536 Results for

Financial Representative Jobs in California

Jobs

Redwood City, CA7 days ago

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

New!

East Palo Alto, CA1 day ago

$22–$25 Per Hour
Full-time

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, requests or processing of new transactions, including new membership accounts.

East Palo Alto, CA24 days ago

$22–$25 Per Hour

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.

New!

Fresno, CAToday

$23–$26 Per Hour

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Santa Clarita, CA6 days ago

$36.12–$41 Per Hour

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. This role focuses on in-field assessments, homesite visits, rigorous investigation of potential warranty issues, and managing complex, multi-trade cases that demand strong construction knowledge.

San Jose, CA8 days ago

$39,600–$92,400 Per Year

This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

New!

Irvine, CA1 day ago

$40,000–$50,000 Per Year

We reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.

San Dimas, CA12 days ago

$65,000–$150,000 Per Year

Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.

New!

Orange, CA5 days ago

$40,000–$48,000 Per Year

Coordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

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Redwood City, CA1 day ago

Temporary
Part-time

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.

costa mesa, CA7 days ago

$95,000–$120,000 Per Year
Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Whittier, CA6 days ago

$21–$33.78

The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.

New!

Los Angeles, CA6 days ago

$25.75–$25.75

New!

Los Angeles, CA6 days ago

$21–$33.78

New!

Los Angeles, CA6 days ago

$21–$33.78

New!

Los Angeles, CA6 days ago

$21–$33.78

Manhattan Beach, CA8 days ago

Beyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.

Garden Grove, CA13 days ago

Lelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.

Laguna Hills, CA28 days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Los Angeles, California21 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

San Jose, CA30+ days ago

In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.

San Diego, CA15 days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Windsor, CA30+ days ago

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

Santa Barbara, CA30+ days ago

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Garden Grove, CA30+ days ago

Lelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.

Santa Clarita, CA30+ days ago

Our Financial Services Representative position(Arcadia, CA) is responsible for delivering remarkable client service and proactively selling bank products/services that meet prospect/client needs. Build long-term relationships to cross-sell products and services by suggesting bank products and to open new accounts for both business and consumer prospects/clients.

Santa Monica, California30+ days ago

$23–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

SAN DIEGO, California30+ days ago

Organization : Name: SAN DIEGO AGENCY CA Default: Location : City: SAN DIEGO Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Fontana, CA30+ days ago

ROLE DESCRIPTION: As Financial Representative – State Farm Agent Team Member with David Ceballos - State Farm Agent, you equip our agency to continually achieve its goals. By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.

San Marino, CA30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options.

New!

Hesperia, California2 days ago

$49,284–$73,391 Per Year

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.

Encinitas, CA30+ days ago

As a State Farm team member for Jake Cesare - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Encino, CA30+ days ago

This role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects.

Walnut Creek, CA30+ days ago

$70,000–$90,000 Per Year

If youre motivated by helping clients protect their future, grow wealth, and create long-term financial securitywhile building your own high-income careerthis is your opportunity. This role focuses on life insurance, retirement planning, and financial solutions, working closely with clients and existing Farmers agency opportunities.

oroville, CA30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Curtis Anderson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Dinuba, CA30+ days ago

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Orange, CA23 days ago

Assist clients in identifying their insurance needs and recommending appropriate personal lines products (auto, home, renters, etc.) . Our State Farm mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Glendora, CA30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.

San Jose, CA30+ days ago

Full-time

With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).

Los Angeles, California21 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

San Francisco, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Lemoore, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Upland, CA12 days ago

$36,000–$50,000 Per Year

We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.

Encino, CA15 days ago

You will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.

San Diego, CA10 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

Long Beach, California13 days ago

Future Advisors work closely with Admissions Representative and students to fully understand each student’s situation and indicators to determine the student’s likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.

Bakersfield, CA28 days ago

As a valued member of our team, you’ll benefit from a top-tier support system with expert mentoring, advanced training, and cutting-edge technology—all supported by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts in the billions of dollars paid annually. Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.

Irvine, CA8 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Foster City, CA7 days ago

$115,000–$150,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).

Foster City, CA8 days ago

$150,000–$225,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

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Financial Representative Jobs in California

Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNION

Financial Services Representative Monterra Credit Union

Financial Services Representative MONTERRA CREDIT UNION

Senior Customer Service Representative Jobot

Field Customer Care Representative Lennar Corporation

Sales Representative/Business Consultant - San Jose, CA System One

Title Sales Representative Lennar Corporation

Financial Services Management Trainee New York Life - Greater Los Angeles

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCARE

Financial Services Representative (Summer Employee) Monterra Credit Union

Financial Analyst 3 Company Confidential

Emergency Financial Representative, PT Nights PIH Health

Emergency Financial Representative, Per Diem Evenings PIH Health

Emergency Financial Representative, PT Evenings PIH Health

Emergency Financial Representative, PT Days PIH Health

Emergency Financial Representative, FT Evenings PIH Health

Entry-Level Financial Representative Salinas Financial Group

Financial Representative – State Farm Agent Team Member Lelly Woo-Grimes - State Farm Agent

Financial Representative - Seeking Growth Foster Region - Modern Woodmen of America

College Financial Representative, Internship Program Northwestern Mutual

Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm Agent

Financial Representative Davis Family Financial LLC

Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm Agent

Financial Services Representative Mission Valley Bank

Bank Financial Services Representative (Personal Banker) First Citizens Bank

Financial Representative Western & Southern Life

Financial Representative – State Farm Agent Team Member David Ceballos - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Derek Tsu - State Farm Agent

Financial Services Representative I, II, Senior Global Credit Union

Financial Services Representative – State Farm Agent Team Member Jake Cesare - State Farm Agent

Financial Sales Representative Hire Up Staffing Services

Farmers Financial Services Representative John Pressley Farmers Insurance

Financial Services Representative - State Farm Agent Team Member Curtis Anderson - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Isaiah Tovar - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Alex Mora - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Allan Cheng - State Farm Agent

Financial Service Representative LTD Global

Financial Advisor Northwestern Mutual

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.

Financial Advisor First Command Financial Services, Inc.

Junior Financial Advisor in training Zapata Private Wealth Group

Financial Advisor Pointwealth Capital Management

Financial Advisor GoldBook Financial

Advisor Financial Aid Universal Technical Institute

Entry Level Financial Specialist Beer Financial Group

Financial Advisor Sagient

Financial Advisor Summitry

Senior Financial Advisor Summitry

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