Retirement Plans Customer Service Specialist - FINRA Licensed
Hispanic Alliance for Career Enhancement
Hispanic Alliance for Career Enhancement in Phoenix is seeking a Registered Retirement Representative to manage telephone inquiries regarding retirement plans, providing assistance and processing financial transactions. The ideal candidate has a strong customer service background, knowledge of retirement plans, and necessary FINRA certifications. This role offers competitive benefits and a supportive work environment. #J-18808-Ljbffr
- ...you will offer comprehensive financial planning and advice, build client relationships,... ...advisory experience, Series 7 and Series 66 licenses. The position focuses on delivering... ...competitive benefits including health care coverage and retirement plans. #J-18808-Ljbffr...Retirement
$52k
...That starts with you. As a Retirement Plan Services Representative, you’ll be our... ...hourly pay and a licensing bonus of up to $12,500 based... ...tools to take the SIE and FINRA Series 6 and 63 ~ A $1,500... ...our clients and our “crew” Customer-facing and/or in-bound phone...RetirementHourly payWork at office- Role Overview As a Retirement Plan Services Representative, you provide high quality service... ...development programs including SIE and FINRA Series 6 and 63 licensing. $1,500 taxable annual FlexFund... ...relationship management skills. Customer‑facing and/or inbound phone...RetirementWork at officeVisa sponsorship
- ...Clinical Psychologist (Geriatric Telehealth, Licensed in Arizona ) Positions: We have options... ...and implement personalized treatment plans, regularly monitoring client progress... ...Support clients through life transitions (retirement, bereavement, isolation) using a...RetirementFull timeContract workPart timeRemote workWork from homeFlexible hours
$65k - $80k
...About this job: Are you a FINRA Series 7 and 63 licensed professional with a... ...consistent, high-quality service. Educate clients on Vanguard... ...Executive, Senior Specialist-West Region locations... ...institutions, employer-sponsored retirement plans, and financial...RetirementFull time$63.59k - $121.53k
...products, exceptional service and trusted advice. We... ...are seeking a dynamic Retirement Income Advisor to play... ...of retirement income planning, and have a proven track... ...not trained and/or licensed to recommend or fulfill... ...Required maintenance of FINRA Series 7 license. ~...RetirementWork at officeRemote workRelocation packageFlexible hours- ...dynamic and results-driven Retirement Plan Sales Consultant to join... ...advisors, compliance specialists, and plan administrators,... ...Maintain all required industry licensing, including FINRA Series 65 licensing, and... ...plan sales, financial services, or a related field. ~...Retirement
- Vanguard is seeking a Retirement Plan Services Representative in Scottsdale, Arizona. In this role, you will serve as the voice and advocate for clients, helping them with their 401(k) plans and financial needs. You will provide high-quality service by addressing complex...Retirement3 days per week
$48k
...privately owned office coffee service company, providing drinks,... ...Qualifications: Previous sales/customer service experience preferred... ...Must have current driver license Background check required... ...benefits to associates: Retirement Plan Associate Shopping...RetirementFull timePart timeCurrently hiringWork at officeRemote workRelocation packageFlexible hours- ...with future incentive plan to be further discussed... ...2: Producer & Growth Specialist (Transition Phase):... ...assess their financial/retirement goals and introduce... ...Insurance or financial services, Credentials:... ...Life & Health Insurance License ( Required ) Local...RetirementPermanent employmentTemporary workWork at officeLocal area
$16 per hour
...Professional & Industrial team as a Customer Service Representative that... ...Provide a service such as a license, registration, title, permit... ...investigation results or any planned adjustments This job... ..., you will have access to a retirement savings plan, service bonus...RetirementContract workTemporary workLocal areaMonday to Friday- ...Officer to join the Department of Health Services in Phoenix, AZ. This position involves... ..., prepare reports, and assist with licensing processes. Candidates must possess a valid... ...benefits such as healthcare coverage, paid leave, and a defined retirement plan. #J-18808-Ljbffr...Retirement
$79k - $158k
...Service Sales Representative Automated Logic is... ...Sales activities and customer relationship management... ...environment. ~ Valid Driver's license. Preferred... ..., subject to plan requirements. Benefits... ...Wellness incentives Retirement Benefits Time off and...RetirementContract workTemporary workLocal areaRemote work- ...is a unique financial services organization with a... ...network of brokers and specialists who empower people to... ...advisory and retirement plan services, and payroll... ...coverages Professional Licenses/Certifications ~ Must... ...personal approach to customer service. Maintains...RetirementTemporary workWork experience placement
