155 Results for

Financial Representative Jobs in Ontario, CA

Jobs

New!

Los Angeles, CA1 day ago

As an Associate in Santander’s Los Angeles Investment Banking coverage team, your responsibilities will span a wide range of quantitative and qualitative skills, with strong emphasis on project management, mentorship of junior staff and client interaction. Skills and Abilities:Demonstrated knowledge of corporate finance and investment banking products, with a preference for experience in Financial Sponsors, Real Estate, Gaming, Lodging & Leisure (“REGAL”) and / or Industrial Services.

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.

Los Angeles, CA20 days ago

Remote

Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

New!

Riverside, CA2 days ago

$123,000–$145,000

Accomplishes regional sales objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees in assigned districts; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures. Maintains and expands customer base by counseling district sales representatives; building and maintaining rapport with key customers; identifying new customer opportunities.

New!

Moreno Valley, CA6 days ago

Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.

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!

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.

Los Angeles, CA28 days ago

$216,000–$220,000 Per Year
Full-time
Employee

9.1 Manage, oversee and coordinate all facets of the pre-construction, bid and award, construction and close-out phase of all assigned projects. Graduation from a recognized college or university with a bachelor’s degree in Architecture, Engineering, or Construction Management.

Los Angeles, CA30+ 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.

Downey, CA7 days ago

$21–$33.78

New!

Los Angeles, 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.

ONTARIO, California30+ days ago

Organization : Name: ONTARIO CA Default: Location : City: ONTARIO 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. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

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.

Irvine, 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.

Los Angeles, California30+ days ago

Remote

$71,869–$114,797 Per Year

WHAT WILL YOU DO?Investment Advisory Program Account Administration: Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service. Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group.

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.

Los Angeles, CA30+ days ago

$90,000–$100,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.

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.

Los Angeles, CA30+ days ago

Remote

$109,100–$232,300 Per Year

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. + Develop a solid understanding of core applications and surround products in addition to clients' current offerings to effectively engage with prospective customers.

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.

Rancho Cucamonga, CA30+ days ago

Full-time

The primary responsibility of this position will provide key financial support to the plant including annual budget, monthly forecast, weekly flash, month-end close, monthly financial reporting, ad-hoc business financial analysis, internal control testing and compliance. Reviews, analyzes, and reports monthly manufacturing variances and plant expenses that can significantly impact job costing such as raw material alloy purchases, alloy inventory, and cost of production labor, outplant, qualification and development, research and development and other indirect costs.

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.

Los Angeles, CA15 days ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

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.

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.

March Air Reserve Base, CA27 days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Los Angeles, CA29 days ago

As an Associate in Santander’s Los Angeles Investment Banking coverage team, your responsibilities will span a wide range of quantitative and qualitative skills, with strong emphasis on project management, mentorship of junior staff and client interaction. Associates will develop technical mastery and deal execution skills across all investment banking products including M&A, LevFin and ECM while building a robust professional network, both internally and externally.

Los Angeles, California11 days ago

$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.

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.

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.

Los Angeles, CA30+ days ago

$200,000–$220,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a proven track record in managing construction projects, liaising with multiple stakeholders, and ensuring all project goals are met within the agreed timelines and budgets.

Los Angeles, CA21 days ago

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.

Los Angeles, CALIFORNIA11 days ago

With a team of highly credentialed professionals across engineering, construction, and project management disciplines, the firm has built a strong reputation for delivering projects within large, highly regulated public sector environments. Bachelor’s degree in Architecture, Engineering, Construction Management, or a related fieldOR bachelor’s degree in another discipline with the ability to obtain a Certified Construction Manager (CCM) credential within one year.

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.

Los Angeles, CA14 days ago

What Youll Do: As a Customer Service Representative Teller, you will be responsible for: Providing exceptional customer service by processing deposits, withdrawals, cash advances, stop payments, wire transfers, and other financial transactions accurately and efficiently. You will work closely with the branch team to ensure accurate transactions, promote banking products, and uphold security protocols that protect both the bank and its customers.

