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 Grads, Recent Grads, and Career Changers to a Fall Hiring Event for the Financial Services Representative role. You’ll learn about the position, connect with Schwabbies, and may be invited to interview with a Talent Advisor. The event emphasizes...Suggested
$52.8k
Charles Schwab is seeking candidates for a service-focused role where you will educate clients on investment strategies, trading tools, and retirement choices. You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA). The...Suggested$17 - $20 per hour
...Job Description Job Description The Overstaff 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...SuggestedHourly payWork at officeLocal areaShift work$54.1k
...helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...others and your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted voice on the other end of the line...SuggestedRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shift- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas... ...makes referrals to appropriate internal service providers based on client needs and asset... ...its affiliates consider for employment and hire qualified candidates without regard to race...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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
- A leading financial services institution based in Texas seeks a financial advisor responsible for providing tailored financial solutions to clients. The role includes triaging client leads, recommending products, and requires Series 7 & 66 licenses. Ideal candidates have...
- Broadway Bank seeks a Senior Relationship Banker at the Kyle Financial Center to deliver exceptional banking experiences and build lasting... ...sales goals. Applicants should have 3+ years in financial services, strong communication, and familiarity with banking software and...
- Position: Senior Relationship Banker - Kyle Financial Center | Division: Retail FC | Work Days... ...providing comprehensive products and services that leverage the full capabilities of... ...weeks Employee recognition, awards, and events Free vision insurance Retirement matching...Monday to Friday
- Bank of America is hiring a Financial Advisor to provide comprehensive financial guidance and customized solutions. The role includes triaging... ..., with at least one year in investments and financial services. Strong relationship-building and regulatory diligence are essential...
- ...for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: As a Customer Service Representative with Jesse Thomas - State Farm Agent, you will generate the kind of exceptional customer experiences...For contractors
- ...the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement... ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...Full timeLocal areaMonday to Friday
$40k - $60k
Customer Service Representative - State Farm Agent Team MemberAs a Customer Service Representative... ...help customers with their insurance and financial services needs, including Auto... ...agents are independent contractors who hire their own employees. State Farm agents...For contractorsWork at officeLocal area- ...For professionals who have built successful careers but feel their earning potential is limited by their current role, financial services can offer an opportunity to explore something different. We're looking for motivated, accomplished individuals who are interested...Summer workInternshipWork at officeFlexible hours
- ...compete to win — and those same qualities make for exceptional financial advisors. At Northwestern Mutual – San Marcos, our vision is... ...FORTUNE 500® company that provides a wide range of financial services for more than 5 million people. As a mutual company, we answer...Summer workInternshipWork at officeFlexible hours
- ...Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I, you are the first point... ...theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for... ...or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with...Full timeInternshipLocal areaFlexible hours- ...you.About Our AgencyWe help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life... ...To Success.State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees...For contractors
$20 per hour
...sales and leadership roles Represent a premium national brand at Costco and retail events Highlights of your role:... ...homeowners about our products and services Set up and maintain professional... ...part of the application and hiring process may contact us at CareerSupport...Hourly payExtra incomePart timeFlexible hoursShift workAfternoon shift$70k - $80k
...to meet you and talk about the opportunity we have for you. About Our Agency We help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, retirement planning, and health insurance. Our agency has...- A financial services organization based in the United States is looking for a PT/FT Financial Professional. This role empowers individuals to achieve financial well-being through education and support. You will engage with clients, offering strategies for insurance, retirement...Remote job
- Charles Schwab is hiring for a full-time role within our service team in the United States. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and addressing complex issues...Full time
$65k
...Description Job Description Crafting Brighter Futures for Businesses Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role...Full timeWork at officeWork from homeFlexible hours$70k - $80k
...Account Representative - State Farm Agent Team Member for Cory Pack -... ...marketing relevant products and services. Grow your career as you... ...customers with their insurance and financial services needs, including... ...independent contractors who hire their own employees. State...For contractors- A financial services company seeks a dedicated customer service representative in San Marcos, Texas. This role requires a friendly telephone presence along with effective communication skills, as most customer interactions will be over the phone. Responsibilities include...Work at office
- ...point of contact for customers. You will build trust through integrity and relationship-building while handling deposits, loans, and service issues. You’ll provide teller services, maintain cash and settlements, and participate in training to stay compliant with Bank...
- Frost Bank in Texas is hiring a Personal Banker I to be the first point of contact for customers, delivering trusted guidance with integrity... ...weekday hours with rotating Saturdays; join a team that values service, security, and a clear path for growth. #J-18808-Ljbffr Frost...Full timeWeekday work
$36k
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community ? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly...Hourly payTemporary workWork at officeFlexible hours$23 - $24 per hour
...WE'RE CURRENTLY HIRING A SALES REP FOR THE KYLE COSTCO! Seeking positive, energetic... ...yes, then this is the job for you! Representatives will be trained to encourage sales while... ...Costco. Provide excellent customer service to Costco members on behalf of Direct Demo...Full timeCurrently hiringShift workWeekend work$65k
...Businesses Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a... ...future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their...Full timeWork at officeWork from homeFlexible hours
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