74 Results for

Financial Representative Jobs in San Jose, CA

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.

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!

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.

Campbell, 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 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).

Campbell, 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.

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.

San Jose, CA30+ days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

New!

San Jose, CA6 days ago

$110,000–$300,000 Per Year

Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.

New!

Stanford, 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.

San Jose, CA30+ days ago

Remote

$105,000–$120,000 Per Year

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

New!

San Jose, CA6 days ago

$300,000–$500,000 Per Year

At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

San Jose, CA30+ days ago

Remote

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.

Hayward, California23 days ago

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Tracy, California30+ days ago

New!

Mountain View, CA4 days ago

$38.58–$48.78 Per Hour

Scheduling: Performs appointment scheduling, registration and customer service duties; answers incoming phone calls, makes appointments, monitors access issues with provider schedules that affect patient satisfaction, and communicates issues to Supervisor. El Camino Health will provide reasonable accommodations to qualified individuals with a disability if that will allow them to perform the essential functions of a job unless doing so creates an undue hardship for the hospital, or causes a direct threat to these individuals or others in the workplace which cannot be eliminated by reasonable accommodation.

New!

Mountain View, CA4 days ago

$38.58–$48.78 Per Hour

Santa Cruz, California21 days ago

$18–$20 Per Hour

Located in beautiful Santa Cruz, California, experience the perfect blend of nature and culture with beaches at your doorstep, a thriving art scene, farm-to-table cuisine, and wine country meeting the ocean breeze. You'll be the compassionate bridge between our clients and their beloved pets' care, guiding pet parents through appointments, answering questions, and ensuring smooth operations at our reception area.

San Jose, California24 days ago

$18.44–$23.97 Per Hour

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products. Employee must be able to perform the essential duties/functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential duties/functions of their job, absent undue hardship.

San Francisco, California30+ days ago

San Leandro, CA7 days ago

Conduct objective-to-objective daily marketing contacts, build commercial customer relationships and rapport by educating them on the reasons SERVPRO® is the best cleaning and restoration company in the world, compile and maintain commercial center of influence (COI) information, identify “Target 25” (Top 25 contacts to develop into clients). · Meet or exceed assigned sales quota by executing the sales cycle, setting up closing appointments, maintaining assigned commercial contact lists, participating in professional associations, providing lunch-and-learns, and promoting continuing education courses.

San Jose, CA30+ days ago

Remote

$77,406–$129,010 Per Year

Provides the highest company-wide level of technical claim-handling, including investigation, evaluation, and negotiations pertaining to Property, Collapse, Earth Movement and Total loss of building. Perform inspections of sites and properties, including roofs, basements, and attics, which may require the use of ladders or stairs to access or the ability to kneel, crawl, and bend.

Burlingame, CA30+ days ago

Successful Allstate Agency Owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Customer Service Account Manager. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better.

New!

Palo Alto, CA5 days ago

Remote

$120,000–$275,000 Per Year

At SpotOn, you will be working in your local assigned territory and responsible for promoting our full product suite while building positive relationships with local businesses & restaurant owners to help take their businesses to the next level. We're looking for motivated individuals with an entrepreneurial spirit who excel at developing new relationships, deeply understand SMB's biggest challenges, and have the drive to make a significant impact in their local communities.

New!

Fremont, CA1 day ago

$20–$25 Per Hour

The Client Service Representative (CSR) answers the phone, differentiates between routine and emergency cases, schedules appointments, greets clients, admits and checks out patients, processes payments, manages financial information, and communicates information between clients and staff. Our CSRs (Customer Service Representative) are responsible for answering the phones, scheduling appointments,greeting clients, admitting and checking out patients, processing payments, managing financial information, and communicating information between clients and staff.

San Jose, CA23 days ago

$19–$25 Per Hour

Strong skills in Customer Service, Customer Support, and Customer Experience to fulfill client-focused responsibilities. Proficient in managing relationships and delivering excellent Customer Service as a Customer Service Representative.

