127 Results for

Financial Representative Jobs in Long Beach, CA

Jobs

Irvine, CA13 days ago

$40,000–$50,000 Per Year

We reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.

New!

Costa Mesa, CA1 day ago

Minimum of 2 year of previous experience as a Scrum Master or in project management leading Agile teams working on configurable solutions, software products, or cloud “as a service” products. The ideal candidate will facilitate Agile ceremonies, remove impediments, and ensure smooth collaboration between business, technical teams, and stakeholders spread across multiple locations.

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.

Downey, CA7 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!

Irvine, California5 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.

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.

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.

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.

New!

Huntingtn Bch, California5 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.

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.

El Segundo, CA7 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.

Garden Grove, CA30+ days ago

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. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.

Newport Beach, CA30+ days ago

$65,000–$75,000 Per Year

They specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.

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.

Inglewood, CA14 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.

Encino, CA30+ days ago

$115,000–$140,000 Per Year

The position partners closely with Accounting, Legal, Internal Audit, and external auditors to drive accuracy, compliance, and continuous improvement in financial reporting and controls. The SOX (internal controls) & Financial Reporting Manager is responsible for overseeing the preparation, review, and filing of all external financial reports in accordance with U.S. GAAP and SEC regulations.

Costa Mesa, CA30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Diamond Bar, California19 days ago

The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. In this role, you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus.

New!

Anaheim, California5 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.

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.

New!

Irvine, CA5 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, California30+ days ago

Responsibilities: Participate in all aspects of quarterly/annual SEC filings, including 10-Q, 10-K, 8-K, 11-K and other SEC filings) including the revamp of certain sections as assigned; Work paper/electronic compilation and tie-out; Integrating comments provided by colleagues and interacting with business leaders to ensure accurate filings; XBRL tagging of the Financial Statements and Footnotes; Managing the SEC reporting software (Workiva); Completing GAAP and SEC disclosure checklists; assist with development of ESG reporting process. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

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.

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.

Pasadena, CA8 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.

West Covina, CA7 days ago

Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone. Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.

New!

Anaheim, CA6 days ago

$17–$22 Per Hour

We're a fast-growing financial technology provider helping business owners lower costs, increase revenue, and improve their quality of life. SALARY: This role includes biannual profit-sharing bonuses as part of a total compensation package, in addition to a full range of medical, dental, retirement planning, and/or other benefits.

New!

Anaheim, CAToday

$85,000–$135,000 Per Year

Plus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.

Montclair, California8 days ago

Fullerton, California14 days ago

New!

Irvine, CAToday

Remote

$75,000–$120,000 Per Year

Keywords: Virtual Sales, Remote Phone Sales, Licensed Insurance Agent, Remote Closer, Inbound Sales, Work From Home Jobs, Telesales Agent, Final Expense, Life Insurance Sales, High-Ticket Closing, Commission Sales, Insurance Telesales, Appointment Closer. We’re hiring motivated Virtual Phone Sales Representatives who want to plug into a high-converting, fully scripted sales process—with zero cold calling and 100% remote flexibility.

North Hollywood, California30+ days ago

$25–$28 Per Hour

Continually meet or exceed the criteria set forth by the campus leadership or Director of Admissions regarding admissions activity, start expectations, cancellation, retention and graduation rates, and the generation of student referrals. Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks.

Anaheim, CA25 days ago

Inside Sales Representatives are also responsible for promoting and encouraging company products and services to existing and potential dealer customers while maintaining a superior customer service platform. Generate leads by cold calling local dealerships, and presenting products and services.

New!

Montclair, CA6 days ago

$40,000–$120,000 Per Year

We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people???s lives.

New!

Chino, CA6 days ago

$30,000–$60,000 Per Year

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

New!

Chino, CA6 days ago

$30,000–$100,000 Per Year

Pasadena, CA30+ days ago

Your Role as a Virtual Sales Representative:Build meaningful client relationships by establishing trust and guiding clients toward financial security. Enjoy the flexibility of working from home, world-class mentorship, and unlimited earning potential, all in an environment designed for your success.

Irvine, California30+ days ago

$24–$24 Per Hour

CRM Management & Administrative Support: Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM). The Call Center Representative plays a critical role in delivering exceptional service to our clients calling in and ensuring that their needs are met with precision and professionalism.

Irvine, CA30+ days ago

We are looking for a highly motivated, detail-oriented, empathetic, tech-savvy Support Representative (with bilingual Spanish skills a strong plus) to help support our Customer Service team. This role is responsible for delivering timely and effective assistance to customers by resolving inquiries, troubleshooting product or service issues, and ensuring a positive customer experience.

Irvine, CA30+ days ago

$150,000–$260,000 Per Year

The Business Development Representative is responsible for generating new leads and attracting clients by arranging meetings with prospects, conducting research and analyzing business opportunities. Generate new leads and identify prospects via cold calling/emailing, email campaigns, LinkedIn, networking events, & tradeshows.

Santa Ana, CA7 days ago

$56,160–$58,240

Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Santa Ana, CA. Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create clear technical documentation tailored to client specification.

Laguna Hills, CA30+ days ago

A temporary Registration Representative – Administrative is needed to support patient registration and pre-registration processes within an outpatient services department. This role is responsible for accurately collecting and verifying patient demographic and insurance information to ensure proper identification and billing.

