Talent.com
serp_jobs.error_messages.no_longer_accepting
Licensed Financial Services Representative

Licensed Financial Services Representative

Charles SchwabGRETNA, NE, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position

  • Regular

Your opportunity

At Schwab, youre 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.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll 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 peoples 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
  • Bachelors 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

    • Whats in it for you

    At Schwab, youre 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

  • 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-bb70-4d89-886d-99d388fabd32

    serp_jobs.job_alerts.create_a_job

    Financial Service Representative • GRETNA, NE, United States

    Job_description.internal_linking.related_jobs
    • 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
    Financial Representative Entry Level

    Financial Representative Entry Level

    Kruse District - Northwestern MutualLincoln, 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
    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
    Tax Expert - Local

    Tax Expert - Local

    IntuitPapillion, NE, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Client Services Representative-Annuity

    Client Services Representative-Annuity

    AmeritasLincoln, NE, US
    serp_jobs.job_card.full_time
    This role is responsible for supporting annuity service delivery by using subject matter knowledge about company products and processes as well as by conducting basic analysis to process or support...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Licensed Insurance Agent

    Licensed Insurance Agent

    HealthMarkets Insurance AgencyLincoln, NE, US
    serp_jobs.job_card.full_time
    HealthMarkets Overview Job Description : .If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent licensed insura...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
    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
    Automotive Technician / Mechanic | Up to $50 / Hr & Weekends Off | Climate-Controlled Shop | Lincoln

    Automotive Technician / Mechanic | Up to $50 / Hr & Weekends Off | Climate-Controlled Shop | Lincoln

    Christian Brothers AutomotiveEagle, NE, United States
    serp_jobs.job_card.full_time
    Automotive Technician / Mechanic.Amber Hill Ct, Lincoln, NE 68526, USA.We are looking for technicians / mechanics who are energetic, upbeat, and have a positive attitude. The technicians we are look...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Professional Counselor

    Licensed Professional Counselor

    HeadwayPapillion, NE, United States
    serp_jobs.job_card.full_time
    Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • 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
    Property Claim Representative

    Property Claim Representative

    IMT InsuranceCouncil Bluffs, IA, US
    serp_jobs.job_card.full_time
    IMT is proud of our heritage and will never forget where our roots are firmly planted.Locally run from its office in West Des Moines, Iowa, IMT has been a Midwest company since it was founded in Wa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitPapillion, NE, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • 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
    Sales Representative

    Sales Representative

    LIBERTY NATIONALFremont, NE, US
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • 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
    Professional Services Business Consultant, Sr.

    Professional Services Business Consultant, Sr.

    FiservLincoln, NE, US
    serp_jobs.job_card.full_time
    Professional Services Business Consultant, Sr.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 th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Local CDL-A Driver - Earn Up to $100,000 / Hour + Great Benefits

    Local CDL-A Driver - Earn Up to $100,000 / Hour + Great Benefits

    SyscoSyracuse, NE, US
    serp_jobs.job_card.full_time
    Sysco is Now Hiring Local CDL-A Drivers in Omaha, NE!.Immediately Hiring CDL-A Drivers!.Earn Up to $100,000 per Year • - Comprehensive Benefits. We offer our colleagues the opportunity to grow person...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30