Licensed Financial Services Advisor

$59.6k - $68.1k

Charles Schwab Careers

Charles Schwab in Plano, TX is seeking a Licensed Financial Services Representative to guide clients through meaningful financial conversations and deliver exceptional service by listening actively and resolving complex needs with care. Starting compensation ranges from $59,600 to $68,100 with an annual bonus opportunity of 10% of base pay, plus eligible earnings. Training is on-site for 24 weeks and shifts may include evenings or weekends based on business needs. #J-18808-Ljbffr Charles Schwab Careers

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Licensed Financial Services Advisor in Plano, TX vacancy

Financial Aid Advisor
...prospective students to provide information on financial aid and options that can help them... ...of 1 year's experience as a customer service provider in a professional environment.Ability... ...4 years of financial aid experience. Licenses/Certifications: May not be in default on...
Suggested
West Coast University
Richardson, TX
2 days ago
Licensed Loan Officer - REMOTE - Plano, TX
...Job Description About Us True Financial is a fast-growing mortgage lender with a... ...business. We are seeking experienced, licensed Mortgage Loan Officers for our Headquarters... ...while delivering exceptional customer service. Qualifications Minimum 1–2 years...
Suggested
Remote job
Full time
Immediate start
Home office
Flexible hours
TrueFinancial
Plano, TX
3 days ago
Financial Services Rep with Licensing Path
$52.8k
...trading tools, market mechanics, and retirement choices. You’ll answer inbound calls, take ownership of issues, and pursue licenses through the Schwab Service Academy (SSA). Starting pay is $52,800 during training with a 10% annual bonus opportunity, and total compensation...
Suggested
Charles Schwab
Frisco, TX
4 days ago
Financial Advisor
...built a strong track record in financial or consultative sales but are... ...support at no cost to the advisor, including branding, social media... ...of success in financial services, consultative sales, or another... ...Series 65 or 66 Life & Health license, or the ability to obtain it...
Suggested
Work at office
Visa sponsorship
Peak American Investment Advisors, Inc.
Plano, TX
2 days ago
Licensed Financial Services Representative
$59.6k - $68.1k
...finance 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... ...for qualifying 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
Plano, TX
11 hours ago
Strategic Financial Solutions Advisor
Bank of America is seeking a financial advisor to provide comprehensive financial guidance and... ...brokerage products. This role requires licenses (Series 7 and 66 or equivalents) and at least one year in investments or financial services. #J-18808-Ljbffr Bank of America
Bank of America
Plano, TX
4 days ago
Strategic Financial Solutions Advisor
...America in the United States is seeking a financial advisor to provide tailored advice and... ...goals through brokerage products, banking services, and managed solutions. You will meet with... ...to refer opportunities. Requires active licenses and customer-focused collaboration in a...
Bank of America
Richardson, TX
4 days ago
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
$10k
...assisting clients reach their long-term financial goals? We are looking to develop our next... ...for a lifelong career in the financial services industry. Through our specialized training... .... Once you have obtained the necessary license, the training doesn't stop there. You...
Work at office
Work from home
Fisher Investments
Plano, TX
2 days ago
Financial Advisor - PNC Wealth Management
...to the company's success. As a Financial Advisor within PNC Wealth Management, you will... ...experience, efficiently handling sales and service, identifying sales and/or executing... ...Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65)...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Richardson, TX
1 day ago
Associate Financial Advisor
$50k - $60k
...DescriptionPosition Title: Associate Financial AdvisorReports to: Partner... ...: The Associate Financial Advisor is a motivated individual who... ...our Plano team as a licensed financial professional, you will... ...multiple advisors to aid in servicing a large client base....
Full time
Work at office
Night shift
Simplicity Group Holdings
Plano, TX
1 day ago
Associate Financial Representative
...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials...
Full time
Local area
Modern Woodmen
Richardson, TX
2 days ago
Private Mortgage Banker (SAFE)
...compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....
Work experience placement
Work at office
Local area
Immediate start
Wells Fargo
Plano, TX
2 days ago
Personal Banker
...At Guaranty Bank & Trust, we improve the financial well-being of our customers while... ...making a positive impact. From personalized service to active community involvement, we support... ...Office EDUCATION, EXPERIENCE, & LICENSES: High school degree or higher- required...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Visa sponsorship
Work visa
Monday to Friday
Glacier Bancorp
Plano, TX
2 days ago
Personal Banker
...through a variety of proactive sales and service activities. Manages the customer... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...Certifications No Required Certification(s) Licenses Candidates being considered for this...
Full time
Temporary work
Work experience placement
Work at office
Shift work
Fairygodboss
Plano, TX
1 day ago
Personal Banker
