Financial Services Representative
$15 - $18 per hourWorld Finance
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $18 What you’ll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player – pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver’s license & access to a dependable vehicle. Must possess a valid driver’s license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World’s Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We’ll get you home for dinner: your life outside of work is priority #1 You’ll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs and may exert up to 30 lbs of force (e.g., opening file drawers). Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. Occasional local travel; may include extended hours, evenings, or weekends. Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr World Finance
$39.7k - $54.55k
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...passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...7 & 63 licenses, opening doors to a meaningful career in financial services. If you’re ready to make an impact and build a futureyou...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shift$40k - $55k
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Full Time in Denver - CO Role Description Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent. Responsibilities include marketing financial products that manage everyday risks and educating customers on their financial...Full timeFor contractors- ...Opportunity for advancement Paid time off Training & development Vision insurance Position Overview Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure...Flexible hours
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- ...advancement ~ Paid time off ~ Training & development ~ Vision insurance Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure...Flexible hours
$45k - $75k
...Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face... ...with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you...Full time$36k - $75k
...self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our... ...designed to set you up for long‑term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...TraineeshipHome office- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their... .... Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support...Local area
- People are looking for individualized financial advice they can trust. They need your help... .... Mission Your mission as a financial representative is to help your clients (Modern Woodmen... ...and advancement. Whyfinancial services? At Modern Woodmen, you’ll find yourself...
$62.8k - $71.3k
Charles Schwab Corporation is seeking a Licensed Financial Services Representative in Lone Tree, Colorado. This role empowers you to guide clients through financial conversations, leveraging your licensed expertise and passion for helping others. You will deliver exceptional...$18.5 - $21.4 per hour
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$23.19 - $28.35 per hour
...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for...Temporary work$27.22 - $33.26 per hour
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$30.9 - $37.76 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...and educate clients on available deposit and loan products and services, and recommend solutions based on each customer's unique goals...Temporary workLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$150k - $250k
...provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of... .... ~ Excellent knowledge of financial markets, products, and services. ~ Ability to juggle multiple projects successfully. ~...Full timeWork at officeLocal areaRemote workFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 7323 W Chatfield Avenue - Littleton, Colorado 80128 Job Summary: Be a problem solver, trusted advisor... ...Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in...Hourly payWork experience placementWork at officeDay shift$57.78k - $75k
...comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by... ...development, sales activities, investment management, customer service and compliance with personal and professional growth and development...ApprenticeshipTraineeshipWork experience placement$45k - $100k
...anticipated to remain open for 30 days, from 11-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can... ...opportunity to build something meaningful. No prior financial services experience is required. If you’re motivated, relationship‑oriented...Immediate startRemote work
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