Tuition Reimbursement

Tuition Reimbursement Finance Jobs

127 jobs found

Financial Services Professional (management fast track- MBA required)

New York Life Pasadena, CA

1mo ago

Full time MBA Annuities Fast

MBA Annuities Fast

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Job Description

Overview

New York Life Insurance Company is committed to prudent financial management and exceptional client service. We are seeking individuals with strong leadership potential to join our Fast Track Management Program, which provides an accelerated path to management within 12 months. This program places you in the role of a financial professional to build hands-on experience and, after meeting program requirements, you can advance to management as an Associate Partner.

As a financial professional, you’ll help clients formulate long-term financial strategies using a broad portfolio of products and services, including life insurance, fixed and variable annuities, and mutual funds. If you progress to Associate Partner, you’ll recruit and develop your own team of financial professionals. You’ll also participate in the six-month Associate Partner Training Program designed to equip you for success as a manager. Location: Pasadena, CA.

What you’ll do

Begin as a financial professional to gain hands-on experience with clients and products.
Meet program requirements to transition into management as an Associate Partner.
In the Associate Partner role, recruit and develop your own team of financial professionals.
Enroll in and complete the intensive six-month Associate Partner Training Program to prepare for leadership responsibilities.

Eligibility requirements

MBA completed within the previous 24 months, or
Prior management or business owner experience

Preferred skills

Life and Health License
FINRA registrations; Series 6 or 7 and Series 63
Previous sales experience

Why New York Life

We offer comprehensive training programs and a competitive compensation package, supported by dedicated teams at the General Office and Corporate Office to empower managers and their agents and communities. Our resources include:

NYLIC University training program, with tuition reimbursement for certain advanced professional designation courses.
Three highly skilled teams providing advanced markets support: the Advanced Planning Group; Eagle Strategies for qualifying agents who are Registered Representatives; and The Nautilus Group for qualifying agents who pay a monthly subscription fee.
A team of experienced product consultants to assist with client acquisition needs.

About New York Life

We are among the strongest and most respected financial institutions in the United States, consistently listed on the Fortune 100. New York Life has earned the highest possible financial strength ratings from the major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For more than six decades, we have led the industry with the most US members of the Million Dollar Round Table, a benchmark for excellence in life insurance sales within the insurance and financial services sector.

NYLIFE Securities LLC and Eagle Strategies LLC are affiliated with New York Life. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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Financial Services Professional (management fast track- MBA required)

New York Life Mobile, AL

1mo ago

Full time MBA Annuities Fast

MBA Annuities Fast

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Job Description

Overview

We are dedicated to prudent financial management and delivering impeccable service. We’re seeking leadership-oriented professionals to join our Fast Track Management Program. This path offers the chance to accelerate toward a management role, with advancement possible within 12 months. Our financial professionals guide clients in building long-term financial strategies using a broad suite of products and services, including life insurance, fixed and variable annuities, and mutual funds.

Program Structure

As a participant in the Fast Track Management Program, you’ll begin as a financial professional to gain practical, hands-on experience. Upon meeting program requirements, you can transition into management as an Associate Partner, responsible for recruiting and developing your own team of financial professionals. You’ll also enter the Associate Partner Training Program, a focused six-month curriculum to prepare you for managerial success.

Eligibility requirements

MBA completion within the previous 24 months or prior management or business owner experience

Preferred skills

Life and Health License
FINRA registrations; Series 6 or 7 and Series 63
Previous sales experience

Why New York Life?

From robust training programs to a competitive compensation package, New York Life delivers substantial support and benefits to our financial professionals and managers. Our dedicated General Office and Corporate Office teams assist managers in impacting their agents and communities. Our extensive resources include:

NYLIC University training program offering career-long support and growth, including tuition reimbursement for certain advanced, professional designation courses
Three specialized teams providing advanced markets support:
- Advanced Planning Group
- Eagle Strategies for qualifying agents who are also Registered Representatives
- The Nautilus Group for qualifying agents who pay a monthly subscription fee
A team of highly trained product consultants to support your agents’ client acquisition needs

About New York Life

We are among the strongest and most respected financial companies in America, regularly listed on the Fortune 100. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer by Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). For over 60 years, we have led the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services sector. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Additional details

1827559 Exp 07/01/2020 IND123

Location

Mobile, AL 36525

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Commerce and Consumer Lending - United States - 2026 ReEntry Program

JPMorganChase Columbus, OH

1mo ago

Full time 2026 Commerce Compliance

2026 Commerce Compliance

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Job Description

Program Overview

JPMorgan Chase recognizes that rewarding careers can emerge along nontraditional paths. We value the diversity, fresh perspectives, and wealth of experience returned professionals bring. The ReEntry program supports seasoned professionals who have taken a career break of at least two years, supplying the resources needed to restart their careers. The fellowship operates across more than 30 locations worldwide and runs for 15 weeks, from April 20, 2026 through July 31, 2026, with the possibility of securing a permanent role at program end. Permanent placements are determined by business needs and the candidate’s skill set. For additional details, please review the ReEntry Overview page.