...At Guaranty Bank & Trust, we improve the financial well-being of our customers while... ...making a positive impact. From personalized service to active community involvement, we support... ...OfficeEDUCATION, EXPERIENCE, & LICENSES:High school degree or higher- requiredMinimum...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Visa sponsorship
Work visa
Monday to Friday
Glacier Bancorp
Plano, TX
1 day ago
Financial Consultant
...Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM... ...Documenting relevant client information, including background, financial situation, and conversations with clients Handling all...
Work at office
Work from home
Fisher Investments
Richardson, TX
1 day ago
Patient Financial Counselor
...Job Description A healthcare provider is in search of Patient Financial Counselors. The ideal candidate would educate patients on what services are covered by insurance, copays, deductible, and out of pocket costs by working with the Pre-Service Coordinators to gather...
Insight Global
Richardson, TX
11 hours ago
Accounting Paraplanner
$65k - $85k
WDW Financial is a planning-focused wealth management firm with deep... ...in growing into a financial advisor. The Planning Associate supports... ...areas: hands-on client service (new account applications, cash... ...certifications, designations, licensing, and continued education Investment...
Immediate start
WDW Financial
Richardson, TX
3 days ago
Strategic Wealth & Investments Advisor
Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and customized... ...Candidates should hold Series 7 and 66 (or 63/65) licenses, have 1+ year in investments or financial services, and be prepared to work Monday-Friday with...
Monday to Friday
Bank of America
Richardson, TX
4 days ago
Financial Advisor (Frisco)
...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid... ...scripts, systems, and marketing tools * Licensing support (where applicable) * Weekly... ...into a long-term career in financial services. With consistent effort and development...
Immediate start
Remote work
Flexible hours
Spectrum Financial Group
Frisco, TX
3 days ago
Financial Advisor
...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business... ...Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages...
TradeJobsWorkforce
Plano, TX
11 hours ago
Financial Advisor
...families, you will focus on financial plans that are constantly evolving... ...management Training and licensing support: First Command offers... ...for veterans, transitioning service members and military spouses... ...grow a successful Financial Advisor career. Sponsorship: First Command...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Addison, TX
3 days ago
Financial Counselor
...Financial Counselor Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow... ...with the patient Demonstrates excellent customer service In conjunction with the Medicaid Eligibility Staff visit all...
Temporary work
Work at office
Flexible hours
Johnston Willis Hospital
Plano, TX
23 hours ago
Financial Advisor
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...Paid training - Get registered and licensed and learn how to be a financial advisor...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Frisco, TX
1 day ago
Financial Advisor Wealth Manager
...Job Description Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and... ...completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce...
Work at office
Remote work
LINCOLN WEALTH
Plano, TX
28 days ago
Relationship Banker Irving/Dallas District
...for everyday banking needs, products and services through scheduled appointments, lobby... ...role helps customers progress toward their financial goals through planning, digital... ...outcomes The Relationship Banker LP (license pending) role is a temporary position until...
Temporary work
Work experience placement
Immediate start
Wells Fargo
Plano, TX
3 days ago
Loan Officer Training Program (ACES)
$15 per hour
...comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll... ...pursue sales opportunities effectively.Financial Acumen: Understanding of basic financial... ...to delivering exceptional customer service throughout the loan process.Requirements...
Hourly pay
Minimum wage
Full time
Local area
loanDepot
Plano, TX
2 days ago
Branch Relationship Banker (Personal Banker) | Willow Bend - Plano, TX
...role, you will engage clients, uncover financial needs, and deliver solutions that strengthen... ..., in-branch engagement, and ongoing service support Promote and cross-sell bank products... ...obtain and maintain Nationwide Mortgage Licensing System (NMLS) registration in compliance...
Full time
Monday to Friday
Flexible hours
Amegy Bank
Plano, TX
1 day ago
Relationship Banker/Senior Relationship Banker - East DFW Area
...for providing an industry leading client service experience both in person and on the... ...existing client relationships. Provides financial solutions that meet client needs based on... ...Microsoft OfficeMust be SAFE (Mortgage Licensing Act) compliant within 30 days of employment...
Full time
Part time
Night shift
Weekend work
SunTrust Investment Services, Inc.
Plano, TX
2 days ago
Loan Officer
...of purchase business.Possess a current mortgage loan originator license for applicable state(s).Previous loan origination experience... ...quality business.Well versed in mortgage industry sales, customer service, marketing, setup, processing, underwriting, closing and...
Work experience placement
SFMC Home Lending
Plano, TX
3 days ago

Do you want to receive more vacancies?

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