Financial Services Representative: Training & Licensing Path
$60.28kCharles Schwab
Charles Schwab in Tempe, AZ is hiring to join the service team, learning to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership of issues, and pursue the best solutions while preparing for the Schwab Service Academy training and licensing path. Starting pay during training begins at $52,800 with a 10% annual bonus potential and earnings up to $60,280 in the first year after licensing #J-18808-Ljbffr Charles Schwab
$52k
*Description* Financial Services Professional Success Profile & Job Overview... ...concepts. Pursuing licensing and professional development... ...Building a long-term career path within financial service What... ...for the first 4-6 weeks of training (7:30 AM to 3:30 PM). Post-...TrainingPermanent employmentWork experience placementMonday to FridayShift work- ...Tempe, AZ is seeking an entry level Financial Services Rep for a full-time, direct-hire role... ...The position offers a structured career path with a hybrid schedule after training, comprehensive benefits, bonus opportunities and licensing support. #J-18808-Ljbffr TEKsystemsTrainingFull time
- Are you interested in financial services? Have you always wanted to learn the inner... ...unlicensed Financial Services Representative, you would use your amazing... ...Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide...TrainingFull timeWork experience placementInternshipWork at officeFlexible hours3 days per week
$25 per hour
Entry Level Financial Services Rep **This is a Direct Placement position!!** **Hybrid Schedule after training!!** *Launch Your Career in Financial Services... ...role offers a structured path into a thriving industry... ...Career Development & Licensing Support Hybrid Schedule after...TrainingPermanent employmentFull timeTemporary workRelocation package$57.6k - $66.1k
...industry together. Schwab’s service team is at the heart of our... ...to helping clients own their financial futures. In this exciting role... ...have your securities licenses, enjoy working in a team setting... ...previous experience in Financial Representative role What’s in it for you At...SuggestedDay shift- ...Job Description Financial Advisor Jobs at First Command: Shaping... ...the first or next step on a path to financial security. 3... .../risk management Training and licensing support: ~ First Command... ...for veterans, transitioning service members and military spouses...TrainingHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...career changers, and those exploring financial services to our Virtual Hiring Event for the Financial Services Representative role. You’ll learn about Schwab’... ...to the Schwab Service Academy training, with paid study time and licensing paths (Securities Industry Essentials,...Training
- ...role. No experience required as training is provided and you’ll learn... ...schedule appointments with licensed advisors. You’ll start as a Connector/Sales Development Representative, earn your Arizona Insurance... ...paid training, and have a clear path to insurance sales roles and...Traineeship
- ...have the chance to learn about our Financial Services Representative role, build connections with current... ...Academy, which provides you with the paid training, study time, and support you need to... ...Essentials and FINRA Series 7 & 63 licenses. If you’re not a finance expert,...Day shift
$23.75 - $29.03 per hour
...available deposit and loan products and services, and recommending solutions based... ...of experience and commensurate training Requires National Mortgage Licensing Service (NMLS) registration under... ...that improves our clients' financial lives Effective and confident...TrainingTemporary work- ...Licensed Investment Professional At J.P. Morgan Wealth Management... ...extraordinary customer service while maintaining a strong commitment... ..., to help them reach their financial goals and dreams.... ...Friday from 8:30am 5:00pm during training. Following training, transition...TrainingWork at officeLocal areaRemote workMonday to Friday3 days per week
$60k - $80k
...Overview Reports to: Manager, Investment Services. Functions Supervised: None... ...existing and prospective clients to promote financial planning and investment services. #... ..., policy, procedure, compliance, licensing and training requirements. # Maintain proficiency...TrainingTemporary workLocal area$20 per hour
CMG Home Loans is seeking New Grads for a Loan Officer training program in Tempe, Arizona. This is a paid training position designed to develop candidates into licensed Loan Officers, transitioning after 8-12 months based on performance. The role involves outbound sales...TrainingHourly payTraineeship- ...applications for a Summer Analyst position in the Financial Advisor Development Program (FADP). The... ..., hands-on experience, and structured training, supported by a dedicated manager,... .... The internship exposes you to client service, investment fundamentals, and professional...TrainingSummer workInternship
