Financial Services Specialist: Licensing Path

Posted 10 days ago

austin community collegeWestlake (OH)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$54,100

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About the role

A leading financial services firm in Westlake, Ohio is seeking a Financial Services Representative to educate clients on investment strategies and provide exceptional service. The role offers paid training through the Schwab Service Academy, where employees will obtain necessary licenses. The position provides a hybrid work opportunity and a competitive salary starting at $54,100, with potential total earnings exceeding $61,000 based on performance and licensing achievements.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.