Financial Representative Jobs in Santa Clara, CA (1,003)
Sr Premier Relationship Manager Licensed
BMO Financial
San Jose, CA
Part-Time
Health Insurance
Education
$67.2k - $124.8k / year
Financial Advisor - Certification Provided
Edward Jones
Castro Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
VP, Financial Consultant - Sunnyvale, CA
Charles Schwab
Santa Clara, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Associate Wealth Advisor
Beacon Pointe Advisors
Campbell, California
Financial Services Representative / Life Insurance Agent ā Remote
Nader Agency
š Remote
Part-Time
Remote
Health Insurance
Education
$50k - $100k / year
Senior Wealth Advisor
Mariner
Menlo Park, California
ā
Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Pleasanton, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
ā
Workplace Financial Consultant
Ex-MilitaryCareers.com USA
Santa Clara, California
New
$78k - $115k / year
ā
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Pleasanton, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
ā
Financial Consultant Partner - Los Altos, CA
CFA Institute
Los Altos, California
Dental Insurance
Vision Insurance
Education
Parental Leave
ā
Workplace Financial Consultant - Santa Clara County, CA
Fidelity Investments
San Jose, California
401(k)
403(b)
Education
Parental Leave
$78k - $115k / year
ā
AI Senior Solution Consultant - Financial Services
Tbwa Chiat/Day
Menlo Park, California
$49 / hour
ā
Financial Consultant Partner - Los Altos, CA
Charles Schwab
Los Altos, California
Hourly
Dental Insurance
Vision Insurance
Education
Parental Leave
$44.9k - $85.8k / year
ā
Financial Services - Consulting - Guidewire - Technical Consultant - Senior
EY
Palo Alto, California
Hospitality
Dental Insurance
$53.2k - $85.1k / year
ā
Financial Consultant - Palo Alto, CA
Ex-MilitaryCareers.com USA
Palo Alto, California
New
Education
Parental Leave
$55k - $75k / year
ā
JPMorgan Private Client Market Director - Palo Alto, CA
JPMorgan Chase
Palo Alto, California
Eco-Friendly
Education
ā
SAP - Financial Services - Senior Consultant - Technology Consulting - Location OPEN
Ernst and Young
San Jose, California
Diversity Leader
Dental Insurance
$101.5k - $186k / year
ā
J.P. Morgan Wealth Management, Vice President, Wealth Planner
JPMorgan Chase
Palo Alto, California
Eco-Friendly
Education
$170k - $260k / year
ā
Director of Investment Operations & Chief of Staff
Natcast
Sunnyvale, California
$50 / hour
ā
Marketing Manager - Financial Firm - San Jose, CA
Aesplacement
San Jose, California
Hospitality
Health Insurance
$50k - $80k / year
ā
VP/Relationship Manager
Heritage Bank of Commerce
Palo Alto, California
Education
$103k / year
ā
Managing Director, Corporate Venture Capital
Western Digital Capital
San Jose, California
ā
Associate General Counsel
Samsara BioCapital
Palo Alto, California
Hybrid
ā
Chief Financial Officer
GOODWILL OF SILICON VALLEY
San Jose, California
$260k - $320k / year
ā
Director of Investments
Morgan Stanley
Los Gatos, California
$50k - $105k / year
ā
Client Service Associate - Financial Firm - San Mateo, CA
Aesplacement
San Mateo, CA
Health Insurance
$70k / year
ā
Client Service Associate - Financial Firm - San Mateo, CA
Advisor Employee Services
San Mateo, CA
Health Insurance
$70k - $80k / year
ā
Retail Customer Service Associate
FedEx Office and Print Services
Santa Clara, CA
New
Hourly
Dental Insurance
Vision Insurance
Education
$20.80 - $24.44 / hour
ā
Customer Service-Financial Service Representative
Randstad
š Remote
New
Remote
Hourly
Hospitality
$19 / hour
ā
Financial Consultant
Fisher Investments
š Remote
Remote
Dental Insurance
Vision Insurance
Education
$10k / month
ā
Growth Equity Associate
Trimer Capital
Santa Clara, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$125k - $200k / year
ā
Sr Premier Relationship Manager Licensed
Bank of Montreal
San Jose, CA
Part-Time
Health Insurance
Education
$67.2k - $124.8k / year
ā
Remote Inside Sales Representative
Blue Summit Ventures
š Remote
New
Remote
Job Description
Working as a Financial Representative in Santa Clara, CA
There are 1,003 Financial Representative opportunities available in Santa Clara, 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 Santa Clara, CA
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