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$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... ...(Spanish) Financial Service Representative , you’ll be at the heart of... ...company match, 30 days post hire, starting on the 1st of the...SuggestedHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- Education:High School Diploma (or GED or High School Equivalence Certificate)Customer service experience preferredFinancial institution experience preferredKnowledge:Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with...SuggestedWork at office
- ...Job Description Job Description Essential Functions: The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information...SuggestedDaily paidFull timeWork at officeMonday to Friday
$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- 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
$10k
...an International Investment Counselor to service a roster of high-net-worth clients.... ...have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now... ...strategy, their investments, important market events and competitive landscape Rely on our...Work experience placementWork at officeWork from home$36k - $75k
...jumpstart your career in the financial services industry? We’re seeking... ...term success. As a Financial Representative Trainee, you’ll embark on a... ...personal networks, community events, and social media. You’ll... ...CRD/FINRA background check at hire and ongoing, with securities...TraineeshipLocal areaHome office- ...union in Texas! 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 Campbell Road branch in Richardson...
$30.24 - $44.09 per hour
The Associate Financial Consultant assists and answers questions through virtual interactions for all participants... ..., 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 placementWork at officeImmediate start$180k - $300k
...This position offers the opportunity to work on high-stakes financial disputes, representing clients in complex matters involving commercial... ...sophisticated law firm preferred ~ Experience with financial services or restructuring-related litigation ~ Demonstrated ability...Work at officeFlexible hours3 days per week$45k - $100k
...anticipated to remain open for 30 days, from 19-Oct-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- ...The Patient Financial Services Representative serves as a key point of contact for patients regarding financial matters. This role ensures a positive patient experience by providing timely, accurate, and compassionate support related to billing, insurance, and financial...Daily paidReliefWork at office
- ...People are looking for individualized financial advice they can trust. They need your help... .... Your mission as a financial representative is to help your clients (Modern Woodmen... ...development and advancement. Why financial services? At Modern Woodmen, you’ll find...Flexible hours
- ...Sales & Events Coordinator The soon-to-open AC Hotel McKinney is now accepting resumes for the role of Sales & Events Coordinator... ...efforts of the team within the sales department as well as providing services directly to the client. The coordinator also works with various...Hourly pay
- 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...
$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...Full timeWork at officeFlexible hours- JPMorganChase in Plano, TX is hiring an Associate Recruiter for Corporate Functions to support full-cycle recruiting for finance roles. You will qualify requisitions, map talent, source candidates, and present qualified individuals to hiring managers. You will partner...
- HALL Park Hotel is hiring for a Sales Coordinator You should join... ...organized and making sure nothing falls through the cracks.... ...and helping bring successful events to life. Building positive relationships... ...approach, and commitment to service will help create seamless experiences...Work at officeWeekend work
$80k - $100k
...occasions. Across our growing portfolio of 45+ wedding and event venues and vendor services, we show up for customers at a moment that matters more... ...sales activities and opportunities in our CRM so nothing falls through the cracksExceed Sales Goals: Consistently hit and...Full timeFlexible hoursWeekend workAfternoon shift$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...- ...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...
- Heights Finance, part of the Attain Finance family, seeks a motivated Financial Service Representative to deliver outstanding customer service and guide clients through loan processes in Plano, TX. A strong sales mindset and excellent communication are essential for building...
- Heights Finance Corporation seeks a Bilingual Financial Service Representative to join our Plano team. You will deliver exceptional service, guide customers through loan processes, and build lasting relationships while promoting our financial solutions. A strong customer...
- 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
$22 per hour
...by getting to know your customers and supporting them on their financial journeys.About This Role:ROLE DESCRIPTIONAt FNBO, we always put... ...hour.Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and...Work experience placement- Texans-Credit-Union in McKinney Richardson area is expanding and seeking a Financial Services Representative for our Campbell Road branch. You will serve as the primary sales contact, helping members determine financial needs, processing loans, and opening/service accounts...
$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- ...accident insurance options. Our representatives help clients understand... ...present appropriate products and services. What to Expect from This... ...and their families pursue financial security. ~ Extensive... ...with candidates during the hiring and onboarding process....Hourly payContract workFor contractorsLocal areaRemote work
- PNC Financial Services Group, Inc. invites applications for a Lead Teller based in McKinney, TX at the Virginia-75 branch. The role focuses on coaching tellers to deliver exceptional customer experiences and identify banking opportunities while guiding referrals to branch...Work at officeFree visa
- American National Bank Of Texa is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, professional customer service and robust sales. The role handles in-branch and phone interactions, opening accounts, processing transactions, and cross-selling...
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