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- ...application process. REG FULL TIME Clerical Plano, TX, US 18 days ago Requisition ID: 3088 Position Summary The Patient Financial Services Representative is responsible for reviewing patient accounts to ensure accurate patient balances, resolving patient billing inquiries...SuggestedFull timeWork at office
- ...extraordinary customer service while maintaining a strong... ...help them reach their financial goals and dreams.... ...impacted by local and global events in this fast-moving,... ...will be assigned and may fall into any of the... ...be provided during the hiring process. We recognize...SuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...Ready to build a career where your effort, communication, and service directly matter? AO Globe Life is hiring Financial Services Representatives to support clients seeking life, accident, and supplemental health insurance. This remote opportunity gives you the training...SuggestedHourly payFull timeFor contractorsLocal areaRemote work
$75k - $90k
...Job Description Job Description As a Financial Services Representative at NYL - DFW, you’ll step into a role that’s at the heart of empowering... ...clear, actionable insights. Participate in community events and networking opportunities to expand your professional...SuggestedFlexible hours$75k - $90k
Join us as a Financial Services Representative, and you'll be part of a trusted team known for its strength and respect in the insurance industry. At NYL - DFW, we prioritize your growth and development, providing you with the tools and support to excel in your career....Suggested- Attain Finance in Plano, TX is seeking a Financial Service Representative to deliver outstanding customer service, guide borrowers through loan processes, and grow our lending business from a dynamic office in Plano. This full‑time role offers a competitive hourly wage...Hourly payFull timeWork at office
$15 - $18 per hour
...Job Description Job Description The 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 calling...Hourly payWork at officeLocal areaShift work- ...Description Job Description ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Travis Barton - State... ...Flexible hours Profit sharing Growth potential/Opportunity for advancement within my office Hiring bonus...Work at officeFlexible hours
- ...topics to clients in an effective manner. Explain to clients all financial planning topics including retirement, tax, estate, insurance,... ...and manage projects and tasks assigned across Client Service, Financial Planning, and Investment Management teams while taking...Immediate start
$10k
...Financial Planning Counselor Are you passionate about helping others build their best... ...knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join... ...3+ years of experience within financial services ~ You have in-depth knowledge of...Work at officeWork from home- ...Demonstrated expertise in control management within financial services, focusing on compliance and operational risk mitigation. Hands... ...total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and...Visa sponsorship
- ...to the company's success. As a Financial Advisor within PNC Wealth Management, you... ...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
- ...Kanban practices. This includes classes of service, workflow policies, and flow efficiency,... ...management skillsChase is a leading financial services firm, helping nearly half of America... ...benefits will be provided during the hiring process. We recognize that our people...
$22 - $23.5 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...’ long-term financial needs and offering tailored product and services solutions leveraging the bank’s latest technology products...- ...processes faster and more transparent. As a Financial Analysis Senior Associate on the Chase... ...Us Chase is a leading financial services firm, helping nearly half of America’s... ...and benefits will be provided during the hiring process. We recognize that our people...Visa sponsorshipRelocation package
- ...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...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...commission-free, transparent, and impactful service, planning, and investment solutions,... ...maintain their standard of living without financial worry and build their lives around what... ...referrals, social and education events, firm generated prospect introductions,...Work at office
- ...with members to help them achieve their financial goals. The role is expected to identify... ...primary goal is to provide excellent member service while achieving sales targets and... ...environment characteristics described here represent those that must be met by a team member...Work at officeShift work
- Bank of America is seeking a licensed financial professional to advise clients on investments and banking solutions. You will develop... ...equivalents) and at least one year in investments or financial services, with a drive to meet sales goals and build strong client relationships...
- Fidelity Investments Inc. is seeking a Financial Services Representative to support customers by phone and in person, guiding them through balances, transfers, and basic trading activities. The role emphasizes rapid licensing preparation with Fidelity-sponsored FINRA exams...Remote job
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Local area
- Bank of America seeks a qualified financial professional to advise clients, develop financial plans, and refer to partners based on client... ...) and a baseline of experience in investments and financial services. The position emphasizes building strong client relationships,...Work at officeFlexible hours
- ...client relationship. If you’ve built a strong track record in financial or consultative sales but are still waiting for the... ...candidates will typically have: 2+ years of success in financial services, consultative sales, or another high-performance relationship-...Work at officeVisa sponsorship
- ...actively participate in and sponsor local teams, clubs, and events, staying connected to our communities in Highland Village and... ...you’ll help market State Farm’s industry-leading insurance and financial service products while building strong customer relationships. Be...Local area
- ...supported by workforce, occupancy, and financial data Create executive-level reporting... ...About Us Chase is a leading financial services firm, helping nearly half of America’s households... ...benefits will be provided during the hiring process. We recognize that our...RelocationVisa sponsorship
- ...strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees’ personal...
- Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and customized solutions to clients... ...(or 63/65) licenses, have 1+ year in investments or financial services, and be prepared to work Monday-Friday with rotating Saturdays...Monday to Friday
$60k - $65k
Interlinc Financial Advisors is growing, and we’re looking for a Paraplanner who enjoys: Analytical and strategic thinking Detailed... ...function Finance, Strategy/Planning, and Sales Industries Financial Services and Insurance Referrals increase your chances of interviewing...Full timeTemporary work- ...and tomorrow. While we are rooted in core financial products, we are differentiated by our... ...and refer them to the relevant solutions, services, and experts available within the bank... ...regulations Assist in community awareness events to increase bank outreach and foster new...Work at officeImmediate startDay shift
- ...Capital One invites applications for a Director, Assistant General Counsel - Financial Services Legal Team, based in Plano, TX with a hybrid work arrangement. You will advise the business on consumer finance, technology, and risk, partnering with product, data, and design...
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