$24 - $26 per hour
...2: Producer & Growth Specialist (Transition Phase): Work... ...their financial/retirement goals and introduce our... ...they navigate retirement planning and wealth transitions... ...Insurance or financial services insurance. Credentials... ...& Health Insurance License (Required) Local Market...RetirementHourly payWork at officeLocal area- ...Qualifications The Requirements * P&C licensed * Minimum - 3 years of... ...skills, and highly effective customer service capabilities * Ability to... ...included for Washington roles) * Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan...RetirementTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...Soteria Reinsurance Ltd. is seeking a Retirement Planner to join their team in Phoenix,... ...and necessitates Series 7 and Series 63 licenses, with Series 66 required within 90... ...will have over 2 years of experience in customer service or sales, and knowledge of tax-exempt...RetirementRemote work
$21 - $26 per hour
...Virtual Services Representative Join Us in Making... ...certificates, individual retirement account (IRA), and... ...or related experience. Customer service experience, preferably... ..., Dental & Vision plans Paid childcare... ...the Nationwide Mortgage Licensing System (NMLS). Ensures...RetirementPermanent employmentWork at office- ...in Phoenix, AZ, is looking for a full-time Licensed Therapist. The role involves providing counseling services to clients facing mental illness and addiction... ...and offers benefits like competitive pay, a retirement savings plan, and generous PTO. Candidates must hold...RetirementFull time
$34 - $42 per hour
...Licensed Practical Nurse (LPN) - Full-time Job Category: Clinical/Nursing Requisition Number... ...Phoenix, a distinguished HumanGood life plan community, is hiring Licensed Practical Nurses... ...paid time off (increases with years of service), plus 7 company holidays 401(k) with up...Full time$13 - $20 per hour
...to provide helpful, quality service and getting things done the... ...tact and charm. As a Customer Service Associate, you will... ...Medical, Dental & Vision plan options Retirement programs, including 401(k)... ...Must have a valid driver's license, with an acceptable driving...RetirementWorldwideFlexible hours$19 per hour
...DOE** We are looking for a Customer Service Associate/ Delivery Driver to... ...environments Valid driver’s license Excellent organizational and... ...Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance...RetirementTemporary workWork experience placementShift work- A financial services company seeks a Retirement Plan Consultant to guide plan sponsors and employees in retirement plan features. Responsibilities include... ...has strong presentation skills and preferred financial licenses. This position offers a salary with bonus potential,...RetirementRemote work
- ...fast-paced call center environment, the Customer Service Support 1 (CSS1) is the primary point... ...commission under the terms of an applicable plan. Non-sales roles are typically eligible... ...health, dental and vision insurances, retirement savings plan, paid time off, health...RetirementWork at officeRemote workWork from homeFlexible hours
$50 - $57 per hour
...Workstream is seeking a licensed Occupational Therapist in Phoenix, AZ to lead rehabilitation efforts. This full-time position offers... ...with experience, along with benefits including a 401(k) retirement plan, medical insurance, and paid time off. You will conduct evaluations...RetirementHourly payFull timeFlexible hours$13 - $20 per hour
...Customer Service Associate Do you like to have different types of assignments and variety... ...Rental Medical, Dental & Vision plan options Retirement programs, including 401(k) employer... .... Must have a valid driver's license, with an acceptable driving record...RetirementFlexible hours- ...Job Overview & Purpose The Customer Service Representative (CSR) plays a critical... .... Valid driver's license and reliable form of transportation... ...industry. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401(k)) with employer match...RetirementFull timeWork at officeNight shift
$75k - $85k
...recommend solutions across financial planning strategies, retirement solutions, and Cambridge Source... ...relationship management, or financial services consulting. Strong knowledge of... ...priorities in a fast‑paced environment. FINRA licenses (e.g., Series7, 63/65, or 66)...RetirementWork at office3 days per week- ...is a unique financial services organization with a... ...network of brokers and specialists who empower people to... ...advisory and retirement plan services, and payroll... ...consistently provides excellent customer service to external... .... Professional Licenses/Certifications Licensed...RetirementWork experience placement
$40k - $80k
...Responsive Recruiter Benefits: Licensing paid by agency, 401(k),... ...Role Description: As a Customer Relations Representative -... ...attention to detail, customer service skills, and desire to help... ...insurance Life insurance Retirement planning State Farm agents are...RetirementFor contractors
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