1,096 Results for

Financial Representative Jobs in California

Jobs

Redwood City, CA30+ 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.

Redwood City, CA28 days 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.

Glendale, CA19 days ago

$55,000–$1,267,753.01 Per Year
Full-time
Part-time

Job description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.

New!

Fresno, CA2 days ago

$23–$26 Per Hour

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Work From Home, CA27 days ago

Full-time

Bachelor’s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience. Develop and maintain specific account knowledge within assigned territory such as: key decision makers in each department, department hierarchy, products used and how they are used, company products and competitor’s products, new product process and programs.

Irvine, CA14 days 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 Francisco, CA13 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

New!

Orange, CA2 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.

New!

Pasadena, CA3 days ago

$25.20–$27.09 Per Hour

San Diego, CA22 days ago

$34.96–$40 Per Hour
Full-time

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.

Irvine, CA26 days ago

$40,000–$50,000 Per Year
Full-time

New!

San Diego, CA5 days ago

$33.80–$38 Per Hour
Full-time

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for our 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. Your Responsibilities on the TeamProfessionally and promptly handle requests by contacting the Homeowner after reviewing provided documentation, homesite and case history to ensure familiarity with the matter.

Los Angeles, CA16 days ago

Full-time
Employee

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

Manhattan Beach, CA30+ 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.

Sacramento, California16 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.

Los Angeles, CA30+ 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.

Whittier, CA12 days ago

$23–$33.78

Whittier, CA30+ days ago

$23–$33.78

Los Angeles, CA30+ days ago

$23–$33.78

Los Angeles, CA30+ days ago

$25.75–$25.75

New!

Tustin, California5 days ago

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development) . Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

Laguna Hills, California26 days ago

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.

Laguna Hills, CA30+ days ago

$97,000–$192,000 Per Year

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 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.

CERRITOS, CA30+ days ago

Note: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust. Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.

San Diego, CA30+ 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.

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.

Napa, CA30+ days ago

$27–$35 Per Hour

Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.

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.

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.

Los Angeles, CA30+ days ago

$25–$30 Per Hour

Position Overview: The Financial Aid Representative will be a key member of the student services team, responsible for assisting students and families with financial aid applications, documentation, and compliance. Client Overview: Our client is a modern cosmetology and beauty education institution dedicated to preparing students for successful careers in the salon and wellness industry.

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.

Vallejo, California8 days ago

Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).

Pinole, California30+ days ago

Costa Mesa, CA20 days ago

$50,000–$75,000 Per Year

In this position, you will leverage your expertise to provide tailored financial advice, guiding clients through life's various journey stages with personalized service and attention. Teamwork: Collaborative mindset to work efficiently with others and contribute to team success and possess proactive attitude in overcoming challenges.

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.

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.

San Gabriel, CA27 days ago

$20–$22.12 Per Hour

The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.

Encino, CA30+ days ago

$20–$24.08 Per Hour

Santa Ana, CA30+ days ago

$20–$23 Per Hour

San Mateo, CA30+ days ago

$20–$22.12 Per Hour

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.

San Francisco, CA30+ days ago

Conduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners. Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!

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, CA13 days ago

Develop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.

Silverlake Branch, CA30+ 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.

Irvine, California14 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.

Palo Alto, California7 days ago

Hayward, CA30+ days ago

$22.75–$29 Per Hour

Supports branch goals by identifying and recommending products and services to members, open new memberships accurately, and offering basic loan products during new membership enrollment and during daily interactions with members. They will assist potential and current members in opening new memberships, introducing loan products, and ability to transition a member/non-member to the appropriate employee as necessary.

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Financial Representative Jobs in California

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

Financial Services Representative (Summer Employee) Monterra Credit Union

Financial Advisor New York Life

Senior Customer Service Representative Jobot

State and Local Government Sales Representative Medline Industries

Title Sales Representative Lennar Corporation

Relationship Manager - Wealth Management Kforce Inc.

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

Patient Access Representative I Emergency Department Per Diem, Days (7am-3:30pm) Huntington Hospital

Field Customer Care Representative Lennar Homes

Title Sales Representative Lennar Homes

In-Office Customer Care Representative Lennar Homes

Sales Representative Company Confidential

Entry-Level Financial Representative Salinas Financial Group

College Financial Representative, Internship Program Northwestern Mutual

Emergency Financial Representative, PT Evenings PIH Health

Emergency Financial Representative, FT Evenings PIH Health

Emergency Financial Representative, PT Nights PIH Health

Emergency Financial Representative, PT Days PIH Health

Emergency Financial Representative, Per Diem Evenings PIH Health

CSR/Financial CSR - Client Service Representative VCA Animal Hospitals

Financial Representative - Seeking Growth Foster Region

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

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

Financial Representative Western & Southern Life

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

Financial Assistance Representative I (Collections Representative) Redwood Credit Union

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

Financial Representative Davis Family Financial LLC

Financial Aid Representative Atrium Staffing LLC

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

Financial Service Representative - Vallejo Branch Travis Credit Union

Financial Service Representative - Pinole Branch Travis Credit Union

Licensed Financial Services Representative Shahin Chear State Farm

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

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

Financial Sales Representative III Citizens Business Bank

Financial Sales Representative IV Citizens Business Bank

Financial Sales Representative II Citizens Business Bank

Financial Sales Representative I Citizens Business Bank

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

Partner Development Representative | Financial Institutions Ramp Business Corp

Bank Financial Services Representative (Personal Banker) First Citizens Bank

Field Sales Representative II, Financial Services Google LLC

Financial Services Representative I, II, Senior Global Credit Union Home Loans LLC

Financial Services Representative - Irvine, CA Fidelity

Financial Service Representative - Palo Alto, CA Fidelity

Part-Time Financial Services Representative 1st United Credit Union

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