Financial Representative Jobs in Newport Beach, CA (875)
Financial Advisor - Certification Provided
Edward Jones
Fountain Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Services Representative II-Commercial
Enterprise Bank and Trust
Anaheim, California
New
Hourly
$22.50 - $27 / hour
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Irvine, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
Lead Advisor - New Market
Brighton Jones
Newport Beach, California
Financial Crime Technology Senior Consultant
Crowe
Costa Mesa, California
$84.7k - $168.9k / year
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
‌
Market Leader - Advisor Development Program
Bank of America
Brea, California
Diversity Leader
Eco-Friendly
‌
Managing Director, Government and Institutional Banking
Bank Of Montreal
Newport Beach, California
New
Part-Time
Health Insurance
Education
$153.6k - $285.6k / 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
‌
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
‌
Director of Business Development
Career Opportunities at Sagard
Newport Beach, California
$500 / week
‌
VP - Senior Wealth Consultant- Private Wealth Services- (Newport Beach, CA)
Charles Schwab
Newport Beach, California
New
Health Insurance
‌
Corporate Development & Investor Relations Expert
Redaptive
🌎 Remote
New
Remote
$120k - $140k / year
‌
Operations Associate (Financial Services)
The Bahnsen Group
Newport Beach, California
Hospitality
Dental Insurance
Vision Insurance
‌
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
Product Marketer
Pacific Life Insurance
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$91.4k - $111.7k / year
‌
Vice President of Finance
Hospitality
Newport Beach, California
New
Hospitality
$250k / year
‌
Marketing Manager
AmeriLife
Newport Beach, California
Health Insurance
$65k - $80k / year
‌
Emerging Market Credit Analysis Director
Pacific Life
Newport Beach, California
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$195.1k / year
‌
Managing Director, Strategic Capital Management (U.S. Commercial Banking)
BMO Financial Group
Newport Beach, California
Part-Time
Health Insurance
Education
$153.6k - $285.6k / year
‌
SALT Managing Director, Unclaimed Property/Escheat
BDO USA
Costa Mesa, California
$157.5k - $420k / year
‌
Relationship Manager - EGP
Bank of America
Newport Beach, California
New
Diversity Leader
Eco-Friendly
$49.9k - $100k / year
‌
Oracle EPBCS/EPCMCS Consultant
Pacific Life
Newport Beach, California
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$148.2k - $181.2k / year
‌
Financial Consultant
Fisher Investments
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
Education
$10k / month
‌
Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Education
‌
Senior Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Education
‌
Senior Relationship Manager - West Coast Based
Northern Trust
Newport Beach, CA
New
401(k)
Dental Insurance
Vision Insurance
‌
Senior Relationship Manager - West Coast Based
Northern Trust in
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
$158k - $268.6k / year
‌
Estate Planning Attorney
Jobot
Newport Beach, CA
401(k)
PTO
$125k - $175k / year
Job Description
Working as a Financial Representative in Newport Beach, CA
There are 875 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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