Current jobs related to Financial Services Professional - Scottsdale, Arizona - Charles Schwab

  • Financial Services Professional

    2 weeks ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Advisors.About the RoleAs a Financial...

  • Financial Services Professional

    2 weeks ago

    Scottsdale, Arizona, United States Equitable Services Full time

    Empowering Financial FuturesAt Equitable Advisors, we're dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced financial professionals is passionate about delivering exceptional customer experiences and building lasting relationships.About the RoleWe're seeking a talented Financial Services...

  • Financial Services Professional

    3 weeks ago

    Scottsdale, Arizona, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...

  • Financial Services Professional

    2 weeks ago

    Scottsdale, Arizona, United States Equitable Services Full time

    At Equitable Advisors, we're driven by a mission to help our clients secure their financial well-being and pursue long, fulfilling lives. Our team of Financial Professionals comes from diverse backgrounds, united by a passion for making a positive impact on individuals and businesses.We value and respect people of all backgrounds, fostering an inclusive work...

  • Financial Services Professional

    3 weeks ago

    Scottsdale, Arizona, United States Bayntree Wealth Advisors Full time

    {"title": "Financial Advisor Opportunity", "content": "Are you a motivated and client-focused financial professional looking to take your career to the next level? Bayntree Wealth Advisors in Scottsdale, AZ is seeking a skilled Financial Advisor to join our dynamic team. In this role, you will work closely with existing clients, developing long-term...

  • Financial Services Professional

    2 months ago

    Scottsdale, Arizona, United States Touchstone Wealth | a MassMutual firm Full time

    About UsAt Touchstone Wealth | a MassMutual firm, we believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide exceptional financial services that empower individuals to achieve their long-term goals.We are seeking a talented Financial Services Professional to join our team. As a key member of our...

  • Financial Services Professional

    1 month ago

    Scottsdale, Arizona, United States Bayntree Wealth Advisors Full time

    Unlock Your Potential as a Financial AdvisorAre you a motivated and self-driven individual looking to take your financial advisory career to new heights? Bayntree Wealth Advisors in Scottsdale, AZ is seeking a passionate Financial Advisor who excels at building long-term client relationships and delivering exceptional service.Key Responsibilities:Develop and...

  • Financial Services Professional

    2 weeks ago

    Scottsdale, Arizona, United States Equitable Holdings Full time

    We are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is passionate about making a positive impact on the futures of individuals and businesses.We value diversity and inclusion, and our DEI initiatives focus on developing diverse talent and fostering an inclusive work...

  • Financial Services Representative

    2 weeks ago

    Scottsdale, Arizona, United States UMB Financial Corporation Full time

    Job Summary:As a Personal Banker at UMB, you will play a vital role in building and maintaining strong relationships with customers, providing expert advice and guidance on financial products and services. You will be responsible for identifying customer needs and offering tailored solutions to meet their financial goals.Key Responsibilities: Develop and...

  • Financial Services Specialist

    2 weeks ago

    Scottsdale, Arizona, United States Desert Financial Credit Union Full time

    Job Title: Financial Advisor IIThe Financial Advisor II is a key role in our organization, responsible for providing exceptional wealth management services to clients and prospects. This position requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Consult with...

  • Financial Services Professional

    2 weeks ago

    Scottsdale, Arizona, United States Lifetime Recruiting Strategies Full time

    Job OverviewAt Lifetime Recruiting Strategies, we're seeking a talented Financial Services Professional to join our team. As an Insurance Advisor, you'll play a key role in helping clients achieve their financial goals.Key Responsibilities:Proactively reach out to potential customers to offer customized investment optionsBuild relationships with clients to...

  • Financial Services Professional

    3 weeks ago

    Scottsdale, Arizona, United States Northwestern Mutual Full time

    Financial Advisor Role at Northwestern MutualNorthwestern Mutual is a leading provider of financial services, dedicated to helping individuals and families achieve financial security. As a Financial Advisor, you will play a critical role in delivering personalized financial solutions to our clients.Key Responsibilities:Develop and implement comprehensive...

  • Financial Services Professional

    3 weeks ago

    Scottsdale, Arizona, United States Raymond James Full time

    Financial Advisor Trainee ProgramAt Raymond James, we are committed to developing the next generation of financial advisors through our comprehensive Advisor Mastery Program (AMP). As a Financial Advisor Trainee, you will embark on a holistic journey of learning and growth, equipping you with the skills and knowledge to succeed in the financial services...

  • Servicing Financial Specialist

    1 month ago

    Scottsdale, Arizona, United States Homeowners Financial Group Full time

    About Homeowners Financial GroupHomeowners Financial Group is a leading mortgage company that fosters a family environment, gives back to the community, and loves what it does. With over 300 employees in 41 offices across the country, we have helped tens of thousands of homeowners realize their dream of homeownership.Job SummaryWe are seeking a highly...

  • Financial Services Specialist

    1 month ago

    Scottsdale, Arizona, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Our MissionWe strive to make a positive...

  • Financial Planner

    2 weeks ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and analytical individual looking to take your career to the next level? Prudential Advisors is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planner.As a Financial Planner, you will work within a team of experienced professionals to help clients...

  • Financial Planner

    3 weeks ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Planner, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop relationships with clients to understand their...

  • Financial Services Professional

    1 week ago

    Scottsdale, Arizona, United States Northwestern Mutual Full time

    About the RoleAs a Financial Advisor at Northwestern Mutual, you will be responsible for providing personalized financial planning, retirement planning, and investment advice to clients. Your expertise in finance and investments will help clients achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans...

  • Experienced Financial Advisor/Financial Planner/Wealth Manager

    2 weeks ago

    Scottsdale, Arizona, United States GoldBook Financial Full time

    Unlock Your Potential with GoldBook FinancialWe're seeking experienced Financial Advisors who share our passion for innovation, flexibility, and excellence. Join our team of industry-leading professionals who excel at helping clients achieve financial security.Key Benefits:State-of-the-art technology platforms and toolsDiversified portfolio of investment,...

  • Financial Planner

    1 month ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Planner with Prudential Advisors.About the RoleAs a Financial Planner,...

Financial Services Professional

2 months ago

Scottsdale, Arizona, United States Charles Schwab Full time
About the Role

As a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in this challenging space.

Key Responsibilities

You will learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You will observe our skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring.

Requirements

Required Qualifications:

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications:

  • 2 years of experience in the financial services industry
  • Ability to leverage Business development experience
  • Passion for gaining knowledge of brokerage/banking products and services
  • Openness to build strong client relationships
What's in it for You

At Charles Schwab, we're committed to empowering our employees' personal and professional success. 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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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