Entry-Level Financial Services Advisor - Hybrid Training

TEKsystems; Phoenix (AZ); Hybrid; USD 44,000 - 60,000; Full time

Benefits offered by this job

Full-Time Direct Hire

Permanent Employee

Bonus Opportunities

Comprehensive Benefits

Licensing Support

Hybrid Schedule after Training

Job summary

TEKsystems in Phoenix, AZ is seeking an Entry Level Financial Services Rep for a full-time, direct-hire role with a hybrid schedule after training. The position offers a clear path into financial services, long-term growth, and a competitive benefits package.

You will be the first point of contact for financial advisors, handling a high volume of inbound calls, assisting with account questions, and guiding advisory teams through processes and technology tools with professionalism and urgency.

Qualifications

• Interest in financial services.
• 1–3 years of customer service or call center experience.
• Previous banking or financial services experience is a plus.
• Sign-on bonus available for candidates who have already obtained their SIE.

Responsibilities

• Handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions and service requests.
• Assist with operational processes and technology tools to support advisors.
• Provide professional, timely service under tight deadlines.

Skills

Customer service

Inbound calls

Problem solving

Job description

TEKsystems in Phoenix, AZ is seeking an Entry Level Financial Services Rep for a full-time, direct-hire role with a hybrid schedule after training. The position offers a clear path into financial services, long-term growth, and a competitive benefits package.

You will be the first point of contact for financial advisors, handling a high volume of inbound calls, assisting with account questions, and guiding advisory teams through processes and technology tools with professionalism and urgency.