Culver City, CA8 days ago

$21–$24 Per Hour
Full-time

If you are looking for a career that supports your love of pets while helping their families navigate their hospital visit, look no further than ACCESS Los Angeles and become a Client Care Representative on our growing team! ACCESS LA keeps up with this growing industry through our dedication to our team by providing industry leading benefits such as 100% paid parental (and purr-rental) leave, family and pet bereavement, education opportunities and so much more!

New!

LA AFB, CA6 days ago

Full-time

The anticipated compensation range for this position is $100,000 - $114,000.Multiple considerations are taken into account when determining the final salary/hour rate, including but not limited to, Contract Wage Determination, education and certifications, relevant work experience, related skills and competencies, as well as Federal Government Contract Labor categories. Must complete Joint Access Database Environment (JADE) training within six months of starting on contract (if performing SAP personnel security functions).

Hawthorne, California18 days ago

$24–$25 Per Hour

has three operating divisions: (a) Security, providing security and inspection systems, turnkey security screening solutions and related services; (b) Healthcare, providing patient monitoring, diagnostic cardiology and anesthesia systems; and (c) Optoelectronics and Manufacturing, providing specialized electronic components and electronic manufacturing services for original equipment manufacturers with applications in the defense, aerospace, medical and industrial markets, among others. If any person or entity, including a recruiter or agency, submits any information, including any resume or information regarding any potential candidate, without a signed agreement in place with OSI, OSI explicitly reserves the right to use such information, and pursue and/or hire such candidates, without any financial obligation to the person, recruiter or agency.

Santa Ana, California30+ days ago

$17–$20

Join a growing company that invests in your success and gives you the tools to build a long-term, lucrative sales career. Your job is to build trust, collect key financial details, and schedule consultations with our senior Resolution Specialists.

Long Beach, CA30+ days ago

$100,000–$300,000

We're looking for motivated, driven, and coachable individuals who want more than just a job — they want a high-income opportunity with real impact. If you're competitive, self-motivated, and excited about renewable energy, this is your chance to build a lucrative career in solar sales.

Irvine, CA30+ days ago

$95,000–$145,000

If you're looking for more than just a paycheck — if you want a place to develop personally, earn what you're worth, and surround yourself with people who are going somewhere — you may have just found your next step. You'll be responsible for creating conversations, delivering in-home presentations, and closing deals using a proven sales process.

Woodland Hills, CA21 days ago

$20–$25 Per Hour
Part-time

Tasks include scheduling appointments for existing clients and preparing new clients for consults, animal handling, record management, presenting financial options and estimates, accurately reviewing service charges and entering into the client processing database, extensive client interaction, and preparing clients for their next appointment. Veterinary Cancer Group in San Fernando Valley invests heavily in our employees' long-term growth and happiness and strive to provide a positive work environment and work/life balance.

North Hollywood, CA30+ days ago

Join our team as a Remote Sales Representative and discover a role that blends autonomy, strong support, and significant earning potential, all from the convenience of your home office. You'll be offering financial products like Indexed Universal Life (IUL), annuities, life insurance, and more to individuals seeking further details.

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Financial Representative Jobs in Long Beach, CA

Jobs

Title Sales RepresentativeLennar Corporation

AVP, Scrum Master – Financial AppsSynchrony Financial

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

Emergency Financial Representative, PT EveningsPIH Health

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial RepresentativeWestern & Southern Life

Bank Financial Services Representative (Personal Banker)First Citizens Bank

Financial Sales RepresentativeHire Up Staffing Services

Financial AdvisorNorthwestern Mutual

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

Financial AdvisorFirst Command Financial Services, Inc.

Financial Advisor | Newport BeachRK Partners

Financial AnalystRIDE Mobility

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

SOX & Financial Reporting, ManagerZevia

AVP, Treasury - Financial Planning and AnalysisSynchrony

Financial Advisor (Sacramento CA)Pathways

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

Manager, Financial Planning and AnalysisRadwell International

Financial Advisor-SeattleRK Partners

Financial Reporting LeadEast West Bank

Financial Advisor - LicensedRK Partners

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

Financial AdvisorMassMutual Pacific

Personal Banker/Branch Service RepresentativeFirst City Credit Union

Bilingual Customer Service RepresentativeQuantum Electronic Payments

Outside Sales RepresentativeSunstate Equipment

Customer Service RepresentativeCommunity Choice Financial Family of Brands

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

Virtual Phone Sales RepresentativeInsuraTec

Admissions Representative - CCCConcorde Career Colleges, Inc.

Inside Sales RepresentativeLobel Financial

Sales Representative - MontclairAlsop & Associates Insurance Agency

Licensed Bilingual Customer Service RepresentativeAlsop & Associates Insurance Agency

Sales RepresentativeAlsop & Associates Insurance Agency

Virtual Sales Representative - No Cold CallingLegacy Harbor Advisors

Call Center RepresentativeUltimate Staffing Services

Support Representative I (Bilingual in Spanish)ConsumerDirect, Inc.

Business Development RepresentativeConsumerDirect, Inc.

Client Services Account RepresentativeFinancial Statement Services, Inc

Registration Representative 25-00508Alura Workforce Solutions

Veterinary Client Service Representative - Day ShiftACCESS Los Angeles

ASR I - Activity Security Representative IWatermark Risk Management International

Temp Customer Service RepresentativeOSI Systems, Inc

Inside Sales RepresentativeFreshTax

Solar Sales RepresentativeSalesDraft Recruiting

Entry Level Sales Representative - $2,000 - $4,000/WeekSalesDraft Recruiting

Veterinary Client Service Representative - Part-TimeVeterinary Cancer Group SFV

Inside Sales RepresentativeThe Max Spencer Co.

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