Financial Representative Jobs in La Puente, CA (6,111)
Financial Advisor
New York Life
Glendale, CA
$55k - $1267.8k / year
Financial Advisor: Risk & Wealth Planner
Western & Southern Life
Ontario, CA
New
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
New
Financial Advisor
Northwestern Mutual
Anaheim, 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
Financial Account Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
New
Vision Insurance
$65k - $120k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Anaheim, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
New
Remote
Hourly
$80 - $110 / hour
‌
Wealth Advisor & Financial Planning Specialist
Bmo
South Gate, CA
New
‌
Wealth Sales & Financial Planning Advisor
Bmo
Lakewood, CA
New
‌
Financial Advisor
Unavailable
Anaheim, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Strategic Financial Advisor & Investment Planner
BMO U.S
South Gate, CA
New
$57.5k - $106.5k / year
‌
Wealth Advisor & Financial Planning Specialist
BMO U.S
Long Beach, CA
New
Health Insurance
‌
Merrill Experienced Financial Advisor
Arizona Staffing
Pasadena, CA
New
‌
Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Private Wealth Advisor: Relationship Growth & Planning
Chase
Montebello, CA
New
‌
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
‌
ENTRY LEVEL FINANCIAL REPRESENTATIVE
Better Homes and Gardens Real Estate Champions
🌎 Remote
New
Part-Time
Remote
$50k - $70k / year
‌
Financial Representative Entry Level
West Tennessee Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
‌
Financial Representative
Western & Southern Life
Cerritos, CA
New
‌
Personal Banker/Financial Services Representative
California Credit Union
Covina, CA
New
‌
Emergency Financial Representative, PT Nights
PIH Health
Whittier, CA
New
Health Insurance
‌
Personal Banker/Financial Services Representative
POSTCITY FINANCIAL CREDIT UNION
Long Beach, CA
New
Education
‌
CSR/Financial CSR - Client Service Representative
VCA Animal Hospitals
Tustin, CA
Hourly
Dental Insurance
Vision Insurance
$18 - $22 / hour
‌
Financial representative
Modern Woodmen
Ontario, CA
Dental Insurance
‌
Financial Sales Representative III
Citizens Business Bank
San Gabriel, CA
Hourly
$20 - $22.12 / hour
‌
Financial Sales Representative II
Citizens Business Bank
Santa Ana, CA
Hourly
$20 - $23 / hour
‌
Emergency Financial Representative PT Days
PIH Health
Whittier, CA
New
Health Insurance
‌
Field Sales Representative II, Financial Services
Google
Los Angeles, CA
Eco-Friendly
$97.5k - $142k / year
‌
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
Job Description
Working as a Financial Representative in La Puente, CA
There are 6,111 Financial Representative opportunities available in La Puente, 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 La Puente, CA
Financial Representatives in La Puente, CA Resume Data
Average Experience for Financial Representatives in La Puente, 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 La Puente, CA
- Diploma: 40%
- Bachelors: 35%
- Associates: 16%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in La Puente, CA
- Customer focus & orientation: 21%
- Attention to detail: 13%
- Customer service: 12%
- Sales skills: 11%
- Work style: Reliability: 11%
- Administrative assistant/receptionist: 8%
- Call center customer service: 7%
- Verbal communication: 7%
- Scheduling: 5%
- Data entry: Accuracy: 5%
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