Licensed Financial Services Advisor - Client Guidance
Charles Schwab
Charles Schwab in Tempe, AZ is seeking a client-focused associate to provide financial guidance to clients over inbound calls. You will own customer issues, build trust, and help clients plan for their financial futures in a supportive, team-driven environment. Successful candidates will hold FINRA Series 7 and 63 licenses, be flexible with shifts, and bring strong communication and relationship skills. The role offers competitive pay, annual bonus potential, and a commitment to personal and #J-18808-Ljbffr Charles Schwab
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and grow into trusted financial guidance for clients. You will train, earn SIE, Series 7 and 66, build relationships, and progress to Stage II while serving in an...SuggestedWork at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7, and Series 66 exams, and to build client relationships with comprehensive guidance. Starting in a financial center, you will train and progress toward advanced advisory...Suggested
- ...you will focus on financial plans that are constantly... ...You will provide guidance to military... ...community to bring new clients to First Command,... ...Training and licensing support: First Command... ..., transitioning service members and... ...successful Financial Advisor career. Sponsorship...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Private Client Banker - South Valley Market - Mesa/... ...delivering exceptional service. The role requires a... ...Specialists (Private Client Advisors, Mortgage Bankers, and... ...them with specialized financial needs. Make clients’... ...and National Mortgage Licensing System and Registry (...SuggestedFull timeAfternoon shift
$60.28k
Charles Schwab in Tempe, AZ is hiring to join the service team, learning to educate clients about investment strategies, trading tools, market mechanics... ...preparing for the Schwab Service Academy training and licensing path. Starting pay during training begins at $52,800...Suggested- ...the volume of applicants. Join a financial services firm where your contributions are... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...training, continuing education, and licensing requirements; remain current on...Temporary workWork at officeHome officeFlexible hours
- ...Edward Jones Financial Advisor This job posting is anticipated to remain... .... Join a financial services firm where your contributions... ...first. With over 9 million clients and 20,000 financial advisors... ...Edward Jones, the Tailored Licensed Support (TLS) Team plays a critical...Temporary workWork at officeRemote workHome officeFlexible hours
- Join our Client Service, Experience and Development Business Management team, where dedicated... ...and drive strategic growth. As a trusted advisor and strategic partner, you’ll analyze... ...clear insights and recommendations on financial and operational trendsDeliver executive...
$60k
...core purpose: helping clients achieve their financial goals. We are driven... ...valued advice and guidance to our clients. We value... ...: The Wealth Advisors are enhancing... ...years of financial services experience, working... ...financial services license i.e. Insurance, Investment...Work experience placementLive inWork at officeFlexible hours- LPL Financial, a leading wealth management firm, is seeking a Wealth Advisor for its Wealth Advisors Group in Tempe, AZ. You... ...will deliver investment guidance to mass affluent clients by phone and through inbound... ...environment, client-service excellence, and ongoing training...
- ...in Tempe, AZ to assess applications, analyze credit, and guide clients through the loan process. You will explain options, terms, and... ...at least 1 year of relevant experience, strong communication skills, and an active NMLS license. #J-18808-Ljbffr West Capital Lending
- Alerus is seeking a Wealth Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial advice and solutions. You will act as the primary contact with support from specialists, guiding clients to appropriate Alerus products to meet...
- ...Analyst In The Financial Advisor Development Program When... ...capabilities to help our clients achieve their most... ...understanding of Service & Administration and... ...You'll also receive guidance from a dedicated program... ...Responsibilities: Obtain FINRA licenses required for the...Full timeWork at officeRemote workVisa sponsorship
- ...Jones is hiring an Associate Financial Advisor in Gilbert, AZ. You’ll... ...personalized strategies, build client relationships, and support growth... ...while pursuing required licenses with company sponsorship. This... ...time role emphasizes client service and community engagement....Full time
$60k - $80k
...Reports to: Manager, Investment Services. Functions Supervised: None Primary... ...# Meet with existing and prospective clients to promote financial planning and investment services. #... ..., policy, procedure, compliance, licensing and training requirements. # Maintain...Temporary workLocal area$109.28k - $182.1k
...ingredients you need at LPL Financial to shape your success while helping clients pursue their financial... ...that help financial advisors serve investors? Are... ...drive business growth and service diversification to... ...focus.Preferences:FINRA licensed with SIE and Series 7Experience...Work from homeHome officeFlexible hours- A leading financial services firm in Tempe, AZ is seeking a Private Client Banker to build relationships with affluent clients and deliver exceptional service. The role focuses on managing clients' banking needs through a proactive approach, generating growth and acquiring...Full time
- ...location in the Tempe area. You will acquire, manage, and retain client relationships using financial knowledge to offer suitable solutions and technology-enabled banking. The role emphasizes exceptional service, compliance with banking regulations, and collaboration with...Weekend workAfternoon shift
- ...Licensed Investment Professional At J.P. Morgan Wealth Management... ...enthusiasm for helping our clients, building relationships, and... ...delivering extraordinary customer service while maintaining a strong... ...accounts, to help them reach their financial goals and dreams....Work at officeLocal areaRemote workMonday to Friday3 days per week
- ...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
- Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls and address stock portfolio questions. You will... ...funded by Morgan Stanley to obtain Series 7 & 63 licenses, enabling you to progress within a leading financial...
- Morgan Stanley is seeking a Financial Services Representative to engage clients by phone, educate them on investment products, and drive sales. The role includes... ...paid by the company to obtain Series 7 and 63 licenses, and a hybrid work environment. Candidates should have...
- ...success. As a Wealth Advisor in PNC Wealth... ...the development of financial plans for clients. Grows and retains an... ...handling sales and service, identifying sales and... ...recommendations and guidance to clients. Establishes... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE...Full timeTemporary workPart timeWork experience placementWork at office
- ...Fargo is seeking a Financial Relationship Advisor in Wealth and Investment... .... In this digital client relationship role,... ...them access investment guidance, financial solutions... ...conversations, service support, and relationship... ...Authority (FINRA) license(s) is required for ongoing...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$86.73k - $144.61k
...ingredients you need at LPL Financial to shape your success while helping clients pursue their... ...both Financial Advisors, assistants and... ...Purchase & Sales, Licensing & Registration, Business... ...: Provide guidance and assistance in... ...Excellent customer service skills with the ability...Work at officeWork from homeFlexible hours$27 - $33 per hour
...serve to make better and smarter financial decisions and enabling the... ...One. Job Description Client Relationship Consultants build... ...deposit and loan products and services, and recommending solutions... ...position requires National Mortgage Licensing System (NMLS) registration...Temporary workLocal area$27 - $33 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey... ...to make better and smarter financial decisions and enabling the communities... ...and loan products and services, and recommending solutions... ...position requires National Mortgage Licensing System (NMLS) registration...Temporary work- A leading financial institution is seeking a Junior Loan Officer in Tempe, Arizona. This role involves assisting clients with loan applications and providing essential information to help... ...If you are passionate about customer service and eager to learn in the financial...
$1,000 per month
...Northwestern Mutual College Financial Representative... ...are provided guidance, connection, and a... ...your business and client base Develop... ...Risk Product State Licensing: Life, Accident, and... ...Representative or Advisor role upon... ...best products and services for our clients....Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Jones in Tempe, AZ is seeking a Client Relations Financial Representative to support... ...the absence of their Financial Advisor, delivering timely advice and service. You’ll partner with branch teams... ...active Series 7 and Series 66 licenses (or Series 7 with Series 63/65)...Work at office
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