Program Details and Focus

Connected Commerce at JPMorgan Chase is a two-sided platform that links active, engaged customers with relevant merchant brands. By creating engaging experiences at key inflection points earlier in the purchasing journey, Connected Commerce delivers a comprehensive experience for Chase cardmembers during travel, shopping, and dining. Our innovative payment and lending options, including digital wallets and point-of-sale lending, streamline the buying process and provide flexible ways to pay and borrow.

What We Look For

We seek professionals in our United States Center locations with prior experience in roles including but not limited to:

Agility Leads
Business Analysts
Client Experience Specialist
Data Analytics
Marketing/Media Solutions
Process Improvement
Product Associates
Product Delivery
Product Managers
Regulatory Compliance
Sales Strategy
Travel Advisors
Travel Support
Underwriters
Vendor Management

As a Commerce and Consumer Lending professional, you will contribute as a creative, collaborative team member with strong analytical, problem-solving, planning and organizational capabilities.

About JPMorgan Chase

Chase is a leading financial services firm serving a broad spectrum of households and small businesses with a comprehensive range of financial solutions. Our mission is to foster engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits, and municipalities with solutions to address their financial needs.

Compensation and Benefits

We offer a competitive total rewards package. Base salary is determined by role, experience, skill set, and location. For eligible roles, compensation may include commission-based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Benefits encompass extensive health care coverage, on-site health and wellness facilities, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Detailed information about total compensation and benefits will be provided during the hiring process.

Diversity and Inclusion

We are an equal opportunity employer that values the diverse talents of our global workforce. We do not discriminate on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting accommodations, please refer to our FAQs.

Location

Columbus, Ohio 43085. This role is based in Columbus, with the ReEntry program operating across more than 30 locations worldwide.

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Licensed Financial Services Representative

Charles Schwab Phoenix, AZ Hybrid

1mo ago

$59k - $68k/yr Full time Contact Center Customer Service F&I

Contact Center Customer Service F&I

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Job Description

Your opportunity

At Schwab, you have the potential to influence your career trajectory. Here, forward-thinking ideas meet practical problem solving as we challenge the status quo and drive transformation in the finance industry. Schwab’s service team lies at the center of our commitment to helping clients secure their financial futures. In this role, you’ll deliver financial guidance to clients while building lasting relationships based on trust, respect, and shared goals. You’ll engage with clients, advocate on their behalf when answering inbound calls, take ownership of complex issues, and work toward the best possible solution. You’ll also have the chance to shape your professional journey within a supportive, nurturing culture that offers a range of career opportunities. If you already hold securities licenses, enjoy teamwork, and share our passion for serving clients, this role is for you.

Location: Hybrid remote in Phoenix, AZ 85016.

What you have

Successful candidates bring a growth mindset, a willingness to learn, and a genuine passion for serving others. We strive to make a difference in people’s lives through innovative solutions and world‑class service.

Active FINRA Series 7 & 63 licenses
Ability to work 8:00am – 4:30pm Monday through Friday during Schwab's training program, on-site
After training is complete, the ability to work the assigned shift to accommodate business needs, including evening, overnight, and weekend options
Flexibility to work any day, time, or shift to support 24/7 contact center needs

Compensation and shifts

Starting compensation for this location ranges from $59,000 to $67,500, depending on related experience, plus an annual bonus opportunity equal to 10% of base pay and other eligible earnings. Evening, overnight, and weekend shifts include up to 20% additional compensation, depending on the shift.

Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

Example shift groups:

Weekend Day Shift (Start between 5:30am–8:30am MST, includes 1–2 weekend days): Potential to work remote after training if both weekend days are assigned
Weekday Evening Shift (Start 10am–4pm MST, Monday–Friday): In office
Weekday Overnight Shift (Start 6:30pm MST, Monday–Thursday): Potential to work fully remote after training

Preferred Qualifications

1+ years of customer service experience
1+ years of client relationship experience
Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing, and client engagement skills
Desire to be part of a supportive and collaborative team
Proficient in Client Relationship Management (CRM) platforms
Strong candidates will also have previous experience in a Financial Representative role

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build skills that make a lasting impact. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving clients, and the value of being together in person on a regular basis.

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 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

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Financial Consultant Partner- Monarch Beach (Dana Point), CA

Charles Schwab Dana Point, CA

1mo ago

$29 - $48/hr Full time Beach CA Consultant

Beach CA Consultant

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Job Description

Your opportunity

At Schwab, you have the chance to influence your career trajectory. Innovative thinking meets practical problem solving as we challenge the status quo and reshape the financial industry together. As a Financial Consultant Partner (FCP) in Dana Point, you’ll operate at the center of client engagement, partnering with Senior Financial Consultants and their practice clients. With your growing expertise, you’ll deepen relationships, identify business development opportunities, and learn from mentors as you contribute to the growth and management of a high-net-worth wealth management practice. If you’re a licensed financial professional with a passion for wealth management and a desire to grow under an experienced advisor, this could be your role.

