Licensed Financial Services Rep — Client Solutions
$58.7k - $67.2kThe Charles Schwab Corporation
The Charles Schwab Corporation in Austin is hiring a Licensed Financial Services Representative to guide clients through meaningful financial conversations by phone, listening actively and resolving complex needs with care. Starting pay ranges from $58,700 to $67,200 with an annual bonus opportunity of 10% of base pay. Schwab supports growth through a 24-week on-site training program and flexible shift options. #J-18808-Ljbffr The Charles Schwab Corporation
- ...of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing... ...advisory skills for banking, investments and client care. You will build relationships,...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry... ...foundational advisory skills and client relationships. The role progresses to... ...development. The position emphasizes licensing within 30/120 day timelines, developing...Suggested
- Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls and answer questions about stock portfolios. The... ...company will fund training to obtain Series 7 & 63 licenses, and offers a hybrid work environment with...Suggested
- ...hiring a Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with outbound calls... ...mindset, and be prepared to obtain an NMLS license after employment. The role includes account services...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills in a regulated, in-office setting. You will help clients build their financial lives with solid,...SuggestedWork at office
- Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships...Work at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses and to develop foundational advisory skills. You will learn to acquire, build and manage client relationships, guiding clients through financial solutions and creating...
- Bank of America in Placentia, CA seeks a Financial Solutions Advisor Stage I to begin licensing and handling client relationships, building a foundation in advisory skills and financial solutions. You'll progress toward Stage II with ongoing training and mentorship. You...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering banking and investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured...
$25 - $38.46 per hour
...communities. The Private Client Banker (PCB) is part... ...-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...appropriate products and services. PCBs identify... ...within Key (required) Licenses and Certifications FINRA...Hourly payWork experience placementFlexible hoursDay shift- ...candidates bring strong communication, initiative, and teamwork, with experience in financial services and familiarity with lending processes. Flexible scheduling and weekend hours are required to serve local clients effectively. #J-18808-Ljbffr Seacoast National BankLocal areaFlexible hoursWeekend work
- A global financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and... ...with personalized investment solutions and fostering client relationships... ..., hold necessary financial licenses, and preferably possess a bachelor...
- ...America is hiring for a role that focuses on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions... ...relationships and connecting customers to appropriate financial solutions. The role requires strong communication, the...Weekend work
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...Work at office
- ...of America in Parkville, MD is seeking a client-focused associate to educate clients and process transactions via self-service tools. You will handle cash, build relationships... ..., and connect clients with suitable financial solutions. The role requires strong communication,...Work at officeWeekend work
- ...Bank Of America Financial AdvisorAt Bank of America,... ...and delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help... ...by completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...Join us! As a Financial Solutions Advisor Stage I (FSA I... ...Securities Industry licenses, where you receive dedicated...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...Join us! As a Financial Solutions Advisor Stage I (FSA I... ...Securities Industry licenses, where you receive dedicated... ...one year of financial services industry or sales...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...investment products and services for individuals, companies... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...Development Program Financial Solutions Advisor Stage I (ADP FSA... ...Securities Industry licenses, where you receive dedicated...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- Morgan Stanley is seeking a Financial Services Representative to engage clients via inbound calls, answer questions about stock portfolios, and educate customers... ...includes preparing for and obtaining Series 7 & 63 licenses, with training provided by Morgan Stanley. You will...
$58.7k - $67.2k
...challenge the status quo” and transform the 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’ll bring your passion for helping...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- A leading financial services company seeks a Private Client Advisor to deliver personalized investment solutions and financial planning to clients in New York. You will foster relationships and cultivate a book of business while adhering to integrity and client needs....
- ...America seeks a customer associate to engage clients in the lobby, educate on self-service banking, and process cash transactions... ...will build relationships to identify financial needs and connect clients to appropriate solutions. Flexibility to work weekends and extended...Weekend work
- Bank of America is hiring in Los Angeles to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You... ..., identify client needs, and connect them to banking solutions while upholding risk and compliance standards. The role...Weekend work
- Bank of America is seeking a client-focused associate to engage customers... ...in the lobby, educate on self-service options, and process cash transactions... ...build relationships, identify financial needs, and connect clients to suitable solutions. This role supports in-branch...Weekend work
- Client Relationship Representative (Universal Banker... ...and team sales and service metrics to help the banking... ...current and future financial needs of bank Clients.... ...services, and digital solutions. Resolve client inquiries... ...Nationwide Mortgage Licensing System (NMLS)....Full timeFlexible hoursNight shift
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