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

Licensed Financial Services Representative (OMAHA)

Charles SchwabOMAHA, 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-9ffdcb6f-3b46-4aa7-8c35-7fb194629300

    serp_jobs.job_alerts.create_a_job

    Financial Service Representative • OMAHA, NE, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Seasoned Financial Professional

    Seasoned Financial Professional

    Erickson Region - Modern Woodmen of AmericaOmaha, NE, US
    serp_jobs.job_card.full_time
    About Sean Erickson - Regional Director : .Sean Erickson is a Regional Director with over 16 years of experience at Modern Woodmen. He began his career while attending school for computer science and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Services Analyst I

    Client Services Analyst I

    National Indemnity CompanyOmaha, NE, US
    serp_jobs.job_card.full_time
    Company : NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers "large company" benefits with an exciting, friendly, and "small co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Reporting Manager

    Financial Reporting Manager

    Berkshire Hathaway EnergyOmaha, NE, US
    serp_jobs.job_card.full_time
    The financial reporting manager oversees the assembly of internal and external financial reports, including quarterly and annual reports to the Federal Energy Regulatory Commission (FERC) and North...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finance Analyst Program (Omaha, NE)

    Finance Analyst Program (Omaha, NE)

    FiservOmaha, NE, US
    serp_jobs.job_card.full_time
    Finance Analyst Program (Omaha, NE).Calling all innovators find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - 89th & Maple Omaha

    Client Relationship Consultant 2 (Banker) - 89th & Maple Omaha

    U.S. BancorpOmaha, NE, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    FINANCIAL MANAGEMENT SPECIALIST-DIRECT HIRE AUTHORITY

    FINANCIAL MANAGEMENT SPECIALIST-DIRECT HIRE AUTHORITY

    US Government JobsOffutt Afb, NE, US
    serp_jobs.job_card.permanent
    Financial Management Specialist / Analyst.Click on "Learn more about this agency" button below to view eligibilities being considered and other important information. The primary purpose of this posit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Representative Entry Level

    Financial Representative Entry Level

    Kruse District - Northwestern MutualAshland, NE, US
    serp_jobs.job_card.full_time
    At Northwestern Mutual of Lincoln, we envision a future where individuals and families thrive with confidence, purpose, and security. Guided by our core valuesputting people first, celebrating respe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2-4 (Banker) - Omaha Area

    Client Relationship Consultant 2-4 (Banker) - Omaha Area

    U.S. BancorpOmaha, NE, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Service Representative I

    Client Service Representative I

    Canon U.S.A., Inc.Omaha, Nebraska, United States
    serp_jobs.job_card.full_time
    Client Service Representative I.Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Promptly informs supervisor of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Consultant - Governmental Advisory Services - Remote Eligible

    Consultant - Governmental Advisory Services - Remote Eligible

    Eide BaillyOmaha, Nebraska, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    All Locations in the United States.A typical day in the life of a Consultant - Governmental Advisory with Eide Bailly might include the following : . Contribute daily to client engagements, meet clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FACTS Financial Sales Specialist - Western US

    FACTS Financial Sales Specialist - Western US

    Veterans StaffingOffutt Afb, NE, US
    serp_jobs.job_card.full_time
    Facts Financial Sales Specialist.Nelnet Business Services (NBS), a division of Nelnet, Inc.K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the glo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • 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
    LIfe and Financial Services Sales

    LIfe and Financial Services Sales

    Lance Juett Insurance Agency IncOmaha, NE, US
    serp_jobs.job_card.full_time
    We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people's lives. As our newest life insurance sales representative you will sell and mark...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Representative - Entry Level

    Financial Representative - Entry Level

    Karges District - Northwestern MutualFremont, NE, US
    serp_jobs.job_card.full_time
    At the Karges District of Northwestern Mutual,.Guided by our purpose of delivering financial security, we aim to empower individuals, families, and businesses to build their best lives with confide...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
    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
    HSPD-12 : Government Badging & Credentialing Specialist (Omaha, NE - REF1816O) • •

    HSPD-12 : Government Badging & Credentialing Specialist (Omaha, NE - REF1816O) • •

    CitizantOmaha, Nebraska, United States
    serp_jobs.job_card.full_time
    Citizant is a leading provider of professional IT services to the U.We seek to address some of our country's most pressing challenges in the areas of Agile application development, Enterprise Data ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Wealth Advisor - Schwab Wealth Advisory (OMAHA)

    Wealth Advisor - Schwab Wealth Advisory (OMAHA)

    Charles SchwabOMAHA, NE, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Director, Private Client Services

    Director, Private Client Services

    First National of NebraskaOmaha, NE, US
    serp_jobs.job_card.full_time
    At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.Our Mo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Representative I

    Client Service Representative I

    Canon USAOmaha, NE, US
    serp_jobs.job_card.full_time
    Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Promptly informs supervisor of potential problems or customer c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30