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

Licensed Financial Services Rep | Client Advocate & Growth

$56.3k - $64.8k

Charles Schwab

Charles Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll provide financial guidance while building lasting relationships based on trust and respect, answering inbound calls and tackling complex issues to offer the best solutions. Starting compensation for this location ranges from $56,300-$64,800 depending on related experience, plus an annual bonus opportunity of 10% of base pay and other eligible earnings. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Services Rep | Client Advocate & Growth in Greenwood, IN vacancy
  • $97k - $192k

     ...is actively seeking a Financial Representative to help...  ...spearhead the continued growth of the region. This...  ...the appropriate state licensing, or is willing to obtain...  ...meaningful impact on clients and the local community...  ...sports and community service into his personal and... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    Hill Region - Modern Woodmen of America

    Indianapolis, IN
    2 days ago
  • $51.4k

    Charles Schwab is looking for candidates to join the service team, educating clients on investment strategies, trading tools, and retirement choices...  .... You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA) with paid... 
    Suggested

    Charles Schwab

    Greenwood, IN
    2 days ago
  • $97k - $192k

     ...is actively seeking a Financial Representative to help...  ...spearhead the continued growth of the region. This...  ...the appropriate state licensing, or is willing to obtain...  ...meaningful impact on clients and the local community...  ...experienced financial services professionals... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    Hill Region - Modern Woodmen of America

    Indianapolis, IN
    4 days ago
  • $100k

     ...Take your financial advisory career to the next level...  ...of a leading financial services organization. At Principal...  ...practice, deepen client relationships, and deliver...  ...compensation and growth opportunities - The strength...  ...66 registrations licenses • Ability to work independently... 
    Suggested
    Flexible hours

    Principal Co

    Indianapolis, IN
    2 days ago
  • Charles Schwab invites you to a Virtual Hiring Event for the Financial Services Representative role. Learn about training, licensing, and opportunities to interview with Talent Advisors in a supportive environment. Candidates should be prepared to discuss flexibility for... 
    Suggested

    Charles Schwab

    Greenwood, IN
    1 day ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...customer service while maintaining a strong...  ...solutions to meet their financial needs. As a Private Client...  ...active Series 66 (63/65) license is required or must be...  ...sales and deposit growth and have the most‑used... 

    Aumni

    Greenwood, IN
    2 days ago
  •  ...impact providing expert financial advice with heart....  ...different kind of financial services firm, one that puts...  ...your state insurance licenses (life, health & variable...  ...advice and connect clients to Thrivent products and...  ...for professional growth as you build your business... 

    Thrivent

    Greenwood, IN
    more than 2 months ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families...  ...clients' financial needs. A Series 7 license is required. Competitive rewards package offered... 

    Aumni

    Greenwood, IN
    2 days ago
  •  ...common purpose to help make financial lives better through the...  ...by driving Responsible Growth and delivering for our clients, teammates, communities and...  ...by completing required licenses and trainings. This position...  ...to appropriate internal service providers based on client... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Greenwood, IN
    1 day ago
  •  ...Description Grow your financial advisory practice with the support...  ...of an established financial services organization. At Principal,...  ...more time focused on serving clients and expanding your impact....  ...Competitive compensation and growth opportunities - The strength... 
    Flexible hours

    Principal Global Services LLC

    Indianapolis, IN
    3 days ago
  •  ...individual and team sales and service metrics to help the...  ...meet the current and future financial needs of bank Clients. Deliver upon a meaningful...  ...loyalty, and create client advocates. Maintain accurate client...  ...the Nationwide Mortgage Licensing System (NMLS). Employees hired... 
    Flexible hours
    Night shift

    First Merchants Bank

    Indianapolis, IN
    21 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward...  ...first. With over 9 million clients and 20,000 financial advisors...  ...maintain registrations and licenses in good standing. A firm-...  ...your earning potential and growth, and your compensation is tied... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Indianapolis, IN
    5 days ago
  •  ...Job Description Financial Advisor Jobs at First Command...  ...principles and a client-first philosophy. We inspire...  ..., and professional growth come together. Your...  ...management Training and licensing support: ~ First...  ..., transitioning service members and military spouses... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Indianapolis, IN
    1 day ago
  •  ...advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice...  ...Active FINRA Series 7 license May be obtained with a...  ...creating and customizing financial plans and portfolios...  ...future. We champion your growth through meaningful work... 

    Charles Schwab

    Indianapolis, IN
    1 day ago
  •  ...Private Wealth – Associate Financial Advisor 2 days ago Be...  ...to established client relationships for you...  ...experiencing significant growth. The advisor who joins...  ...exceptional customer service at every stage of the...  ...and Health Insurance Licenses. FINRA Series 7 registration... 

