Financial Representative Jobs in Berkeley, CA (2,839)
Financial Advisor - Certification Provided
Edward Jones
Castro Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Services Representative / Life Insurance Agent – Remote
Nader Agency
🌎 Remote
Part-Time
Remote
Health Insurance
Education
$50k - $100k / year
Financial Consultant - Berkeley, CA
Fidelity Investments
Berkeley, CA
New
Education
Parental Leave
$55k - $75k / year
Asset & Wealth Management, Financial Planning Advisor , Vice President
Goldman Sachs
San Francisco, California
$85k - $270k / year
Senior Wealth Advisor
Mercer Advisors
San Francisco, California
$200k - $250k / year
Asset & Wealth Management, Private Family Office - Financial Planning Advisor , Vice President [...]
The Goldman Sachs Group
San Francisco, California
Part-Time
$85k - $270k / year
‌
Senior Wealth Advisor - San Francisco/Castro
Citi
San Francisco, California
Dental Insurance
Vision Insurance
$70k / year
‌
Senior Financial Advisor
Gh Gruppe
San Francisco, California
‌
Private Wealth Relationship Manager
Bank of America
San Francisco, California
Diversity Leader
Eco-Friendly
‌
Investment Consultant**
Morgan Stanley
San Francisco, California
New
$50k - $115k / year
‌
Financial Advisor - PNC Investments
PNC Financial Services Group
San Francisco, California
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌
Investment Consultant*
711 MS Smith Barney
San Francisco, California
New
Dental Insurance
Vision Insurance
$50k - $115k / year
‌
Alternative Investment Consultant
UBS Financial Services
San Francisco, California
New
Part-Time
$225k - $300k / year
‌
Financial Consultant - Berkeley, CA
Ex-MilitaryCareers.com USA
Berkeley, California
Education
Parental Leave
$55k - $75k / year
‌
Business Development Principal
Aspen Standard Wealth
San Francisco, California
401(k)
Dental Insurance
Vision Insurance
$150k / year
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Chinatown Financial Center
Bank of America
San Francisco, California
Diversity Leader
Eco-Friendly
‌
Sr. Investment Officer
Northern Trust
San Francisco, California
New
$236.6k - $414.1k / year
‌
Financial Analytics Consultant 3
Northstar Staffing Solutions
San Francisco, California
‌
Oracle Financial Functional Consultant
Next Ventures
San Francisco, California
New
$80 - $110 / hour
‌
Alternative Investment Consultant
UBS
San Francisco, California
New
Part-Time
$120k - $150k / year
‌
Director of Sales - B2B / Investment Banking
FILD Search
San Francisco, California
New
Hospitality
PTO
Dental Insurance
Vision Insurance
$30 / hour
‌
Implementation Consultant III, Financial Saas
Brex
🌎 Remote
Remote
$145.5k / year
‌
Vice President, Client Relationship Manager, RIA/Family Office (Northwest)
Avature
San Francisco, California
Health Insurance
$200k / year
‌
Financial Crime AML Audit Senior Consultant
Crowe
San Francisco, California
$74.1k - $147.8k / year
‌
Financial Crime Testing & Audit Senior Consultant
Crowe
San Francisco, California
$74.1k - $147.8k / year
‌
Financial Crime Technology Implementation Senior Consultant
Crowe
San Francisco, California
$84.7k - $168.9k / year
‌
Financial Crime Independent Testing Senior Consultant
Crowe
San Francisco, California
$74.1k - $147.8k / year
‌
VP, Financial Consultant - Berkeley, CA
Charles Schwab
Berkeley, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Piedmont, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Customer Service-Financial Service Representative
Randstad
🌎 Remote
Remote
Hourly
Hospitality
$19 / hour
‌
Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Piedmont, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Representative - Entry-Level to Advisor Track
Mejia Advisory & Solutions Group
San Francisco, CA
New
Part-Time
‌
Financial Representative
Northwestern Mutual
🌎 Remote
Remote
Hybrid
Dental Insurance
Vision Insurance
$26 / hour
Job Description
Working as a Financial Representative in Berkeley, CA
There are 2,839 Financial Representative opportunities available in Berkeley, CA all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Berkeley, CA
Daily Jobs in Your Email
By creating a job alert, you agree to the Joblist Terms of Use and Privacy Policy and to receiving marketing emails.
Need Extra Help?
Answer a few short questions and we'll create a personalized set of job matches.