Financial Representative Jobs in Citrus Heights, CA (2,589)
Financial /Insurance Services Representative
KEHI Assets & Investments
🌎 Remote
Remote
Financial Representative (SACRAMENTO, CA)
The Western and Southern Life Insurance
Citrus Heights, CA
Dental Insurance
$41.7k - $50.5k / year
Financial Representative
Mutual of Omaha
Sacramento, CA
New
$36k - $75k / year
Financial representative
Modern Woodmen
Sacramento, CA
Dental Insurance
Financial Representative - Seeking Growth
Foster Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$97k - $192k / year
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
‌
Financial Representative
Northwestern Mutual
Sacramento, CA
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$82k - $136k / year
‌
Financial Representative
Western & Southern Life
Sacramento, CA
New
‌
Associate Financial Representative
Modern Woodmen
Elk Grove, CA
Dental Insurance
‌
Financial Representative Trainee Path to Independent Advisor
Mutual of Omaha
Sacramento, CA
New
$36k - $75k / year
‌
Wealth Advisor - Banner Bank
LPL Financial
Folsom, CA
$70k - $90k / year
‌
Financial Advisor
First Command
Sacramento, CA
Hourly
‌
Wealth & Insurance Advisor
Western & Southern Life
Sacramento, CA
New
‌
Merrill Advisor Development Program - Financial Advisor: Sacramento Market
Dormont Manufacturing
Sacramento, CA
$80k - $90k / year
‌
Growth-Oriented Financial Advisor - Client Wealth Planning
Bank of America
Roseville, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor Trainee - Springfield, Massachusetts
TD
El Dorado Hills, CA
PTO
$25.75 - $38.50 / hour
‌
Part-Time Financial Advisor: Build Wealth & Trust
Old Mutual South Africa
Newcastle, CA
Part-Time
‌
Financial Representative
Tailored Management
🌎 Remote
Remote
Hourly
$19 / hour
‌
Financial Advisor
Northwestern Mutual
Sacramento, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Financial Advisor - Roseville, CA
Corebridge Financial
Roseville, CA
PTO
Dental Insurance
Vision Insurance
$5,000 / month
‌
Virtual Financial Advisor - PNC Wealth Management
Fairygodboss
Sacramento, CA
Part-Time
Health Insurance
Vision Insurance
Parental Leave
$55k / year
‌
Financial Advisor - Springfield, Massachusetts
TD
El Dorado Hills, CA
PTO
$72.3k - $108.2k / year
‌
Remote Wealth Advisor: Financial Planning & Growth
Corebridge Financial
🌎 Remote
Remote
Health Insurance
‌
Financial Advisor Trainee: Build Your Wealth Career
TD
El Dorado Hills, CA
‌
Licensed Financial Advisor - Member Wealth Growth
Meridian Credit Union
Lincoln, CA
‌
Financial Solutions Advisor: Client Investment Planner
Bank of America
Sacramento, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Associate Financial Advisor: Licensing & Wealth Launchpad
RBC Capital Markets
Shingle Springs, CA
New
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
ROLE
Woodland, CA
$80k - $90k / year
‌
Financial Representative Trainee (Sales) - Sacramento, CA
Mutual of Omaha Insurance
Sacramento, CA
$36k - $75k / year
‌
Financial Advisor
Unavailable
Roseville, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Advisor, ADP Track to Licensed Financial Advisor
Bank of America
Sacramento, CA
Hourly
Diversity Leader
Eco-Friendly
‌
Wealth Management Trainee: Launch Your Financial Advisor Career
RBC
Shingle Springs, CA
New
Health Insurance
Dental Insurance
$45k - $75k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA
JPMorgan Chase Bank, N.A
Roseville, CA
Health Insurance
Education
$70.3k / year
Job Description
Working as a Financial Representative in Citrus Heights, CA
There are 2,589 Financial Representative opportunities available in Citrus Heights, 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 Citrus Heights, CA
Financial Representatives in Citrus Heights, CA Resume Data
Average Experience for Financial Representatives in Citrus Heights, CA
- More than 10 years: 53%
- 6-10 years: 35%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Citrus Heights, CA
- Diploma: 47%
- Bachelors: 27%
- Associates: 19%
- Masters: 6%
- Doctorate: 1%
Top Skill for Financial Representatives in Citrus Heights, CA
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Work style: Reliability: 11%
- Customer service: 11%
- Sales skills: 10%
- Administrative assistant/receptionist: 9%
- Call center customer service: 8%
- Scheduling: 7%
- Verbal communication: 6%
- Data entry: Accuracy: 4%
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