Financial Services Rep: Training & Licensing Path
Charles Schwab
Charles Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding clients to the best solutions. Through Schwab Service Academy you will receive paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. A growth mindset and passion for client service are valued. #J-18808-Ljbffr Charles Schwab
- Fidelity in Scottsdale, AZ is hiring a Financial Services Representative to support customers by answering questions about... ..., and guiding them toward financial planning paths. Onboarding includes training and licensing. You will study for FINRA licenses (SIE, Series 7,...TrainingRemote job
- Fidelity Investments is seeking a Financial Services Representative to support customers via phone, learn FINRA licensing with Fidelity sponsorship, and progress from remote training to on-site Investor Center work. The role emphasizes client service, compliance readiness...TrainingRemote job
- ...Helping People? Join Our Team As a Financial Services Representative Where You’ll... ...Of Our Investor Centers, With Paid Training To Help You Obtain Licenses: Become a FINRA (Financial Industry... ...you grow in a personalized career path. Fidelity’s Onsite Working Model...TrainingFull time1 day per week
- A leading financial services firm is seeking a Financial Professional to cultivate client relationships... ...a Bachelor's degree, relevant state licenses, and excellent communication skills.... ...growth through mentorship and training. Competitive salary, commissions, and...TrainingFlexible hours
- ...Financial AdvisorVanguard is seeking talented Financial... ...funds, products, and services to educate clients effectively... ....SIE, Series 65/66 licenses required.This job... ...with us:• Comprehensive Training: Our corporate CFP®... ...in your role.• Career Pathing: We provide clear career...Training
- ...depends on it. We believe that financial peace of mind forms the... ...combination. As a Financial Services Representative at Touchstone... ...excellence and benefit from a great training and support system. How... ...abilities Securities licenses preferred but not required (SIE...TrainingFull timeWork experience placement
- ...out your unique career path? At Equitable Advisors... ...manager through licensing and employment. Enjoy... ...markets Products and Services Consultation: Educate... ...clients on our diverse financial products and services,... ...in the United States Training & Development FINRA Sponsorship...TrainingWork experience placementLocal areaRemote workFlexible hours
$80k - $115k
...Job Description WealthBridge Financial Group is seeking driven, results... ...education funding. No prior financial-services experience is required: we provide pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing...TrainingContract workFor contractors- Charles Schwab is hosting a Financial Services Representative Fall Hiring Event for new grads and career changers. Learn about the role, meet... ...calls, and own complex issues while pursuing required licenses through Schwab Service Academy. All applicants meeting minimum...
$23.75 - $29.03 per hour
...serve to make better and smarter financial decisions and enabling the... ...and loan products and services, and recommending solutions based... ...position requires National Mortgage Licensing System (NMLS) registration... ...experience and commensurate training Preferred Skills/...TrainingTemporary work- ...educate and prepare individuals for a career in client service. You will be mentored by seasoned insurance professionals and trained across essential administrative and client-facing tasks. The program emphasizes licensing (AZ Property & Casualty) and AIS/AINS designations,...Training
- ...common purpose to help make financial lives better through the power... ...obtaining your Securities Industry licenses, where you receive dedicated... ...America through world-class training and on-boarding programs that... ...of one year of financial services industry or sales experienceSpanish...TrainingFull timeWork at officeImmediate startMonday to FridayShift workDay shift
- ...Enjoy the rewards of building a financial practice helping clients make... ...and colleagues, professional training and systems to help you be... ...different kind of financial services provider. We believe money is... ...resources. Obtain state insurance licenses (life, health & variable...TrainingLocal area
$40k - $60k
...Insurance Agent - Licensing Training Provided Build a Rewarding Career in Insurance and Financial Services Heartland Retirement Group is seeking motivated individuals who are interested in building a long-term career in the insurance and financial services industry...TrainingFull time$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family... ...relationships while having access to the training, mentorship, technology,... ..., Accident & Health insurance licenses. Active FINRA registrations,...TrainingLocal areaFlexible hours- ...Application Deadline: 12/31/2024 BOK Financial Corporation Group includes... ...securities and/or insurance licenses you may offer securities and... ...concierge-style customer service. Your satisfaction will come... ...organization that provides excellent training and development to support...TrainingWork experience placementWork at officeLocal area
