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

Licensed Financial Services Pro — Client Advocate

Charles Schwab

Charles Schwab in Omaha, Nebraska seeks a Licensed Financial Services Representative who is passionate about client service and navigating financial conversations. You'll be a trusted voice for clients, advocating for their needs while being supported by a collaborative culture that encourages growth and development. Responsibilities include guiding clients, delivering exceptional service, and partnering closely with a supportive team. Competitive compensation of $57,700 – $66,200 with additional bonus opportunities and a comprehensive benefits package awaits you. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Services Pro — Client Advocate in Omaha, NE vacancy
  • A financial services company in Omaha, NE is seeking candidates for a client service role where you will educate clients on investment strategies and tools. This position...  ...training program leading to industry licenses. The role offers competitive pay starting at $... 
    Suggested
    Remote job
    Night shift
    Weekend work
    Afternoon shift

    Austin Community College

    Omaha, NE
    2 days ago
  • $48k

     ...achievement of performance goals and targets. About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment...  ...HS Diploma Typically 4-6 years of relevant experience in financial services, with exposure to Wealth Management and operations... 
    Suggested
    Work at office
    Local area

    Dormont Manufacturing Company

    Omaha, NE
    1 day ago
  • $15k

     ...and ethics, and delivering outstanding service to our clients and each other. We support a friendly,...  ...as we work to improve our clients’ financial well-being, we also work to strengthen...  ...given to candidates with these current licenses: the Securities Industry Essentials (SIE... 
    Suggested
    Work experience placement
    Local area

    D.A. Davidson Companies

    Omaha, NE
    23 hours ago
  •  ...7 years of legal experience, strong analytical and communication skills, and a current or eligible Nebraska law license. This role involves advising clients on estate planning strategies, drafting necessary legal documentation, and preparing tax returns. Koley Jessen offers... 
    Suggested

    Koley Jessen P.C., L.L.O.

    Omaha, NE
    2 days ago
  •  ...Hospital Based Patient Advocate Make a real...  ...livesjoin Elevate Patient Financial Solutions as a Hospital...  ...have a valid Driver's License. Bring your passion for...  ...exceptional customer service skills at all times....  ...protocols, inform the client in a timely manner of... 
    Suggested
    Full time
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Shift work

    Elevate Patient Financial Solutions

    Omaha, NE
    4 days ago
  •  ...experienced and committed Family Advocate to join our dynamic and...  ...benefit of our employees, our clients and our community. Project Harmony...  ...and families Quality Service: Ensure consistent, high-quality...  ..., possess a valid driver's license and proof of insurance... 
    Full time
    Work at office
    Immediate start
    Flexible hours
    Night shift
    Weekend work

    Project Harmony

    Omaha, NE
    1 day ago
  • $70k - $75k

     ...Advancement in Omaha, Nebraska is seeking an Attorney to provide legal representation for clients, particularly in asylum cases. The ideal candidate will hold a Juris Doctor degree, be licensed to practice in Nebraska, and possess exceptional legal research skills.... 

    Center for Immigrant & Refugee Advancement

    Omaha, NE
    3 days ago
  • $19 - $25 per hour

     ...join Elevate Patient Financial Solutions as a Hospital...  ...Bilingual Patient Advocate and help guide individuals...  ...have valid Driver's License. Bring your passion...  ...exceptional customer service skills at all times....  ...protocols, inform the client in a timely manner of... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Shift work

    Elevate Patient Financial Solutions

    Omaha, NE
    3 days ago
  • Boys Town in Omaha is seeking a candidate to provide financial assistance and guidance for patients. Responsibilities include performing financial screenings, assisting with Medicaid applications, and communicating payment options to patients. The ideal candidate will have... 
    Work at office

    Boys Town

    Omaha, NE
    1 day ago
  •  ...primary resource for assisting BTNRH patients and families with financial assistance opportunities before, during, and after their care...  ...of healthcare experience in collections, follow‑up, or customer service. Knowledge of medical insurance, EMTALA regulations, hospital billing... 

    Boys Town National Research Hospital

    Boys Town, NE
    3 days ago
  •  ...Project Manager to lead large-scale application modernization initiatives. The role involves managing teams, developing strategic client partnerships, and ensuring successful project delivery. Candidates should have over 8 years of experience in technology project management... 

    CapTech

    Omaha, NE
    13 hours ago
  • $35k - $48k

     ...goals and targets. About This Job Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the...  ...Diploma Minimum 3+ years of client service experience in the financial services industry Axos Employee Benefits May Include:... 
    Work at office
    Local area

    Axos Bank

    Omaha, NE
    more than 2 months ago
  • $150k - $185k

     ...development, and land use — with a varied client base that includes developers, investors,...  ...considered. About Us We are a full-service law firm with a culture built on...  ...zoning compliance ~ Active Nebraska Bar license, or eligibility and commitment to obtain... 
    Private practice
    Relocation
    Flexible hours

    Orion Placement

    Omaha, NE
    23 days ago
  •  ...Your role Are you truly service oriented? Do you know how to take...  ...people? We’re looking for a Client Associate to: keep management...  ...team You’ll be working with Financial Advisors for Toth Wealth Management...  ...markets series 7 and 66 licenses preferred or willingness to obtain... 
    Full time

    UBS

    Omaha, NE
    2 days ago
  •  ...those who need a strong advocate. With a reputation...  ...‑driven advocacy and client‑centered service, we guide our clients...  ...accredited law school Active license to practice law in...  ..., emotional, and financial challenges Standout...  ...Medallion Award and Pro Patria Award Recipient... 
    Permanent employment
    Full time
    Monday to Friday

    Berry Law

    Omaha, NE
    13 hours ago
  • A financial services firm in Omaha, NE is seeking a motivated Client Associate to join their team. This role involves providing outstanding client service, assisting financial advisers with investment research, and maintaining account records. Ideal candidates will have... 

