Financial Representative Jobs in Cypress, CA (6,507)
Emergency Financial Representative PT Days
PIH Health
Whittier, CA
New
Health Insurance
Emergency Financial Representative PT Nights
PIH Health
Whittier, CA
New
Health Insurance
Financial Representative
Western & Southern Life
Cerritos, CA
New
CSR/Financial CSR - Client Service Representative
VCA Animal Hospitals
Tustin, CA
Hourly
Dental Insurance
Vision Insurance
$18 - $22 / hour
Entry-Level Financial Representative
Salinas Financial Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Associate Financial Representative
Modern Woodmen
Irvine, CA
New
Dental Insurance
‌
Financial Sales Representative II
Citizens Business Bank
Santa Ana, CA
Hourly
$20 - $23 / hour
‌
Financial Sales Representative III
Citizens Business Bank
San Gabriel, CA
Hourly
$20 - $22.12 / hour
‌
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
New
‌
Financial Representative Seeking Growth
Foster Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$97k - $192k / year
‌
Wealth Advisor: Client-Focused Financial Planner
Baldwin Risk Partners
Irvine, CA
New
$80k / year
‌
Personal Banker/Financial Services Representative
POSTCITY FINANCIAL CREDIT UNION
Long Beach, CA
New
Education
‌
Associate Financial Advisor Wealth Growth
Thrivent Financial
Redondo Beach, CA
New
$75k - $80k / year
‌
Personal Banker/Financial Services Representative
California Credit Union
Torrance, CA
New
‌
Financial Advisor
Northwestern Mutual
Long Beach, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
CSR/Financial CSR - Client Service Representative
VCA
Tustin, CA
Hourly
Dental Insurance
Vision Insurance
$18 - $22 / hour
‌
Financial Advisor, Wealth Management
Credit Union of Southern California
Fullerton, CA
New
Part-Time
Flexible Schedule
$100k / year
‌
Financial Representative - State Farm Agent Team Member
Orangecountyagency
Garden Grove, CA
New
$40k - $55k / year
‌
Financial Representative State Farm Agent Team Member
Lelly Woo-Grimes - State Farm Agent
Garden Grove, CA
New
$40k - $55k / year
‌
Financial Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
401(k)
Vision Insurance
$65k - $120k / year
‌
Financial Account Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
Vision Insurance
$65k - $120k / year
‌
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA
Thrivent Financial
Redondo Beach, CA
New
Health Insurance
$75k / year
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Associate/Service Wealth Advisor SilverStar Wealth Management
Kestra Financial Independent Advisor
Cypress, CA
New
‌
Financial Advisor
Unavailable
Long Beach, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Advisor & Financial Planning Specialist
BMO U.S
Long Beach, CA
New
Health Insurance
‌
Wealth Advisor & Financial Planning Specialist
Bmo
South Gate, CA
‌
Senior Financial Advisor: Client Wealth & Strategy
Northern Trust
Newport Beach, CA
New
$95k - $140k / year
‌
Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Wealth Advisor
Corient Services
Newport Beach, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
‌
Financial Representative
Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
$19 / hour
‌
Financial Representative
Tailored Management
🌎 Remote
New
Remote
Hourly
$19 / hour
‌
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
Job Description
Working as a Financial Representative in Cypress, CA
There are 6,507 Financial Representative opportunities available in Cypress, 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 Cypress, CA
Financial Representatives in Cypress, CA Resume Data
Average Experience for Financial Representatives in Cypress, 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 Cypress, CA
- Diploma: 39%
- Bachelors: 36%
- Associates: 16%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Cypress, CA
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Sales skills: 12%
- Customer service: 11%
- 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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