Licensed Financial Services Representative & Client Advisor
Charles Schwab
Charles Schwab in Denton, TX is seeking a Regular service professional who will answer inbound calls, provide financial guidance, and build trusted client relationships. You’ll engage with clients to solve complex issues, own outcomes, and contribute to a culture that supports your professional journey and growth. Starting compensation ranges from $58,100–$66,600 with a 10% annual bonus; licenses (Series 7 & 63) and flexibility for 24/7 coverage are required. #J-18808-Ljbffr Charles Schwab
$58.1k - $66.6k
...industry together. Schwab’s service team is at the heart of... ...firm’s commitment to helping clients own their financial futures. In this exciting... ...have your securities licenses, enjoy working in a team setting... ...experience in Financial Representative role What’s in it for you...SuggestedDay shift- ...Description Job Description ROLE DESCRIPTION: As a Financial Services Representative with David Cripe State Farm Agency, you will... ...experience in financial services. ~ Analytical and communication skills. ~ FINRA Series 6 and 63 licenses preferred....Suggested
$60k - $85k
...team member. This busy insurance and financial services office has a passion to make a difference... ...our team. Financial Services Representative As a Financial Services Representative... ...skills. ~ FINRA Series 7 and 63 licenses preferred. Compensation: $60,000...SuggestedFor contractorsWork at office- ...~ Training & development ROLE DESCRIPTION: As a Financial Services Representative with Matthew Sand State Farm, you will successfully market... ...in financial services. ~ Analytical and communication skills. ~ FINRA Series 7 and 63 licenses preferred....SuggestedFlexible hours
- ...Training & development ROLE DESCRIPTION: As a Financial Services Representative, you will successfully market the financial products that... ...field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services...SuggestedWork at officeWork from homeFlexible hours
- ...Financial Counselor Bring your passion to Texas Health So We Are Better + Together... ...Certifications experience preferred. Licenses and Certifications CHAA - Certified Healthcare... ...skills with a focus on customer service and patient advocacy. Ability to analyze...Full timeWork at officeLocal area
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a... ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...to maintain registrations and licenses in good standing. A firm-provided...Work at officeWork from homeHome officeFlexible hours- ...Launch your financial services career with an organization that positively impacts thousands... ...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
- ...Lendmark Financial ServicesAt 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...Work at office
$50k
...Jones invites you to join as a financial advisor, building your own practice... ...relationships to create new clients via face‑to‑face and virtual... ...maintain registrations and licenses in good standing. Work with... ...required. Experience in financial services working with clients; in‑...Work at officeHome officeFlexible hours$16 per hour
Your Opportunity Customer Service Representative Speedy Cash Denton, TX As a Customer Service Representative... ...people in your community access the financial solutions they need—right when they... ...certaine locations. Valid driver's license, auto insurance, and personal vehicle...Hourly payFull timeTemporary workCasual workWork at officeLocal area- ...Title: Financial Aid Administrator Employee Classification: Financial Aid Administrator... ...scholarship processing and customer service duties. This position provides support to... ...and Data Analysis experience. Required License/Registration/Certifications Job...Work at officeMonday to FridayAfternoon shift
- ...Title: Financial Aid Counselor Employee Classification: Financial Aid Counselor Campus... ...in advancing a first point of contact service model by collaborating with Financial... ...Strong public speaking skills. Required License/Registration/Certifications As a...Work at officeMonday to FridayNight shift
$32k - $40k
...agency dedicated to providing exceptional service to our customers. We are currently... ...member of our team. Benefits: License Reimbursement Bonus based on performance... ...help customers with their insurance and financial services needs, including: Auto insurance...Work at officeFlexible hours$45k - $100k
...the volume of applicants. Join a financial services firm where your contributions are... ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...training - Get registered and licensed and learn how to be a financial advisor...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- A major financial services firm in Lewisville, Texas is seeking a Private Client Advisor to deliver personalized investment solutions to clients while supporting teammates... ...services experience and must hold Series 7 and 66 licenses. This role emphasizes building relationships...
- David Cripe - State Farm Agent is seeking a Financial Services Representative in Aubrey, Texas. The role involves marketing financial products and... ...regulations. Preferred qualifications include FINRA Series 6 and 63 licenses. #J-18808-Ljbffr David Cripe - State Farm Agent
- A leading financial services firm in Texas is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with a diverse... ...relationship-building skills, a valid Series 7 license, and at least 2 years of relevant experience. Benefits...
- ...positive impact. From personalized service to active community... ...a mission that goes beyond financial transactions, focusing on building... ...EDUCATION, EXPERIENCE, AND LICENSES: Bachelor's degree in... ...demands described here are representative of those that must be met by...Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visa
- Lendmark Financial Services in Denton, TX is seeking a Loan Counselor I to deliver exceptional customer service while providing personal loan solutions. This position emphasizes building a customer base through sales, loan extensions and merchant referrals with emphasis...
- ...Responsible for providing an industry leading client service experience both in person and on the... ...client relationships. Provides financial solutions that meet client needs based... ...Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Primerica, we help families achieve financial independence by empowering... ...a secure future for our clients, and we're looking for driven... ...Specialist to join our Customer Service, Sales, and Marketing team.... ...Life Insurance and Investment License. Previous experience in the...Full timeContract workRemote workFlexible hours
- ..., 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management... ...Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and...
$35k - $60k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships... ...potential/Opportunity for advancement within my agency License reimbursement Requirements: Interest in marketing...For contractorsFlexible hours- ...needs, and market appropriate products and services. As an Agent Team Member, you will... ...to successfully complete any applicable licensing requirements and training programs. State... ...help customers with their insurance and financial services needs, including: Auto...Hourly payFor contractors
- ...innovative capabilities that seamlessly combines clients insights, strategy, design, software... .... Job DescriptionRequired: Oracle.Financials GRC - Financial Analyst - This specialty... ...TechnologyExperience level: Mid-Senior LevelIndustry: Information Technology And Services
- The Universal Banker at SouthState Bank in Denton, TX serves as a full-service branch contact, combining teller responsibilities with financial services to grow customer relationships. You will handle transactions, open deposits, and refer appropriate products to meet...
- ...you bilingual in English and Spanish? Do you have customer service experience? Are you looking for an opportunity to learn a new... ...who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required just bring your customer...Temporary workWork at officeLocal area
$40k - $50k
...Customer Service Representative Denton, Texas, United States Career Team is a leading workforce... ...skills A Valid Driver's License Additional Skills/Knowledge Career... ...and vacation and sick leave records; Financial information , such as banking details...Full timeSecond jobWork at officeFlexible hours- ...Customer Service Representative We at Sheltair are committed to excellence a philosophy that can be seen in everything we do. Because of... ...organizational and customer service skills; A valid driver's license; Proficiency in basic math; Proficiency in the...Work at officeLocal areaImmediate start
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