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

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Licensed Financial Services Representative & Client Advisor in Denton, TX vacancy

Licensed Financial Services Representative
$59.6k - $68.1k
...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... ...shifts. Your Talent Advisor will walk you through the training...
Suggested
Work at office
Remote work
Monday to Friday
Shift work
Night shift
Day shift
Afternoon shift
Weekday work
Charles Schwab Careers
Denton, TX
3 days ago
Financial Services Representative - State Farm Agent Team Member
...resources that contribute to their long-term financial well-being. I’m looking for... ...ROLE DESCRIPTION: As a Financial Services Representative, you will successfully market the financial... ...to obtain relevant financial service licenses. Proven experience working as a...
Suggested
Work at office
Work from home
Flexible hours
Dan Miller - State Farm Agent
Lewisville, TX
28 days ago
Financial Services Representative - State Farm Agent Team Member
...Parental leave Training & development Role Description As a Financial Services Representative with Matthew Sand State Farm, you will successfully... ...Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. #J-18808-Ljbffr Matthew Sand - State Farm...
Suggested
Flexible hours
Matthew Sand - State Farm Agent
Hickory Creek, TX
1 day ago
Financial Services Representative - State Farm Agent Team Member
$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...
Suggested
For contractors
Work at office
Matthew Sand - State Farm Agent
Lake Dallas, TX
5 days ago
Financial Representative Entry Level
$97k - $192k
...is actively seeking a Financial Representative to help spearhead the... ...appropriate state licensing, or is willing to obtain... ...meaningful impact on clients and the local... ...Role: FIC – Investment Advisor Representative, Sr. Advisor... ...fraternal financial services organization. Together...
Suggested
Work at office
Local area
Work from home
Flexible hours
Smith Region - Modern Woodmen of America
Denton, TX
1 day ago
Financial Counselor
...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 time
Work at office
Local area
Monday to Friday
Texas Health Resources
Denton, TX
3 days ago
Relationship Banker
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...conducting transactions through self-service resources, such as mobile... ...Lynch Life Agency Inc., a licensed insurance agency and wholly owned...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Denton, TX
3 days ago
Financial Aid Administrator
...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 office
Monday to Friday
Afternoon shift
University of North Texas
Denton, TX
3 days ago
Financial Aid Counselor
$40k
...Title: Financial Aid Counselor Employee Classification: Financial Aid Counselor Campus... ...providing immediate and comprehensive service to customers relative to: Federal, State... ...public speaking skills Required License/Registration/Certifications As a condition...
Work at office
Immediate start
Monday to Friday
Night shift
University of North Texas
Denton, TX
1 day ago
Receptionist - State Farm Agent Team Member
$32k - $40k
...agency dedicated to providing exceptional service to our customers. We are currently... ...a valued 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 office
Flexible hours
Tim Shoopman - State Farm Agent
Denton, TX
4 days ago
Credit Analyst Intern
...least one major project or service on a committee during the internship... ...supervisor and department representative to develop a personal... ...rules and regulations governing financial institutions, as well as all... ...Education, Experience & Licenses: High School Diploma...
Hourly pay
Full time
Temporary work
Part time
Bank staff
Internship
Work at office
Local area
Immediate start
Visa sponsorship
Work visa
Bank of the San Juans
Denton, TX
3 days ago
Personal Banker
...Bank & Trust, we improve the financial well-being of our customers... ...positive impact. From personalized service to active community... ...Saturdays. Education, Experience, & Licenses: High school degree or... ...demands described here are representative of those that must be met by...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Monday to Friday
Afternoon shift
Glacier Bancorp
Denton, TX
1 day ago
Customer Service Representative (Bilingual)
$15 per hour
Your Opportunity: Customer Service Representative TitleMax Lewisville, TX As a Customer... ...people in your community access the financial solutions they need—right when they... ...(19 in Alabama). Valid driver's license, auto insurance, and personal vehicle...
Hourly pay
Full time
Temporary work
Work at office
Local area
Community Choice Financial Family of Brands
Lewisville, TX
2 hours ago
Part-time Commercial Lender - Support
...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 pay
Full time
Temporary work
Part time
Bank staff
Work at office
Local area
Visa sponsorship
Work visa
Glacier Bancorp
Denton, TX
3 days ago
Private Client Wealth Advisor
JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of... ...coordinating with specialists to meet complex financial needs, and enabling convenient access to accounts through 24/7 self-service options. #J-18808-Ljbffr Testing Site -...
