Financial Services Representative
7 days ago
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. 04 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
If you’re not a finance expert, that’s okay At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Previous customer service experience
Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
Eagerness to learn about finance
Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
Shown success navigating multiple computer applications
Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
-
Financial Services Advisor
3 days ago
Fairfield, New Jersey, United States Creative Financial Full timeJob OverviewCreative Financial Group is a leading provider of financial services, dedicated to helping businesses thrive in today's uncertain economic environment.
-
Financial Services Representative
5 days ago
Maryland Heights, Missouri, United States Edward Jones Full timeWe are seeking a highly skilled Financial Services Representative to join our team at Edward Jones. As a representative, you will be the first point of contact for clients, providing exceptional personalized service and ensuring they feel understood and informed.The ideal candidate will have strong communication skills, the ability to work independently, and...
-
Financial Services Coordinator
6 days ago
Fairfield, New Jersey, United States PSFCU Full timeThe estimated salary for this role is $65,000 - $85,000 per year.Role SummaryWe are seeking a detail-oriented and customer-focused Member Service Center Representative to join our team. As a key member of our service center, you will be responsible for providing exceptional customer service and ensuring that our members have a positive experience when...
-
Financial Services Support Specialist
1 week ago
Colonial Heights, Virginia, United States First Command Financial Services, Inc. Full timeJob Description:The Financial Services Support Specialist will play a vital role in supporting our Financial Advisors as they work with clients to achieve their financial goals.This critical support staff position is essential in ensuring all clients feel welcome and receive exceptional service in all interactions with the firm.You will collaborate with...
-
Financial Representative Trainee
2 days ago
Needham Heights, United States Mutual of Omaha Full timeUnlock a Rewarding Career in Financial ServicesWe are seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.What We Offer:An hourly wage of $16...
-
Senior Financial Advisor
2 days ago
Fairfield, California, United States Bankers Life Full timeUnlock Your Earning Potential as a Financial Services RepresentativeWe are seeking driven individuals to join our team of experienced insurance agents and financial representatives at Bankers Life. As a Financial Services Representative, you will have the opportunity to build a successful career in wealth management, providing clients with personalized...
-
Financial Management Specialist
2 days ago
Fairfield, California, United States Creative Financial Staffing Full timeAbout the RoleCreative Financial Staffing is seeking a seasoned Accounting Manager to join our team in New Jersey. As an integral member of our accounting department, you will be responsible for leading month-end close processes, managing and developing accounting teams, and driving process improvements.Key ResponsibilitiesManage and develop accounting and...
-
Member Service Center Representative
1 week ago
Fairfield, United States PSFCU Full timePolish & Slavic Federal Credit Union is committed to supporting our employees' overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also...
-
Member Service Center Representative
6 months ago
Fairfield, United States PSFCU Full timePolish & Slavic Federal Credit Union is committed to supporting our employees' overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also...
-
Financial Advisor
2 months ago
colonial heights, United States First Command Financial Services, Inc. Full timeJob Description4 out of 5 of our Advisors are veterans or military spousesWho We AreFirst Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What Our Advisors...
-
Senior Financial Professional NJ
6 days ago
Fairfield, California, United States Creative Financial Staffing Full timeEstablished professional services firm in Fairfield, NJ seeks experienced Accountant to contribute to their team. With over 50 years of business experience, this company prides itself on employee retention, competitive compensation, and a collaborative work environment.About the Role:The ideal candidate will have 2+ years of accounting experience, preferably...
-
Client Service Representative
6 months ago
Fairfield, United States Solano-Napa Pet Emergency Clinic Full timeDescription Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Department: Emergency Location: All FLSA Status: Non-Exempt Effective Date: JOB SUMMARY The Client Service Representative is responsible for providing exceptional and compassionate service to the pet parents and pets of our community. Hourly...
-
Customer Service Representative
6 days ago
Fairfield, United States Zatkoff Seals & Packings Full timeDescription: The Customer Service Representative acts as Inside Sales and will interact with and support the Company's customers and Technical Sales Representatives. Duties / Responsibilities: Interacts with customers via telephone, email, online chat, or in person to provide support and information on products or services. Collects and enters orders for...
-
Financial Representative Trainee
13 hours ago
Arlington Heights, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...
-
Member Service Representative
1 week ago
Arlington Heights, United States METRO Federal Credit Union Full timeAre you passionate about delivering exceptional service and making a positive impact in yourcommunity? Do you thrive in a dynamic, team-oriented environment? If so, we want you to joinour team at METRO Federal Credit Union as a Member Service Representative!Position: Member Service RepresentativeLocation: 2440 E Rand Road, Arlington Heights IL 60004About Us:...
-
Customer Service Representatives
2 days ago
Fairfield, California, United States HOBBY LOBBY Full timeWe are currently seeking highly motivated and enthusiastic individuals to join our team as Customer Service Representatives. At HOBBY LOBBY, we offer a unique opportunity for growth and development in a fast-paced and dynamic environment. Our sales teams thrive on the energy of a stimulating store culture, where creativity and innovation are encouraged.About...
-
Laboratory Client Service Representative
1 month ago
Arlington Heights, United States Endeavor Health - Edward-Elmhurst Healthcare Full timePosition: Laboratory Client Service Representative. Location: Northwest Community Hospital. Full Time/ Part Time: Part Time. Hours: Monday-Friday, 4:30 pm-9:30 pm, Saturday 9 am-5:30 pm. A Brief Overview:The Customer Service Representative I plays a Client Service, Representative, Laboratory, Customer Service, Healthcare, Financial, Retail
-
Customer Service Representative
4 days ago
Fairfield, Illinois, United States Walmart Full timeKey ResponsibilitiesThe Customer Service Representative will be responsible for providing exceptional customer service, engaging with vendors and drivers, and greeting customers as they enter the store. You will also be expected to maintain a clean and organized work environment and to assist with receiving and stocking merchandise.
-
Linthicum Heights, Maryland, United States Northrop Grumman Federal Credi Full timeCompany OverviewWe are a not-for-profit financial institution owned by our members, dedicated to helping them fulfill their financial dreams. Our diverse and creative team reflects a culture of inclusion and camaraderie, providing exceptional service to our members.
-
Accounting -Customer Service Representative
6 months ago
Fairfield, United States The Cincinnati Insurance Companies Full timeMake a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our Customer Service, Customer Service Representative, Accounting, Technical Support, Representative, Retail,...