Licensed Financial Services Representative
$29 - $31 per hourPacific Asset Management, LLC
Job Description Already licensed? Bring your Series 6 or 7 to a role where you can make a greater impact. Pacific Life is hiring Licensed Financial Services Representatives in Omaha, NE and Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Licensed candidates move to our hybrid schedule immediately — in office one day a week. What You’ll Do Handle 40–60 inbound calls daily from policyholders and financial professionals. Provide guidance on policy transactions, account activity, and product details. Research and resolve service requests with accuracy and professionalism. Process requests and document interactions in internal systems. Navigate multiple systems while assisting customers in real time. Partner with internal teams to ensure timely resolution. What Makes Someone Successful in This Role Enjoy helping people and solving problems. Communicate clearly and professionally with customers. Are comfortable in a high-volume call environment. Learn new concepts quickly and adapt to change. Stay organized while managing multiple tasks and systems. What You Bring 1–2 years of customer‑facing experience (call center, banking, retail, hospitality, or similar). FINRA SIE and Series 6 or 7 licenses. Strong communication and problem‑solving skills. Comfort using multiple computer systems. Ability to work in a structured, fast‑paced environment. What Makes You Stand Out Bachelor’s degree or equivalent experience. Experience in financial services or insurance. Compensation By Level:
- Specialist: Omaha: $29–$31 per hour
- Specialist: Charlotte: $30–$32 per hour
- Senior Specialist: Omaha: $32–$34 per hour
- Senior Specialist: Charlotte: $33–$35 per hour
$57.7k - $66.2k
...quo” and transform the finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$26 - $28 per hour
...Overview Pacific Life is hiring Financial Customer Service Representatives in Omaha who do not yet hold FINRA licenses. We will sponsor the entire licensing process, helping you earn your Securities Industry Essentials (SIE) and Series 6 within the first eight weeks of...SuggestedHourly payWork at office1 day per week$52.9k
...the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn... ...Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Pacific Asset Management, LLC is hiring Licensed Financial Services Representatives in Omaha, NE. This fully inbound role requires no cold calling and offers a structured work environment with a clear path for advancement. Successful candidates will handle 40-60 inbound...Suggested
$26 - $28 per hour
Job Description: Want to break into financial services? Pacific Life will pay you to get there. We're hiring Financial Customer Service Representatives in Omaha who don't yet have their FINRA licenses — and sponsoring them through the entire process. You'll earn your Securities...SuggestedHourly payFull timeContract workWork at officeFlexible hours1 day per week$80k - $100k
A leading financial services firm in Omaha is seeking a Financial Advisor to help clients achieve their financial goals through personalized... .... Candidates should have or be able to acquire necessary licenses while showcasing strong self-motivation and a history of sales...Full time- A leading financial services firm is seeking an entry-level Financial Advisor in Omaha. In this role, you will build a client base while receiving... ...self-motivated and possess or be able to obtain necessary licenses. Competitive commissions, passive income opportunities, and...Flexible hours
- A leading financial services company in Omaha, Nebraska is seeking a Financial Solutions Advisor to provide comprehensive financial advice... ...relationships. This role involves obtaining necessary securities licenses while receiving personalized training from experienced...Traineeship
- ...operated by its members, has been offering financial services and fostering community impact since... ...volunteer projects. With over 1,000 representatives dedicated to its mission, the... ...Economics, or a related field is preferred Licensing in insurance and securities (or...Full timeLocal area
$36k - $75k
...eager to jumpstart your career in the financial services industry? We’re seeking passionate... ...for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive... ...excel. Obtain the required insurance licenses prior to starting the job, with up to...TraineeshipHome office- RBC is seeking an Associate Financial Advisor in Omaha, Nebraska, to gain licensing and industry experience. The role involves studying for licenses, completing program assignments, and reporting activities. Candidates should hold a Bachelor’s degree or equivalent experience...Flexible hours
- Northwestern Mutual is seeking College Financial Representatives in Omaha, Nebraska. This internship allows students to learn vital financial... ...incentives for learning and development, and support for licensing. The ideal candidate is a full-time student, preferably a...Full timeInternshipFlexible hours
- JPMorganChase in Papillion, NE is looking for a Financial Advisor to champion client relationships... ...acquire clients, and required financial licenses, including Series 7 and Series 66. This... ...education on financial products and services. The company offers a competitive...
