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

Licensed Financial Services Advisor - Client Focused

Charles Schwab Careers

Charles Schwab is hiring a Licensed Financial Services Representative in the Phoenix area. You will guide clients through meaningful financial conversations, listen actively, and resolve complex needs with care. Work is on-site during a 24-week training program with potential for remote work options after training. The role includes a base pay range with a 10% annual bonus opportunity, and a path for career mobility within Schwab's collaborative culture. #J-18808-Ljbffr Charles Schwab Careers

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Licensed Financial Services Advisor - Client Focused in Arizona City, AZ vacancy
  •  ...Management is seeking a Wealth Advisor to consult on...  ...develop comprehensive financial plans, and grow a book...  ...delivering an exceptional client experience. The role...  ...FINRA Series 7 and 66 licenses (or 63,65) and Life...  ...+ #J-18808-Ljbffr PNC Financial Services Group, Inc.
    Suggested

    PNC Financial Services Group, Inc.

    Arizona City, AZ
    23 hours ago
  • Talentify is seeking a results-driven investment services sales professional in Mesa, AZ to develop new business and service...  ...with goals and industry requirements. You will meet with clients to promote financial planning and investment services, conduct educational seminars... 
    Suggested

    Alaska USA

    Arizona City, AZ
    4 days ago
  • $59k - $66.5k

     ...industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services...  ...’re licensed, client‑focused, and motivated by making...  ...qualifying shifts. Your Talent Advisor will walk you through... 
    Suggested
    Work at office
    Remote work
    Monday to Friday
    Shift work
    Night shift
    Day shift
    Afternoon shift
    Weekday work

    Charles Schwab Careers

    Arizona City, AZ
    1 day ago
  •  ...brand in a branch, delivering hospitality-driven service and financial solutions. You will acquire, manage, and retain clients, using your knowledge to tailor product...  ...requires adherence to regulatory guidelines, licensing milestones, and the ability to work flexible... 
    Suggested
    Flexible hours
    Afternoon shift

    Next Frontier Capital

    Arizona City, AZ
    1 day ago
  • $70k - $80k

     ...Advisory Leadership Job Title: Financial Advisor - Hybrid (Servicing & Growth) Location:...  ...responsible for managing ongoing client relationships while also...  ..., with the remaining time focused on developing and closing...  ...held at hire, Series 65 license (or combination of Series... 
    Suggested

    Modern Wealth Management

    Arizona City, AZ
    1 day ago
  • $28 - $38 per hour

    A financial services company is seeking a Remote Loan Advisor to guide clients through the loan process. You will advise on various loan types, recommend suitable products, and assist clients in completing applications. The ideal candidate has experience in lending, strong... 
    Remote job
    Hourly pay

    Sales Match

    Arizona City, AZ
    2 days ago
  •  ...of proactive sales and service activities. Manages...  ...improve the customer's financial wellbeing. Collaborates...  ...ultimately elevating client loyalty. Delivers a full...  ...to be: Customer Focused - Knowledgeable of the...  ...Required Certification(s) Licenses Candidates being considered... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Arizona City, AZ
    2 days ago
  • Modern Wealth Management, LLC is seeking a Financial Planner in Mesa, AZ to deliver high-...  ...comprehensive financial planning to existing clients while partnering with Lead Advisors. The role emphasizes planning and client service rather than new business, dedicating time... 

    Modern Wealth Management, LLC

    Arizona City, AZ
    1 day ago
  •  ...staffing firm is seeking an experienced Wealth Advisor in Mesa, Arizona, to manage a portable...  ...a minimum of 10 years of experience in financial planning and investment management,...  ...Responsibilities include managing significant client relationships and maximizing business... 

    TIUM Staffing LLC

    Arizona City, AZ
    3 days ago
  •  ...Banker at First Fidelity Bank in Mesa, AZ will build meaningful relationships with new and existing clients, delivering exceptional service and guidance toward financial goals. You will resolve client issues, identify needs, and refer to other bank lines of business to... 

    First Fidelity Bank

    Arizona City, AZ
    1 day ago
  • $70k - $80k

     ...primary responsibility of a Financial Planner is to deliver high‑quality...  ...planning to existing clients while partnering closely with Lead Advisors to ensure a consistent and exceptional...  ....This position is primarily focused on planning and client service delivery rather than new... 
    Full time

    Modern Wealth Management, LLC

    Arizona City, AZ
    1 day ago
  • $60k - $80k

    Overview Reports to: Manager, Investment Services. Functions Supervised: None Primary...  ...: Meet with existing and prospective clients to promote financial planning and investment services....  ...guidelines, policy, procedure, compliance, licensing and training requirements. Maintain... 
    Temporary work
    Local area

    Alaska USA

    Arizona City, AZ
    4 days ago
  • Modern Woodmen is seeking a Financial Representative to help members achieve their financial...  ...across the Mesa area. Strong licensing and regulatory credentials are expected,...  ...fraternal-benefit organization that values service and community impact. #J-18808-Ljbffr Modern... 

    Modern Woodmen

    Arizona City, AZ
    4 days ago
  • Cognizant is seeking a Customer Service Representative to support Financial Advisors, staff, and external clients within the Client Services team. You will resolve inquiries, educate on services, and maintain professionalism in a fast-paced environment. Responsibilities... 

