Licensed Financial Services Rep — Client Care & Solutions
$62.8k - $71.3kCharles Schwab Corporation
Charles Schwab Corporation is seeking a Licensed Financial Services Representative in Lone Tree, Colorado. This role empowers you to guide clients through financial conversations, leveraging your licensed expertise and passion for helping others. You will deliver exceptional client experiences, supported by a collaborative culture. Starting compensation is between $62,800 and $71,300 annually, with an annual bonus opportunity of 10%. Ideal candidates possess a strong service mindset, active FINRA licenses, and a commitment to client satisfaction. #J-18808-Ljbffr Charles Schwab Corporation
- Bank of America is looking for a Financial Solutions Advisor Stage I in Colorado, focusing on helping clients achieve their financial goals through personalized service and comprehensive advice. This... ...obtaining securities industry licenses and developing client relationships...Suggested
$62.8k - $71.3k
...Licensed Financial Services Representative At Schwab, you're empowered to make an impact on your career... ...team plays a critical role in helping clients feel confident about their financial... ...ownership to resolve complex needs with care and clarity. Each interaction is an...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Private Client Banker You have a passion for taking care of our customers and employees... ...to suit their financial needs. As a... ...best products and services for their needs... ...National Mortgage Licensing System and Registry... ...grow, delivering solutions to solve all their...SuggestedImmediate startAfternoon shift
$62.8k - $71.3k
...together. Schwab’s service team is at the heart... ...commitment to helping clients own their financial futures. In this exciting... ...the best possible solution. You’ll also have the... ...have your securities licenses, enjoy working in a team... ...package that takes care of the whole you -...SuggestedDay shift- ...Private Client Advisor At J.P. Morgan Chase... ...our clients, taking care of our employees, building... ...customer service while maintaining a... ...the best investment solutions to meet their financial needs. As a Private... ...active Series 66 (63/65) license is required or must...Suggested
$23.19 - $28.35 per hour
...U.S. Bank Client Relationship Consultant At U.S. Bank... ...make better and smarter financial decisions and enabling the... ...deposit and loan products and services, and recommending solutions based on each customer's... ...National Mortgage Licensing System (NMLS) registration...Temporary work$27.22 - $33.26 per hour
Client Relationship Consultant Job Description: Client Relationship... ...and loan products and services, and recommending solutions based on each customer’s... ...and learning about their financial needs and banking channel... ...National Mortgage Licensing System (NMLS) registration...Temporary workLocal area$23.19 - $28.35 per hour
...mindset. Establish strong client relationships based on trust... ...and loan products and services. Recommend solutions based on each customer’s unique... ...and learning about their financial needs and banking channel... ...National Mortgage Licensing System (NMLS) registration...Temporary work- ...enthusiasm for helping our clients, taking care of our employees,... ...extraordinary customer service while maintaining a strong... ...offer the best investment solutions to meet their financial needs. As a Private... ...active Series 66 (63/65) license is required or must be obtained...Full time
$24.52 - $37.5 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...Hourly payWork experience placementFlexible hoursDay shift$62.8k - $71.3k
...Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial... ...providing personalized financial solutions while fostering long-term... ...have active securities licenses and a passion for customer service. We offer competitive pay...$57.75k - $96.25k
...Premier Client Financial Advisor At PNC, our people are our... ...creating personalized solutions on behalf of you and... ...efficiently handling sales and service, identifying sales and... ...Certification(s) Licenses FINRA Series 7 and... ...plans; dependent care reimbursement account;...Full timeTemporary workPart timeWork experience placementWork at office$27.22 - $33.26 per hour
Responsibilities Client Relationship Consultants build relationships... ...and loan products and services, and recommending solutions based on each customer’s... ...and learning about their financial needs and channel... ...with the National Mortgage Licensing System (NMLS) under the...Temporary work$30.9 - $37.76 per hour
...to make better and smarter financial decisions and enabling the... ...information, demonstrate and educate clients on available deposit and loan products and services, and recommend solutions based on each customer's... ...requires National Mortgage Licensing System (NMLS) registration...Temporary workLocal area$27.22 - $33.26 per hour
...make better and smarter financial decisions and enabling the... ...Day One. Job Description Client Relationship Consultants... ...deposit and loan products and services, and recommending solutions based on each customer’s... .... National Mortgage Licensing System (NMLS) registration...Temporary workLocal area$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...! As a Financial Solutions Advisor Stage I (... ...Industry licenses, where you receive... ...approach to client care. We will equip you... ...year of financial services industry or sales...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch... ...something meaningful. No prior financial services experience is required. If you’re... ...Planning Technology CRM & Client Relationship Tools Marketing & Business...Immediate startRemote work- Stryker Corporation is hiring a Financial Advisor in Aurora, Colorado, to provide customized financial solutions to clients. This position covers building... ...candidate should hold relevant licenses, have experience in the financial services industry, and possess strong communication...
$28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and training. This position may... ...to appropriate internal service providers based on client needs...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift- Bank of America in Aurora, Colorado seeks a dedicated professional to provide comprehensive financial advice and customized solutions. Responsibilities include assisting clients to meet their financial goals and regulatory compliance in mortgage loans. Qualified candidates...
$28.85 - $33.65 per hour
Bank of America in Aurora, CO is looking for a client-focused professional to assist clients in achieving their financial goals. Responsibilities include financial... ...preference for a Bachelor's degree and industry licenses. This role offers an hourly pay range of $28.8...Hourly pay$24.52 - $37.5 per hour
...Private Client Banker Location: 9250 E Arapahoe... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...products and services. PCBs identify products... ...within Key (required) Licenses and Certifications...Hourly payDay shift$20.67 - $31.25 per hour
...is seeking a motivated Personal Banker in Littleton, Colorado. This role focuses on engaging clients to uncover their financial needs, offering tailored guidance and solutions. As a key member of the branch team, you will attract new clients and enhance relationships with...Hourly pay$56.9k
...make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering... ..., and thoughtful solutions. We’ll support your... ...and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services. If you’re ready...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shift- ...seeking an enthusiastic individual to engage clients in the lobby, assisting them with transactions through self-service resources such as mobile banking. The... ...accurately, connecting clients to solutions that meet their financial goals, and delivering an exceptional client...
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors... ...training - Get registered and licensed and learn how to be a financial... ...personalized investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$80k - $90k
...Development Program- Financial Advisor Merrill Wealth... ...products and services for individuals, companies... ...and Wealth Management Client Associates help clients... ...executing highly customized solutions to meet client needs... ...3 & 65 in lieu of 66) licenses. Minimum of one...Interim roleWork at officeLocal areaImmediate startShift workDay shift$55k - $65k
...local insurance agency is seeking a Customer Service Representative in Denver, CO, to provide... ...annually, along with comprehensive training and licensing support. The successful candidate will develop relationships with clients and assist with insurance policy management...Local area$70k - $80k
Dormont Manufacturing Co is seeking a financial advisor to provide tailored financial solutions to clients. The role involves developing comprehensive financial plans... .... Ideal candidates should hold relevant licenses and possess strong communication skills, with at...- Charles Schwab Corporation seeks an experienced Financial Consultant to work on-site in Lone Tree, Colorado. The role emphasizes client engagement, financial advising, and... ...candidate will possess an active FINRA Series 7 license and at least 5 years of financial...
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