$20 - $23 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...available deposit and loan products and services, and recommending solutions based on... ...position requires National Mortgage Licensing System (NMLS) registration under the terms...Temporary workLocal area$50k
...unique branch-team business model. One financial advisor and one branch office administrator... ...run your branch. World-class products, services and support. And the stability of a firm... ...training to maintain registrations and licenses in good standing. A firm-provided branch...Work at officeWork from homeHome officeFlexible hours- ...families, you will focus on financial plans that are constantly evolving... ...management Training and licensing support: First Command offers... ...for veterans, transitioning service members and military spouses... ...with, authorized to sell or represent on behalf of or otherwise endorsed...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build... ...Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $90k
...comprehensive wealth‑management and investment services. The Advisor Development Program is a... ...‑transition opportunity for aspiring Financial Advisors. Responsibilities Develop a... ...Required Qualifications Current Series7 & 66 licenses (or Series63 &65 in lieu of 66). Minimum...Interim roleShift workDay shift$36k - $75k
A leading financial services company is seeking a Financial Representative Trainee in Omaha to empower individuals for a successful career in financial advising.... ...interaction. Candidates must be self-motivated, meet licensing requirements, and travel occasionally. This...Traineeship$80k - $90k
Bank of America is seeking a Financial Advisor in Omaha, NE, as part of the Advisor Development Program... ...and providing comprehensive wealth management services to clients. The ideal candidate will hold Series7 & 66 licenses and have at least one year of experience in...- ...Corporation in Omaha, Nebraska, seeks dedicated individuals for a client service role where innovative thought meets creative problem solving.... ...to earn your Securities Industry Essentials and FINRA licenses. Flexibility concerning shifts, including evening and weekend options...Remote jobFlexible hoursShift workAfternoon shift
$80k - $100k
Bankers Life® Financial Advisors help clients live more and worry less through personalized... ...will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability... ...success in sales, competitive roles, client services, or client-facing roles Desire for...Full timeWork at officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ..., and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create...Full timeInternshipLocal areaFlexible hours- Financial Solutions Advisor - Advisor Development Program (Centralized Segment) As a Financial... ...and maintaining Securities Industry licenses. You will then receive dedicated training... ...care using industry‑leading products, services, and educational resources Apply regulatory...TraineeshipShift workDay shift
- ...and investment products and services for individuals, companies,... ...advice and guidance. Merrill’s Financial Advisors and Wealth... ...Our Wealth Management team represents an array of different backgrounds... ...obtaining your Securities Industry licenses, where you receive dedicated...TraineeshipWork at officeShift workDay shift
- ...Omaha, Nebraska. In this role, you will provide comprehensive financial planning and advice, ensuring exceptional experiences for clients... ...a minimum of 2 years in a Financial Advisor role, series licenses, and ideally a Bachelor's degree or CFP certification. Join us...
$41.71k - $65k
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and... ...provides advice and guidance regarding financial solutions that are in the best interests... ...and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will...Local areaImmediate startDay shift- Rivercity Insurance and Financial Services is looking for driven and motivated Agents to join our growing team. This opportunity is ideal for: Aspiring Insurance Agents and Sales Agents Career shifters and part-time seekers Individuals interested in finance, sales, and...Part timeImmediate startRemote work
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented... ...dedicated to delivering exceptional service and fostering long‑term client relationships... ...and maintain client relationships. Licenses or certifications in financial planning...
- ...with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...| Advancement Opportunities | Certification/Professional License Support Comprehensive Medical, Vision, & Dental Insurance...Full timeTemporary workWork at office
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