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FINANCIAL SERVICES REPRESENTATIVE

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

CompanyFidelity Investments
AddressSeattle, WA
CategoryAccounting/Finance
Salary$55,000 - $75,000 per year
Job typeFull-time, Part-time
Date Posted just now See detail

Financial Services Representative New

Fidelity Investments

Seattle, WA

$55,000 - $75,000 per year

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

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Financial Services Representative

World Finance

Dyersburg, TN

Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process p...

5 days ago seen See more...

Financial Services Representative

World Finance

Tifton, GA

Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process p...

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Financial Services Representative

World Finance

Sinton, TX

Starting pay rate: $15/ hr. Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan appl...

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Financial Services Representative

Alpha Kappa Alpha Sorority, Inc.

Illinois, United States

FMO is committed to providing the highest level of customer-centric affordable access through a digital Financial Services platform and excellent financial products for improving the economic conditions of the members of the Alpha...

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Financial Services Representative

Creative Financial Network

Miami, FL

Full Time in office, No experience necessary other than a strong drive and high work ethics. Our representatives will be trained and coached under our platforms and years of experience to become skillful and knowledgeable in the f...

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Financial Services Representative – State Farm Agent Team Member

Jill Willey - State Farm Agent

Berwyn, IL

$38,000 - $55,000 a year

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements. Lead Generation: Proactively...

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Financial Services Representative – State Farm Agent Team Member

William Klinowski - State Farm Agent

Chicago, IL

$38,000 - $55,000 a year

State Farm Insurance Agent Chicago IL. State Farm Insurance Experience since 1988. Bundle Car Insurance and Home Insurance. Cook County Insurance Transfers. St. Norbert College Graduate. Offering Car Insurance Quotes. Crystal Exce...

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Financial Services Representative

World Finance

Hopkinsville, KY

Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process p...

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Financial Services Representative I

Hudson Valley Credit Union

Hopewell Junction, NY

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...

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Lead Patient Financial Services Representative - *Remote*

Providence

Mission Viejo, CA

Associate's Degree: Business or equivalent combination of education and experience. Five years: Health care business office experience or related field. Extensive customer service experience and knowledge of healthcare terms with...

2 weeks ago seen See more...

Financial Service Representative

Asset Management

Philadelphia, PA

$39.4K - $49.9K a year

Applicants must demonstrate critical thinking and excellent organizational skills for employment consideration. Associates maintain responsibility for setting personal schedules and building clientele rosters. Primary job duties i...

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Financial Services Representative - State Farm Agent Team Member

John Wagner - State Farm Agent

Greensboro, NC

$35,000 - $65,000 a year

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate...

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Financial Service Representative I/Personal Banker

San Diego County Credit Union

Temecula, CA

$22.25 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...

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Financial Services Representative

Charles Schwab

Indianapolis, IN

$50,100 - $52,000 a year

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelors degree or higher in Finance, Economics, or related fie...

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Financial Services Representative

Charles Schwab

Austin, TX

You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA...

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Financial Services Representative - Indianapolis, United States - Charles Schwab

Charles Schwab

United States

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. Tuiti...

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Financial Services Representative

Meimarides Agency

Remote

$44,093.81 - $1,000,000.00 a year

Flexible Work Hours. Extra Income $$. Opportunity To Work From Home. Full and Part Time Hours. No Experience Needed - Will Train. Will Help you Obtain Your Insurance License. HS Diploma or GED required. No experience needed. Monda...

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Financial Services Representative

Charles Schwab

Indianapolis, IN

You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA...

2 weeks ago seen See more...

Financial Service Representative

Horizon Credit Union

Great Falls, MT

$20.75 - $30.09 an hour

Be an expert in identifying deposit and loan sales opportunities and provide solutions to build relationships. Consistently achieve target goals in Debt Protection and GAP sales as well as referral goals to our partners in our Mor...

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Financial Services Representative

Securityplus Federal Credit Union

Baltimore, MD

Cross-sells Credit Union products and services to have members expand their relationship with the Credit Union and closes the sale of additional products and services. Serves as the primary contact for all potential new and existi...

2 weeks ago seen See more...

Experienced Financial Services Representative

American Heritage Financial, Llc

Daphne, AL

$70,000 - $125,000 a year

401(k). 401(k) matching. Dental insurance. Flexible schedule. Health insurance. Vision insurance. Bonus opportunities. Life and Health License? (Required)....

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Financial Service Representative

Metro Credit Union Omaha

Omaha, NE

$19 an hour

Answer member service phone calls for the Credit Union by greeting members in a friendly manner, handling their transactions efficiently and accurately, offering them additional products or services when it benefits them, and endi...

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Licensed Financial Services Representative - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

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Financial Service Representative

Family Health Centers Inc

Orangeburg, SC

$40K - $50.7K a year

Check patients into unit/site to be seen by providers, verifying insurance, verifying patient demographics, and collecting payments. Explain sliding fee program and provide paperwork needed when the need arises. Seek assistance fr...

3 weeks ago seen See more...

Financial Services Representative

Credit Union Of America

Manhattan, KS

$18 an hour

401(k). 401(k) matching. Dental insurance. Employee assistance program. Flexible spending account. Health insurance. Life insurance. Paid time off. Tuition reimbursement. Vision insurance. 1 year. No experience needed. Monday to F...

3 weeks ago seen See more...

Financial Services Representative

Tungsten-Blu Consulting

California, United States

$77,161 - $255,000 a year

Provide personalized financial advice and guidance to clients, helping them navigate their financial journey. Develop and maintain strong relationships with clients through effective communication and superior service. Identify op...

3 weeks ago seen See more...

Financial Services Representative 2 - Hospital Billing

Rush University

Chicago, IL

$40.8K - $51.7K a year

High School Diploma or GED. Two years of experience in health care or Hospital Billing with an understanding of coverage eligibility requirements for governmental payers. Previous experience in a hospital setting, familiarity with...

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Financial Services Representative

Fit Consulting Inc

Boca Raton, FL

$45,000 - $149,050 a year

42.15% Hispanic/Latino. 32.77% Black/African American. 13.83% White/Caucasian. 1.25% Other. Strong entrepreneurial mindset and a desire to build a successful business. Excellent communication, interpersonal, and networking skills....

3 weeks ago seen See more...

Financial Services Representative

L.k. Jordan & Associates

Houston, TX

Direct flow of traffic. Answering member request relating to the function and servicing of their account. Conduct cost analysis on financial programs and operations. Direct credit union products and services based on the members n...

3 weeks ago seen See more...

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What should I search to find Financial Service Representative jobs?

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What are the top cities open Financial Service Representative jobs?

There are open Financial Service Representative jobs in several cities including Elgin, Springfield, Berwyn, Bluffton, Imperial, Dingmans Ferry, Beaumont, Marietta, Ketchikan, Simpsonville, Saint Louis, Chambersburg, Wynantskill, Tucson, Riverside,

What companies are hiring for Financial Service Representative jobs?

The top companies hiring now for Financial Service Representative jobs are Arkansas Federal Credit Union, Bank Of America, Charles Schwab, Christina Gonzalez - State Farm Agent, DL Evans Bank, Doylestown Hospital, E-TRADE, EAST TEXAS PROFESSIONAL CREDIT UNION, Enterprise Bank & Trust, Fibre Federal Credit Union, Fidelity Investments, F&M Trust, Founder Federal Credit Union, Founders Federal Credit Union, Freddie Villacci, Jr. - State Farm Agent,

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