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- Arapahoe Credit Union is seeking a full time (40 hour) Financial Service Representative (Member Service Representative) for the Englewood Branch location... .... Bilingual (Spanish) is preferred but not required. Hiring immediately - $1000 sign on bonus! At Arapahoe Credit...SuggestedFull timeTemporary workImmediate startRelocation packageMonday to FridayFlexible hours
$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$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- ...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
...Client Service Professional Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets... ...7 & 63 licenses, opening doors to a meaningful career in financial services. If you're ready to make an impact and build a future...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$45k - $75k
...Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building... ...others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal...Full time1 day per week- ...Opportunity for 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
...and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically... ..., accurate, and friendly customer service. Service can include responding to... ...are independent contractors who hire their own employees. State Farm...Hourly payFor contractorsWork at office$68k - $75k
...Energy Financial Analyst / Utilities Consultant Hit Apply below to send your application for consideration Ensure that your CV is up... ...and impactful—helping communities understand the true cost of service, plan for long-term investments, and make informed, transparent...Full timeWork at officeLocal areaWork from homeFlexible hours$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic... ...educational classes and client events, as well as, Your Money, Your...Full time$70k - $130k
...overview of this role before making an application. Becoming a financial advisor at Northwestern Mutual is an opportunity to build your... .... Training and support You do not need a financial services background to succeed here. In fact, many of our top advisors...Full timeTemporary workFlexible hours$20 per hour
...vitamin-enhanced energy and hydration drink, is hiring enthusiastic Brand Ambassadors to represent our products at Costco and event locations near your area. Compensation range... ...hospitality, fitness, promotions, customer service, or product demonstrations helpful, but not...Base plus commissionHourly payWeekly payShift workWeekend work- ...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
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for... ...63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with...Full timeInternshipLocal areaFlexible hours- ...Colorado is seeking a Consultant to deliver friendly, knowledgeable financial guidance and lending solutions. You’ll learn member needs, educate on products, and process a range of transactions with high service standards. The role emphasizes client relationships, compliance...
- 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...
$41.71k - $69k
...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects... ...provides advice and guidance regarding financial solutions that are in the best interests... ...0.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type...Part timeLocal areaImmediate startDay shift- Schwab’s service team is at the heart of helping clients own their financial futures. In this role, you’ll educate clients on investment strategies, trading tools, and retirement choices, while answering inbound calls and guiding complex issues to solutions. You’ll participate...Remote workShift work
- State Farm agency in Littleton, CO seeks an Associate Registered Representative to work with an Agent in delivering personalized financial solutions and servicing clients. You will participate in licensing, training, and mentorship to develop your career and help the branch...Local area
- ...first of the month following 2 months of service) Basic & Supplement Life Insurance... ...How You Will Make an Impact: The Patient Financial Counselor plays a vital role in in managing... ...You Will Do: The Patient Financial Representative coordinates the financial aspects of a...Temporary workWork at officeFlexible hours
- 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
$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$52.5k - $96.25k
...contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management... ...to connect with their recruiter and hiring manager to understand workplace expectations... ..., efficiently handling sales and service, identifying sales and/or executing opportunities...Full timeTemporary workPart timeWork experience placementWork at office- ...the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. Function Description: Perform periodic reviews...Work experience placementWork at officeLocal area
- ...solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As... ...and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service...Work at office
$83.3k - $111.3k
At Edelman Financial Engines (EFE), our purpose is to guide people with... ...that every dollar saved represents a lifetime of hard work and aspirations... ...1-3 years of financial services industry experience required,... ...for this role during the hiring process. About Edelman Financial...$40k - $55k
...Responsive Recruiter Benefits: Hiring Bonus, Opportunity for advancement, Paid time off,... ...contractors that market State Farm Insurance and financial services products. Role Description As a Customer Service Representative with David Trudell - State Farm Agent, you...For contractorsWork at officeFlexible hours$40k - $50k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Danny... ...Lakewood, CO and help customers with their insurance and financial services needs, including: Auto insurance Home...
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 consultant Littleton, CO
- financial associate Littleton, CO
- jde finance consultant Littleton, CO
- financial planner Littleton, CO
- wealth advisor Littleton, CO
- financial planning administrator Littleton, CO
- financial planning assistant Littleton, CO
- estate planning consultant Littleton, CO
- financial advisor development program Littleton, CO
- financial counselor Littleton, CO





