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FINANCIAL SERVICES REPRESENTATIVE

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelor's degree or higher in Finance, Economics, or related fie...

CompanyCharles Schwab
AddressRoanoke, TX
CategoryAccounting/Finance
Job typePermanent
Date Posted 4 weeks ago See detail

Financial Services Representative

Charles Schwab

Roanoke, TX

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelor's degree or higher in Finance, Economics, or related fie...

4 weeks ago seen See more...

VP, Financial Consultant - Novi, MI

Charles Schwab

Novi, MI

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. We offer a competitive benefits package that takes care of the whole you - both...

4 weeks ago seen See more...

Investment Consultant - Forest Hills, NY

Charles Schwab

New York, NY

The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of bu...

4 weeks ago seen See more...

VP, Financial Consultant - Tucson , AZ

Charles Schwab

Tucson, AZ

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Pursuant to SAFE Act requirements, all employees engaged in residential loan mo...

4 weeks ago seen See more...

VP, Financial Consultant- Gaithersburg, MD

Charles Schwab

Montgomery Village, MD

Required Qualifications: A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualif...

a month ago seen See more...

VP, Financial Consultant - Novi, MI

Charles Schwab

Walled Lake, MI

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

a month ago seen See more...

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

a month ago seen See more...

VP, Financial Consultant -Troy, MI

Charles Schwab

Troy, MI

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

a month ago seen See more...

Investment Consultant - West Palm Beach, FL

Charles Schwab

Lorida, FL

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program). A valid and active Series 66 (63/65) license required (license(s) may be obtaine...

a month ago seen See more...

Investment Consultant - Melbourne, FL

Charles Schwab

Lorida, FL

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program). A valid and active Series 66 (63/65) license required (license(s) may be obtaine...

a month ago seen See more...

Investment Consultant - Pensacola, FL

Charles Schwab

Lorida, FL

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program). A valid and active Series 66 (63/65) license required (license(s) may be obtaine...

a month ago seen See more...

VP, Financial Consultant - West Hartford, CT

Charles Schwab

Connecticut, United States

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

a month ago seen See more...

VP, Financial Consultant - Northbrook, IL

Charles Schwab

Lincolnshire, IL

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

a month ago seen See more...

Customer Service Professional-Austin, TX. 401K Dept.

Charles Schwab

Texas, United States

Flexibility to work Monday-Friday any time between 7:00am 9:00pm CST based on contact center needs. Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when rec...

a month ago seen See more...

Investment Consultant - Forest Hills, NY

Charles Schwab

Whitestone, NY

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program). A valid and active Series 66 (63/65) license required (license(s) may be obtaine...

a month ago seen See more...

Investment Consultant – Paramus, NJ - Now Hiring

Charles Schwab

Cortlandt Manor, NY

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program). A valid and active Series 66 (63/65) license required (license(s) may be obtaine...

a month ago seen See more...

VP, Financial Consultant- New York, NY (Flatiron) - Now Hiring

Charles Schwab

Carlstadt, NJ

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

a month ago seen See more...

Advisor Services - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Bachelor's degree or equivalent work experience. Excellent operational and organizational skills with the ability to manage transactional work, self-direct, and quickly develop an understanding of our business and the financial se...

a month ago seen See more...

Sr Specialist, Associate Wealth Advisor - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Active and valid FINRA Series 7. Active and valid FINRA Series 66 (may be obtained with a 120-day COE). 1-3 years of experience in the financial services industry. Experience servicing high net worth clients. Bachelor's Degree. CF...

a month ago seen See more...

Client Relationship Specialist - New York, NY (Upper East Side)

Charles Schwab

New York, NY

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

a month ago seen See more...

VP, Financial Consultant - West Hartford, CT

Charles Schwab

West Hartford, CT

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. We offer a competitive benefits package that takes care of the whole you - both...

a month ago seen See more...

VP, Financial Consultant - Campbell, CA

Charles Schwab

Campbell, CA

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. What's in it for you: We offer a competitive benefits package that takes care o...

a month ago seen See more...

LICENSED 401K Customer Service Associate- Austin, TX

Charles Schwab

Texas, United States

Series 7, 63 (or equivalent), required with registration in all 50 states. Flexibility to work Monday-Friday anytime between 7:00am 9:00pm CST based on contact center needs. Strong candidates will have robust written and verbal...

2 months ago seen See more...

Finance Customer Service - Now Hiring

Charles Schwab

Texas, United States

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous Customer Service experience. Previous client relationship experience. Bachelors degree or higher in Finance, Economics, or related fie...

2 months ago seen See more...

Finance Customer Service - Now Hiring

Charles Schwab

Zionsville, IN

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. Tuiti...

2 months ago seen See more...

Finance Customer Service - Now Hiring

Charles Schwab

Fishers, IN

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. Tuiti...

2 months ago seen See more...

Finance Customer Service

Charles Schwab

Denton, NE

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs . Previous Customer Service experience . Previous client relationship experience . Bachelors degree or higher in Finance, Economics, or related...

2 months ago seen See more...

Financial Consultant, Schwab Financial Solutions Branch - Now Hiring

Charles Schwab

Commerce City, CO

Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.. Be a Trusted Advisor:...

2 months ago seen See more...

VP, Financial Consultant – Richmond, VA

Charles Schwab

Richmond, VA

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

2 months ago seen See more...

Austin - Client Services Part Time Internship - September 9, 2024

Charles Schwab

Texas, United States

$19.50 per hour

Enrolled in a university program anticipated to graduate between December 2024 - May 2025 or August 2025. Ability to work on-site in Austin, TX. Ability to work 20 hours on-site at one of the Schwab service center locations the fo...

2 months ago seen See more...

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