Financial Services Representative Fall Hiring Event
Charles Schwab
Position Type: Regular Your opportunity Calling all New Grads, Recent Grads, and Career Changers — we’re hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role, build connections with current Schwabbies, and be invited to interview with one of our Talent Advisors. If you’re passionate about serving clients, work best in a supportive environment, and are ready to build an impactful career, this event is for you! October 8th at 12pm CDT October 9th at 5pm CDT This opportunity will be based in the following locations. Candidates must be located within a commutable distance to our corporate offices. Austin, TX Indianapolis, IN Lone Tree, CO Omaha, NE Orlando, FL Phoenix, AZ Westlake, TX By applying to this specific posting, you are expressing your interest in attending the Financial Services Representative Fall Hiring Event . All applications will be reviewed and evaluated based on the requirements of each service role. Applicants who meet these minimum requirements will be invited to attend our virtual information session via WebEx. All applicants who attend the information session will be guaranteed to advance to a virtual interview with our Talent Advisors. Invitation will include all event details. About the Role In this exciting 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, 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’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles 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. What you have Required Qualifications Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs 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 client service 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 Proven success navigating multiple computer applications
0925-DAKG
This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for , , . EOE, including disability/vets. 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 to make a lasting impact. Our 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 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 #J-18808-Ljbffr Charles Schwab- Charles Schwab invites new grads and career changers to its Financial Services Representative Fall Hiring Event. Learn about the role, meet talent advisors, and be invited to a virtual interview. Event locations include Austin, Westlake, and other commutable sites with...Suggested
$75k - $90k
...Job Description Job Description As a Financial Services Representative at NYL - DFW, you’ll step into a role that’s at the heart of empowering... ...clear, actionable insights. Participate in community events and networking opportunities to expand your professional...SuggestedFlexible hours$75k - $90k
Join us as a Financial Services Representative, and you'll be part of a trusted team known for its strength and respect in the insurance industry. At NYL - DFW, we prioritize your growth and development, providing you with the tools and support to excel in your career....Suggested$117.36k
...view more details about this job. Build a meaningful career in financial services with New York Life Are you looking for a career where you can... ...confident financial decisions? At New York Life , we’re hiring motivated professionals who want to develop into wealth advisors...SuggestedFull timeContract workRemote workFlexible hours- ...application process. REG FULL TIME Clerical Plano, TX, US 13 days ago Requisition ID: 3088 Position Summary The Patient Financial Services Representative is responsible for reviewing patient accounts to ensure accurate patient balances, resolving patient billing inquiries...SuggestedFull timeWork at office
- ...Individual Financial Consultant (IFC) The Individual Financial Consultant (IFC) provides... ...Life licensing in all 50 states. This role falls under the scope of the Broker-Dealer.... ...we're not just another legacy financial services firm. We're fighting harder than ever before...Work experience placementWork at office
- ...extraordinary customer service while maintaining a strong... ...help them reach their financial goals and dreams.... ...impacted by local and global events in this fast-moving,... ...will be assigned and may fall into any of the... ...be provided during the hiring process. We recognize...Work at officeLocal areaRemote workMonday to Friday3 days per week
- Cain Watters & Associates is seeking a Financial Planner to deliver goal-based financial planning and comprehensive wealth management for... ...while upholding fiduciary standards. Travel to firm events is required. The role involves coordinating with tax and accounting...Remote job
$52.8k
...market mechanics, and retirement choices. You’ll answer inbound calls, take ownership of issues, and pursue licenses through the Schwab Service Academy (SSA). Starting pay is $52,800 during training with a 10% annual bonus opportunity, and total compensation can reach about...- ...including global equity markets, health care, financial services, digital news, and insurance. Our global... .... You take ownership. When an issue falls within your workstream, you drive it... ...of employment including the decision to hire, promote, discipline, or discharge, will...Work at officeLocal areaWorldwideShift work3 days per week
- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation... ...designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:...Immediate startRemote workFlexible hours
$45k - $100k
...anticipated to remain open for 30 days, from 11-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive... ...planning and wealth management services to Cain Watters & Associates clients.... ..., Planner Retreat, and other designated events. Additional travel may be required as needed...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Local area
- ...every day. At New York Life, you're in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship...Full timeContract workWork at officeLocal area
- ...mentorship and team-building experience into financial services. Passionate About: Spending time... ...by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA... ...plans at any time for any reason. In the event of a conflict between the information...Work at officeLocal areaWork from homeFlexible hours
- ...A leading financial services organization is hiring a Virtual Financial Consultant to deliver high-impact financial advice to retirement plan participants and institutional clients. This is a client-facing, advice-driven role where you will help individuals make confident...Hourly payTemporary workWork at office
$60k - $150k
...Financial Advisor – Wealth Planning & Leadership Development Track North Dallas General Office | Full-Time | Hybrid First-Year Expected... ...Consultative or high-performance sales Financial services Banking Wealth management Military leadership Collegiate...Full timeWork at officeLocal area- ...coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family, following... ...to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the...Work at officeWork from homeFlexible hours
$47k - $66.7k
...Financial Services Consultant Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of peopleand... ...our clients and the many Americans who need us. And we're hiring passionate, professional and caring Financial Services...Hourly payWork experience placementWork at office- ...Job OpportunityAt Bank of America, we are committed to making financial lives better through the power of every connection. We aim to deliver... ...educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Flexible hoursWeekend workDay shift
- TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. You will help individuals, families, and business owners pursue financial goals through planning and personalized solutions, including Insurance, Retirement Planning...Remote jobFor contractors
- A notable fraternal financial services organization located in Texas is seeking a Regional Field Recruiter to provide financial guidance, create tailored financial plans, and support members in achieving financial goals. The role requires integrity, leadership, and a passion...
- Tundra Technical Solutions is looking for a Virtual Financial Consultant to provide impactful financial advice to retirement plan participants... ...candidates should have 3+ years of experience in financial services, along with active licenses. Strong candidates will thrive in...Work at office
- New York Life in Frisco, TX seeks a Financial Services Representative to empower individuals and families to achieve their financial dreams. You will join a team celebrated for strength and trusted across the nation, building strong financial futures for clients and yourself...Flexible hours
- ...Banker Frisco, TX About the Role: As a Personal Banker, you will play a crucial role in providing exceptional customer service and financial guidance to clients. Your primary responsibility will be to understand the financial needs of customers and offer tailored...
$24.5 per hour
...Type Full-time We're Texans Credit Union - a $2.4 billion financial institution that is member-owned and operated in the Dallas... ...to make a difference! We're currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our McDermott Dr. branch in Allen, TX...Full time$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to... ...comprehensive suite of financial services tailored to their clients... ...Advisor acts as a dedicated representative assigned to a specific... ...if required by the state of hire), Active Series 65 or 66 Registration...Work at officeLocal area$86.66k - $164.3k
...are currently searching for a Senior Consultant to join our Financial Advisory Services practice within the CFO Advisory team. Our practice helps... ...active participation in training sessions and networking events both internally and externally Assist with recruiting activities...Immediate startShift work- Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate... ...approval. CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100...Full timeInternshipWork at officeImmediate startMonday to FridayDay shift
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