Financial Representative Jobs in Whittier, CA (1,313)
Wealth Management Analyst
Morgan Stanley
Los Angeles, CA
$50k - $115k / year
Financial Sales Representative
Confidential Financial Services
Los Angeles, CA
Associate Financial Representative
Modern Woodmen of America
Los Angeles County, CA
Dental Insurance
Financial Advisor/Sales
Northwestern Mutual
Ontario, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
Financial Advisor
Cetera Investment Services
Los Angeles, CA
Health Insurance
‌
Financial Advisor
Pure Financial Advisors
Brea, CA
Dental Insurance
Vision Insurance
‌
Private Wealth Service Advisor
Northwestern Mutual
Manhattan Beach, CA
New
$80k - $175k / year
‌
Wealth Management Advisor
Northwestern Mutual
Los Angeles, CA
‌
Financial Advisor
Manhattan West
Los Angeles County, CA
PTO
Dental Insurance
Vision Insurance
$120k - $300k / year
‌
Financial Advisor
True Path Financial and Insurance Services
Irvine, CA
New
‌
Financial Advisor
Thrivent
Orange County, CA
Health Insurance
Dental Insurance
Vision Insurance
‌
Client Relationship Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Supervision Auditor
Cetera Financial Group
El Segundo, CA
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
$55k - $95k / year
‌
Group Director
Morgan Stanley &
Pasadena, California
‌
Senior Investment Solutions Specialist
Cetera Financial Group
El Segundo, CA
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
$20 / hour
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Experienced Financial Advisor
First American Asset Advisory
🌎 Remote
Remote
Education
‌
Financial Representative
Northwestern Mutual
Orange County, CA
New
Dental Insurance
Vision Insurance
$22 / hour
‌
Financial Representative
The Western and Southern Life Insurance
Cerritos, CA
New
Dental Insurance
$1,000 / week
‌
Financial Advisor / Sales Opportunity
Northwestern Mutual
Los Angeles County, CA
‌
Associate Financial Representative
Modern Woodmen of America
🌎 Remote
Remote
‌
Senior Counsel
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$180k / year
‌
Merrill Private Wealth Market Client Relationship Manager
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
401(k)
$110k - $155k / year
‌
Financial Services Representative II
Enterprise Bank and Trust
Anaheim, CA
New
Hourly
$22.50 - $27 / hour
‌
Senior Advisory Consultant
Macquarie Bank Limited
Los Angeles, CA
New
$160k - $175k / year
‌
Entry Level Financial Representative - Insurance Sales
Bankers Life
Brea, CA
‌
Financial Advisor
Atria Wealth Solutions
Los Angeles, CA
‌
Merrill Experienced Financial Advisor
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Pasadena Central Valley Market
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Advisor (Huntington Beach)
BMO Financial Group
Los Angeles, CA
Part-Time
Health Insurance
Education
$61.6k - $114.4k / year
‌
Financial Advisor Senior
City National Bank
Los Angeles, CA
$70k - $130k / year
‌
Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center
Bank of America
Garden Grove, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Job Description
Working as a Financial Representative in Whittier, CA
There are 1,313 Financial Representative opportunities available in Whittier, 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 Whittier, CA
Financial Representatives in Whittier, CA Resume Data
Average Experience for Financial Representatives in Whittier, CA
- More than 10 years: 52%
- 6-10 years: 33%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Whittier, CA
- Diploma: 38%
- Bachelors: 36%
- Associates: 15%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Whittier, CA
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Sales skills: 12%
- Customer service: 12%
- Work style: Reliability: 11%
- Administrative assistant/receptionist: 8%
- Call center customer service: 7%
- Verbal communication: 7%
- Scheduling: 5%
- Written communication: 4%
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