196 financial services representative jobs at 47 companies in Chicago, IL
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Financial Services Representative
Matteson, Illinois, United States
$16-$19/hrOnsiteFull Time
World FinanceNASDAQ: WRLD: Provides personal installment loans and tax preparation services.
Provide customer service, process loan applications and payments, prepare loan documents, balance cash drawer, and transport branch deposits. Valid driver’s license and reliable vehicle required; basic computer skills required.
Financial Services Representative, College Graduate - Gold Coast, IL
Chicago, Illinois, United States
$45k-$75k/yrHybridFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and multitasking skills, enthusiasm for financial services, and successful completion of sponsored SIE, Series 7, and Series 66 exams.
Financial Services Representative – State Farm Agent Team Member
Chicago, Illinois, United States
$38k-$55k/yrOnsiteFull Time
Dwan Johnson-Bell - State Farm Agent: Insurance and financial services agency offering growth opportunities.
Bachelor's in finance/economics/accounting; ability to obtain relevant financial licenses; proven financial services experience; strong math, analytics, and communication skills; proficient in MS Office; sales-oriented with goal achievement.
Insight Hospital and Medical Center Chicago: Full-service community hospital providing acute and emergency medical care.
1+ YOEHigh school diploma, 1–3 years hospital billing/revenue cycle experience preferred; knowledge of Medicaid/insurance, EHR systems, payment posting, claim follow-up, and strong patient communication.
Financial Services Representative - State Farm Agent Team Member
Homewood, Illinois, United States
$65k-$70k/yrOnsiteFull Time
John Harrell State Farm Agency: Local insurance agency providing personal and business insurance solutions.
Active Life & Health license or ability to obtain; FINRA Series 6/63/65 or 7 preferred; experience in financial services or insurance; strong communication/analytical skills.
Financial Services Representative - State Farm Agent Team Member
La Grange, Illinois, United States
$70k-$100k/yrOnsiteFull Time
Drew Karis State Farm Agent: An independent insurance agency providing financial and insurance products and local customer service.
Active Life & Health license required; FINRA Series 6/63/65 or 7 preferred; previous financial services or insurance experience; strong communication and analytical skills; compliance knowledge.
Financial Services Representative - SIE (Chicago, IL)
Chicago, Illinois, United States
$24/hrHybridFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEPassed SIE exam, bachelor’s degree or equivalent, 2+ years customer-facing experience, flexible for hybrid schedule (3 days in office). Morgan Stanley will pay for Series 7 & 63 training.
Attain Finance: Provides consumer credit solutions and personal loans to individuals.
Customer-focused representative with sales aptitude, strong communication, problem-solving, high school diploma or equivalent; customer service/finance experience preferred; training provided.
Bachelor's degree or equivalent experience; Series 7 and Series 63 and 65 or Series 66 licenses; client service, financial advice, sales, communication, and Microsoft Office skills.
Rush University Medical Center: Academic medical center providing patient care and medical education.
2+ YOEHigh school diploma/GED and 2 years healthcare/hospital billing experience; familiarity with payer eligibility, medical terminology, Nebo eCare editors, Microsoft Office; strong analytical and communication skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
Series 7 and Series 63/65 or 66 required, bachelor's degree or equivalent experience, strong phone-based client service, Microsoft Office proficiency, and ability to identify sales and retention opportunities.
Financial Representative Career Changer Opportunity
Chicago or Downers Grove
$70k-$85k/yrHybridFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree preferred; prior financial services or sales experience beneficial but not required. Must obtain Series 6/Series 63 and state insurance licenses (training/sponsorship available). Strong interpersonal, communication, and analytical skills.
CURO Financial TechnologiesNYSE: CURO: Provider of consumer credit products and financial services.
High school diploma or equivalent; customer-service orientation, sales mindset, strong communication, problem-solving, adaptability, and teamwork; customer service/sales or consumer finance experience preferred.
Attain Finance: Provides consumer installment loans and credit solutions.
Provide customer service and consultative sales for consumer loan products; high school diploma or equivalent; strong communication, problem-solving, and teamwork; prior customer service or finance experience preferred.