94 Results for

Financial Representative Jobs in Newport 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, CAToday

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.

New!

Carson, CA3 days ago

$75,000–$85,000 Per Year

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

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.

Laguna Woods, California30+ days ago

$23.11–$35 Per Hour

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

Irvine, 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.

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.

CA30+ days ago

We are seeking an experienced QA/QC Manager to lead electrical quality assurance and commissioning efforts on large-scale data center and mission critical construction projects across the United States. The ideal candidate has strong experience with data center electrical infrastructure, including switchgear, UPS systems, generators, and power distribution equipment.

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.

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.

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.

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.

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, 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.

Whittier, California14 days ago

Fullerton, California14 days ago

Ontario, CA13 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.

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.

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.

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.

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.

New!

Santa Ana, California4 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.

Rancho Santa Margarita, CA15 days ago

Remote

$26–$31.59 Per Hour

To review US Alliance Group Inc.’s CCPA Employee Notice, please copy and paste the following link into your web browser: https://checkpoint.url-protection.com/v1/r01/url?o=https%3A//usag-inc.com/ccpa-employee-notice/&g=NzI2YWRlZmFiZGI1Y2MzYg==&h=ZDFjYTNlZmU1NTgzMzM5NDkxMDA2MWYyNjYzN2E2YjIyZDI1NWZmMTJlZmJmZGQ5MWNmOTczYjUxMjNkNzg5Yw==&p=Y3AxOnVzYWxsaWFuY2Vncm91cGluYzpjOm86M2Q2ZWRkYjMwYjAyNzk4MGRlYTFiYmEwNGQwNWRhODY6Nzp0OlQ=. From credit and debit card processing to ACH transfers, gift cards, ATMs, merchant cash advances, consumer lending, and beyond, USAG provides seamless, secure, and cost-effective solutions that empower businesses of all sizes to increase their cash flow, optimize their operations, and enhance their customer convenience.

New!

Rancho Santa Margarita, CA1 day ago

Remote

$26–$31.59 Per Hour

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

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.

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.

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.

New!

Newport Beach, California5 days ago

$20–$27 Per Hour

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. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Corona, 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.

Long Beach, 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!

Huntington Beach, CA30+ days ago

Develop ongoing networking relationships with Small Business owners – such as Real Estate Agents, Mortgage Lenders, Auto Dealers, etc. Support can include responding to inquiries * regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

New!

Irvine, CA6 days ago

This is a performance-driven role with clearly defined KPIs and expectations; compensation is hourly and not commission-based, providing stability while reinforcing consistent performance and contribution to team outcomes. Consistently meet or exceed defined KPIs, including outreach activity, scheduled interviews, follow-ups, and enrollments.

Lake Forest, California26 days ago

$60,000–$120,000 Per Year

Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.

Anaheim, California25 days ago

$60,000–$100,000 Per Year

You can count on a career with the Best in Pests where you’ll work alongside a team that values safety, professionalism, empathy, integrity and innovation in pursuit of our mission to deliver the peace of mind only an Orkin Pro can provide. Serve as an empathetic problem solver for customers by utilizing the in-depth training provided to recommend the best innovative overall pest solution for each customer's needs.

Irvine, CA30+ days ago

Collaborate with team members to reduce financial and business risks by ensuring accuracy of equity grants (options RSUs), RSU releases, ESPP enrollment and purchases based on knowledge of securities and tax regulations in all countries that equity programs are offered. Within the scope of this role, you will be responsible for assisting with Edwards stock programs for employees in the US and our subsidiary locations around the globe, processing of stock equity transactions for US employees into Edwards payroll system with a focus on ensuring entries are made timely and accurately.

Stand out to leading employers.

Upload your resume and let employers find you for new Financial Representative job openings. Plus, receive relevant job matches delivered straight to your inbox.

Financial Representative Jobs in Newport 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

Territory Sales RepresentativeHerc Rentals Inc

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 AdvisorNorthwestern Mutual

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

Financial AdvisorFirst Command Financial Services, Inc.

Financial Advisor | Newport BeachRK Partners

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

QA/QC Manager - Data Center CommissioningField Talent

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

AVP, Treasury - Financial Planning and AnalysisSynchrony

Financial Advisor-SeattleRK Partners

Financial Advisor - LicensedRK Partners

Financial Advisor (Sacramento CA)Pathways

Bilingual Customer Service RepresentativeQuantum Electronic Payments

Customer Service RepresentativeCommunity Choice Financial Family of Brands

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

Financial Services ManagerPenske Honda Ontario

Call Center RepresentativeUltimate Staffing Services

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

Business Development RepresentativeConsumerDirect, Inc.

Client Services Account RepresentativeFinancial Statement Services, Inc

Virtual Phone Sales RepresentativeInsuraTec

Inside Sales RepresentativeLobel Financial

Inside Sales RepresentativeFreshTax

Account RepresentativeMariner Finance

Customer Service/Technical Support Representative (Not Remote)US ALLIANCE GROUP INC

Warehouse Representative (Not Remote)US ALLIANCE GROUP INC

Licensed Bilingual Customer Service RepresentativeAlsop & Associates Insurance Agency

Sales RepresentativeAlsop & Associates Insurance Agency

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

Solar Sales RepresentativeSalesDraft Recruiting

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

Bank Sales & Service Representative (Universal Banker)First Citizens Bank

Inside Sales RepresentativeThe Max Spencer Co.

Remote Sales RepresentativeLegacy Harbor Advisors

Licensed Insurance Sales RepresentativeCarl Ferraro - State Farm Agency

Admissions RepresentativeStanbridge University

B2B Outside Sales Representative (Commercial Dept.)Orkin

Outside Sales RepresentativeOrkin

HR RepresentativeOQSIE

Similar Job Searches