New!

San Jose, CA6 days ago

In this role, youll work with clients to review their financial protection and retirement needs, recommend appropriate Life Insurance solutions, and help them put plans in place that support their long-term goals. Youll have access to leads and support from our main office, along with the opportunity to grow your production by developing your own referral sources and network.

San Jose, CA30+ days ago

Remote

$50,000

We combine superstar SDR talent, purpose-built proprietary technology, industry-leading SDR training, rigorous management & quality control layers, world-class data services, integrations and more to offer all-in-one Pipeline Generation to our clients. At The Pipeline Group, xDRs are Go-to-Market Advisors who build pipelines, open markets, and drive real revenue impact for some of the fastest-growing companies in the world.

Hayward, CA21 days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

San Jose, CA30+ days ago

As a team member with Burch Boehner, I am looking for you to provide exceptional client experiences that reinforce existing relationships and foster new ones. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of customers.

South San Francisco, CA30+ days ago

Remote

Full-time

Cutting-Edge Technology: Gain access to state-of-the-art tools designed to make your job easier—at no cost to you. If you’re looking for a career where your hard work is rewarded, your growth is supported, and your success is unlimited, we want to hear from you!

Pleasanton, CA30+ days ago

$54,080–$80,000

Through strategic outreach and effective communication, you will engage with key decision-makers, educate them about Vagaro's solutions, and schedule qualified appointments for the sales representatives. What you'll Be Doing: As a Sales Development Representative at Vagaro, you will play a crucial role in driving the company's growth by identifying and qualifying potential clients.

Sunnyvale, CA30+ days ago

Seyond is a leading global provider of image-grade LiDAR technology, powering a safer, smarter and more mobile world across the automotive, intelligent transportation, robotics and industrial automation sectors. Founded in Silicon Valley with strategically placed research and manufacturing facilities across the globe, Seyond is crafting LiDAR solutions that elevate autonomous driving and fuel the advancement of smart infrastructure development.

San Jose, CA29 days ago

$110,000–$118,000 Per Year

The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and collaborates with consulting engineers, design/build contractors, and large end-users in the mechanical and plumbing sectors as assigned. Interprets construction bid documents to generate equipment selections and budget-pricing quotations using Salesforce.

San Leandro, CA9 days ago

3. Registration and Pre-registration for Ambulatory Care Services; Interview patients to obtain necessary information for billing purposes, financial screening of patients and process documents to establish source of payment, and preparation of registration packets and patient visit. Inform and advise medical providers of patient’s financial status and maintain open communication with Healthcare providers and staff to ensure timely notification of any health conditions or diagnosis that could qualify the patient for programs to assist the patient(s) with their healthcare costs.

New!

Tracy, CA1 day ago

Our PurposeThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Santa Cruz, CA30+ days ago

$70,000–$90,000 Per Year

Bitwage is a global payout and cross-border payments platform that enables companies to pay vendors and contractors in local currencies, stablecoins, and cryptocurrency—faster, cheaper, and with significantly less friction than traditional banking rails. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we're building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.

Pleasanton, CA21 days ago

Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.

Livermore, California30+ days ago

$18–$24

Provide clear communication regarding services, estimates, treatment plans, and discharge instructions as directed by medical staff. Work collaboratively with all team members and ensure actions support the hospital, doctors, and practice philosophy.

Redwood City, CA16 days ago

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Milpitas, CA30+ days ago

Remote

Full-time

We're seeking dedicated Sales Customer Representatives to join a dynamic team, empowering clients with essential solutions. What You'll Be Doing: As a Sales Customer Representative, you'll be the crucial link guiding clients to smart financial solutions.

New!

