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Our workplace has been recognized multiple times for its outstanding environment, earning accolades from Entrepreneur Magazine, consistently strong reviews on Glassdoor and Indeed, and a place on the Inc. If you’re looking to take ownership of your career, build financial independence, and make a real difference in people’s lives, we encourage you to apply and begin your path to success.

Stratford Davis

Entry Level Sales Representative (Remote)

Zoho

FULL_TIME

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Wilson Ku - State Farm Agent

Customer Relations Representative - State Farm Agent Team Member

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Rolando Suarez - State Farm Agent

Customer Service Representative - State Farm Agent Team Member

Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.

Patelco Credit Union

Registered Sales Assistant

[AW]-iCims

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Columbia Banking System, Inc.

Senior Wealth Advisor

ea_via_bold

YEAR

Whether you are looking to expand your current practice, strengthen your planning capabilities, join a team, or develop a long-term succession strategy, Golden Summit Wealth provides the resources to help support your next stage of growth. Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization.

Financial Representative Jobs in San Jose, CA

Entry Level Sales Representative (Remote) Stratford Davis

Customer Relations Representative - State Farm Agent Team Member Wilson Ku - State Farm Agent

Customer Service Representative - State Farm Agent Team Member Rolando Suarez - State Farm Agent

Registered Sales Assistant Patelco Credit Union

Senior Wealth Advisor Columbia Banking System, Inc.

Experienced Wealth Advisor Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Senior Wealth Advisor Columbia Bank

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