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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.

Newport Beach, CA30+ days ago
  • $80,000–$90,000 Per 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.

Santa Ana, California30+ days ago

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.

Santa Ana, CA30+ days ago

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.

CA30+ days ago

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.

    • Fullerton, CA18 days ago

    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.

    CA30+ days ago

    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.

    • CA27 days ago

    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.

    Upland, California30+ days ago

    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
    .

    Magellan Health Services, Inc. logo

    March Air Reserve Base, CA30+ 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.

    Brea, CA18 days ago
    • $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.

    Irvine, CA25 days ago
    • $110,000–$125,000 Per 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.

    Orange, CA18 days ago

    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.

    Irvine, California30+ days ago
    Remote
    • $85,000–$100,000 Per 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.

    Orange, CA30+ days ago

    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.

    Ontario, CA30+ days ago

    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.

    Montclair, CA13 days ago
    • $40,000–$120,000 Per Year

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

    Chino, CA13 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.

    Chino, CA13 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.

    Hesperia, CA19 days ago
    • $35,000–$75,000 Per Year

    Adhering to strict FCC rules, please dont apply if you have any charges related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules. We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers!

    SchoolsFirst Federal Credit Union logo

    Santa Ana, CA30+ days ago
    • $27.02–$39.18 Per Hour

    p>At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides prompt, accurate, and high-quality service to Members and branch Teammembers by phone, email, and mail regarding general investment and retirement account inquiries.

    Corona, CA30+ days ago
    Remote

    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.

    Sedgwick Claims Management Services, Inc. logo

    Rancho Cucamonga, CA25 days ago

    Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. Adjusting various levels of workers' compensation claims under close supervision, which includes: Processing and responding to incoming mail, emails and other claim related documents according to status of the claim.

    Sedgwick Claims Management Services, Inc. logo

    Brea, CA30+ days ago

    p>Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.

  • Adjusting various levels of workers' compensation claims under close supervision, which includes:
  • Processing and responding to incoming mail, emails and other claim related documents according to status of the claim.

    • Sedgwick Claims Management Services, Inc. logo

    Orange, CA30+ days ago

    Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. Adjusting various levels of workers' compensation claims under close supervision, which includes: Processing and responding to incoming mail, emails and other claim related documents according to status of the claim.

    Sedgwick Claims Management Services, Inc. logo

    Ontario, CA30+ days ago
    • $26–$28 Per Hour

    p>A stable and consistent work environment in an office setting A training program to learn how to help employees and customers from some of the world's most reputable brands An assigned mentor and manager who will guide you on your career journey Career development and promotional growth opportunities through increasing responsibilities A diverse and comprehensive benefits package to take care of your mental, physical, financial and professional needs.

    • Processes low level workers compensation claims determining compensability and benefits due on long term indemnity claims, monitors reserve accuracy, and files necessary documentation with state agency.

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