Financial Advisor
$54.1kCharles Schwab Careers
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: * Starting compensation of $54,100 during training ($26.01/hr.) plus an annual 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 We believe great service starts with the right mindset and skills. Successful candidates demonstrate: Requirements: * A passion for helping clients and ensuring positive experiences. * Ability to convey information clearly and build trust. * Openness to feedback and a growth mindset. * Problem-solving with confidence and clarity. * Understanding and responding to client needs with empathy. * Accuracy and thoroughness in every interaction. * Working as part of a supportive team and adapting to change. * Ability to work 8:00am - 4:30 pm Monday through Friday during Schwab's training program, on-site. * After training is complete, the 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. * Example shift groups: * Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned * Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office * Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training * Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training . Preferred qualifications: * Previous customer service or client relationship experience. * Bachelor's degree or higher. #Campus 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 (/hybrid-work) 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 (/summary-of-benefits) 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
- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential Overview Are you early in your career and looking for a path with real...SuggestedRemote workFlexible hours
$60k - $150k
...Financial Advisor – Wealth Planning & Leadership Development Track North Dallas General Office | Full-Time | Hybrid First-Year Expected Total Compensation: $60,000 – $150,000+ Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership...SuggestedFull timeWork at officeLocal area- ...journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor,...SuggestedFull timeContract workWork at officeLocal area
- ...coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family,... ...football, and being active in church. Mark Kissinger, Financial Advisor: Time with New York Life: 8 years of experience serving clients...SuggestedWork at officeWork from homeFlexible hours
- Spectrum Financial Group is seeking an entry-level Financial Advisor with flexible, hybrid, or remote work options. You will help individuals and families improve financial well-being while building your client base, supported by leads and a structured onboarding program...SuggestedRemote jobFlexible hours
- Tundra Technical Solutions is looking for a Virtual Financial Consultant to provide impactful financial advice to retirement plan participants and institutional clients. This hybrid role in Frisco combines virtual client engagement with in-office collaboration. Qualified...Work at office
- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal-based financial... ...Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
- ...Certified Financial AdvisorAre you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. With competitive compensation, excellent benefits...Work at officeRemote workRelocationMonday to Friday
$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range...Full timeWork at officeFlexible hours- ...Financial AdvisorThe 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely client-centric approach to wealth management through...Work at office
$100k
...Financial Advisor – K–12 Retirement Specialist (403b/457b)Empower Educators. Build Your Business. Make an Impact.Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors...Full time- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...client relationship. If you’ve built a strong track record in financial or consultative sales but are still waiting for the opportunity... ...appointments are set for you. Full marketing support at no cost to the advisor, including branding, social media, and appointment-setting...Work at officeVisa sponsorship
- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
- Barr District - New York Life in Texas seeks driven professionals to translate athletic discipline into a thriving financial practice. Training and mentorship are provided; prior insurance or business experience is not required. You’ll build your client base, lead, coach...Remote job
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
$50k - $60k
...Job Description Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor...Full timeWork at officeNight shift- A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have a...
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized investment solutions. You will triage leads, refer to partners, and meet with clients to review goals, build financial plans, and recommend brokerage products...Monday to Friday
- Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions for clients. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals, build financial plans...
- Peak American Investment Advisors, Inc. is seeking a Financial Advisor who will own the client relationship from the initial conversation through ongoing planning and advice. You’ll leverage exclusive leads and Peak’s marketing, technology, and back-office support to build...Work at office
- ...branches Deliver Non-Deposit Investment Products (NDIPs) and services to branch customers and prospective customers Provide advice-based financial solutions for an assigned book of business Solicit new and existing investments and insurance solutions tailored to customer needs...Work at office
$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...$58.5k - $70k
...LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This... ...Employees Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. EECU's mission is...Work at officeLocal area$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placementWork at office- ...relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the... ....Business Development & Relationship BankingServe as a trusted advisor, providing customized financial solutions to business owners...Local area
$10k
...WealthbuilderDo you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment...Work at officeWork from home$95.89k - $157.54k
...is seeking a highly experienced FP&A Senior Analyst to support financial planning, forecasting, and strategic analysis across operating... ...credential (not required). What Success Looks Like Acts as a trusted advisor to senior leaders, delivering insights that directly influence...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hours- ...coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family,... ...football, and being active in church. Mark Kissinger, Financial Advisor: Time with New York Life: 8 years of experience serving clients...Work at officeLocal areaWork from homeFlexible hours
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