368 Results for

Financial Representative Jobs in Costa Mesa, CA

Jobs

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!

Fontana, CAToday

$65,000–$100,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions:

Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

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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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.

Ontario, 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.

Whittier, CA18 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

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.

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.

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.

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.

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.

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.

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 retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.

New!

Riverside, California5 days ago

This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

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.

Fountain Valley, CA22 days ago

$70,304–$75,000 Per Year

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.

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.

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.

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.

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.

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.

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.

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.

Rosemead, CA18 days ago

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Maintains the performance and availability of applications and data systems including batch jobs, SQL Service Integration Services (SSIS), ETL (Extract, Transform, Load) jobs, and sync engines. In this role, you will lead the reliability, integrity, and integration of critical planning, budgeting, and reporting platforms-supporting core processes such as forecasting, month-end close, and enterprise financial reporting.

Irvine, CA30+ days ago

li>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.

Costa Mesa, CA13 days ago

$50,000–$150,000 Per Year

p>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.

Irvine, CA30+ days ago

Cryoport Systems' proprietary Cryoport Express shippers, Cryoportal Logistics Management Platform, leading-edge Smartpak Condition Monitoring System and geo-sensing technology paired with unparalleled logistics expertise and 24/7/365 customer support, make Cryoport Systems the end-to-end temperature controlled supply chain partner that you can trust. Cryoport Systems is the life science industrys most trusted provider of supply chain solutions for temperature-sensitive materials, serving biopharmaceutical, IVF and surrogacy and animal health organizations around the world.

Upland, CA30+ 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.

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.

Torrance, CA30+ 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.

Los Angeles, CA30+ days ago

$220,942–$257,644 Per Year

Qualifications and Requirements: • BA Degree • Masters degree in business administration, accounting, or finance preferred • Knowledge of acceptable financial principals • Knowledge of database and accounting computer application systems to supply the most accurate financial information • Experience & Abilities: • Must have a minimum of 7 - 10 years' experience in a senior - level position and 5 years in non-profit accounting and Federally Qualified Health Centers • Excellent interpersonal, organizational, and project management skills • Report writing preferred • Highly organized and work effectively with other IT team members • Licensure and Certifications • C.P.A. General Summary: Plan, organize and direct the Financial Department including the development, interpretation, coordination and administration of South-Central Family Health Centers (SCFHC) policies and procedures on finance, accounting, insurance, financial/accounting systems, internal controls and auditing.

New!

Rosemead, CA1 day ago

Pico Rivera, CA30+ days ago

$100,000–$140,000 Per Year

This employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.

Santa Ana, CA30+ days ago

This position will offer:

• The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes:

• Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.

Santa Ana, California30+ days ago

This employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.

Cerritos, CA19 days ago

$16.90–$16.90

This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.

Fullerton, CA18 days ago

The Financial Aid Counselor evaluates financial aid applications, awards need-based and merit-based aid, represents the college to students and parents at outreach activities and with public and private organizations, attends training workshops and conferences, and keeps informed of changes to financial aid programs to ensure compliance with federal and state regulations as well as institutional policies.

Communication:

Frequent communication with Director of Student Financial Services, Senior Financial Aid Counselor, Loan Specialist, other departments across the University, authorized third parties including but not limited to parents.

Dominguez Hills, CA30+ days ago

$5,880–$8,820

About the Department/Position: Under the general direction of the Director of Financial Aid and Scholarships, the Associate Director provides leadership, oversight, and supervision of daily operations to ensure the accurate and timely delivery of all federal, state, and institutional aid programs. In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California.

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Financial Representative Jobs in Costa Mesa, CA

Title Sales Representative Lennar Corporation

Outside Sales Representative- Paid Weekly- Paid Training Safe Haven Security

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

Title Sales Representative Lennar Homes

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, FT Evenings PIH Health

Emergency Financial Representative, PT Nights PIH Health

Financial Representative Western & Southern Life

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

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

Licensed Financial Services Representative Shahin Chear State Farm

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

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 Sales Representative III Citizens Business Bank

Financial Sales Representative II Citizens Business Bank

Consumer Investments - Financial Services Representative I Bank of America

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 - Fountain Valley, CA Navy Federal Credit Union

Financial Advisor - Fullerton CA Navy Federal Credit Union

Financial Advisor Edward D Jones & Co LP

Advisor Financial Aid Universal Technical Institute Inc

Financial Advisor First Command Financial Services, Inc.

Associate Financial Advisor Northern Trust Corp

Associate Financial Advisor Edward D Jones & Co LP

Assistant to Financial Advisor Cathay General Bancorp

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Aid Advisor Scripps College

IT Systems and Financial Advisor Edison International

Financial Advisor-Seattle, WA RK Partners

Financial Advisor GoldBook Financial

Sales Analyst - Commercial and Financial Operations CryoPort Inc

Junior Financial Advisor in training Zapata Private Wealth Group

Financial Advisor Sagient

Financial Advisor with Sales Background The Fadil Group

Chief Financial Officer SOUTH CENTRAL FAMILY HEALTH CENTER

IT Systems and Financial Advisor Southern California Edison

Financial Advisor - BMO Bank LPL Financial Holdings Inc

Centralized Financial Advisor - Orange County''''s Credit Union LPL Financial Holdings Inc

Centralized Financial Advisor - Orange County's Credit Union LPL Financial

Financial Services Manager Penske Buick GMC of Cerritos

Financial Aid Counselor NEBRASKA CHRISTIAN COLLEGE

Associate Director, Financial Aid & Scholarships California State University

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