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Client Financial Rep

Client Financial Rep

Charles SchwabNOBLESVILLE, IN, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Senior Financial Analyst

Senior Financial Analyst

IMMIWestfield, IN, United States
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We are seeking a Senior Financial Analyst.At IMMI, this role is a unique combination requiring skills in cost accounting, inventory accounting, budgeting, forecasting, business case development, op...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Relationship Banker

Financial Relationship Banker

HuntingtonWestfield, IN, US
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Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Financial Analyst

Senior Financial Analyst

Majestic CareWestfield, IN
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Majestic Care is looking for a.Through the hearts of our Care Team Members, we provide excellent healthcare to those we serve. This is how we create a culture to LEAD with Love.This position provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Chief Financial Officer / General Treasurer

Chief Financial Officer / General Treasurer

Wesleyan ChurchFishers, IN, United States
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The Chief Financial Officer (CFO) serves as a key member of the executive cabinet of The Wesleyan Church Headquarters.The CFO provides strategic oversight and operational leadership for all financi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Managers •No Experience Required •

Financial Managers •No Experience Required •

U.S. Army Recruiting BattalionNoblesville, Indiana, US
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THIS JOB REQUIRES ENLISTING / JOINING THE U.This is an entry-level position with no experience necessary and training is provided. When you enlist into the Army as a Financial Manager, you become a pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Investment Executive (Financial Advisor) - Westfield, IN

Investment Executive (Financial Advisor) - Westfield, IN

Fifth Third BankFishers, IN, United States
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Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Investment Executive (Financial Advisor) - Westfield, IN

Investment Executive (Financial Advisor) - Westfield, IN

Fifth Third BancorpWestfield, IN, US
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Investment Executive (Financial Advisor) - Westfield, IN.Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Manager Accounting & Financial Project

Manager Accounting & Financial Project

ZipRecruiterNoblesville, IN, United States
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Job DescriptionJob Description .The Accounting & Financial Project Manager will be responsible for driving financial and accounting excellence through strategic project leadership, in-depth analysi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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US Experienced Financial Advisor

US Experienced Financial Advisor

Edward JonesCarmel, IN, United States
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We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Sr Financial Analyst

Sr Financial Analyst

SecuritasCarmel, IN, US
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Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes.More than 13,000 colleagu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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College Financial Representative, Internship Program

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyCarmel, IN, United States
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College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Summer 2026 : Financial Planning Internship

Summer 2026 : Financial Planning Internship

Valeo Financial Advisors LLCCarmel, IN, US
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Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Sr. Financial Accountant

Sr. Financial Accountant

SSi PeopleButler /
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Prepares journal entries in accordance with generally accepted accounting principles.Prepares accounting records and reviews transactions for accuracy, adequacy of supporting documentation, and com...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate Director, Project Financial Analysis

Associate Director, Project Financial Analysis

VeristaFishers, IN, US
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Associate Director, Project Financial Analysis.Verista's 500 experts team up with the world's most recognizable brands in the life science industry to solve their business needs.The nature of our b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Financial Advisor

Financial Advisor

Northwestern MutualCarmel, IN, United States
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Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Sr Financial Analyst

Sr Financial Analyst

Securitas Electronic Security IncCarmel, IN, United States
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Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes.More than 13,000 colleagu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Financial Relationship Banker

Financial Relationship Banker

Huntington National BankFishers, IN
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Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Manager, Financial Reporting

Manager, Financial Reporting

Allied Solutions, LLCCarmel, IN
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The Manager, Financial Reporting is a key member of the finance leadership team.The role is primarily responsible for the preparation and distribution of audited financial statements for external u...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Personal Financial Representative

Personal Financial Representative

Allstate BenefitsStatewide, IN, US
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Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Financial Rep

Client Financial Rep

Charles SchwabNOBLESVILLE, IN, United States
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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 role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. 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 take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, 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 begins at $51,400.00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740 ($53,400 base, plus 10% bonus opportunity depending on individual / corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. 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

  • Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
  • Ability to work various shifts to serve our clients 24 / 7, including overnight and weekend availability.

Preferred qualifications

  • Previous customer service experience
  • Previous 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
  • Eagerness to learn about finance
  • Passion for service to clients
  • Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
  • Robust communication, influencing and client engagement skills
  • Desire to be part of a supportive and collaborative team
  • Shown success navigating multiple computer applications

    • Campus

    What's in it for you

    At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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-9fc5786e-dd6c-4918-8210-fd5c248967c7