    Cognizant

    Arizona City, AZ
    2 days ago
  • $1,000 - $2,000 per month

     ...with weekly pay and full remote collaboration. No prior role requirements are stated; comprehensive onboarding is provided. Responsibilities include client calls, scheduling, explaining insurance benefits, and completing applications. #J-18808-Ljbffr AO Garcia Agency
    Remote job
    Weekly pay
    Part time

    AO Garcia Agency

    Arizona City, AZ
    4 days ago
  • $16 - $30.21 per hour

     ...Description Summary: A Financial counselor serves as the liaison...  ...also verifying the patient's services meet insurance coverage...  ...degree a plus Certifications/Licenses : Previous Experience (including...  ...Awareness: Strong customer focus. Ability to build an engaging... 
    Immediate start
    Remote work
    Monday to Friday

    American Oncology Network LLC

    Casa Grande, AZ
    2 days ago
  • Job Title Preferred Banking Advisor (Relationship Banker) Location Mesa...  ...responsible for executing the full client life cycle for clients with a particular focus on establishing yourself as an expert...  ...the department's "sales, service, operations" philosophy through client... 

    Western Alliance Bank

    Arizona City, AZ
    23 hours ago
  • $120 - $125 per hour

     ...Remote Our Microsoft Partner client is looking for an experienced...  ...working in D365 F&O with a Finance focus. Strong D365 Finance...  ...Strong functional knowledge of financial processes and reporting. Proven...  ...professional resourcing service, always backed up by our team... 
    Contract work
    Immediate start
    Remote work

    Catch Resource Management

    Arizona City, AZ
    4 days ago
  •  ...with an emphasis on activating services that are in the member’s best...  .../help them achieve their financial success. Processes specialty...  ...rates, ratios, and percentages. Licenses, Training, and Certifications...  ...perception, ability to adjust focus. The noise level in the work... 
    Work from home

    Arizona Federal Credit Union

    Arizona City, AZ
    4 days ago
  •  ...through proactive sales and service activities. Manages the customer...  ...to improve the customers financial wellbeing. Collaborates with...  ...PNC conversation with every client interaction to identify appropriate...  ...considered. Certifications/Licenses: No required certifications.... 
    Full time
    Work experience placement
    Work at office

    PNC

    Arizona City, AZ
    4 days ago
  •  ...the chance to learn about our Financial Services Representative role, build connections...  ...with one of our Talent Advisors. If you’re passionate about serving clients, work best in a supportive environment...  ...and FINRA Series 7 & 63 licenses. If you’re not a finance expert... 
    Day shift

    Charles Schwab

    Arizona City, AZ
    2 days ago
  • Talentify in Mesa, AZ is seeking a Financial Services Representative II to deliver positive member experiences through consultative, empathetic service in person and over the phone. You will accurately process transactions and recommend financial products to meet member... 

    Alaska USA

    Arizona City, AZ
    3 days ago
  •  ...assist customers with loan applications, evaluate creditworthiness, and ensure regulatory compliance. This role emphasizes customer service and accuracy in processing. Full-time position with operating hours Monday through Saturday, 10 AM to 7 PM. Ideal candidates have a... 
    Full time

    ADP

    Arizona City, AZ
    1 day ago
  • $70k - $80k

     ...Wealth Management Opportunity in Financial Services Location(s): Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201 CW Advisors Associate Financial Advisor Location(s): Mesa, AZ:...  ...wealth Advisors through meeting preparation, client service, data gathering, financial plan... 
    Full time
    Work at office

    Osaic

    Arizona City, AZ
    1 day ago
  •  ...looking for a motivated and organized Financial Services Representative to help us connect with...  ...excellent service and follow-up Guide clients by explaining insurance options tailored...  ...your Property & Casualty and Life/Health licenses (we'll support you!) Goal-oriented... 
    Base plus commission

    Scott Christian - State Farm Agent

    Arizona City, AZ
    1 day ago
  • Desert Financial Credit Union is seeking a Teller to welcome members, handle transactions with accuracy, and provide friendly, consultative service at the Mesa branch. You will process cash deposits and withdrawals, promote digital tools, and participate in coaching to... 

    Desert Financial Credit Union

    Arizona City, AZ
    2 days ago
  •  ...Arizona Department Name: Banner Staffing Services-AZ Work Shift: Day Job Category: Revenue...  ...expansion and growth within our group. We focus on research, training, patient excellence...  .... Provides clerical support with patient/client notifications and documentation to include... 
    Weekly pay
    Daily paid
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Banner Health Corporate

    Arizona City, AZ
    1 day ago
  • Modern Wealth Management in the Phoenix/Tucson area is seeking a Financial Advisor - Hybrid (Servicing & Growth) to manage ongoing client relationships and contribute to the growth of the Public Safety Division. This role splits time about 50-60% in servicing and financial... 

    Modern Wealth Management

    Arizona City, AZ
    1 day ago
  • Executive Wealth Advisors are the most experienced advisors in the...  ...profitable and/or complicated clients in the firm and the remaining...  ...strategies, programs, segments, and services models to drive new clients...  ...such as Certified Financial Planner (CFP) is required. 10... 

    TIUM Staffing LLC

    Arizona City, AZ
    4 days ago
  •  ...inbound calls from shareholders, brokers and institutional clients. You will research account problems, perform...  ...skills are essential. The role requires 1-5 years in a financial services call center, with focus on accuracy, customer service, and problem solving. This... 
    Full time

    Rise Social

    Arizona City, AZ
    23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Services Advisor - Client Focused. Be the first to apply!