Licensed Financial Services Representative
$59k - $67.5kCharles Schwab
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform 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 give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you. We offercompetitivepay and bonus package that includes: Starting compensation for this location ranges from $59,000 - 67,500 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Evening, overnight, and weekend shifts include up to 20%additionalcompensation, dependent on shift. What you have Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications Active FINRA Series 7 & 63 Licenses Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site. After training is complete, abilityto workassignedshiftto accommodate business needs to includeevening, overnight, and weekend options. Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts. Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs Exampleshiftgroups: Weekend Day Shift (Startbetween5:30am-8:30amMST, includes 1-2 weekend days): Potential to workremote after training IF working both weekend daysare assigned WeekdayEveningShift (Start 10am-4pmMST, Monday-Friday):In office Weekday Overnight Shift (Start6:30pmMST, Monday-Thursday): Potential towork fullyremoteafter training Preferred Qualifications 1+ years of customer service experience 1+ years of client relationship experience Bachelor’s degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Proficient in Client Relationship Management (CRM) platforms Strong candidates will also have previous experience in Financ #J-18808-Ljbffr Charles Schwab Corporation
$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... ...Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working...SuggestedWork at officeMonday to FridayShift workNight shiftAfternoon shiftWeekday work- ...happiness depends on it. We believe that financial peace of mind forms the fabric of... ...winning combination. As a Financial Services Representative at Touchstone Wealth, you will work directly... .../ networking abilities Securities licenses preferred but not required (SIE,...SuggestedWork experience placement
- Financial Services Representative - Scottdale, AZ page is loaded## Financial Services Representative - Scottdale, AZlocations: Scottsdale, AZ: Phoenix... ...* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses...Suggested
$54.1k
...transform 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... ...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$85k - $125k
...you. State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent...SuggestedFull timeFor contractorsFlexible hours- ...Front Office Patient Financial Services Representative Our team of orthopedic, sports medicine and athletic performance experts is equipped with... ..., long known for excellent patient care, has over 730 licensed beds, several unique specialty units and is the new home...Daily paidWork experience placementWork at officeLocal areaMonday to Friday
- ...Patient Financial Services Representative This position will be at the Orthopedic & Sports Medicine Institute located at Banner University Medical... ..., long known for excellent patient care, has over 730 licensed beds, several unique specialty units and is the new home...Full timeWork experience placementWork at officeMonday to FridayDay shift
- ...Patient Financial Services Representative Primary City/State: Phoenix, Arizona Department Name: Wound Care-OP-Hosp Work Shift: Day Job... ...campus, long known for excellent patient care, has over 730 licensed beds, several unique specialty units and is the new home...Daily paidFull timeWork experience placementWork at officeMonday to FridayShift work
$37.8k - $51.98k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I in Phoenix, Arizona. This... ...involves obtaining necessary securities licenses and building client relationships, offering... ...degree and experience in the financial services industry. The role will provide...
- ...time Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse backgrounds. If you’re eager to learn...Full timeFlexible hoursShift workNight shift
$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- ...verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and...Daily paidWork experience placementWork at office
- Overview Launch your career in financial services by applying to join our growing team as a financial representative! We're seeking individuals with a growth and entrepreneurial... ...professional development Sponsorship of Licensing/Credentialing (ex. Life/Health, Series 7 6,...Full timeContract work
- Fidelity Investments Inc. in Peoria, Arizona is seeking a Financial Consultant to use life experience in financial services. This role includes structured training that leads to a potential full-time position. You'll work closely with clients, providing investment solutions...Full timeTraineeship
- ...Description Would you like to own a meaningful financial services practice under the Allstate brand?... ...customers face‑to‑face and a team of licensed professionals who enhances the team’s... ..., Financial Planner, Registered Representative or Investment Representative...For contractorsWork at office
$16 per hour
Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial Representative... ...your career in the financial services industry? We’re seeking passionate individuals... ...excel. Obtain the required insurance licenses prior to starting the job, with up to...Hourly payFull timeTraineeshipWork at officeHome office- ...Modern Woodmen of America Launch your financial services career with an organization that... ...serve. About the role Our financial representatives at Modern Woodmen of America are dedicated... ...hold: an active life insurance license, FINRA securities registration (Securities...Full timeLocal area
- A leading financial services firm in Phoenix is seeking a Private Client Advisor to offer financial planning and investment solutions. The... ...relationship management skills, and the necessary financial licenses. Responsibilities include building client relationships, providing...
- A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This role... ...participation in a training program, leading to licensing and performance bonuses. Candidates should...Flexible hours
- ...Looking for Purpose Some people come into the financial industry with years of experience. Some... ...agents to deliver multiple financial services, creating a true one-stop financial... ...will assist you in obtaining your state licenses and certifications so you can confidently...Permanent employment
- BMO in Scottsdale, Arizona, is seeking a financial services professional to act as the primary client contact and provide holistic banking... ...to relationship building and must obtain required financial licenses within 120 days of start date. Responsibilities include identifying...
- A prominent financial services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive... ...management and financial services, with relevant licenses required within 60 days of employment. The role emphasizes fostering...
- Soteria Reinsurance Ltd. is seeking a Financial Services Representative in Scottsdale, AZ to engage with clients and enhance branch success. You will... ...financial services experience and aim to obtain FINRA licenses. A comprehensive training program and competitive...
- ...growing and an opportunity is available for a licensed Producing Advisor who thrives in a... ...Presenting clear, compliant, and compelling financial recommendations Working evening dinner... ...Partnering with operations and service teams to deliver a seamless client experience...Afternoon shift
- At Ameriprise Financial, we’re not just in the business of helping clients with their financial... ...experiences in a dynamic financial services environment? ClearEdge Private Wealth, a... ...or financial services. Financial Service Licensing preferred.Communication Skills:...Full timeTraineeshipWork at office
- A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment... ...have at least 2 years of experience and relevant financial licenses, including Series 7 and 66. The position emphasizes client relationship...
- Bank of America is looking for a financial advisor in Scottsdale, Arizona, responsible for providing tailored... ...products. Applicants should hold Series 7 & 66 licenses with at least one year of experience in financial services. The role requires strong relationship-building,...Full timeMonday to Friday
$60k - $70k
...relationships with existing clients and provide fiduciary advisory services. Candidates must have a technical understanding of financial markets, strong client-centric service skills, and relevant securities licenses. This position is located onsite at the Scottsdale office...Work at office$27 - $33 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
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