Testing Site - JPMC
Denton, TX
3 days ago
Personal Banker
...Bank and Trust, we improve the financial well-being of our customers... ...impact. From personalized service to active community involvement... ....EDUCATION, EXPERIENCE, & LICENSES:High school degree or higher... ...demands described here are representative of those that must be met by...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Monday to Friday
Afternoon shift
Bank of the San Juans
Denton, TX
2 hours ago
Personal Banker: Teller & New Accounts Specialist
...customer experience. You will train in Teller tasks, then in opening new accounts, ensuring accurate cash handling and strong customer service. We value community-focused professionals who communicate well, collaborate with teams, and are flexible for some evenings and...
Full time
Flexible hours
Afternoon shift
Gbcijobs
Denton, TX
3 days ago
Loan Consultant I: Personal Loan Solutions & Customer Care
Lendmark Financial Services in Denton, TX is seeking a Customer Service Representative (Loan Consultant I) to deliver exceptional customer experiences and loan solutions. You will grow a customer base through sales, loan extensions, and merchant referrals. The role emphasizes...
Lendmark Financial Services LLC
Denton, TX
5 days ago
Personal Banker - Teller & New Accounts Specialist
Guaranty Bank & Trust in Denton, TX seeks a dedicated Personal Banker to combine teller tasks with new accounts responsibilities. You will train in cash handling, opening accounts, and delivering outstanding customer experiences. The role emphasizes engagement with customers...
Guaranty Bank & Trust
Denton, TX
2 days ago
Personal Banker Hickory Creek
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring... ...Wells Fargo requires you to directly represent your own experiences during the...
Full time
Work experience placement
Flexible hours
Wells Fargo
Denton, TX
1 day ago
Account Associate - State Farm Agent Team Member
$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 contractors
Flexible hours
Tim Shoopman - State Farm Agent
Denton, TX
3 days ago
Finance & Grants Analyst
...Additionally, this role supports the agency’s financial planning, reporting, and operational... ...budget, monthly financial reporting, service plan analysis, and ad-hoc financial research... ...: Hold a current Texas Driver's License (Class - C) or could obtain one upon entry...
Full time
Contract work
Work at office
Immediate start
Denton County Transportation Authority
Lewisville, TX
13 days ago
Account Associate - State Farm Agent Team Member
...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 pay
For contractors
State Farm
Corinth, TX
1 day ago
Financial Counselor
$10k
...in the United States with high-net-worth clients living in the UK? Come join our firm as... ...an International Investment Counselor to service a roster of high-net-worth clients.... ...have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now...
Work experience placement
Work at office
Work from home
Fisher Investments
Aubrey, TX
2 days ago
Oracle Financials Consultant - Audit
...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
TekWissen
Denton, TX
4 days ago
Financial Aid Administrator
...Description Job Description Title: Financial Aid Administrator Employee Classification... ...related field, three years in student services or related roles. Equivalent education,... ...data analysis experience. Required License/Registration/Certifications As a condition...
Work at office
Monday to Friday
Night shift
University of North Texas System
Denton, TX
a month ago
Customer Service Representative
...Customer Service RepresentativeDo you thrive on making a positive, lasting impact on people?Are you bilingual in English and Spanish?... ...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 work
Work at office
Local area
Security Finance
Lewisville, TX
2 days ago
Personal Banker
$24 - $29 per hour
...onsite team dedicated to delivering effortless, member-focused financial solutions. In this sales-focused role, you will help enhance the... ...Specialists, and help create a culture of accountability and service excellence. With a strong focus on relationship building and business...
Hourly pay
Local area
SkyOne Federal Credit Union
Lewisville, TX
17 days ago
Customer Service Representative
...Customer Service Representative This job is located at: 835 W. Mains St, Lewisville, TX 75067 PLS Overview: Why PLS? Because You Deserve... ...– Location – Service—is a leading retail provider of financial services. The "P" comes first, because our customers are at...
Local area
Flexible hours
Afternoon shift
Early shift
PLS
Lewisville, TX
3 days ago
Loan Sales Specialist
...the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement... ...(3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...
Local area
Monday to Friday
OneMain Holdings Inc
Denton, TX
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Services Representative & Client Advisor. Be the first to apply!