Tracy, CA1 day ago

Santa Cruz, CA30+ days ago

$115,000–$135,000 Per Year

The GI Specialty Sales Representative (Pharma) will also be responsible for focused detailing to specific targets with a carefully defined messaging strategy and call sequence, leveraging business and value solutions based on evidence, and outcome data, supporting the GI platform. Our broad product portfolio includes renowned brands like Garden of Life®, Nature's Bounty®, Vital Proteins®, Orgain®, Nuun®, BOOST®, Carnation Breakfast Essentials®, Peptamen®, Compleat Organic Blends®, and more.

New!

Mountain View, CA1 day ago

$38.58–$48.78 Per Hour

New!

Alameda, CA5 days ago

$55,000–$70,000 Per Year

Join our winning insurance and financial services team as an Insurance Account Representative Team Member and be coached to earn at a high level based on your hard work. If you are driven to succeed and passionate about helping others secure their financial futures, apply today to join our team!

Mountain View, CA30+ days ago

Full-time

As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking.

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Financial Representative Jobs in San Jose, CA

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

Financial Services Representative Monterra Credit Union

Financial Services Representative MONTERRA CREDIT UNION

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

Financial Services Representative (Summer Employee) Monterra Credit Union

College Financial Representative, Internship Program Northwestern Mutual

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

Financial Service Representative LTD Global

Financial Advisor Northwestern Mutual

Financial Advisor Summitry

Senior Financial Advisor Summitry

CFO Advisor Joseph Michaels International

Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Financial Consultant (Remote) Synergy Financial

Project Manager, Financial Advisory & Education Confidential Company

Senior Financial Advisor — Experienced & Ready for Change Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Entry-Level Financial Planning Advisor (Remote) Traction Forge Financial

Customer Service Representative(Bilingual) Community Choice Financial Family of Brands

Customer Service Representative Community Choice Financial Family of Brands

Patient Service Representative - PD - Evenings - Patient Access @ MV El Camino Health

Patient Service Representative - PD - Days - Patient Access @ MV El Camino Health

Veterinary Client Care Representative Companion Pet Partners, LLC

Account Representative Mariner Finance

Customer Service Representative (Bilingual) Community Choice Financial Family of Brands

Commercial Marketing Representative SERVPRO of CLEANAIR IMAGE, INC.

Claim Representative III - Property Capital Insurance Group

Insurance Customer Service Representative Allstate Agency of Jared Burns-Coffin

Territory Sales Representative / Restaurant Specialist - Palo Alto, CA SpotOn: Sales

Customer Service Representative - Aborn Pet Hospital Amerivet Services Llc

Customer Service Representative Selahi Insurance & Financial Group

Life Insurance Sales Representative Selahi Insurance & Financial Group

Sales Development Representative (xDR) - Remote The Pipeline Group, LLC

Customer Relations Representative - State Farm Agent Team Member Kim Holland - State Farm Agent

Customer Relations Representative - State Farm Agent Team Member Burch Boehner - State Farm Agent

Remote Sales Representative Legacy Harbor Advisors

Sales Development Representative Vagaro

Inside Sales Representative Seyond

BUSINESS DEVELOPMENT REPRESENTATIVE - San Jose, CA California Hydronics Corp

Patient Services Representative-Ambulatory - PRIMARY CALL CTR - 2 POSITIONS Alameda Health System

Customer Service Representative CCF Holdings LLC

Sales Development Representative Paystand

Customer Relations Representative - State Farm Agent Team Member Jill Cash - State Farm Agent

Customer Service Representative PetCura Animal Hospital

Products Representative - State Farm Agent Team Member Carlos Marron - State Farm Agent

Sales Customer Representative (Remote) Joseph and Young

Customer Service Representative TMX Finance Family of Companies

GI Specialty Sales Representative (Pharma) Nestle

Patient Service Representative - PD - Evenings - Patient Access @ MV El Camino Hospital

Account Representative - State Farm Agent Team Member Kelly Lux - State Farm Agent

Client Acquisition Representative Summit Sky Consulting

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