Entry Level Financial Services Rep
$25 per hourTEKsystems
Entry Level Financial Services Rep Perks: Full-Time Direct Hire Permanent Employee Position Bonus Opportunities Comprehensive Benefits Career Development & Licensing Support Hybrid Schedule after Training Entry Level Financial Services Rep Job Description: As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Each day, you'll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem‑solving skills are critical. Entry Level Financial Services Rep Required Experience: Must have an interest in Financial Services Minimum 1‑3 years of customer service or call center experience Previous banking or financial services experience a plus Sign on bonus available for candidates who have already obtained their SIE Entry Level Financial Services Rep Additional Info: Bonus structure in place after 90 days! Great company benefits for this career opportunity!! Entry Level Financial Services Rep Hours: Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks After training must be available for any schedule Mon-Fri between 5:00am - 6:00pm Job Type & Location This is a Permanent position based out of Phoenix, AZ. Pay and Benefits The pay range for this position is $25.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan - Pre‑tax and Roth post‑tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long‑term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Phoenix,AZ. Application Deadline This position is anticipated to close on Aug 21, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full‑Stack Technology Services, Talent Services, and real‑world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full‑stack capabilities and speed. We're strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI) We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. #J-18808-Ljbffr TEKsystems
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$25 per hour
TEKsystems in Phoenix, AZ is seeking a Financial Services Rep to be the first point of contact for financial advisors, helping them with account questions, operations, and service requests while modeling professionalism under deadlines. This permanent, direct-placement...SuggestedHourly payPermanent employment$18.25 per hour
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- Training Provided Are you ambitious, client-focused, and looking for a career with flexibility and strong income potential? We are seeking motivated individuals to join our growing team across all 50 states to work from home. In this role, you will build lasting client ...Full timePart timeWork from homeFlexible hours
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TEKsystems is seeking an Entry Level Financial Services Rep in Phoenix, AZ. You will be the first point of contact for financial advisors, handling a high volume of inbound calls and inquiries, guiding them through account questions, and using technology tools to resolve...Entry levelRelocation packageMonday to Friday- ...United States. You will engage with prospective clients, assess financial needs, and present customized options through remote... ...autonomy, mentorship, and performance-based earnings. Ideal for entry-level candidates with grit and communication skills; comprehensive onboarding...Entry levelRemote jobWork from home
$124k - $280k
...will interact with clients at a strategic level, leveraging your skills and professional... ...- Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance... ...does not intend to hire experienced or entry level job seekers who will need, now or...Entry levelFull timeH1b$54.1k
...passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...to serving others and your eagerness to learn and grow. As a Financial Services Representative, you’ll be the trusted voice on the...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Advisor Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely... ...goals. Candidates should have at least 3 years of financial services experience, strong organizational and analytical skills, and be...
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A financial services provider in Phoenix, AZ, is seeking a Financial Services Representative. This full-time role focuses on establishing customer relationships, educating clients about insurance options, and developing leads. Ideal candidates possess excellent communication...Full time- A prominent financial services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning for a diverse clientele. The ideal candidate will have a strong background in client relationship management...
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...helping us "challenge the status 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...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Perfect. We're Looking for Purpose Some people come into the financial industry with years of experience. Some come in with none at all... ...solution - we train our agents to deliver multiple financial services, creating a true one-stop financial experience for every client...Permanent employment
$54.1k
Financial Services Representative (Phoenix, AZ) You are viewing a preview of this job. Log in or register to view more details about this job. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping...Work at officeMonday to FridayShift workNight shiftAfternoon shiftWeekday work- CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector....Work at office
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$77.12k - $147.39k
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