Client-Focused Finance Services Rep — Training & Licensing
$52.8kCharles Schwab
Charles Schwab is seeking candidates for a training-focused role in Phoenix to help clients with investment strategies and trading tools. You will learn to answer inbound calls, own issues, and pursue required licenses through the Schwab Service Academy. Starting compensation begins at $52,800 during training, with a 10% annual bonus opportunity and potential to reach about $60,280 in the first year after licensing and performance-based increases. #J-18808-Ljbffr Charles Schwab
- ...ambassador for the branch. You will deliver exceptional client service, handle front lobby transactions, and contribute to... ...relationships. The role requires pursuing Series 7 and Series 66 licenses with provided training. A degree or equivalent experience is preferred, and...Training
$59k - $66.5k
...and transform the finance industry together. Schwab's service team plays a critical... ...role in helping clients feel confident... ...financial futures. As a Licensed Financial Services... ...licensed, client-focused, and motivated by... ...Schwab's 24-week training program, on-site....TrainingWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...dedicated financial advisor to provide clients with tailored financial advice and... ...candidate will possess relevant licenses, experience in financial services, and excellent communication skills... ...position requires a strong client focus and the ability to multitask efficiently...Suggested
$71k - $125k
...Summary Key Equipment Finance, a division of Key Bank... ...-to-large commercial clients and government entities... ...leading customer service in a demanding transactional... ...management skills, training and presentation skills... ...in a dynamic, deadline-focused environment. Self-...TrainingContract workWork at officeRemote workFlexible hoursNight shift$27 - $33 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey... ...and loan products and services, and recommending solutions based... ...position requires National Mortgage Licensing System (NMLS) registration... ...experience and commensurate training Preferred Skills/...TrainingTemporary work$52.6k - $98k
...your mark as a Private Client Advisor at MMA.... ...combine the personalized service model of a local consultant... ...Property & Casualty (P&C) License ~ Client... ...in joining our client-focused teams. Marsh McLennan... ...as experience, skills, training, location,...TrainingMinimum wageLocal areaNight shift$27 - $33 per hour
...Job Title Client Relationship Consultant Job Description... ...deposit and loan products and services, and recommending solutions based... ...requires National Mortgage Licensing System (NMLS) registration under... ...experience and commensurate training - Bilingual ability to read,...TrainingTemporary work- ...Schwab Corporation is seeking a Financial Services Representative to handle inbound client calls, provide personalized support,... ...toward their goals. You will train through Schwab Service Academy to obtain SIE and FINRA licenses, enabling a meaningful career in financial...TrainingRemote jobShift workNight shiftAfternoon shift
- ...Bernsen & Loewy, LLP is seeking a Business Immigration Consultant to impact the firm through training and growth opportunities in a dynamic environment. The role includes client-facing work on immigration matters and requires strong procedural knowledge. Qualifications...Training
- ...achieve. Together. Summary The Client Accounts Administrator,... ...specialists within both Legal Support Services and Accounting teams... ...billing books. You will provide training and mentoring to other staff... ...troubleshooting issues with finance counterparts as needed. Track...TrainingWork at officeRemote work
- ...looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.... ...obtained through experience and/or formal training, to assist Financial Advisors in providing...TrainingTemporary workWork experience placementWork at officeLocal areaFlexible hours
- Training Provided Are you ambitious, client-focused, and looking for a career with flexibility and strong income potential? We are seeking motivated individuals to join our growing team across all 50 states to work from home. In this role, you will build lasting client...TrainingFull timePart timeWork from homeFlexible hours
$52.8k
...and transform the finance industry together. Schwab’s service team is at the heart... ...commitment to helping clients own their financial... ...you with the paid training, study time, and... ...FINRA Series 7 & 63 licenses. If you are eager to... ...culture, and focus on your development...TrainingFull timeShift workNight shift$54.1k
...Thriveworks is currently seeking Licensed Clinicians to provide a mix... ...model, we serve over 175,000 clients annually through more than 1.... ...work so you can focus on what you do best: providing... ...you, plus paid orientation and training to get you started. You'll build...TrainingBi-weekly payPart timeFlexible hours- VLD Group is seeking ambitious, client-focused individuals for a work-from-home opportunity in the United States. Flexible part-time or full-time schedules are available, with comprehensive training and ongoing support. You will build lasting client relationships and help...TrainingRemote jobFull timePart timeWork from homeFlexible hours
- A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This... ...role involves participation in a training program, leading to licensing and performance bonuses....TrainingFlexible hours
- ...Private Client Advisor At J.P. Morgan Chase, we have... ...extraordinary customer service while maintaining a... ...done with a consistent focus on relationship management... ...Series 66 (63/65) license is required or must be... ...cards, mortgages, auto financing, investment advice, small...
