Talent.com
serp_jobs.error_messages.no_longer_accepting
Licensed Financial Services Representative (GRETNA)

Licensed Financial Services Representative (GRETNA)

Charles SchwabGRETNA, NE, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Type : Regular

Your opportunity

At Schwab, you're empowered to make an impact on your career. 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 exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $53,300- $61,800.00 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What you have

Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required Qualifications

  • Active FINRA Series 7 & 63 Licenses
  • Flexibility to work any day, time, or shift to accommodate 24 / 7 contact center needs

Preferred Qualifications

  • 1+ years of customer service experience
  • 1+ years of client relationship experience
  • Bachelor's degree or higher in Finance, Economics, or related field from accredited university
  • Ability to adapt to changes in the market and business
  • Robust communication, influencing and client engagement skills
  • Desire to be part of a supportive and collaborative team
  • Proficient in Client Relationship Management (CRM) platforms
  • Strong candidates will also have previous experience in Financial Representative role
  • What's in it for you

    At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    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
  • PDN-a00be385-6557-4c8a-a6e4-9b20f3fc839a

    serp_jobs.job_alerts.create_a_job

    Financial Service Representative • GRETNA, NE, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationLincoln, Nebraska
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Consumer Investments- Financial Service Representative I

    Consumer Investments- Financial Service Representative I

    Bank of AmericaLincoln, NE, US
    serp_jobs.job_card.full_time
    Financial Services Representative I.At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Junior Financial Analyst Supporting the USMS

    Junior Financial Analyst Supporting the USMS

    Clearance JobsOmaha, NE, US
    serp_jobs.job_card.full_time
    Be a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the infrastructur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Lincoln / Omaha Taxpayer Assistance Representative

    Lincoln / Omaha Taxpayer Assistance Representative

    Nebraska GovernmentOmaha, NE, US
    serp_jobs.job_card.full_time
    Lincoln / Omaha Taxpayer Assistance Representative (Open).Do you have a passion for customer service? Are you looking for a job with great benefits? Our mission / vision at the Nebraska Department of R...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Psychiatrist

    Licensed Psychiatrist

    HeadwayPapillion, NE, United States
    serp_jobs.job_card.full_time
    Wage : Between $119-$239 an hour.Licensed psychiatrist - Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insurance with ease, increase your earn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Gretna, Nebraska

    J.P. Morgan Wealth Management Private Client Advisor - Gretna, Nebraska

    ChaseGretna, NE, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Analysis Consultant

    Financial Analysis Consultant

    Pacific LifeOmaha, NE, US
    serp_jobs.job_card.full_time
    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Vault Teller - Omaha, Nebraska

    Vault Teller - Omaha, Nebraska

    VetJobsOmaha, NE, US
    serp_jobs.job_card.full_time
    Vault Teller - Omaha, Nebraska.Starting Pay Rate : $17 to $18 per hour.Hours : Rotating hours Monday through Friday, 7 : 15am to 6 : 15pm and rotating Saturdays from 8 : 45am to 1 : 15pm.The primary purpose ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Interpublic Group is hiring : Advertising Budget Analyst in Omaha

    Interpublic Group is hiring : Advertising Budget Analyst in Omaha

    MediabistroOmaha, NE, United States
    serp_jobs.job_card.full_time
    This role is a fast paced, detailed oriented position that serves as the intermediary between IPG agency business / investment teams and the Omaha Shared Services Media Billing teams and function as ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Psychiatric NP

    Licensed Psychiatric NP

    HeadwayPapillion, NE, United States
    serp_jobs.job_card.full_time
    Licensed Psychiatric Nurse Practitioner.Wage : Between $89-$203 an hour.Did you know that you can build a flexible private practice on your terms as a psychiatric nurse practitioner?.Whether you wan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationCouncil Bluffs, Iowa
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Representative (Insurance)

    Client Services Representative (Insurance)

    Combined InsuranceOmaha, NE, United States
    serp_jobs.job_card.full_time
    Opportunity to Join Industry Leader in Worksite Benefits – Independent Sales.Combined Insurance, a leader in the supplemental industry for nearly 100 years, is looking to contract with an independe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Services Representative I

    Financial Services Representative I

    First Interstate BankCouncil Bluffs, IA, US
    serp_jobs.job_card.full_time
    Financial Services Representative I.This position is located at our Council Bluffs, IA Downtown branch.What's Important to You We know your career is just one aspect of a meaningful, complex, and d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Barry'sOmaha, NE, US
    serp_jobs.job_card.full_time
    Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Gretna, Nebraska

    J.P. Morgan Wealth Management Private Client Advisor - Gretna, Nebraska

    JPMorgan ChaseGretna, NE, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    TradeJobsWorkForce68002 Arlington, NE, US
    serp_jobs.job_card.full_time
    Financial Analyst Job Duties : Reviewing and analyzing tax returns and financial statements.Imput...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Consumer Investments - Financial Services Representative

    Consumer Investments - Financial Services Representative

    Bank of AmericaLincoln, NE, US
    serp_jobs.job_card.full_time
    Financial Services Representative I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Analyst I

    Financial Analyst I

    Nebraska GovernmentLincoln, NE, US
    serp_jobs.job_card.full_time
    Insurance is a unique product in that an insurance company collects premiums upfront with the promise to pay in the future. as a result, there is strong need for financial regulations and related o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationCouncil Bluffs, Iowa
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Service Representative

    Business Service Representative

    Nebraska GovernmentLincoln, NE, US
    serp_jobs.job_card.full_time
    Business Service Representative (Open).Do you have a passion for building partnerships that connect businesses with skilled jobseekers? Are you motivated by helping Nebraskans gain employment and s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days