Financial Representative Jobs in Diamond Bar, CA (7,709)
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
Financial Advisor: Risk & Wealth Planner
Western & Southern Life
Ontario, CA
New
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
New
Wealth Advisor: Client-Focused Financial Planner
Baldwin Risk Partners
Irvine, CA
$80k / year
Financial Advisor: Client Wealth & Insurance Strategy
Kohr Financial and Insurance Services
Irvine, CA
Financial Advisor
Northwestern Mutual
Anaheim, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Corona, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor, Wealth Management
Credit Union of Southern California
Fullerton, CA
New
Part-Time
Flexible Schedule
$100k / year
‌
Private Wealth Advisor
Financial Planner Recruiting
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Financial Account Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
New
Vision Insurance
$65k - $120k / year
‌
Financial Advisor
Unavailable
Anaheim, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
New
Remote
Hourly
$80 - $110 / hour
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Wealth Sales & Financial Planning Advisor
Bmo
Lakewood, CA
New
‌
Wealth Advisor & Financial Planning Specialist
Bmo
South Gate, CA
New
‌
Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Wealth Advisor & Financial Planning Specialist
BMO U.S
Long Beach, CA
New
Health Insurance
‌
Strategic Financial Advisor & Investment Planner
BMO U.S
South Gate, CA
New
$57.5k - $106.5k / year
‌
Financial Representative
Western & Southern Life
Cerritos, CA
New
‌
Personal Banker/Financial Services Representative
California Credit Union
Covina, CA
New
‌
Personal Banker/Financial Services Representative
POSTCITY FINANCIAL CREDIT UNION
Long Beach, CA
New
Education
‌
Emergency Financial Representative, PT Nights
PIH Health
Whittier, CA
New
Health Insurance
‌
Financial representative
Modern Woodmen
Ontario, CA
Dental Insurance
‌
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
‌
Emergency Financial Representative PT Days
PIH Health
Whittier, CA
New
Health Insurance
‌
CSR/Financial CSR - Client Service Representative
VCA Animal Hospitals
Tustin, CA
Hourly
Dental Insurance
Vision Insurance
$18 - $22 / hour
‌
Financial Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
New
401(k)
Vision Insurance
$65k - $120k / 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
Orangecountyagency
Garden Grove, CA
$40k - $55k / year
‌
Financial Representative
Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
$19 / hour
‌
Financial Representative
Tailored Management
🌎 Remote
New
Remote
Hourly
$19 / hour
Job Description
Working as a Financial Representative in Diamond Bar, CA
There are 7,709 Financial Representative opportunities available in Diamond Bar, 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 Diamond Bar, CA
Financial Representatives in Diamond Bar, CA Resume Data
Average Experience for Financial Representatives in Diamond Bar, 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 Diamond Bar, CA
- Diploma: 40%
- Bachelors: 35%
- Associates: 16%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Diamond Bar, CA
- Customer focus & orientation: 21%
- Attention to detail: 14%
- Customer service: 11%
- Sales skills: 11%
- Work style: Reliability: 10%
- Administrative assistant/receptionist: 9%
- Call center customer service: 7%
- Verbal communication: 7%
- Scheduling: 6%
- Data entry: Accuracy: 5%
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