- TEKsystems in Tempe, AZ is hiring a Financial Services Rep for a Direct Placement with a hybrid schedule after training. You will be the first point of contact for financial advisors, handling high-volume inbound calls and service requests. Training is a Mon-Fri schedule...TrainingHourly payFlexible hours
- Yoh is seeking a Financial Customer Service Associate in Austin, TX. The role starts onsite during training and transitions to fully remote work with options for 4‑day weeks (10‑hour days) or 5‑day weeks (8‑hour days). Candidates must be available 6am-6pm, Monday-Friday...TrainingRemote jobMonday to Friday
- A leading financial services firm is seeking a Financial Services Representative in Gilbert, Arizona. In this role, you'll engage with clients, provide... ...their stock portfolios. The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work...Training
$27 - $33 per hour
...serve to make better and smarter financial decisions and enabling the... ...and loan products and services, and recommending solutions based... ...position requires National Mortgage Licensing System (NMLS) registration... ...experience and commensurate training Preferred Skills/Experience *...TrainingTemporary workLocal area$20 - $25 per hour
FinancialCustomer Service Associate (HYBRID) Location: Austin, TX Pay Rate: $20-25/hr Work arrangement: Onsite during training, then fully remote. Shift options include 4‑day weeks with... ...simple account inquiries to complex financial transactions. Daily activities...TrainingRemote workMonday to FridayShift work- ...due to the volume of applicants. Join a financial services firm where your contributions are... ...Development division at Edward Jones hires, trains, supports and develops the branch team... ...combination of both Series 63 and 65) licenses required to apply. Insurance license may...TrainingTemporary workWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours
- Kristenkruger is seeking a Connector / Sales Development Representative to kick off a career in insurance sales. You... ...with prospects, and set appointments for licensed advisors. No prior insurance experience is required as training is provided, with a pathway toward becoming a...Remote job
$25 per hour
...Entry Level Financial Services Rep *This is a Direct Placement position!!* *Hybrid Schedule after training!!* Launch Your Career in Financial Services... ...role offers a structured path into a thriving industry... ...Career Development & Licensing Support Hybrid Schedule...TrainingPermanent employmentFull timeTemporary workRelocation package- ...designed to turn high-potential individuals into licensed Loan Officers ready to thrive in mortgage... ...to licensed professional with world-class training, real-world experience, and personalized coaching. This program offers a clear path to a full Loan Officer role with uncapped...Apprenticeship
- ...in Tempe, AZ is seeking a client-focused associate to provide financial guidance to clients over inbound calls. You will own customer... ...environment. Successful candidates will hold FINRA Series 7 and 63 licenses, be flexible with shifts, and bring strong communication and...Flexible hours
- OverviewThe Infosys Financial Services unit is a global leader in driving digital transformation... ...software quality standards Develop user training programs, documentation, and support frameworks... ...Catchpoint for troubleshooting network paths and application responsiveness....TrainingFull timeTemporary workRelocation
$1,000 per month
...our members to achieve financial security through... ...products, exceptional service and trusted advice. We... ...learning and growing. Our Licensed Insurance Professional... ...fully paid six-month training program includes all training... ..., our career path planning and continuing...TrainingPermanent employmentContract workWork at officeLocal areaRemote workRelocation packageShift workAfternoon shift2 days per week- ...apprenticeship designed to transition individuals into licensed Loan Officers. The role involves field sales... ...to future homeowners while gaining in-depth training in mortgage finance. Candidates should have sales or customer service experience and a competitive spirit. This...TrainingApprenticeship
- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ...individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work...Work at officeFlexible hoursShift workDay shift
- ...Edward Jones Financial Advisor This job posting is anticipated to remain open for 30 days... ...volume of applicants. Join a financial services firm where your contributions are valued... .... At Edward Jones, the Tailored Licensed Support (TLS) Team plays a critical role...Temporary workWork at officeRemote workHome officeFlexible hours
$23 - $24 per hour
...Customer Service Specialist 1 Contingent Client: Financial Services Team: TBA Location: Tempe, AZ or Dallas, TX Work Arrangement: Hybrid (3 Days Onsite: Tuesday-Thursday; Monday & Friday WFH) Training Requirement: 5 Days Onsite During First Month Contract Length: 3 Months...TrainingContract workWork from homeMonday to Friday
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