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 seeks candidates for its Financial Services Representative Fall Hiring Event in the United States. You will learn to educate clients on investment strategies, trading tools, and retirement choices while answering inbound calls and delivering top‑tier service...Suggested
$54.1k
Financial Services Representative (Westlake, TX) 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...SuggestedFull timeShift workNight shift$20 - $22 per hour
Our Opportunity We're hiring a full time Financial Service Representative to join our Parma Branch! Who We Are At Firefighters Community Credit Union, we believe people are far more than just their credit score. We pride ourselves on offering a warm, family environment...SuggestedHourly payFull timeLocal areaImmediate start- ...on performance Paid time off Training & development Competitive salary Opportunity for advancement ROLE DESCRIPTION: As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your...Suggested
- A leading financial services firm is seeking a Client Support Associate in Westlake, Ohio. In this role, you'll be the first point of contact for clients, helping them navigate their needs effectively. The position requires at least one year of customer service experience...Suggested
$20.25 - $24.75 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...available deposit and loan products and services, and recommending solutions based on... ...any portion of the application or hiring process, please refer to our disability...Temporary workWork at office- Job Description:Financial Planning ConsultantTo be eligible for consideration... ...that help Fidelity Advisory Services (FAS) clients make confident... ..., retirement and life events with planning tools and data-... ...regulations may restrict Fidelity from hiring and/or associating with...Full time
$96k - $181k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking,... ...maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...providing little guidance on how to actually deliver meaningful financial advice. At Kinetic Wealth, we believe the foundation of a... ...development and prospecting efforts. Deliver exceptional client service and relationship support. Qualifications 3+ years experience in...
- ...one, whether that means the event or the wedding dress that matches... ...one of the highest customer service scores in retail! If you are... ...Alterations Customer Service Representative (CSR) is a critical role for... ...rare for an individual to be hired at the high end of the range...Part time
- ...United Consumer Financial Services Compa As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire... ...everyone's empowered to be their best. The Customer Service Representative serves as the first point of contact for customers with...Hourly payFull timeWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftEarly shift
- ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity... ...needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life...
- ...This position is for Your Home Financial, one of the Family of... ...on our superior, one-on-one service. Our high customer satisfaction... ...Agents and Homebuilder sales representatives on the Company's products and... ...product type to avoid fall-out. Collect up-front fees...Local areaImmediate start
- A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates...
- ...clients about retirement and investment needs, providing guidance using Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing...Full time
- ...success of our clients. This Consultant role combines client service excellence, investment consulting expertise to deliver comprehensive... ...of experience in investment consulting, wealth management, or financial services Excellent written and verbal communication skills...
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need...Hourly payWork experience placementFlexible hoursDay shift$1,000 per month
...position is for YOUR HOME FINANCIAL, one of the Family of... ...superior, one-on-one service. Our high customer... ...and Homebuilder sales representatives on the Company's... ...product type to avoid fall-out. Collect up-front... ...participate in a volunteer event with a nonprofit of...Casual workLocal areaImmediate startFlexible hours$54.81k
...Student Financial Assistance Advisor The Student Financial Assistance Advisor ensures... ...the overall management of financial aid services. This position analyzes the accuracy of... ...considered first for vacant positions. Target Hiring Rate: Minimum salary $54,812/annually...Full timeWork at office- ...opportunities* As part of our Wealth Services team, the Wealth Consultant... ...Build, refresh, and deliver financial plans for practice clients in... ...review planning status, life events, suitability updates. Manage... ...(may be obtained after hire) Minimum of 3 years of financial...Contract workLocal area
$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating with...Full time- ...solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.... ...and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service...Work at office
- ...responsibilities include leading projects, mentoring analysts and loan officers, and collaborating with business partners. A Bachelor's degree or equivalent experience is required, with a preference for prior banking/financial services experience. #J-18808-Ljbffr gpac
$25 - $26.77 per hour
Overview Bank of America is committed to helping make financial lives better through Responsible Growth. This role focuses on engaging clients... ...the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, or ATM) and to...Hourly payShift workWeekend workDay shift- ...assists with training as needed. 3 to 5 years of experience in financial analysis or credit analysis is required. Bachelor's degree or... ...preferred. CreditQuest is preferred. Experience in financial services or banking is preferred. Excited to speak with you to see if...
$96k - $181k
...* Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive...Work experience placementWork at officeLocal areaFlexible hoursNight shift- Joseph Merk - State Farm Agent in Elyria, OH is seeking an outgoing, customer-focused individual to join the agency team as an Agent Team Member. You will educate customers on insurance options, help establish marketing goals with the agent, and develop leads, schedule ...
- ...receive are designed to help you boost your health, protect your financial security and give you peace of mind. If there's anything we... ...a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants...Work at office
- ...Job Title United Consumer Financial Services Compa As a part of the global industrial organization Marmon Holdingswhich is backed... ...Physical Demands The physical demands described below are representative of those that must be met by an employee to successfully perform...Part timeWork at officeNight shiftWeekend work
- ...Financial Representative The purpose of the Financial Representative is to meet... ...of sales, conservation, and service. Adequately prepares for... ...licensure to the state upon hire - Required Must possess and... ...or special projects/events. Routine and/or extended...Work at officeLocal area
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 planning assistant Westlake, OH
- estate planning consultant Westlake, OH
- wealth advisor Westlake, OH
- financial consultant Westlake, OH
- financial counselor Westlake, OH
- associate corporate finance Westlake, OH
- finance associate Westlake, OH
- jde finance consultant Westlake, OH
- financial planning administrator Westlake, OH
- financial planning associate Westlake, OH

