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$52.8k
...helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies,...SuggestedFull timeShift workNight shift$120.56k
...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...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...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 that...Work at officeLocal areaRemote workMonday to Friday3 days per week
- ...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Full timeLocal area
- ...delivering extraordinary customer service while maintaining a strong... ...accounts, to help them reach their financial goals and dreams. Additionally... ...impacted by local and global events in this fast-moving, dynamic... ...role will be assigned and may fall into any of the department...Work at officeLocal areaRemote workMonday to Friday3 days per week
$62.9k - $91.7k
Position Summary The Associate Financial Consultant assists and answers questions through virtual interactions... ..., beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. As a part of TIAA's Individual Advisory Center...Hourly payWork experience placementImmediate start- 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...$31.2k - $37.44k
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payFull timeWork at officeLocal areaShift work- ...guided by a common purpose to help make financial lives better through the power of every connection... ...paths - whether shaped by military service, community college education, or a wide... ...obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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
- ...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
$120.56k
...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$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- ...guided by a common purpose to help make financial lives better through the power of every connection... ...paths - whether shaped by military service, community college education, or a wide... ...obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$47k - $66.7k
...world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who...Hourly payFull timeWork experience placementWork at office- ...month following 2 months of service) ~ Basic & Supplement Life... ...Make an Impact: The Patient Financial Counselor plays a vital role... ...Do: The Patient Financial Representative coordinates the financial aspects... ...authorization of all newly hired employees. Equal...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees... ...operational efficiency and maximize self-service availability for financial institutions... ...employer. It is NCR Atleos policy to hire, train, promote, and pay associates based...Full timeContract workTemporary workWork experience placementWork at officeFlexible 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
$79k - $132.71k
...for a Senior Associate to join our Private Equity Fund Services team. The role involves comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services,...Local area- ...one, whether that means the event or the wedding dress that matches... ...one of the highest customer service scores in retail! If you are... ...Alterations Customer Service Representative (CSR) is a critical role for... ...rare for an individual to be hired at the high end of the range...Part time
$45 - $60 per hour
...unwanted email traffic. Monitor email security events and alerts to identify emerging threats... ...Type & Location This is a Contract to Hire position based out of McKinney, TX. Pay... ...industry leader in Full-Stack Technology Services, Talent Services, and real-world application...Contract workTemporary workWork at office- ...guided by a common purpose to help make financial lives better through the power of every connection... ...conducting transactions through self-service resources, such as mobile banking, online... ...affiliates consider for employment and hire qualified candidates without regard to...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
$22.6 - $28.85 per hour
...worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. This FINRA‑registered Financial Services Consultant role primarily handles inbound calls, providing participants with options for retirement plans, after‑tax...Hourly payWork experience placementWork at officeMonday to Friday- 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
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
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