    Thurston Capital

    Indianapolis, IN
    5 days ago
  •  ...Category : Customer Service/Support As a Pre-License Support Specialist, you will...  ...our communities and for our clients. Benefits of working with...  ...their families for their financial future. This includes...  ...retailer discounts. Career Growth and Culture At TP, we... 
    Ongoing contract
    Remote work
    Work from home
    Shift work

    Teleperformance USA

    Greenwood, IN
    2 days ago
  •  ...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...  ...referrals to appropriate internal service providers based on client needs and...  ...Aptitude in obtaining required industry licenses. Must be self‑disciplined in... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Greenwood, IN
    4 days ago
  •  ...advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice...  ...Active FINRA Series 7 license May be obtained with a...  ...creating and customizing financial plans and portfolios...  ...future. We champion your growth through meaningful work... 

    Charles Schwab

    Indianapolis, IN
    2 days ago
  •  ...PNC Financial Services Group, Inc. in Greenwood, IN; a Relationship Banker Business Specialist role...  ...revenue. Delivers a differentiated client experience from onboarding to servicing...  ...and leveraging bank products to drive growth while maintaining risk controls. #J-188... 

    PNC Financial Services Group

    Greenwood, IN
    2 days ago
  •  ...variety of proactive sales and service activities. Manages the...  ...opportunities to improve the customer's financial wellbeing. Collaborates with...  ..., ultimately elevating client loyalty. Delivers a full PNC...  ...Required Certification(s) Licenses Candidates being considered... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Greenwood, IN
    1 day ago
  • $15 - $19 per hour

    ## Financial Services RepresentativeApplylocations: Indianapolis Northwest, IN, United Statestime...  ...performance.**Why Join World:*** **Strong growth opportunities** - Many of our leaders,...  ...diploma or equivalent* Valid driver’s license, reliable transportation, and current... 
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance

    Indianapolis, IN
    4 days ago
  • $16 - $18 per hour

    ## Financial Services RepresentativeApplylocations: Indianapolis Northwest,...  ...efficiently and to maximize growth. This position is expected to...  ...skills.* A valid driver’s license & access to a dependable vehicle...  ...80% of Financial Services Reps to management. + 75% of... 
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    Loansbyworld

    Indianapolis, IN
    4 days ago
  • $17 - $19 per hour

     ...Overstaff Financial Services Representative World Finance, a five-time winner of the Top Workplaces...  ...service, and ensuring branches meet growth goals. The Overstaff FSR steps in where...  ...new systems. Valid driver's license and access to a dependable vehicle.... 
    Hourly pay
    Full time
    Work at office
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    World Acceptance Corporation

    Indianapolis, IN
    1 day ago
  • Entry Level Financial Services Representative (Flexible and Remote) 1 day ago Be among the first 25 applicants Get AI-powered...  ..., and committed business partners to become licensed professionals and serve clients' needs. Work Types We offer three work options: Full... 
    Remote job
    Full time
    Part time
    Work at office
    10 hours per week
    Flexible hours

    TFA

    Indianapolis, IN
    5 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm...  ...extraordinary customer service while maintaining a strong commitment...  ...solutions to meet their financial needs. As a Private Client...  ...and active Series 66 (63/65) license is required or must be obtained... 

    Chase

    Indianapolis, IN
    5 days ago
  •  ...Development Managers (BDM), their clients, and prospects. You will...  ...businesses, industries, markets, financial and economic concepts, as...  ...ensure client is versed on self-service optionsRequired...  ...credit card sales and deposit growth and have the most-used digital... 

    JP Morgan Chase

    Indianapolis, IN
    1 day ago
  •  ...a knowledgeable and customer-focused Financial Services Representative to join our team! This...  ...background who are passionate about helping clients secure the right coverage for their...  ...& Casualty and Life & Health insurance licenses. Strong communication and relationship... 
    Full time
    Part time
    Flexible hours

    Elizabeth Marshall - State Farm Agent

    Indianapolis, IN
    4 days ago
  •  ...legal papers with court through e-file. Service legal suits, court forms, & other legal...  ...HIPAA and FDCPA, and the ability to be licensed in all states is preferred....  ...The employee must deal with a variety of clients, patients, guidelines and must utilize good... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    RevOne Companies

    Greenwood, IN
    2 days ago
  •  ...-time Protective Order Advocate . The Protective Order...  ...for safety, healing, and growth, and to promote...  ...Responsibilities Direct Advocacy Service (70%) Provide direct...  ...and stalking. Work with clients to determine, implement...  ...have a valid driver's license and auto insurance. Establish... 
    Full time
    Temporary work
    Local area

    ViziRecruiter,LLC.

    Indianapolis, IN
    5 days ago
  •  ...focuses on civil justice by providing legal services to establish adult guardianships when...  ...or are at imminent risk of financial exploitation, abuse, neglect, or self-neglect...  ...vulnerable elders. Role Description The Client Advocate is a full-time, on-site role based in Indianapolis... 
    Full time
    Work at office

    Center for At-Risk Elders

    Indianapolis, IN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Services Rep | Client Advocate & Growth. Be the first to apply!