    D.A. Davidson Companies

    Omaha, NE
    23 hours ago
  •  ...preferred but not required. Qualifications Licensed and admitted to practice in the State of...  .... Background and Culture GRSM is a full‑service Am Law 100 firm with robust national and...  ...environment. Opportunities include forward‑facing client interactions and experience handling... 
    Work at office
    Local area
    Immediate start

    Gordon Rees Scully Mansukhani, LLP

    Omaha, NE
    3 days ago
  •  ...matters for banks, investors, mortgage servicers, and other creditors. The attorney will...  ...procedures and documentation. Review and analyze client documents, loan documents, and legal...  ...-accredited law school. Certifications Licensed and in good standing in California;... 
    Work at office
    Flexible hours

    BCG Attorney Search

    Omaha, NE
    1 day ago
  • $150k - $185k

     ...groups support each other, share ideas, and deliver best-in-class client service together Build real client relationships and contribute to...  ...inception through trial or settlement Active Nebraska Bar license, or eligibility and commitment to obtain licensure Strong written... 
    Private practice
    Relocation
    Flexible hours

    Orion Placement

    Omaha, NE
    23 hours ago
  • $17 per hour

    At Heartland Family Service, we are committed to building a culture that is trauma informed...  .... Summary Description Of Work Enhanced Advocates provide crisis intervention, safety...  ...preferred but not necessary. Valid driver’s license, acceptable driver’s license. Bilingual... 
    Hourly pay
    Afternoon shift
    Weekday work

    Heartland Family Service

    Papillion, NE
    4 days ago
  • Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home opportunity in financial services. In this role, you will help families secure their financial futures while upholding high standards of integrity and professionalism. Join a mission-... 
    Remote job
    Work from home

    Global Elite Empire Consultants

    Bellevue, NE
    2 days ago
  • Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home position in financial services aimed at protecting families. This role offers the chance to make a positive impact, uphold integrity, and grow within the company. Ideal candidates will... 
    Remote job
    Work from home

    Global Elite Empire Consultants

    Bellevue, NE
    2 days ago
  • $17 per hour

    Benefit Center Advocate (Short-term Assignment - Work from Home) We are looking for great...  ...time employees (Advocates) to support our clients by taking calls regarding employee...  ...team and client success. Qualifications Service Center Experience is Required Experience... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Remote work
    Work from home
    Home office
    Shift work

    Businessolver

    Omaha, NE
    3 days ago
  •  ...Performs a variety of duties as an advocate for clinic patients. Ensures...  ...when needed to secure financial assistance for patients.* Assists...  ...experience preferred.**License/Certifications*** N/A**Skills...  ...Hospital was chartered in 1891, service to our communities has been a... 
    Work at office
    Immediate start

    Bestcare

    Omaha, NE
    3 days ago
  • Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home position in financial services. This role focuses on protecting families and providing peace of mind through comprehensive financial guidance and support. Ideal candidates will have strong... 
    Remote job
    Work from home

    Global Elite Empire Consultants

    Bellevue, NE
    2 days ago
  •  ...Workers' Compensation Attorney to join their dedicated team in Omaha, Nebraska. The ideal candidate will take ownership of cases, advocate for clients, and mentor junior attorneys. This role requires strong litigation experience, negotiation skills, and the capacity to... 

    Berry Law: Criminal Defense and Personal Injury Lawyers

    Omaha, NE
    4 days ago
  •  ...to champion the rights of injured workers. The successful candidate will lead cases from initiation through resolution, advocating fiercely for clients. This role requires strong negotiation skills and a background in workers' compensation litigation. Join a team-... 

    Berry Law

    Omaha, NE
    23 hours ago
  • $150k - $400k

     ...000 - $400,000 per year A bit about us Our client is a well-established leader in the property restoration and construction services industry, specializing in storm damage repair...  ....D.) from an accredited law school. Active license to practice law in Nebraska. Demonstrated... 
    Contract work

    Jobot

    Omaha, NE
    2 days ago
  •  ...person can contribute meaningfully to our clients' success while enjoying a balanced and...  ...teamwork, and deliver exceptional client service. Your Role Legal Advice: Lead and manage...  ...inception through trial or settlement Licensed: Be currently licensed or be eligible to... 
    Flexible hours

    Fraser Stryker

    Omaha, NE
    1 day ago
  •  ...the lives of families. Duties Represent clients in family law matters, including divorce...  ...caseload with timely progress and high-quality service. Conduct in-depth legal research to...  ...JD) from an accredited law school. Active license to practice law in Nebraska; Iowa licensure... 

    BCG Attorney Search

    Omaha, NE
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Services Pro — Client Advocate. Be the first to apply!