175 Results for

Financial Representative Jobs in Pasadena, CA

Jobs

Los Angeles, CA21 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!

Anaheim, CA1 day ago

$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.

New!

Orange, CA6 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!

Glendale, CA1 day ago

$40,000–$50,000 Per Year

Related experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training. A criminal history may have a direct, adverse, and negative relationship with your employment potentially resulting in the withdrawal of a conditional offer of employment for roles that involve direct contact with the public, handling sensitive customer and financial information, or operating vehicles and/or heavy machinery.

New!

North Hollywood, CA1 day 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.

Los Angeles, CA29 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, CA8 days ago

$21–$33.78

New!

Los Angeles, California6 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.

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.

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.

Santa Clarita, CA30+ days ago

Our Financial Services Representative position(Arcadia, CA) is responsible for delivering remarkable client service and proactively selling bank products/services that meet prospect/client needs. Build long-term relationships to cross-sell products and services by suggesting bank products and to open new accounts for both business and consumer prospects/clients.

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!

Calabasas, California6 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.

El Segundo, 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.

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.

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.

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, CA15 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.

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.

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.

New!

Los Angeles, CA1 day 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, California6 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

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.

Diamond Bar, California20 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.

La Palma, CA30+ days ago

$250,000–$350,000 Per Year

The successful candidate will have a strong background in finance and management, track record of financing acquisitions through loan broker relationships, experience in the real estate industry preferred with restaurant experience a plus, and pedigree from top-tier academic and corporate institutions. Demonstrated expertise in constructing models from diverse data sources, the ideal candidate must showcase advanced proficiency in Excel, along with proven skills in financing, in depth knowledge of Macros and Financial Modeling, which will be assessed during the application process.

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.

New!

Irvine, CA6 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.

Los Angeles, California12 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.

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.

Los Angeles, CA30 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.

Pasadena, CA9 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.

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, CA22 days ago

Anaheim, CA7 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.

West Covina, CA8 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, CALIFORNIA12 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.

Los Angeles, CA15 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, CA13 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.

Fullerton, California15 days ago

Montclair, California9 days ago

New!

Long Beach, CA1 day ago

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.

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.

Woodland Hills, 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.

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Financial Representative Jobs in Pasadena, CA

Jobs

Client Service RepresentativeBeacon Hill Staffing Group, LLC

Outside Sales RepresentativeSunstate Equipment

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

Outside Sales RepresentativeSunbelt Rentals

Territory Sales RepresentativeHerc Rentals Inc

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

Bank Financial Services Representative (Personal Banker)First Citizens Bank

Financial RepresentativeWestern & Southern Life

Financial Services RepresentativeMission Valley Bank

Financial Sales RepresentativeHire Up Staffing Services

Financial AdvisorNorthwestern Mutual

Financial AdvisorSagient

Financial AdvisorFirst Command Financial Services, Inc.

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

QA/QC Manager - Data Center CommissioningField Talent

Financial AnalystRIDE Mobility

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

SOX & Financial Reporting, ManagerZevia

Financial Advisor SeniorCity National Bank

Relationship Manager, Large Financial InstitutionsFiserv

Financial Advisor - Los AngelesLenox Advisors

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

Manager, Financial Planning and AnalysisRadwell International

Financial Advisor (Sacramento CA)Pathways

CFORegal Executive Search

Financial Reporting LeadEast West Bank

Financial Advisor-SeattleRK Partners

Financial ConstultantSynergy Financial

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

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

Financial AdvisorMassMutual Pacific

Senior Owner's Authorized RepresentativeJobot

Owner’s Authorized Representative IDavron LLC

Bilingual Customer Service RepresentativeQuantum Electronic Payments

Personal Banker/Branch Service RepresentativeFirst City Credit Union

Owners Authorized Representative (OAR I)K2 Staffing

Customer Service Representative 836645Helpmates

Customer Service Representative 836753Helpmates

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

Customer Service RepresentativeCommunity Choice Financial Family of Brands

Virtual Phone Sales RepresentativeInsuraTec

Admissions Representative - CCCConcorde Career Colleges, Inc.

Sales Representative BC - Walnut CreekFiserv

Sales Representative BC - Orange CountyFiserv

Sales Representative BC - SacramentoFiserv

Sales Representative BC - San FranciscoFiserv

Virtual Sales Representative - No Cold CallingLegacy Harbor Advisors

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