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Financial services representative Jobs in Phoenix, AZ

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Financial services representative • phoenix az

Last updated: 1 day ago

Licensed Financial Services Representative

Charles Schwab Inc.Phoenix, AZ, United States
$66,500.00 yearly
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 togeth... Show more

Customer Services Representative

TrudoorPhoenix, AZ, US
Full-time

Commercial door distributor seeking a Customer Service Representative.We offer a great work environment, competitive wages, paid holidays, paid vacation, sick days and health insurance benefits. Show more

Policy Services Representative (Commercial P&C)

AmerisurePhoenix, AZ, United States
Full-time

Policy Services Representative.Amerisure creates exceptional value for its partners, policyholders, and employees.As a property and casualty insurance company, Amerisure's promise to our partner ag... Show more

Insurance and Financial Services Position - State Farm Team Member

Brenda Espinoza - State Farm AgentGlendale, AZ, US
$38,000.00 yearly
Full-time

As Insurance and Financial Services Position - State Farm Team Member for Brenda Espinoza - State Farm Agent, you are vital to our daily business operations and customers’ success.You grow our agen... Show more

Customer/Partner Services Representative for Christian Ministry

JVMIPhoenix, AZ, USA
$17.50 hourly
Full-time
Quick Apply

If you are looking for meaningful work that impacts lives and advances the Gospel, Jewish Voice Ministries International offers the opportunity to serve in a mission-driven environment dedicated to... Show more

Financial Services Professional

Arizona StaffingTempe, AZ, United States
Full-time +1

Financial Services Career Opportunity.Launch your career in financial services with a full-time, direct-hire opportunity with one of the nation's leading financial services organizations.Whether yo... Show more

Financial Services Representative – State Farm Agent Team Member

Kevin Mcgraw - State Farm AgentPhoenix, AZ, US
$85,000.00 yearly
Full-time

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!... Show more

Financial Services Specialist – Arizona

All Financial FreedomPhoenix, Arizona, United States
Full-time

We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.This role supports a professional, structured environment focused on deliver... Show more

Financial Services-Managing Consultant

GuidehousePhoenix, AZ, United States
$122,000.00 yearly
Full-time

Management Consulting Position.As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise and experience to drive results as an... Show more

Student Financial Services Manager

RSiPhoenix, AZ, United States
Full-time

Help Students Build Their Future Lead Our Student Financial Services Team.Are you a seasoned financial aid leader who believes education changes lives? As the Student Financial Services Manager, y... Show more

Representative - Admissions Services

Honor HealthTempe, AZ, United States
Full-time

Great care starts with great people.At HonorHealth, you'll find something special.From humble beginnings in 1927 to one of Arizona's largest nonprofit healthcare systems, our culture is built on wa... Show more

Customer Service Representative - Home Services

Yellowstone LocalPhoenix, AZ, US
$20.00 hourly
Full-time

Your Trusted HVAC Company in Phoenix, AZ & Surrounding Areas.Yellowstone Local is proud to represent Veterans AC Phoenix, an industry leader in residential HVAC services.You're the voice that s... Show more

Account Director|Banking & Financial Services

VirtusaPhoenix, AZ, United States
Full-time

Senior Director-Client Services.Virtusa Corporation is a leading worldwide provider of digital transformation services that accelerates business outcomes for global 2000 businesses in banking and f... Show more

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyPhoenix, AZ, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Insurance and Financial Services Position - State Farm Agent Team Member

Vahn Bozoian - State Farm AgentPhoenix, AZ, US
$60,000.00 yearly
Full-time

I proudly serve the Arizona community after growing up in Southern California and falling in love with the Valley during visits with family and friends.It quickly became home, and I feel fortunate ... Show more

Technical Services Representative

ACM Chemistries, Inc.Phoenix, AZ, US
Full-time
Quick Apply

Field-Based | Southwest Territory Are you a hands-on problem solver who thrives in plant environments and builds trust quickly on the production floor?.We’re hiring a Technical Services Repre... Show more

Entry-Level Financial Services Consultant (Remote)

Traction Forge FinancialPhoenix, Arizona, United States
Remote
Full-time

At Traction Forge Financial, leveraging the strength and resources of GFI, we are committed to helping individuals and families create a stronger financial future through education, strategy, and p... Show more

Financial Services Representative - State Farm Agent Team Member

Peggy Langin - State Farm AgentPhoenix, AZ, US
$30,000.00 yearly
Part-time

As a financial services rep with Peggy Langin State Farm Agency,  you will successfully market the financial products that manage everyday risks.Your proficient knowledge of financial products rein... Show more

Campus Financial Services Specialist - ASU Downtown

Desert Financial Credit UnionPhoenix, AZ, United States
Full-time

Campus Financial Services Specialist.The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credi... Show more

Financial Services Position - State Farm Agent Team Member

Adam Kase - State Farm AgentPhoenix, AZ, US
$65,000.00 yearly
Full-time

Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on ... Show more

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Licensed Financial Services Representative

Licensed Financial Services Representative

Charles Schwab Inc.Phoenix, AZ, United States
3 days ago
Salary
$66,500.00 yearly
Job type
  • Full-time
Job description

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 plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you'll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You'll serve as a trusted voice on the phonelistening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.

Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. You'll partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. At the same time, you'll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.

If you're licensed, client-focused, and motivated by making a real difference for others, this is where your impact grows.

We offer a competitive pay and bonus package. Starting compensation for this location ranges from $59,000 $66,500, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

What You Have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.

Requirements:

  • Active FINRA Series 7 and 63 licenses.
  • A passion for helping clients and ensuring positive experiences.
  • Ability to convey information clearly and build trust.
  • Openness to feedback and a growth mindset.
  • Problem-solving with confidence and clarity.
  • Understanding and responding to client needs with empathy.
  • Accuracy and thoroughness in every interaction.
  • Working as part of a supportive team and adapting to change.
  • Ability to work 8:00am 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.
    • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
    • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
    • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
  • Example shift groups:
    • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
    • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
    • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
    • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training

Preferred qualifications:

  • Previous customer service or client relationship experience.
  • Bachelor's degree or higher.