$45k - $100k
...Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 22-Jul-2026. Join a financial services firm where your contributions are valued. Edward Jones... ...of the way, providing:Paid training – Get registered and licensed and learn how to be a financial...TrainingTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...TitleReports to: Manager, Investment Services.Functions Supervised: NonePrimary Functions... ...and prospective clients to promote financial planning and investment services.... ...guidelines, policy, procedure, compliance, licensing and training requirements.Maintain proficiency with...TrainingLocal area
$50k - $70k
...Porter is a Scottsdale-based insurance and financial services firm founded in 2002 and recognized as... ...remote after an initial in-office training period. ~ Base salary of $50,000 to $... ...active Property & Casualty insurance license is required Three to five years of commercial...TrainingWork at officeRemote workWork from homeAfternoon shift- ...management looks like. As a Financial Advisor Manager within our High... ...work experience in financial services. Supervisory experience... ...or equivalent combination of training and experience. Graduate degree... ...This job requires a regulatory license and/or registration (e.g. FINRA...TrainingFull timeWork experience placement
- ...the company's success. As a Financial Advisor within PNC Wealth... ...success. We provide a robust training program, administrative support... ...efficiently handling sales and service, identifying sales and/or... ...Required Certification(s) Licenses FINRA Series 7 and 66 (or...TrainingFull timeTemporary workPart timeWork experience placementWork at office
$50k - $60k
...into one of Arizona’s fastest-growing financial and insurance firms. With certified... ...and connected. We are seeking a Licensed Customer Service Representative to join our growing team... ...opportunity after 90 day in-office training period This is a rewarding opportunity...TrainingWork at officeRemote workMonday to FridayAfternoon shift$20 - $26.5 per hour
...that help our clients achieve financial freedom and peace of mind.... ...deliver valuable products and services to meet those needs and to complete... ...through regular and thorough training.Protect all client and bank... ...products.Ability to be NMLS licensed and registered.Education &...TrainingHourly payFull timeWork at office- ...inclusive of the full product and service offerings of Goldman Sachs... ...private wealth management, financial services, or related professional... ...Series 7, 63 and 3 licenses (if unlicensed at time of hire... ...professionally and personally, from our training and development opportunities...Training
$25 - $35 per hour
...and organized Loan Processor to join our dynamic team in the financial services industry. The ideal candidate will be responsible for... ...mortgage company experienced in processing loans. Holds an MLO license or is willing to pass the test and obtain one. Employment Type...Hourly payFull timeWork at office- ...and investment products and services for individuals, companies, and... ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...a client Completing mandated training, assessments, performance goals... ...& 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...TrainingInterim roleWork at officeLocal areaImmediate startShift workDay shift
$85k - $125k
...Description IGNITE – Loan Officer Training Program ***Paid Training, Testing & Licensing*** Schedule: Open availability... ...Deliver high-quality customer service to clients and referral partners... ...expense paid trip) · Clear path to Senior Mortgage Banker (high...TrainingInternshipImmediate startMonday to FridayWeekend work- ...banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in... ...completion of required training. High school degree, GED, or foreign... ...including 63 if required), and Life licenses are minimum requirements. All...TrainingImmediate startAfternoon shift
- ...banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in... ...completion of required training. ~ High school degree, GED, or... ...including 63 if required), and Life licenses are minimum requirements. All unlicensed...TrainingImmediate startAfternoon shift
- ...offering an opportunity for an ACES Lending Officer. This role involves comprehensive training for the SAFE and National Licensing exams while focusing on delivering exceptional customer service and achieving sales goals. Ideal candidates should have at least 2 years of...Training
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