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Financial Representative Jobs in Irvine, CA (5,209)

Emergency Financial Representative PT Days

PIH Health
Whittier, CA
New
Health Insurance

Emergency Financial Representative, PT Nights

PIH Health
Whittier, CA
Health Insurance

Financial Representative

Western & Southern Life
Cerritos, CA

CSR/Financial CSR - Client Service Representative

VCA Animal Hospitals
Tustin, CA
Hourly
Dental Insurance
Vision Insurance
Icon: salary
$18 - $22 / hour

Associate Financial Representative

Modern Woodmen
Irvine, CA
Dental Insurance

Financial Sales Representative II

Citizens Business Bank
Santa Ana, CA
Hourly
Icon: salary
$20 - $23 / hour
‌

Wealth Advisor: Client-Focused Financial Planner

Baldwin Risk Partners
Irvine, CA
New
Icon: salary
$80k / year
‌

Financial Representative Seeking Growth

Foster Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$97k - $192k / year
‌

Senior Financial Consultant & Wealth Advisor

Fairygodboss
Brea, CA
‌

Financial Advisor

Northwestern Mutual Life Insurance
Irvine, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Northwestern Mutual
Irvine, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Personal Banker/Financial Services Representative

POSTCITY FINANCIAL CREDIT UNION
Long Beach, CA
New
Education
‌

CSR/Financial CSR - Client Service Representative

VCA
Tustin, CA
Hourly
Dental Insurance
Vision Insurance
Icon: salary
$18 - $22 / hour
‌

Private Wealth Advisor

Financial Planner Recruiting
Irvine, CA
New
Dental Insurance
Vision Insurance
‌

Financial Advisor, Wealth Management

Credit Union of Southern California
Fullerton, CA
Part-Time
Flexible Schedule
Icon: salary
$100k / year
‌

Financial Representative - State Farm Agent Team Member

Alex Mora - State Farm Agent
Anaheim, CA
401(k)
Vision Insurance
Icon: salary
$65k - $120k / year
‌

Financial Representative State Farm Agent Team Member

Lelly Woo-Grimes - State Farm Agent
Garden Grove, CA
Icon: salary
$40k - $55k / year
‌

Financial Representative - State Farm Agent Team Member

Orangecountyagency
Garden Grove, CA
New
Icon: salary
$40k - $55k / year
‌

Financial Advisor

Unavailable
Irvine, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Account Representative - State Farm Agent Team Member

Alex Mora - State Farm Agent
Anaheim, CA
Vision Insurance
Icon: salary
$65k - $120k / year
‌

Senior Financial Advisor: Client Wealth & Strategy

Northern Trust
Newport Beach, CA
New
Icon: salary
$95k - $140k / year
‌

Wealth Advisor

Corient Services
Newport Beach, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
‌

Remote Personal Financial Advisor (Private Wealth)

Micro1
🌎 Remote
New
Remote
Hourly
Icon: salary
$80 - $110 / hour
‌

Wealth Advisor

Corient Private Wealth
Newport Beach, CA
New
‌

Elite Financial Advisor & Portfolio Planner

SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌

Financial Advisor

First Command
Garden Grove, CA
New
Hourly
‌

Wealth Advisor

Corient
Newport Beach, CA
Vision Insurance
Parental Leave
‌

Wealth Advisor

Corient Capital Partners
Newport Coast, CA
New
Vision Insurance
Parental Leave
Icon: salary
$10 / hour
‌

Financial Planner

Beacon Pointe Advisors
Newport Beach, CA
‌

Senior CFP Financial Planner & Client Advisor

RK Partners
Irvine, CA
Icon: salary
$140k / year
‌

Financial Representative

Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
Icon: salary
$19 / hour
‌

Financial Representative

Tailored Management
🌎 Remote
Remote
Hourly
Icon: salary
$19 / hour
‌

Financial Representative Entry Level

Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Icon: salary
$17 / hour

Financial Representative Salary in Irvine

Financial Representatives working in Irvine, CA make an average annual salary of $61K and a maximum annual salary of around $98K.

Disclaimer

Job Description

Working as a Financial Representative in Irvine, CA

There are 5,209 Financial Representative opportunities available in Irvine, 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 Irvine, CA

  • Los Angeles, CA
  • Anaheim, CA
  • Long Beach, CA

Financial Representatives in Irvine, CA Resume Data

Average Experience for Financial Representatives in Irvine, CA

  • More than 10 years: 54%
  • 6-10 years: 32%
  • 3-5 years: 12%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in Irvine, CA

  • Bachelors: 38%
  • Diploma: 36%
  • Associates: 16%
  • Masters: 9%
  • Doctorate: 1%

Top Skill for Financial Representatives in Irvine, CA

  • Customer focus & orientation: 21%
  • Attention to detail: 14%
  • Sales skills: 13%
  • Customer service: 11%
  • Work style: Reliability: 9%
  • Administrative assistant/receptionist: 7%
  • Verbal communication: 7%
  • Call center customer service: 7%
  • Scheduling: 5%
  • Spreadsheets with Microsoft Excel: 4%

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    Financial Representative jobs near Irvine, CA

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