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- ...has helped clients achieve financial security for more than 159 years... ...energetic financial sales representatives to continue our ambitious... ...four major financial ratings services. (Moody’s Aaa, 4/2015; Standard... ...is a process, not an event. Can you envision a life of...SuggestedFull timeInternshipWork at officeLocal area
$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...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$59k - $66.5k
...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 your...SuggestedWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$54.1k
Financial Services Representative (Phoenix, AZ) You are viewing a preview of this job. Log in or register to view more details about this job. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping...SuggestedWork at officeMonday to FridayShift workNight shiftAfternoon shiftWeekday work- ...time Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse backgrounds. If you’re eager to learn...SuggestedFull timeFlexible hoursShift workNight shift
- Training Provided Are you ambitious, client-focused, and looking for a career with flexibility and strong income potential? We are seeking motivated individuals to join our growing team across all 50 states to work from home. In this role, you will build lasting client ...Full timePart timeWork from homeFlexible hours
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$85k - $125k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...potential/Opportunity for advancement within my agency ~ Hiring Bonus up to $ Requirements Interest in marketing...For contractorsWork at officeFlexible hours- ...Arizona Department Name: Banner Staffing Services-AZ Work Shift: Day Job Category:... ...provide excellent customer service. Perform financial counseling when appropriate. Core Functions... ...as transporting patients, may precept new hire employees, recapping daily deposits,...Weekly payDaily paidFull timePart timeWork experience placementWork at officeMonday to FridayFlexible hoursShift work
- ...Front Desk Patient Financial Services Representative This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established...Daily paidWork experience placementWork at office
$50k - $90k
Future Openings - Senior Loan Advisor (Fall 2026) Chicago, IL | Denver, CO | Phoenix, AZ... ...At Caribou, we care about giving people financial freedom so they can focus on what’s most... ...protection products including vehicle protection services and other offerings Provide customers...Base plus commissionRemote workMonday to FridayFlexible hoursShift workWeekend work$22 per hour
...opportunity) 5 days per week in Phoenix AZ Contract-to-hire opportunity with a 3-6 month timeline Quarterly bonus opportunities... ...Attention to detail Ability to interpret legal and financial documents Financial Services and, if possible, mortgage industry experience preferred...Full timeContract workWork at officeLocal areaRemote work$16 per hour
...Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial... ...career in the financial services industry? We’re seeking... ...personal networks, community events, and social media. You’ll acquire... .../FINRA background check at hire and ongoing, with securities...Hourly payFull timeTraineeshipWork at officeHome office- ...Job Description Job Description Our Hiring Events are: Every Monday, Tuesday, Thursday and Friday 1st Event: 10am 2nd Event: 2... ...Responsibilities Sales Provides professional, courteous service to internal and external customers Answers any questions regarding...Full timeWork at officeMonday to FridayFlexible hours
- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...Full timeLocal area
$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...TraineeshipLocal areaHome office- ...position. The Role We believe that as a Financial Representative, you make a key impact on the branch... ...And Skills You Bring Customer service, phone-based support, or financial services... ...regulations may restrict Fidelity from hiring and/or associating with individuals with...Full time
- Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with... ...as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations...Work at office
- Republic Services is seeking a Security Operations Analyst who will monitor security events across the RSOC, analyze incidents, and coordinate responses to protect assets across locations in the enterprise. The role requires experience with CCTV, access controls, and incident...Shift workNight shift
$19 - $19.5 per hour
...Home Loan Customer Service Representative We are seeking a customer focused Home Loan Customer Service Representative to serve as the primary... ...servicing, mortgage operations, banking, lending, or financial services experience. Familiarity with escrow, loan payments...Hourly payWork at office- Advisor Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely... ...goals. Candidates should have at least 3 years of financial services experience, strong organizational and analytical skills, and be...
- A prominent financial services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning for a diverse clientele. The ideal candidate will have a strong background in client relationship management...
- A leading financial services firm in Phoenix is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role demands excellent relationship management skills, a valid Series 7 and 66, and the ability to educate clients...
$19 - $19.5 per hour
Home Loan Customer Service Representative Job Summary We are seeking a customer focused Home Loan Customer Service Representative to serve as... ...mortgage servicing, mortgage operations, banking, lending, or financial services experience. Familiarity with escrow, loan...Hourly payTemporary workWork at officeLocal area- CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector....Work at office
- ...Perfect. We're Looking for Purpose Some people come into the financial industry with years of experience. Some come in with none at all... ...solution - we train our agents to deliver multiple financial services, creating a true one-stop financial experience for every client...Permanent employment
$85k - $125k
A financial services provider in Phoenix, AZ, is seeking a Financial Services Representative. This full-time role focuses on establishing customer relationships, educating clients about insurance options, and developing leads. Ideal candidates possess excellent communication...Full time- A financial services company in Phoenix is seeking motivated individuals who are willing to learn and make a meaningful impact. You'll provide a range of services, from life insurance to tax planning, while being mentored and supported in your professional journey. This...
- A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This role involves participation in a training program, leading to licensing and performance bonuses. Candidates...Flexible hours
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