565 Results for

Financial Representative Jobs in Lakewood, CA

Jobs

Glendale, CA25 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!

Irvine, CA5 days ago

$40,000–$50,000 Per Year

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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<https://www.linkedin.com/company/lennar/> for the latest job opportunities. 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.

New!

Los Angeles, CA6 days ago

$45,000–$54,000 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.

Irvine, CA30+ days ago

$40,000–$50,000 Per Year
Full-time

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Los Angeles, CA22 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.

Woodland Hls, California22 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.

Laguna Hills, California30+ days ago

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Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

Laguna Hills, CA30+ 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, CA30+ days ago

$23–$33.78

Marquez%40pihhealth.org%7C1234f44474844f48e14a08d9ebe9053e%7Ca58ef208b7dc40aa8f166eb35263cb1c%7C0%7C0%7C637800208320708287%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=itjUBuUESomy5k8fnqLUf2EuyxVcl4xXjgaKar5hjhA%3D&reserved=0" rel="nofollow">PIHHealth.org or follow us on Facebook,

Whittier, CA30+ days ago

$23–$33.78

Whittier, CA18 days ago

$23–$33.78

Los Angeles, CA30+ days ago

$21–$33.78

Los Angeles, CA30+ days ago

$25.75–$25.75

CERRITOS, CA30+ days ago

p>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.

Los Angeles, CA30+ days ago

$25–$30 Per Hour

p>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 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.

Los Angeles, CA19 days ago

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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.

Costa Mesa, CA26 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.

Los Angeles, CA17 days ago

$24.05–$36 Per Hour

Bachelor''s Degree and 1 years of experience in Sales, customer service, or lending and financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending and 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.

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.

New!

Los Angeles, CA6 days ago

$30.47–$47.85 Per Hour

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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.

New!

Irvine, California6 days ago

Remote

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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.

Anaheim, CA30+ days ago

$23.13–$28.27 Per Hour

p>Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.

Job Description:

Summary:

The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.

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.

Glendale, California14 days ago

Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. 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.

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
$20–$24.08 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.

San Gabriel, CA30+ 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.

Santa Ana, CA30+ days ago
$20–$23 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.

New!
Los Angeles, CA4 days ago
$30.47–$47.85 Per Hour
li>Generating cost estimates may include pre-service registration and financial clearance activities, such as verifying insurance benefits and eligibility, determining patient liability information, understanding appropriate authorization/referral requirements for scheduled appointments, and/or informing patients of their financial responsibility before their appointment.
We're seeking detail-oriented, self-directed professional with:
Interpersonal skills and ability to communicate effectively and diplomatically with patients, staff and physicians; give and receive information, clarify policies, and mediate if necessary with patients, physicians, and technologists.

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, CA30+ 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.

Irvine, California22 days ago
$61,000–$250,000 Per Year
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Performance-based earnings and revenue¹:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

Irvine, CA30+ days ago
$70,000–$90,000 Per Year
A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).

Redondo Beach, CA30+ days ago
p>As an Associate Financial Advisor, youll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including:
Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction.
South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.

Fullerton, CA30+ days ago
$70,304–$75,000 Per Year
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.

Fountain Valley, CA22 days ago
$70,304–$75,000 Per Year
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.

Woodland Hills, California28 days ago
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Replies within 24 hours
Benefits:
Stipend. 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.

El Segundo, CA30+ days ago
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e.
We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.

Garden Grove, CA30+ days ago
p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.
We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Long Beach, CA30+ 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.

Newport Beach, CA30+ days ago
$85,330–$145,130 Per Year
The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

San Juan Capistrano, CA30+ days ago
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Pasadena, CA30+ days ago
$69,804.12–$76,959.24 Per Year
Under the general supervision of the Director of Financial Aid, the Advisor independently reviews, analyzes and revises student financial aid application data based on verification documents and change of circumstance appeals; calculates, awards and revises aid eligibility; provides on-campus and off-campus outreach and student advising; advises students and parents, particularly those with difficult circumstances; and coordinates aid awards from other offices and agencies. Establish and maintain effective working relationships with District management, staff, students, the public and others encountered in the course of work, in a diverse, multicultural and multi-ethnic educational environment.

New!
Claremont, California5 days ago
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Assists the Financial Aid Assistant with collecting, tracking, and processing all Outside Agency Scholarship, Tuition Remission, State Grant, and Alternative Loan checks in the Workday Financials system, and securely routing all checks received for deposit by the Claremont College Services (TCCS) financial services staff.
Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling prospective students, current students and parents on all aspects of the financial aid application process and financial literacy.

San Gabriel, CA30+ days ago
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making), sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.

CA30+ days ago
Remote
$24.03–$26.44 Per Hour
p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

Pasadena, CA30+ days ago
$22–$25 Per Hour
You will spend your days preparing essential paperwork for grants and loans, counseling future beauty professionals and their families on financial aid eligibility and guidelines, and ensuring that all financial files are meticulously compliant with regulations. Our 15,000-square-foot campus offers programs in cosmetology, hair styling, barbering, skincare, and nail care, attracting students and guests from all over the region.

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Financial Representative Jobs in Lakewood, CA

Financial Advisor New York Life

Title Sales Representative Lennar Corporation

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

Title Sales Representative Lennar Homes

Sales Representative Company Confidential

Entry-Level Financial Representative Salinas Financial Group

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative - Seeking Growth Foster Region

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

Emergency Financial Representative, PT Days PIH Health

Emergency Financial Representative, PT Nights PIH Health

Emergency Financial Representative, FT Evenings PIH Health

Emergency Financial Representative, PT Evenings PIH Health

Emergency Financial Representative, Per Diem Evenings PIH Health

Financial Representative Western & Southern Life

Financial Aid Representative Atrium Staffing LLC

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

Field Sales Representative II, Financial Services Google LLC

Licensed Financial Services Representative Shahin Chear State Farm

Bank Financial Services Representative (Personal Banker) First Citizens BancShares Inc

Bank Financial Services Representative (Personal Banker) First Citizens Bank

Patient Financial Responsibility Representative UCLA Health System

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

Financial Services Representative - Irvine, CA Fidelity

Financial Service Representative Enterprise Bank & Trust (Saint Louis)

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

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

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

Financial Sales Representative IV Citizens Business Bank

Financial Sales Representative III Citizens Business Bank

Financial Sales Representative II Citizens Business Bank

Patient Financial Responsibility Representative University of California

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

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for Lutherans

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for Lutherans

Financial Advisor - Fullerton CA Navy Federal Credit Union

Financial Advisor - Fountain Valley, CA Navy Federal Credit Union

Entry Level Financial Specialist Beer Financial Group

Financial Advisor Edward D Jones & Co LP

Financial Advisor First Command Financial Services, Inc.

Advisor Financial Aid Universal Technical Institute Inc

Associate Financial Advisor Northern Trust Corp

Associate Financial Advisor Edward D Jones & Co LP

Financial Aid Advisor (2 positions) Pasadena City College

Financial Aid Advisor Scripps College

Assistant to Financial Advisor Cathay General Bancorp

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Advisor Paul Mitchell Schools

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