Los Angeles, CA12 days ago

$19–$20 Per Hour

As a Customer Service Representative Teller, you will be responsible for: Providing outstanding customer service by processing deposits, withdrawals, cash advances, stop payments, wire transfers, and other financial transactions accurately and efficiently. Join a trusted banking organization as a Customer Service Representative Teller in Los Angeles and be at the forefront of delivering exceptional banking experiences.

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

Riverside, CA30+ days ago

Current Home, a Southern California-based solar energy company, top-ranked by its employees and by its customers in reviews at Yelp, Google, and BBB, is starting to make some BIG waves in Florida. Current Home Solar has spent the last 5+ years helping homeowners in Florida and California make the smart choice of switching to renewable energy.

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.

Los Angeles, CA30+ days ago

$39,600–$92,400 Per Year

What you will do: Be the Catalyst for Growth: Travel across the greater territory area, partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go. For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan.

Los Angeles, CA30+ days ago

$39,600–$92,400 Per Year

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. + Be the Catalyst for Growth: Travel across the greater area, partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go.

Los Angeles, CA30+ days ago

$39,600–$92,400 Per Year

Los Angeles, CA30+ days ago

$39,600–$92,400 Per Year

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform.

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Financial Representative Jobs in Ontario, CA

Jobs

Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials)Santander Holdings USA Inc

Title Sales RepresentativeLennar Corporation

Client Service RepresentativeBeacon Hill Staffing Group, LLC

Sales Representative - Alarm SystemsSecuritas Technology

Pharmaceutical Field Sales RepresentativeInizio Engage

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

Outside Sales Representative- Paid Weekly- Paid TrainingSafe Haven Security

Construction Project Manager (Owners Authorized Representative I)DACM Project Management, Inc.

Emergency Financial Representative, FT EveningsPIH Health

Emergency Financial Representative, PT EveningsPIH Health

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial RepresentativeWestern & Southern Life

Financial AdvisorNorthwestern Mutual

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

Financial AdvisorFirst Command Financial Services, Inc.

Investment Relationship Officer - (Financial Advisor Support)City National Bank

Financial AnalystRIDE Mobility

Financial Advisor SeniorCity National Bank

AVP, Scrum Master – Financial AppsSynchrony Financial

Relationship Manager, Large Financial InstitutionsFiserv

AVP, Treasury - Financial Planning and AnalysisSynchrony

Senior Financial AnalystHowmet Aerospace

Financial Advisor (Sacramento CA)Pathways

Financial Advisor - Los AngelesLenox Advisors

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

Financial Advisor-SeattleRK Partners

Financial Reporting LeadEast West Bank

Personal Financial Counselor, March ARB, CAMagellan Health Services, Inc.

Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials)Santander US

Financial ConstultantSynergy Financial

Financial AdvisorMassMutual Pacific

Financial Services ManagerPenske Honda Ontario

Senior Owner's Authorized RepresentativeJobot

Owner’s Authorized Representative IDavron LLC

Personal Banker/Branch Service RepresentativeFirst City Credit Union

Owners Authorized Representative (OAR I)K2 Staffing

Bilingual Customer Service RepresentativeQuantum Electronic Payments

Customer Service Representative 836645Helpmates

Customer Service Representative 836753Helpmates

Outside Sales RepresentativeSunstate Equipment

Customer Service RepresentativeCommunity Choice Financial Family of Brands

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

Field Marketing Representative - CACurrent Home

Virtual Phone Sales RepresentativeInsuraTec

Inside Sales RepresentativeLobel Financial

Sales Representative BC - Walnut CreekFiserv

Sales Representative BC - Orange CountyFiserv

Sales Representative BC - SacramentoFiserv

Sales Representative BC - San FranciscoFiserv

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