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 graduates, recent grads and career changers to a Virtual Hiring Event to learn about the Financial Services Representative role, meet Schwabbies, and be invited to interview with Talent Advisors. If you’re passionate about serving clients and...Suggested
- ...deliver the most innovative experience through focus on service, technology, our corporate culture and core values.... ...Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with...Suggested
$56.9k
...passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...7 & 63 licenses, opening doors to a meaningful career in financial services. If you’re ready to make an impact and build afutureyou...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shift$62.8k - $71.3k
...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... ...also have previous experience in Financial Representative role What’s in it for you At Schwab,...SuggestedDay shift$50k - $125k
1 week ago Be among the first 25 applicants Now Hiring for a Financial Representative in Littleton, CO. Description: Becoming a Financial Representative... ...your clients achieve their goals through financial services and consulting. As a financial representative, you will...SuggestedContract workImmediate start$62.8k - $71.3k
...Licensed Financial Services Representative At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$45k - $75k
...Financial Services Representative Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early...Full time1 day per week$21 per hour
...Customer Service Associate (Financial Services): Onsite in Denver, CO Full-Time |Monday-Friday Looking... ..., outings, and recognition events · Optional overtime opportunities... ...Type & Location This is a Contract to Hire position based out of Denver, CO. Pay...Full timeContract workTemporary workWork at officeMonday to FridayShift work$40k - $55k
...accurate, and friendly customer service. Service can include... ...outside sales or inside sales representative, retail sales associate, or telemarketing... ...about the role insurance and financial products play in helping... ...independent contractors who hire their own employees. State...Hourly payFor contractorsWork at officeFlexible hours- ...advancement ~ Paid time off ~ Training & development ~ Vision insurance Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure...Flexible hours
- ...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...TraineeshipInternshipLocal area
$45k - $80k
...Products & Financial Account Representative Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial... ...management. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding...Hourly payWork at office$28.85 - $33.65 per hour
...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...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$45k - $100k
...anticipated to remain open for 30 days, from 26-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$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...inspired at local and national recognition events, earn access to leadership programs,... ...and access to the best products and services for our clients. Our Financial Representatives...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in... ...inspired at local and national recognition events, earn access to leadership programs,... ...and access to the best products and services for our clients.Our Financial Representatives...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$90.9k - $111.8k
...phone and video calls. Typically selling services at standard prices, limited need to... ...relationship building, banking software, or financial analysis preferred Physical Exertion... ...S. and also maintains an international representative office in Singapore. Reasonable...Work experience placementWork at officeWork visaFlexible hours$83.3k - $111.3k
...Associate Financial PlannerAt Edelman Financial Engines (EFE), our... ...believe that every dollar saved represents a lifetime of hard work and... ...Minimum 1-3 years of financial services industry experience required,... ...benefits eligible for this role during the hiring process....- ...an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their... ...phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service...Work at officeImmediate startWork from home
$83.3k - $111.3k
...At Edelman Financial Engines (EFE), our purpose is to guide people... ...believe that every dollar saved represents a lifetime of hard work and... ...Minimum 1-3 years of financial services industry experience required,... ...for this role during the hiring process. About Edelman Financial...$70k - $80k
...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$41.71k - $69k
...Family Group: Retail Banking Sales & Service Greenwood Village branch Delivers... ...provides advice and guidance regarding financial solutions that are in the best interests... ...Pay Type: Salaried The above represents BMO Financial Group's pay range and type...Contract workPart timeLocal areaImmediate startDay shift- Northwestern Mutual is seeking College Financial Representatives for an internship program that offers guidance and a framework for building an integrated financial planning practice. This role allows students to learn how to network, develop a business strategy, and engage...InternshipFlexible hours
- A fraternal financial services organization is seeking a Regional Field Recruiter in Littleton, CO to help families achieve their financial goals. The ideal candidate will create tailored financial plans and provide guidance, while demonstrating integrity, leadership,...
$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 acquire... .../FINRA background check at hire and ongoing, with securities...TraineeshipHome office- Join Five Rings Financial as a Financial Representative in Littleton, CO, where you can build a rewarding career helping clients achieve their financial goals. With a focus on personal growth and performance-based earnings, this role offers opportunities for both training...
- Edelman Financial Engines seeks a financial planning professional in Colorado to deliver comprehensive planning for retirement, investments... ...analyses and timely follow-up. Minimum 1-3 years in financial services and a FINRA Series 65 are required; CFP preferred. Strong...
- Eliason Consulting Group (ECG) is a Financial Services and management consulting practice based in Denver, Colorado. Our mission is to help individuals and business increase success and decrease stress. We work with individual and families to achieve financial freedom....
$70k - $80k
...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 officeMonday to FridayShift workDay shift$62.8k - $71.3k
Join Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You... ...have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62,800 - $71,300, plus...
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 Littleton, CO
- financial associate Littleton, CO
- estate planning consultant Littleton, CO
- financial advisor associate Littleton, CO
- financial planning associate Littleton, CO
- financial planning assistant Littleton, CO
- finance associate Littleton, CO
- financial counselor Littleton, CO
- financial planning administrator Littleton, CO
- financial planner Littleton, CO


