Finance Services Pro: Client Solutions & Licensing Path
Charles Schwab
Charles Schwab in Chandler, AZ invites you to join our service team. You will educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding complex issues to the best solutions. You will attend the Schwab Service Academy, receive paid training, study time, and support to obtain the Securities Industry Essentials and FINRA licenses. We offer competitive pay and growth through in-person collaboration. #J-18808-Ljbffr Charles Schwab
$60.28k
...in Tempe, AZ is hiring to join the service team, learning to educate clients about investment strategies, trading... ...of issues, and pursue the best solutions while preparing for the Schwab Service Academy training and licensing path. Starting pay during training begins...Suggested- Bank of America is seeking a customer service professional to answer detailed questions about accounts and financial services. You will educate clients on opportunities, triage requests, and refer to specialists to meet needs promptly. The role emphasizes in-office collaboration...SuggestedWork at office
- ...guidance via inbound calls and build lasting client relationships. You will own client... ...collaborative, in-person environment with a strong service culture. Required FINRA Series 7 & 63 licenses, 1+ years of customer service, and a finance/economics bachelor’s degree. #J-18808-...SuggestedFull time
- ...Growth and delivering for our clients, teammates, communities and... ...! Merrill Participant Services Financial Solutions Advisors (FSA) engage... ...growing a long term career in finance, passionate about delivering... ...knowledge by completing required licenses and trainings. This...SuggestedTemporary workWork at officeShift workDay shift
- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations to provide education and guidance when they need us most. The role involves working within a contact center environment, leveraging the Bank of America and...SuggestedTemporary workWork at officeShift workDay shift
- ...Description:Position DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and... ...guidance by ident ifying broader product and service solutions that meet their investment,...Full timeImmediate startFlexible hoursShift workDay shift
- Vensure Employer Solutions is seeking a Service Operations Supervisor to manage client relationships, ensure seamless service delivery, and supervise payroll processes. The role involves coordinating user setup, training, and retention strategies while acting as a liaison...Work at office
- ...providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...knowledge by completing required licenses and trainings. This position is... ...makes referrals to appropriate internal service providers based on client needs and asset...Temporary workMonday to FridayShift workDay shift
- ...Private Client Advisor At J.P. Morgan Chase, we... ...extraordinary customer service while maintaining a strong... ...the best investment solutions to meet their... ...active Series 66 (63/65) license is required or must be... ...cards, mortgages, auto financing, investment advice, small...
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan... ..., Series 7 and Series 63 licenses required for the position; unlicensed... ...approach to their wealth or finances to better define, focus and...Work at office
$27 - $33 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best... ...deposit and loan products and services, and recommending solutions based on each customer's unique goals... ...position requires National Mortgage Licensing System (NMLS) registration under the...Temporary work$52k
...Financial Services Professional *This is a Direct... ...customer service, or another client-focused environment,... ...offers a structured path into a thriving... ...Career Development & Licensing Support Hybrid Schedule... ...clients activate ideas and solutions to take advantage of a...Permanent employmentFull timeRelocation package- Charles Schwab in Tempe, AZ is seeking a client-focused associate to provide financial guidance to clients over inbound calls. You will... .... Successful candidates will hold FINRA Series 7 and 63 licenses, be flexible with shifts, and bring strong communication and relationship...Flexible hours
- ..., AZ is seeking a Relationship Banker to manage a portfolio of clients including property management companies and self‑managed communities... ...of treasury management products and onboarding clients to bank services. You will train clients on how to use bank products, provide...
$27 - $41 per hour
...round TurboTax Local Service Experts in one of... ...TurboTax’s client base within the local... ...deliver accurate tax solutions in personalized... ...leaves with a clearer path and the full... ...any related State licenses, certificates, permits... ...PandoLogic. Category:Finance, Keywords:Tax...Work at officeLocal areaMonday to Friday$27 - $33 per hour
...—all from Day One. Job Description Client Relationship Consultants build relationships... ...deposit and loan products and services, and recommending solutions based on each customer’s unique... ...position requires National Mortgage Licensing System (NMLS) registration under the...Temporary workLocal area- ...Responsible Growth and delivering for our clients, teammates, communities and... ...bring from all backgrounds and career paths—whether shaped by military service, community college education, or a... ...Required Qualifications Delivers solutions and experiences that improve clients...Work at officeFlexible hoursShift workDay shift
- ...hospitality in a Chase Branch and to build trusted relationships through tailored financial guidance. You will use banking solutions to help clients meet their financial needs and enhance their lives. You will manage client relationships, assist with transactions,...
- Agility 360 is seeking a Relationship Banker - Contractor to support client portfolios in Chandler, AZ. You will handle account operations, treasury services, and client training while delivering exceptional service and maintaining regulatory compliance. The role emphasizes...Contract workFor contractors
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...to offer the best investment solutions to meet their financial needs... ...and active Series 66 (63/65) license is required or must be...
$41.71k - $65k
...Retail Banking Sales & Service Delivers... ...regarding financial solutions that are in the best... ...lending solutions, home financing (including... ...solutions). Offers clients advice and guidance... ...Enforcement for Mortgage Licensing Act (the S.A.F.E.... ...roles will be pro-rated based on...Contract workPart timeLocal areaImmediate startDay shift$61k - $119k
...where you can help your clients achieve their goals through... ...planning. On your path to becoming a financial... ...-building and obtaining licenses. Our award-winning training... ...· Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...interested in financial services? Have you always... ...solving to engage our clients via incoming calls and... ...obtain your Series 7 & 63 Licenses. In This Role You Will... ...determining the best solution for them. Educate customers... ...bachelor’s degree in Finance, Business Management...Full timeWork experience placementInternshipWork at officeFlexible hours3 days per week
- ...National Financial Solutions Advisor (NFSA I)At Bank of America, we're creating real, meaningful... .... Each day, we connect with 67 million clients through a growing specialist workforce... ...care with industry leading products, services, and education.Robust marketing support...Shift workDay shift
- H&R Block in Gilbert, AZ is seeking a Seasonal Tax Associate to gain tax and client-service experience with training from day one; you’ll meet with clients, gather information, and prepare returns in a supportive team environment. This in-person role offers an hourly pay...Hourly paySeasonal work
- Financial Services Professional Hybrid Schedule after training!!* Launch... ..., customer service, or another client-focused environment, this role offers a structured path into a thriving industry with... ...Benefits Career Development & Licensing Support Hybrid Schedule after Training...Permanent employmentFull timeRelocation package
- ...changers, and those exploring financial services to our Virtual Hiring Event for the... ...Representative role. You’ll learn about Schwab’s client‑focused service model and be invited to... ...training, with paid study time and licensing paths (Securities Industry Essentials, FINRA...
- ...Chandler, AZ, is seeking a friendly Insurance Service Representative to join their team. The role involves assisting clients with policy changes, providing exceptional... ...must hold an active Arizona Property & Casualty license and have strong communication skills. The...
- ...Career in Mortgage Finance with Loan Simple’s... ...creating your own path to financial freedom... ...potential individuals into licensed Loan Officers ready... ...deliver trusted service Train for your... ...guidelines Offer real solutions that build real wealth for your clients Why Join Loan...ApprenticeshipWork from home
$20 - $26.5 per hour
...individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace... ..., to deliver valuable products and services to meet those needs and to complete... ...of products.Ability to be NMLS licensed and registered.Education &...Hourly payFull timeWork at office
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