Financial Representative Jobs in Cerritos, CA (829)
Locum Physician (MD/DO) - Radiology in Los Alamitos, CA
LocumJobsOnline
Los Alamitos, CA
Financial Advisor - Certification Provided
Edward Jones
Fountain Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Bell Gardens, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Bell Gardens, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
VP, Financial Consultant- Pasadena, CA
Charles Schwab
PASADENA, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr. Financial Analyst x 130K - 150K + equity x South Bay / flex
Vaco by Highspring
Carson, CA
Hybrid
‌
Financial Analyst x 100K - 125K x South Bay / flex
Vaco by Highspring
Gardena, CA
Hybrid
‌
FP&A Manager
Vaco by Highspring
Cerritos, CA
401(k)
PTO
Dental Insurance
Vision Insurance
‌
Controller x 175K - 225K + bonus x LA
Vaco by Highspring
Cerritos, CA
New
‌
Accounting Manager
Vaco by Highspring
Irvine, CA
‌
Financial Analyst x 90K - 115K + bonus x East LA
Vaco by Highspring
Cerritos, CA
New
‌
Senior, FP&A
Vaco by Highspring
Cerritos, CA
‌
Controller
Vaco by Highspring
Cerritos, CA
‌
Financial Advisor- Relationship Manager
CyberCoders
Beverly Hills, California
401(k)
Health Insurance
$115k / year
‌
Merrill Market Supervision Manager
Bank of America
Pasadena, California
Diversity Leader
Eco-Friendly
‌
VP, Financial Consultant - Encino, CA
Charles Schwab
Lomita, California
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Senior Product Marketing Manager (Wealth Management)
Cetera Financial Group
El Segundo, California
$120k - $130k / year
‌
Lead Advisor - New Market
Brighton Jones
Newport Beach, California
‌
National Sales Manager – Cetera Advisors
Cetera Financial Group
El Segundo, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$190k - $270k / year
‌
Market Leader - Advisor Development Program
Bank of America
Brea, California
Diversity Leader
Eco-Friendly
‌
US Global Wealth Management (GWM) Marketing Senior Associate
PIMCO
Newport Beach, California
$75k - $125k / year
‌
Head of Alternative Sales
PIMCO Ltd. - Pacific Investment Management
Newport Beach, California
‌
Director, Client Strategist
BNY Mellon Capital Markets
Newport Beach, California
$128.2k - $250k / year
‌
Director, Client Strategist
BNY Mellon
Newport Beach, California
$128.2k - $250k / year
‌
Senior Manager, U.S. Tax Advisory
Hispanic Alliance for Career Enhancement
Culver City, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Senior Private Equity Associate Blog Post
Allocator Jobs
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$144.6k - $176.8k / year
‌
Vice President, Advisory and Transaction (Japan Buy-Side Client Business Development)
Staffmark Group
El Segundo, California
Part-Time
Dental Insurance
Vision Insurance
‌
Director Fundamental Research
Pacific Life
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$198.8k - $243k / year
‌
Director Fundamental Research
Pacific Life Insurance
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$198.8k - $243k / year
‌
Lead Financial Service Consultant
TransUnion
🌎 Remote
Remote
Hybrid
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
$72.3k - $105k / year
‌
Implementation Consultant III, Financial Saas
Brex
🌎 Remote
Remote
$145.5k / year
‌
Associate Financial Representative
Modern Woodmen
Torrance, CA
Dental Insurance
‌
Senior Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Education
Job Description
Working as a Financial Representative in Cerritos, CA
There are 829 Financial Representative opportunities available in Cerritos, 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 Cerritos, CA
Financial Representatives in Cerritos, CA Resume Data
Average Experience for Financial Representatives in Cerritos, CA
- More than 10 years: 52%
- 6-10 years: 33%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Cerritos, CA
- Diploma: 38%
- Bachelors: 37%
- Associates: 15%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Cerritos, CA
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Sales skills: 12%
- Customer service: 12%
- Work style: Reliability: 11%
- Administrative assistant/receptionist: 8%
- Verbal communication: 7%
- Call center customer service: 7%
- Scheduling: 5%
- Written communication: 4%
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