Financial Representative Jobs in Whittier, CA (1,315)
Financial Advisor - Certification Provided
Edward Jones
Fountain Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
RN Care Manager Inpatient Full Time (10hrs)
Martin Luther King, Jr. Community Hospital
Whittier, CA
New
Health Insurance
Financial Consultant - Pasadena, CA
Fidelity Investments
Pasadena, CA
Education
Parental Leave
$55k - $75k / year
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Montebello, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Montebello, 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
‌
Career Day in Whittier, CA
Community Choice Financial Family of Brands
Whittier, CA
New
Health Insurance
Vision Insurance
‌
Career Day in Lakewood, CA!
Community Choice Financial Family of Brands
Lakewood, CA
New
Health Insurance
Vision Insurance
‌
VP, Financial Consultant - Encino, CA
Charles Schwab
Los Angeles, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Senior Wealth Advisor
Mariner
Los Angeles, California
‌
Senior Wealth Advisor
M&T Bank
Los Angeles, California
‌
Senior Wealth Advisor - Brentwood/Pacific Palisades
Citi
Los Angeles, California
Dental Insurance
$70k / year
‌
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
‌
Senior Product Marketing Manager (Wealth Management)
Cetera Financial Group
El Segundo, California
$120k - $130k / year
‌
Wealth Management Analyst
Morgan Stanley
Los Angeles, California
$50k - $115k / year
‌
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
‌
Independent Consultant IA (1099) Financial Services - Los Angeles, CA
CNM LLP
Los Angeles, California
‌
Senior Manager, U.S. Tax Advisory
Hispanic Alliance for Career Enhancement
Culver City, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Managing Director, Transaction Advisory Services
Portage Point Partners
Los Angeles, California
$550k - $900k / year
‌
Vice President, Advisory and Transaction (Japan Buy-Side Client Business Development)
Staffmark Group
El Segundo, California
Part-Time
Dental Insurance
Vision Insurance
‌
Chief Operating Officer (COO)
Tbwa Chiat/Day
Whittier, California
Hybrid
Dental Insurance
Vision Insurance
$200k - $230k / year
‌
SENIOR VICE PRESIDENT OF FINANCE
AssuredPartners
Torrance, California
New
$225k / year
‌
Commercial Disputes Advisory Senior Director (Flexible Location)
Hispanic Alliance for Career Enhancement
🌎 Remote
Remote
Dental Insurance
Vision Insurance
$250k - $325k / year
‌
Strategic Finance Lead
SentiLink Corp
Los Angeles, California
Health Insurance
$70 / hour
‌
Financial Advisor - Foothill Federal Credit Union
LPL Financial
Arcadia, CA
New
‌
Customer Service-Financial Service Representative
Randstad
🌎 Remote
Remote
Hourly
Hospitality
$19 / hour
‌
Associate - Corporate Restructuring Financial Advisory
Blue Coral Staffing Corp
Los Angeles, CA
New
$120k - $140k / year
‌
Associate Financial Representative
Modern Woodmen
Pomona, CA
New
Dental Insurance
‌
Senior Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Education
‌
VP, Relationship Manager
LPL Financial Holdings
Los Angeles, CA
New
401(k)
Health Insurance
$138.2k - $230.4k / year
‌
Sales & Marketing Representative - Financial Services - Remote Options
FIVE RINGS FINANCIAL
🌎 Remote
New
Part-Time
Remote
Education
$40k / year
Job Description
Working as a Financial Representative in Whittier, CA
There are 1,315 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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