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228 Results for

Financial Representative Jobs in Riverside, CA

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Embla Medical is committed to sustainable business practices and renowned for positively impacting people‘s health and well-being.

30+ days ago

Santa Ana, CA

This position will offer:

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

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

30+ days ago

Santa Ana, California

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

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

30+ days ago

Irvine, CA

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

30+ days ago

Upland, CA
  • $36,000–$50,000 / year

We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.

30+ days ago

Irvine, CA
  • $100,000–$300,000 / 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.

8 days ago

Newport Beach, CA
  • $80,000–$90,000 / year

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

CA

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.

    • 30+ days ago

    Fullerton, CA

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

    Communication:

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

    18 days ago

    CA

    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.

    • 30+ days ago

    CA

    p>The following benefits and additional compensation are available to those regular employees who work 20+ hours per week: Health, Dental and vision insurance, Health Savings Account, Healthcare Flexible Spending Account, Life insurance, Long-term disability leave, Dependent daycare spending account, Tuition assistance/reimbursement, and Simple Steps (global well-being program).

    If you are applying to perform work for Medtronic, Inc. ("Medtronic") in any position which will involve performing at least two (2) hours of work on average each week within the unincorporated areas of Los Angeles County, you can find here a list of all material job duties of the specific job position which Medtronic reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

    27 days ago
    Magellan Health Services, Inc. logo

    March Air Reserve Base, CA
    • 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.

    30+ days ago

    Brea, CA
    • $75,000–$100,000

    Manager, you will be responsible for maintaining financial management reports, coordinating communication with subsidiaries, projecting monthly and annual sales against budgets, and contributing to monthly and annual period-end close processes. The role involves proactively managing the preparation of the annual budget between subsidiaries and headquarters, providing comprehensive operational and financial analyses to support and guide strategic planning at HQ.

    18 days ago

    Irvine, CA
    • $110,000–$125,000 / year

    p>Physical Demands:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

    • Must have the ability to stoop, stand, climb, occasionally lift a minimum of 25 lbs.
    • Strong communication and presentation skills, with the ability to effectively convey financial concepts to both finance and non-finance stakeholders, including senior leadership.

    25 days ago

    Upland, California

    div>

    We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm.
    If you're a recent graduate motivated to start a career in financial services and grow within a firm, we’d love to hear from you.
    Compensation: $3,000.00 - $5,000.00 per month
    .

    30+ days ago

    Irvine, California
    Remote
    • $85,000–$100,000 / year

    div>Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

    30+ days ago

    Orange, CA

    p>To perform this job successfully, an individual should have a strong understanding of budgeting, forecasting and profitability models (SQL; Crystal report writing tools, advanced modeling skills using Microsoft Excel and/or Microsoft Access) and experience with Microsoft PowerPoint and Word.

    This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, and procedure manuals, as well as the ability to effectively present information and respond to questions effectively.

    18 days ago

    Newport Beach, CA
    • $124,830–$152,570 / year

    li>

    Understand and communicate key drivers of financial results to key stakeholders throughout financial close process through preparation of fluctuation analysis of quarterly results, including presentation of results to management and utilization of tools and technology to generate data visualizations and data driven insights.

    How you'll help move us forward:

    • Execution of quarterly accounting and reporting tasks, including processing and review and approval of journal entries, reconciliations, and analysis of results to ensure completeness and accuracy of account balances.

    30+ days ago

    Rancho Belago, California
    • $71,452–$100,000 / year

    ABOUT THE ROLE: The Operations Analyst is responsible for delivering data-driven and financially informed insights, developing scalable reporting solutions, and supporting operational and financial decision-making through strong technical expertise and business acumen. Serving over 180 countries and territories, Skechers connects customers to products through department and specialty stores, e-commerce and digital stores, and through our more than 5,300 Skechers retail locations.

    30+ days ago

    Newport Beach, CA
    • $124,830–$152,570 / year

    This role will be a critical partner to Sales Leadership and Finance Leadership, splitting time across sales analytics and strategic spend management / value tracking to support sound decision-making and capital allocation. Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple forecasting methodologies, incorporating emerging trends, leading indicators, and scenario analysis.

    30+ days ago

    Newport Beach, CA
    • $167,670–$204,930 / year

    In this capacity, the candidate is expected to develop economic models, production level systems,  strong controls and governance and insights that can support the execution of:

    • Pacific Life Risk Management's development, governance, and delivery of scenarios throughout the enterprise.

    • Demonstrated ability to design, implement, and maintain production grade‑ quantitative codebases for large‑scale stochastic simulation, including performance optimization, testing, version control, and reproducibility suitable for valuation, regulatory use, and audit.

    30+ days ago

    Newport Beach, CA
    • $84,870–$103,730 / year

    p>Base Pay Range:

    The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting.

  • Experience with Peoplesoft, Oracle EPM applications (EPBCS-Planning and Budgeting, EDM-Data Management) or similar financial systems preferred.

    • 30+ days ago

    Newport Beach, CA
    • $124,830–$152,570 / year

    li>

    Understand and communicate key drivers of financial results to key stakeholders throughout financial close process through preparation of fluctuation analysis of quarterly results, including presentation of results to management and utilization of tools and technology to generate data visualizations and data driven insights.

    How you'll help move us forward:

    • Execution of quarterly accounting and reporting tasks, including processing and review and approval of journal entries, reconciliations, and analysis of results to ensure completeness and accuracy of account balances.

    26 days ago
    New

    Newport Beach, CA
    • $203,760–$249,040 / year

    p>As a Director you'll move Pacific Life, and your career, forward by assisting to develop and support the launch of new annuity products that deliver high value for our customers and align with Pacific Life's long-term strategy.

    How you'll help move us forward:

    • Balance product profit, risk, and market competitiveness; help develop and test creative solutions to challenges encountered in product design, pricing, and implementation processes.

    4 days ago

    Orange, CA

    Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

    30+ days ago

    Ontario, CA

    li>Participate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.

    30+ days ago

    Montclair, CA
    • $40,000–$120,000 / 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.

    13 days ago

    Chino, CA
    • $30,000–$100,000 / 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.

    13 days ago

    Rancho Cucamonga, CA
    • $30,000–$60,000 / 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.

    13 days ago

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