Financial Services Representative
$56.9kCharles Schwab Corporation
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. Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background;whatsets you apart is your commitment to serving others and your eagerness to learn and grow. As a Client Service Professional, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownershiptodeliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services. If you’re ready to make an impact and build afutureyou’re proud of, this is where your journey begins. We offercompetitivepay and bonus package that includes: Starting compensation of $56,900 during training ($27.36/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings Potential to increase their total compensation to $64,790 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $58,900 base($28.32/hr.) 10% bonus opportunity depending on individual/corporate performance Evening, overnight, and weekend shifts include up to 20%additionalcompensation, dependent on shift. What you have We believe great service starts with the right mindset and skills. Successful candidates demonstrate: A passion for helping clients and ensuring positive experiences. Ability to convey information clearly and build trust. Openness to feedback and a growth mindset. Problem-solving with confidence and clarity. Understanding and responding to client needs with empathy. Accuracy and thoroughness in every interaction. Working as part of a supportive team and adapting to change. Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site. After training is complete,theabilityto 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. Exampleshiftgroups: WeekdayEveningShift (Start 10am-4pm MT, Monday-Friday):In office Weekend Day Shift (Startbetween5:30am-8:30am MT, includes 1-2 weekend days): Potential to workremote after training IF working both weekend daysare assigned Weekend Evening/Overnight Shift (Start at 11pm MT Sat/Sun/Mon or 6pm MT Friday/Saturday/Sunday): Potential to work fully remote after training Preferred qualifications Previous customer service or client relationship experience. Bachelor’s degree or higher. #J-18808-Ljbffr Charles Schwab Corporation
$39.7k - $54.55k
...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...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours$56.9k
...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 role, you’ll learn to educate clients about investment strategies,...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftAfternoon shift$62.8k - $71.3k
...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... ...also have previous experience in Financial Representative role What’s in it for you At Schwab,...SuggestedDay shift$45k - $75k
...Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for...SuggestedWork at officeRemote workWork from home1 day per week- ...deliver the most innovative experience through focus on service, technology, our corporate culture and core values.... ...Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with...Suggested
- ...Learn the fundamentals of personal finance, insurance, and investment concepts Support client onboarding, education, and long‑term financial strategy Recruit and develop new team members who want to grow in the industry Assist with team distributions, tracking, and...
$23 per hour
...to customers and prospective customers on banking and program services at the appropriate level. Educate and recommend bank products... ...with children and adults. Ability to demonstrate proficiency in financial procedures. Ability to prepare and monitor detailed records...Hourly payFull timeNight shift- ...Financial Services Representative GavinHeath is partnering with a client in Parker, CO looking to add a Financial Services Representative to their team. The role is a Direct Hire position. This individual will be responsible for developing new client relationships...Local area
- ...time off Training & development 401(k) matching Bonus based on performance Health insurance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent, you will successfully market the financial...
- Overview A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening...Work at officeImmediate start
$70k - $100k
...Responsive Recruiter As a Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces...For contractorsWork at office$70k - $100k
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- ...~ Health insurance ~ Paid time off ~ Training & development ~ Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jennifer Tinsley - State Farm Agent, you will successfully market the financial products...
- ...Training & development ~401(k) matching ~ Bonus based on performance ~ Health insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent, you will successfully market the financial...For contractors
- ...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...TraineeshipInternshipLocal area
- ...their banking relationships and ensuring they receive high-quality service tailored to their needs. The ideal candidate should possess a... ...approach, with at least one year of experience in banking or financial services. Compliance with regulatory requirements is crucial for...
$45k - $75k
...Products & Financial Account Representative Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial... ...management. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding...Hourly payWork at office$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$41.71k - $69k
...Family Group: Retail Banking Sales & Service Greenwood Village branch Delivers exceptional... ...provides advice and guidance regarding financial solutions that are in the best interests... ...0.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type...Contract workPart timeLocal areaImmediate startDay shift$45k - $100k
...anticipated to remain open for 30 days, from 14-May-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 500 company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Englewood -ENGL Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other.... ..., confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long...
- Job Overview As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate, driving new business in your community... ...Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional...
$20 per hour
...success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision... ...their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process...Hourly payFull timeTemporary workWork at office$62.8k - $71.3k
Join Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You... ...have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62,800 - $71,300, plus...- ...solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.... ...years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the...Work at office
$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- A financial services firm in Englewood, CO, is seeking a Financial Professional to help clients achieve their financial goals. The role involves building client relationships, developing personalized financial strategies, and providing tailored guidance. Candidates should...Flexible hours
- A fraternal financial services organization is seeking a Regional Field Recruiter in Littleton, CO to help families achieve their financial goals. The ideal candidate will create tailored financial plans and provide guidance, while demonstrating integrity, leadership,...
- Northwestern Mutual is seeking College Financial Representatives for an internship program that offers guidance and a framework for building an integrated financial planning practice. This role allows students to learn how to network, develop a business strategy, and engage...InternshipFlexible hours
$20 - $22 per hour
...At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's...Work at office
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