- Morgan Stanley (Gilbert, AZ)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Gilbert, AZ)* **Location:**… more
- Bank of America (Chandler, AZ)
- …1-2 years of experience in a performance-based environment. * The Security Industry Essentials ( SIE ) or other financial services licenses and interest in ... phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.… more
- Vanguard (Scottsdale, AZ)
- …we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' advocate, as you ... help to build hundreds of financial futures. In this role, you will provide high...futures. In this role, you will provide high quality service across Institutional Participant Services by supporting… more
- Vanguard (Scottsdale, AZ)
- …give them the best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently serve our advised ... through the phone channel , while build ing your financial acumen. How you'll make a difference: + Answer...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Scottsdale, AZ)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- Manulife (Tempe, AZ)
- …interest in Capital Markets + Desire to obtain sales experience within the financial services industry + Proven relationship management skills, including the ... will also need to complete your Securities Industry Essentials ( SIE ) exam. We will also provide reimbursement for these...Manulife Financial Corporation is a leading international financial services provider, helping people make their… more
- Raymond James Financial, Inc. (Chandler, AZ)
- …four-year college or university, and a minimum of three (3) years experience in a financial services firm. * OR ~ * An equivalent combination of experience, ... about new products and RJA managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in his/her own book… more