241 Results for

Financial Representative Jobs in La Palma, CA

Jobs

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.

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.

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.

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.

CERRITOS, California30+ days ago

Organization : Name: GREATER LOS ANGELES AGENCY CA Default: Location : City: CERRITOS 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. 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.

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 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 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.

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.

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.

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.

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.

Garden Grove, 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.

Costa Mesa, 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.

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.

New!

Los Angeles, CA1 day ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

Beverly Hills, California14 days ago

Remote

$90,000–$100,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

Los Angeles, California30+ days ago

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

Pasadena, CA30+ days ago

$80,000–$95,000 Per Year

Establish budgeting and analysis structure and processes utilizing Vena FP&A system; Design flows and templates for preparation of annual budget and quarterly forecast with roles and responsibilities of each of functions defined. Lead annual budgeting process by coordinating among all related functions and departments to complete budget according to established content and timetable.

Burbank, CA30+ days ago

$125,000–$140,000 Per Year

Familiarity with financial planning and analysis (FP&A) processes, including budgeting, forecasting, and variance analysis, as well as key performance indicators (KPIs) and metrics used to measure financial performance. This role involves conducting financial analysis, forecasting financial performance, and evaluating strategic initiatives to help stakeholders understand business performance and identify opportunities for improvement.

Studio City, CA30+ days ago

Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.

Torrance, CA20 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

New!

Irvine, California6 days ago

Remote

$75,000–$100,000 Per Year

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative. Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions.

Rancho Cucamonga, CA30+ days ago

Full-time

The primary responsibility of this position will provide key financial support to the plant including annual budget, monthly forecast, weekly flash, month-end close, monthly financial reporting, ad-hoc business financial analysis, internal control testing and compliance. Reviews, analyzes, and reports monthly manufacturing variances and plant expenses that can significantly impact job costing such as raw material alloy purchases, alloy inventory, and cost of production labor, outplant, qualification and development, research and development and other indirect costs.

Inglewood, CA30 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Glendale, CA30+ days ago

$26–$34 Per Hour

Minimum Experience/Knowledge: Minimum (3) years of experience in a hospital, health plan or Physician office environment with extensive knowledge of contracted and non-contracted payers, division of financial responsibility, including the ability to articulate benefit negotiations as required when adjudicating a letter of agreement with a non-contracted payer. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate’s work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations.

La Palma, CA30+ days ago

$250,000–$350,000 Per Year

The successful candidate will have a strong background in finance and management, track record of financing acquisitions through loan broker relationships, experience in the real estate industry preferred with restaurant experience a plus, and pedigree from top-tier academic and corporate institutions. Demonstrated expertise in constructing models from diverse data sources, the ideal candidate must showcase advanced proficiency in Excel, along with proven skills in financing, in depth knowledge of Macros and Financial Modeling, which will be assessed during the application process.

Orange, CA30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

Anaheim, California21 days ago

Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Irvine, CA21 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Pasadena, CA9 days ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

Van Nuys, CA14 days ago

Full-time

The Patient Financial Navigator serves as the primary point of contact for patients seeking information about insurance benefits, out-of-pocket costs, and financial assistance options for Kandu medical devices and services. Kandu, Inc. considers factors such as scope and responsibilities of the position, candidate’s work experience, education/training, key skills and internal parity, as well as location, market and business considerations when extending an offer.

Costa Mesa, CA13 days ago

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

Newport Beach, CA30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Sherman Oaks, CA30+ days ago

As Insurance and Financial Services Representative for George Timuryan State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

Newport Beach, CA30+ days ago

This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Newport Beach, CA30+ days ago

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Los Angeles, CA30+ days ago

As an Associate in Santander’s Los Angeles Investment Banking coverage team, your responsibilities will span a wide range of quantitative and qualitative skills, with strong emphasis on project management, mentorship of junior staff and client interaction. Associates will develop technical mastery and deal execution skills across all investment banking products including M&A, LevFin and ECM while building a robust professional network, both internally and externally.

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Financial Representative Jobs in La Palma, CA

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 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 - Seeking Growth Foster Region - Modern Woodmen of America

College Financial Representative, Internship Program Northwestern Mutual

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 Lelly Woo-Grimes - State Farm Agent

Bank Financial Services Representative (Personal Banker) First Citizens Bank

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

Financial Sales Representative Hire Up Staffing Services

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

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

Financial Advisor Northwestern Mutual

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

Financial Advisor Sagient

Financial Advisor - Los Angeles Lenox Advisors

Financial Advisor Senior City National Bank

Financial Services Advisor Atlasfinancialsolutions Co

Financial Analyst RIDE Mobility

Manager, Financial Planning and Analysis Radwell International

Financial Advisor with Strong Tax Background LMW Financial LLC

Financial Advisor with Sales Background The Fadil Group

Financial Consultant (Remote) Synergy Financial

Senior Financial Analyst Howmet Aerospace

Work From Home - Entry-Level Financial Services Consultant II Virgo & Aries LLC

Financial Clearance Specialist IV - Admitting - Full Time 8 Hour Variable Shift (Non Union) University of Southern California

CFO Regal Executive Search

Insurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm Agent

Biller I - HB Patient Financial Services - FT Days University of California, Irvine

Financial Advisor-Seattle RK Partners

Financial Advisor MassMutual Pacific

Patient Financial Navigator (Customer Service Focused) Kandu, Inc.

Sales Manager - Financial Services GoldBook Financial

Financial Advisor - Licensed RK Partners

Insurance and Financial Services Position - State Farm Team Member George Timuryan - State Farm Agent

Senior Financial Planner Beacon Pointe Advisors LLC

Financial Planner Beacon Pointe Advisors LLC

Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials) Santander US

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