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 is hosting a Virtual Hiring Event for the Financial Services Representative role. The position supports clients through inbound calls, aiding with investments, retirement planning, and education about market tools. Candidates will have access to paid training...SuggestedWork at office
$16 per hour
...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...SuggestedTraineeshipLocal areaHome office- ...either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience... ...not apply if your background does not fall in line with either #1 or #2 above.... ...fit or interests. Collaborate with hiring managers and full-time recruiters to...SuggestedFull timeWork at officeRemote workFlexible hours
- ...US Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the... ...day execution of high-quality transaction processing, account servicing, and support for both consumer and commercial clients. This role...SuggestedFull timeWork at officeLocal area
$15 - $18 per hour
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...SuggestedHourly payWork at officeLocal areaShift work- ...Details Job Location: Texas Institute for Surgery LL SURG - Dallas, TX 75231-5100, Education Level: High School/GED, The Financial Services Representative - Patient Access is responsible for supporting all aspects of the front-end revenue cycle, including patient...Work at office
$58.1k - $66.6k
...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 exciting role, you’ll give... ...have previous experience in Financial Representative role What’s in it for you At Schwab, we’...Day shift$13.1 - $17.25 per hour
POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS... ...Strictly follow client process for handling financial issues and inquiries Comply with... ...of employment, including recruitment, hiring, training, compensation, promotion, benefits...Full timeContract workTemporary workCasual workWork at officeLocal areaMonday to FridayFlexible hoursShift workWeekend work2 days per weekWeekday work- POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS... ...Strictly follow client process for handling financial issues and inquiries Comply with... ...of employment, including recruitment, hiring, training, compensation, promotion, benefits...Full timeContract workTemporary workCasual workWork at officeLocal area
- ...either #1 or #2 below: \n #1 - Previous Financial Services Recruiting experience \n #2 -... ...not apply if your background does not fall in line with either #1 or #2 above. \... ...fit or interests. \n Collaborate with hiring managers and full-time recruiters to align...Remote jobFull timeWork at officeFlexible hours
- ## Patient Financial Services RepresentativeApply: ASC: Simmons 2nd FLR: Full time: Posted Today... ...) preferred.•Certified Revenue Cycle Representative (CRCR) preferred.**Skills or Special Abilities... ...to assist the hospital in the event of an internal or external disaster.*...Full timeContract work
- ...& development ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Ron... ...opportunities and team‑building events. As a proud graduate of Texas A&M University... ...are independent contractors who hire their own staff. #J-18808-Ljbffr MyagentronHourly payFull timeFor contractorsWork at office
- ...Responsive Recruiter As a Financial Services Representative State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for... ...reviews, and long-term client relationships. Required at Hire: Active Texas Life, Accident & Health, and HMO license...Base plus commissionFor contractorsWork 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- ...demand situations resulting from military needs, including post‑deployment events or covering absent counselors. Primary duties include delivering a full breadth of personal financial counseling services to military service members and their families at military...Contract workTemporary work
$58.44k
...Military needs such as a post-deployment event or to cover an existing assignment... ...the full breadth of personal financial counseling services to military service members and their... ...assigned. The job duties listed above are representative and not intended to be all-inclusive...Contract workTemporary workWork experience placementWork at office- ...excellence both in your military service and civilian career?... ...that provides a wide range of financial services to more than 5 million... ..., attending live sporting events (especially hockey and the Pittsburgh... ...standards. What Our Representatives Value: Potential for...InternshipWork at officeFlexible hours
$40k - $65k
...Financial Account Representative – State Farm Agent Team Member Successful State Farm Agent is seeking... ...prompt, accurate, and friendly customer service. Service can include responding to... ...agents are independent contractors who hire their own employees. State Farm agents...For contractorsWork at office- ...position is responsible for the boarding of financial data to AFS for all commercial loans.... ...more years’ experience in a financial-service related position Commercial Loan documentation... ...arrangements will be provided by the hiring team. Huntington will not sponsor...Full timeH1bWork at officeFlexible hours
- ...Job Description Job Description Overview CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS We are looking... ...systems Strictly follow client process for handling financial issues and inquiries Comply with requirements surrounding...Full timeWork at office
$59.6k - $68.1k
...status 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...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$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- ...Job Description Job Description As a Financial Professional with Vision Financial Group you will guide individuals, families and... ...financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and...
$69.8k - $132k
...provider of professional services to the middle market... ...hospitality accounting and financial operations business... ...RSM does not intend to hire entry level candidates... ...associates) for this role represents numerous factors... ...successful candidate(s) could fall anywhere within the...Full timeWork experience placementInternshipLocal areaFlexible hours- ...Job Title: Financial Representative (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...Immediate startRemote workFlexible hours
- ...professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. We seek an energetic professional... .... State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not...For contractors
- Katten is a full-service law firm with approximately 650 attorneys... ...practice include corporate, financial markets and funds, restructuring... ...and private wealth. Katten represents public and private companies... ...investigates, and responds to security events across the organization while...Temporary workWork at officeRemote work
$97k - $192k
...The Smith Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This... ...communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been...Work at officeLocal areaWork from homeFlexible hours- ...Financial representative Contract type: Full-time Location: Dallas Industry: Financial Services Date published: 10-06-2026 About the role Our financial representatives at Modern Woodmen...Full timeContract workLocal area
- ...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
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 counselor Dallas, TX
- private wealth advisor Dallas, TX
- senior wealth advisor Dallas, TX
- junior oracle financial functional consultant Dallas, TX
- entry level financial advisor Dallas, TX
- associate corporate finance Dallas, TX
- financial advisor associate Dallas, TX
- financial consultant Dallas, TX
- financial advisor training program Dallas, TX
- estate planning consultant Dallas, TX





