Our Sales Associates do more than just run a register — they keep our stores clean, inviting, and running smoothly for every customer who walks in.We're looking for reliable, hard-working...
    Full time
    Part time
    Flexible hours
    Shift work
    Weekend work

    GPM Investments

    Glenwood, IA
    5 days ago
  • Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Dental insurance ~ Health insurance ~ Paid time off ~ Vision insurance Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Summary ...
    Work at office

    Superior Sales & Service

    Plattsmouth, NE
    13 days ago
  • $15 - $26.72 per hour

    Job Description Job Description Sales Consultant     Why Victra:   Victra is Verizon's largest premium retailer in the United States. We are seeking Sales Consultants who deliver world-class service to Every Guest. Every Time. From executing Victra's sales...
    Base plus commission
    Hourly pay
    Full time
    Local area
    Night shift
    Weekend work
    Afternoon shift

    Victra - Verizon Wireless Premium Retailer

    Plattsmouth, NE
    18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Financial Rep. Be the first to apply!