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
$52.8k
...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... ...Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance...SuggestedFull timeShift workNight 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$50k - $90k
...Financial Services Representative As a Financial Services Representative with David Cripe State Farm Agency, you will successfully market the... ...Analytical and communication skills. ~ FINRA Series 6 and 63 licenses preferred. Compensation: $50,000.00 - $90,000.00...SuggestedFor contractorsWork at office- ...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
$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- ...Financial Counselor Bring your passion to Texas Health So We Are Better + Together... ...Certifications experience preferred. Licenses and Certifications • CHAA - Certified... ...interpersonal skills with a focus on customer service and patient advocacy. Ability to analyze...Full timeWork at office
$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...Work at officeLocal areaWork from homeFlexible hours- 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
- ...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
$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$32k - $40k
...agency dedicated to providing exceptional service to our customers. We are currently... ...valued member of our team. Benefits: License Reimbursement Bonus based on performance... ...help customers with their insurance and financial services needs, including: Auto...Work at officeFlexible hours- Bank of America in the United States seeks a client-focused financial advisor to deliver comprehensive financial planning, brokerage solutions, and... ...review investment goals with clients. The role requires licenses, ongoing trainings, and adherence to SAFE Act regulations...
- 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 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...
- ...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
- ...customers in achieving their financial goals and dreams. You serve... ...Education, Experience & Licenses: Bachelor's degree ( finance... ...demands described here are representative of those that must be met by... ...on banking products and services. We also offer a generous Paid...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- ...Bank & Trust, we improve the financial well-being of our customers... ...positive impact. From personalized service to active community... ...Full-Time Teller/New Accounts Representative. This position combines both... ...Education, Experience, & Licenses: High school degree or...Hourly payFull timeTemporary workPart timeWork at officeLocal areaMonday to FridayAfternoon shift
- ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally... ...depending on career level; and years of service. To learn more about these and other... ...Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the...Full timeTemporary workPart timeWork at office
- ...Jones is seeking a salaried Associate Financial Advisor in Denton, TX to collaborate with a practice... ...financial strategies and exceptional client service. You will source new clients, build... ...Jones, you’ll receive sponsorship for licenses (Series 7/66 and state insurance) and...
- Modern Woodmen is actively seeking a Financial Representative in the Denton, TX area to lead growth for... ...favors candidates with current state licenses or a willingness to obtain them... ...drive to make a meaningful impact on clients and the local community. The position...Remote jobLocal areaFlexible hours
- 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...
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving... ...experience. As a primary point of contact for customers, you represent the branch through strong service, attention to detail, and...Part timeWork experience placement
$20 - $24 per hour
Hudson River Community Credit Union’s mission is to make our members’ lives better. Teller Start your career in financial services with a team that values service, collaboration, and professional growth. We are looking for a motivated Teller who is eager to learn, provide...Part timeWork at officeRemote work- ...opportunities to improve a customer’s financial wellbeing and create loyalty... ...in proactive sales and service activities and identifies... ...engagement, ultimately elevating client loyalty. Delivers a full PNC... ...No Required Certification(s) Licenses Candidates being considered...Full timeTemporary workPart timeWork experience placementWork at office
- ...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
- ...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
$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- ...Series 65 (RIA Only) ~ Insurance Licenses ~4+ years of experience... ...source and convert prospects to clients and provide high-level planning-oriented service ~ Possess excellent analytical... ...community and active participation in financial planning community...
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