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$16.25 - $22.75 per hour
...Canada. Our deep roots in the financial industry have empowered us... ...easily accessible financial services that meet our customers' growing... ...As a Financial Service Representative, you'll be at the heart of our... ...company match, 30 days post hire, starting on the 1st of the...SuggestedHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$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- The Patient Financial Services Representative is responsible for reviewing patient accounts to ensure accurate patient balances, resolving patient billing inquiries and escalations, and working directly with patients and insurance carriers to address account discrepancies...SuggestedWork at office
$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- ...Proofpoint platform, tune email filtering policies, and monitor security events. You will design and enforce SPF/DKIM/DMARC policies and support... ...Legal, Compliance, IT, and business partners. The contract-to-hire position requires expertise in Microsoft 365 security and email...Contract work
- ...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
- ...company’s success. As a Premier Client Financial Advisor within PNC Wealth Management you... ...candidates to connect with their recruiter and hiring manager to understand workplace... ...experience, efficiently handling sales and service, identifying sales and/or executing opportunities...Full timeTemporary workPart timeWork experience placementWork at office
- ...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
$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...History of success in sales, competitive roles, client services, or client‑facing roles Desire for continuous learning What we...Full timeWork at officeFlexible hours- At DICK’S Sporting Goods , we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive ...Hourly pay
- ...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
- ...Based Summary Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other.... ...knowledgeable, confident, and committed to delivering best‑in‑class service. Start your path to becoming a Personal Banker and help drive...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts...Full timeInternshipLocal areaFlexible hours- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workMonday to FridayShift workDay shift
- A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have...
- PNC Financial Services Group, Inc. seeks a Premier Client Banker in Wealth Management to develop and execute strategies that drive Mass Affluent client acquisition, outreach and retention in McKinney, TX. You will proactively generate leads, manage client appointments,...
$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...- Attain Finance in Plano, TX is seeking a Financial Service Representative to deliver outstanding customer service, guide borrowers through loan processes, and grow our lending business from a dynamic office in Plano. This full‑time role offers a competitive hourly wage...Hourly payFull timeWork at office
- ...contact for high-net-worth clients, helping them navigate their financial journeys. You will work closely with sales professionals to... ...investment strategies, and ensure a seamless transition into our services. We are looking for someone with over 3 years of experience in...
- Texans Credit Union in Allen, TX, is seeking a Financial Services Representative for our McDermott Dr. branch. You will serve as the primary sales contact, helping members determine financial needs, process consumer and real estate loans, and open and service accounts....
- Heights Finance Corporation in Plano, TX is seeking a Financial Service Representative to deliver exceptional customer service, guide clients through loan processes, and build lasting relationships at our 1700 Alma Dr. location. This full-time role offers a direct path...Full time
- ...feedback to support professional growth and strengthen customer service, organizational, and mortgage industry knowledge. Access to... ...Cascade & Our Culture: Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in...Work at officeRemote workWork from home
- ...company’s success. As a Premier Client Financial Advisor within PNC Wealth Management you... ...candidates to connect with their recruiter and hiring manager to understand workplace... ...experience, efficiently handling sales and service, identifying sales and/or executing opportunities...Full timeTemporary workWork experience placementWork at office
- A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs....Local area
- Trent Wilkins - State Farm Agent in McKinney, Texas, is seeking a dedicated Insurance and Financial Services Position - State Farm Team Member. In this role, you will enhance customer relationships and support their financial needs by providing tailored insurance and financial...
$40k - $80k
State Farm Agent in McKinney, Texas seeks a motivated team member for their insurance and financial services team. You will develop client relationships, provide indispensable financial advice, and assist clients with retirement planning and insurance needs. The ideal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative Fall Hiring Event. Be the first to apply!
- financial advisor development program Mckinney, TX
- financial associate Mckinney, TX
- jde finance consultant Mckinney, TX
- wealth advisor Mckinney, TX
- financial consultant Mckinney, TX
- finance associate Mckinney, TX
- financial planning administrator Mckinney, TX
- financial advisor Mckinney, TX
- financial planning associate Mckinney, TX
- financial counselor Mckinney, TX