- H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; training provided. You will meet with clients in person at a local tax office to gather information, prepare returns, and answer questions while...Hourly paySeasonal workWork at officeLocal areaAfternoon shift
$100.3k
...Thriveworks is currently seeking Licensed Clinicians to provide a mix... ...model, we serve over 175,000 clients annually through more than 1.... ...work so you can focus on what you do best: providing... ...you, plus paid orientation and training to get you started. You'll build...TrainingBi-weekly payFull timeTemporary workFlexible hours- ...an enthusiasm for helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong... ...will be done with a consistent focus on relationship management,... ...and active Series 66 (63/65) license is required or must be obtained...
- As a Private Client Advisor in Chase Wealth Management, you will offer... ...be done with a consistent focus on relationship management, not... ...role or equivalent financial services experience. Demonstrated success... ...A valid and active Series 7 license. A valid and active Series 66...
- ...Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZ Lake... ...extraordinary customer service while maintaining a strong commitment... ...be done with a consistent focus on relationship management,... ...and active Series 66 (63/65) license is required or must be obtained...Full time
$25 per hour
...Renewals & Licensing Specialist Compensation: Starting... ...provisioning of Cloud SaaS service accounts and licensing. Manage client license renewal requests... ...orders and support finance teams with invoicing processes... ...-making processes. Focus on evaluating renewal...Contract workFlexible hours- ...an extra $1,000–$2,000 monthly by engaging clients, presenting benefits, and guiding them through... ...process. You’ll join a remote team focused on personalized benefit solutions, with virtual client conversations, training, and ongoing development opportunities. Interviews...TrainingPart timeRemote work
$25 per hour
Entry Level Financial Services Rep Perks: Full-Time Direct Hire Permanent Employee... ...Benefits Career Development & Licensing Support Hybrid Schedule after Training Entry Level Financial Services... ...on you to help them serve their clients and grow their businesses. Each day...TrainingPermanent employmentFull timeTemporary workRelocation package$15.15 per hour
...undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout... .... Customer Focus: Dedication to delivering... ...customer service throughout the loan... ...effectively connect with clients through phone presentations... ...is disrupting finance by dissolving the...TrainingHourly payMinimum wageFull timeLocal area- Jobtailor is seeking a payroll processing professional to train clients on payroll processes, collect pay data, and ensure compliance across multiple states. You will work with third-party payroll databases (ADP, Paycor, Paycom, Paychex, UKG Ready Now) and prepare reports...Training
$18.25 per hour
...Representante de atencin al cliente, bilinge TitleMax... ...* Paid on-the-job training and a comprehensive... ...theft protection, legal services program, and pet... ...Alabama). Valid driver's license, auto insurance, and... ...largest consumer specialty finance organizations in the U...TrainingHourly payFull timeTemporary workWork at officeLocal area- ...status quo and transform the finance industry together.Schwab Advisor Services (AS), a division of... ...assets with Schwab. Our focus is helping advisors grow... ...them better serve their clients.Within Advisor Services,... ...engagements, workshops, training programs, and thought leadership...TrainingFull timeRemote work
$52.23k - $195k
...expanding brokerages, as a motivated, newly licensed agent eager to elevate your career to... ...s why we provide an extensive array of training, tools, mentorship, and leads to guide... ...Access to effective scripts, systems, and client conversion coaching # Comprehensive...TrainingFull timeMonday to FridayFlexible hoursWeekend work
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