Financial Representative Jobs in Newport Beach, CA (345)
Financial Advisor - Certification Provided
Edward Jones
Fountain Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Automation Projects Engineer Level II or Level III (Sr)
Caltrol
Irvine, California
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$110k - $125k / year
Master Social Worker - MSW
Fresenius Medical Care
Santa Fe Springs, CA
New
Dental Insurance
Vision Insurance
Parental Leave
$71k - $105k / year
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
IRVINE, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
IRVINE, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Construction Superintendent (Program Field Representative)
Disneyland Resort
Anaheim, CA
$113.8k - $152.5k / year
‌
Medical Social Worker III LCSW / PT 20 hours / OBGYN exp a plus
Kaiser
Irvine, CA
Part-Time
Vision Insurance
‌
VP, Financial Consultant - Seal Beach, CA
Charles Schwab
Seal Beach, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
CNC Machinist
IMI PLC
Rancho Santa Margarita, CA
New
401(k)
PTO
$28 - $32 / hour
‌
Locum Certified Registered Nurse Anesthetist (CRNA) in Oregon
Locum Jobs Online
Irvine, CA
‌
Machinist Tech - Fluid Systems Division
Parker Hannifin
Irvine, CA
New
Dental Insurance
Vision Insurance
Parental Leave
$30.47 - $39.47 / hour
‌
Financial Services Representative II-Commercial
Enterprise Bank and Trust
Anaheim, CA
New
Hourly
$22.50 - $27 / hour
‌
Senior Quantity Surveyor
HeatherDaniel International
Orange, CA
$200k / year
‌
Remote Financial Survey Consultant (Hiring Immediately)
Maxion Research
🌎 Remote
New
Part-Time
Remote
$790 / week
‌
Estate Planning Attorney
Jobot
Newport Beach, CA
New
401(k)
PTO
$125k - $175k / year
‌
Restaurant General Manager
Montage International
Newport Beach, CA
Part-Time
Hourly
Food Service
Flexible Schedule
$110k - $115k / year
‌
Restaurant Manager -Acapulco, Costa Mesa
Xperience XRG
Costa Mesa, CA
Food Service
Dental Insurance
Vision Insurance
Education
$69k - $80k / year
‌
Shift Supervisor Trainee
CVS Health
Irvine, CA
Part-Time
Hourly
Retail
Flexible Schedule
$17.25 - $26 / hour
‌
Busser - Sol
Xperience XRG
Newport Beach, CA
Part-Time
Hourly
Food Service
Health Insurance
Flexible Schedule
$16.50 / hour
‌
Shift Supervisor
PLS
Norwalk, CA
Part-Time
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$19 - $21 / hour
‌
Culinary (Kitchen) Manager -Acapulco Costa Mesa
Xperience XRG
Costa Mesa, CA
Food Service
Dental Insurance
Vision Insurance
Education
$70k - $77k / year
‌
Culinary Manager / Kitchen Manager - El Torito Irvine
Xperience XRG
Irvine, CA
Food Service
Dental Insurance
Vision Insurance
Education
$75k - $85k / year
‌
Restaurant Manager-El Torito
Xperience XRG
Yorba Linda, CA
Food Service
Dental Insurance
Vision Insurance
Education
$69k - $75k / year
‌
Associate Sales Specialist -PIMCO
PIMCO
Newport Beach, CA
‌
barista - Store# 06747, BAYSIDE & PACIFIC COAST HWY
Starbucks
Newport Beach, CA
Part-Time
Food Service
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
barista - Store# 05776, RIVERSIDE & W COAST HWY
Starbucks
Newport Beach, CA
Part-Time
Food Service
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
barista - Store# 19803, MACARTHUR & BISON
Starbucks
Newport Beach, CA
Part-Time
Food Service
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
shift supervisor - Store# 06747, BAYSIDE & PACIFIC COAST HWY
Starbucks
Newport Beach, CA
Part-Time
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
barista - Store# 05661, JAMBOREE & BIRCH
Starbucks
Newport Beach, CA
Part-Time
Food Service
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
barista - Store# 67355, BRISTOL & BIRCH
Starbucks
Newport Beach, CA
Part-Time
Food Service
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
barista - Store# 82556, EASTBLUFF & VISTA DEL SOL
Starbucks
Newport Beach, CA
Part-Time
Food Service
Eco-Friendly
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
Senior Estate Planning Attorney/Partner - Remote
Jobot
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
$140k - $300k / year
‌
Remote Sales Account Representative
Blue Summit Ventures
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
Job Description
Working as a Financial Representative in Newport Beach, CA
There are 345 Financial Representative opportunities available in Newport Beach, 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 Newport Beach, CA
Financial Representatives in Newport Beach, CA Resume Data
Average Experience for Financial Representatives in Newport Beach, CA
- More than 10 years: 53%
- 6-10 years: 32%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Newport Beach, CA
- Bachelors: 38%
- Diploma: 37%
- Associates: 16%
- Masters: 8%
- Doctorate: 1%
Top Skill for Financial Representatives in Newport Beach, CA
- Customer focus & orientation: 21%
- Attention to detail: 14%
- Sales skills: 13%
- Customer service: 11%
- Work style: Reliability: 10%
- Administrative assistant/receptionist: 7%
- Call center customer service: 7%
- Verbal communication: 7%
- Scheduling: 5%
- Written communication: 4%
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