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$15 - $18 per hour
...Job Description Job Description 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...SuggestedHourly payWork at officeLocal areaShift work$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$59.6k - $68.1k
...quo” and transform the finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$75k - $90k
As a Financial Services Representative at NYL - DFW, you’ll step into a role that’s at the heart of empowering individuals and families to achieve their financial dreams. Imagine being part of a team that’s celebrated for its strength and respected across the nation, where...SuggestedFlexible 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...SuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...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...Full timeWork 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- ...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
$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- World Finance seeks a Financial Services Representative to drive loan sales, handle collections, and provide tax preparation support. This role involves daily outbound outreach, in-person customer meetings, and balancing multiple duties across sales, collections, tax services...
- 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,...
- 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...
- ...management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...and clients. Our Wealth Management team represents an array of different backgrounds and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- 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
- ...Overview The Event Sales Coordinator assists with the planning and coordination of event... ...properly filed and organized. Assist with basic financial tracking, such as recording deposits and... ...needed. Coordinate with the kitchen and service teams to ensure event details are...Full timeTemporary workWork at office
$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...- World Finance in Plano, TX is seeking a Financial Services Representative to drive loan sales, process applications, and assist customers with tax services and financial products. This full-time, on-site role requires fluent English and Spanish, strong communication, and...Full time
- ...opportunities end-to-end—from due diligence and financial analysis through structuring,... ...is preferredChase is a leading financial services firm, helping nearly half of America’s households... ...benefits will be provided during the hiring process. We recognize that our people...
- 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
$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...$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...
- ...position will interact with leaders and cross functional partners within the STaRS and RFS organizations. Responsibilities include financial reporting, financial analysis, forecasting, variance analysis, balance sheet activities, and business reviews. What You Will Do...Contract workWork at officeFlexible hours
- SouthState Bank in McKinney, Texas is seeking a Universal Banker to serve as a full-service, single point of contact for customers, performing teller transactions and financial services. You will attract, expand, and retain customer relationships while contributing to...
- ...processes faster and more transparent.As a Financial Analysis Senior Associate on the Chase... ...assistance.Chase is a leading financial services firm, helping nearly half of America’s... ...and benefits will be provided during the hiring process. We recognize that our people...Visa sponsorshipRelocation package
- ...Kanban practices. This includes classes of service, workflow policies, and flow efficiency,... ...management skillsChase is a leading financial services firm, helping nearly half of America... ...benefits will be provided during the hiring process. We recognize that our people...
- ...feedback to support professional growth and strengthen customer service, organizational, and mortgage industry knowledge. ~ Access... ...Cascade & Our Culture: Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in...Hourly payWork at officeRemote workWork from home
- ...Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM... ...investments, important market events and competitive landscape... ...information, including background, financial situation, and conversations...Work at officeWork from home
$85k
...The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized... ...client experiences aligned with TIAA’s values, culture, and service standards Support participants in understanding retirement...3 days per week- Twice is seeking an Event Sales Coordinator to assist with planning and coordinating event sales at the club, working closely with the Event Sales Manager to turn inquiries into executed events. You will manage client communications, proposals, contracts, and floor plans...
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