What you have

Required Qualifications:

A valid and active Series 7 license is required (license may be obtained under a condition of employment through the Branch Network Licensing Program).
A valid and active Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment).

Preferred Qualifications

3+ years of Financial Services industry experience.
Strong written and verbal communication skills.
Proven ability to multitask and prioritize effectively when handling multiple duties.
Ability to identify opportunities for new relationship development.
Openness to build, refresh, and deliver financial plans for practice clients in partnership with Senior Financial Consultant(s).
Capability to identify client needs and manage expectations accordingly.
Ability to establish and maintain cross-enterprise working relationships.
Notary capability.
Willingness to manage local events as needed.
Experience updating and compiling client information through Schwab’s internal CRM tool.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, ongoing learning, and a culture anchored in trust and collaboration, enabling you to develop skills that deliver lasting impact. We offer a competitive benefits package designed to support you today and in the years ahead, including:

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible roles.
Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

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VP, Financial Consultant - New York, NY (Wall Street)

Charles Schwab New York, NY

1mo ago

$75k - $90k/yr Full time Senior Consultant Financial Planning

Senior Consultant Financial Planning

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Job Description

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab

At Schwab, you have the ability to influence your career path. Our culture blends innovative thinking with collaborative problem solving to challenge the status quo and transform the finance industry together. The branch team sits at the core of helping clients secure their financial futures. In this role, you’ll deliver financial guidance to clients while building relationships based on trust and mutual goals. You’ll also have the chance to steer your own professional journey within a supportive, nurturing environment and a range of career opportunities.

As a Financial Consultant, you’ll work with the existing Schwab client base to provide wealth management and financial planning advice. Over time, you’ll expand your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaboration, and share our commitment to client service—this role is for you.

What you have

Required Qualifications
- A valid and active FINRA Series 7 license is required.
- During your tenure, you will obtain or acquire FINRA Series 66 (63/65) licenses and Life & Health Insurance as required.
Preferred Qualifications
- Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused communication strategy and consistently exceeding expectations.
- Willingness to leverage the team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and motivate clients toward their goals.
- Openness to manage wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement changes as the market and business conditions evolve.
- Passion for community engagement, discussing market conditions, sound investing principles, and long-term wealth strategies tailored to individual situations.
- A desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, continuous learning, and a culture built on trust and collaboration—enabling you to develop the skills that leave a lasting impact. We offer a competitive benefits package designed to support you today and in the future:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 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

Location

New York, NY 10012

Job Details

Position Type: Regular

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VP, Financial Consultant- Upland, CA

Charles Schwab Upland, CA

1mo ago

$70k - $120k/yr Full time CA Consultant Estate Planning

CA Consultant Estate Planning

Apply Now

Job Description

Your opportunity

At Schwab, you have the chance to influence your career trajectory. We fuse innovative thinking with practical problem solving to challenge the status quo and reshape the finance industry together.

Schwab’s branch network sits at the core of our commitment to helping clients secure their financial futures. In this role, you’ll provide clients with financial guidance while building relationships based on trust, respect, and shared goals. You’ll also have the opportunity to steer your professional journey within a supportive, growth-oriented culture and a broad range of career opportunities.

As a Financial Consultant, you’ll work with the existing Schwab client base, delivering wealth management and financial planning guidance. Over time, you’ll expand your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaborating in a team setting, and share our dedication to client service—this position is for you.

Position Type: Regular

Location: Upland, CA 91786

What you have

Required Qualifications:

An active FINRA Series 7 license is required.
Eligibility to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure.

Preferred Qualifications:

The ability to build meaningful relationships, foster trust, and deepen client connections through focused communication while consistently surpassing expectations.
Willingness to leverage our team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and inspire action to help clients reach their goals.
Willingness to manage clients’ wealth across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Adaptability to implement changes as market conditions and business needs evolve.
Passion for community engagement and engaging clients in discussions about market conditions, sound investing principles, and long-term wealth strategies tailored to their circumstances.
A strong desire to deliver an exceptional investor experience while advancing your own professional development in Wealth Management.

What’s in it for you

At Schwab, we’re committed to empowering your personal and professional success. Our flexible work options, supportive culture, and emphasis on your development give you the tools to make a meaningful difference in the finance industry.

We offer a comprehensive benefits package that supports you today and in the future:

Base salary
401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and complete the SAFE Act background check and registration process.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills that create a lasting impact.

We offer a competitive benefits package that takes care of the whole you—today and in the future:

401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 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

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Tuition Reimbursement Finance Jobs

Financial Services Professional (management fast track- MBA required)

Financial Services Professional (management fast track- MBA required)

Commerce and Consumer Lending - United States - 2026 ReEntry Program

Licensed Financial Services Representative

Financial Consultant Partner- Monarch Beach (Dana Point), CA

VP, Financial Consultant - New York, NY (Wall Street)

VP, Financial Consultant- Upland, CA

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