Financial Representative Jobs in Newport Beach, CA (6,122)
Wealth Advisor
Dormont Manufacturing
Newport Beach, CA
Financial Planner
Beacon Pointe Advisors
Newport Beach, CA
Wealth Advisor
Corient
Newport Beach, CA
New
Vision Insurance
Parental Leave
Wealth Advisor
Corient Capital Partners
Newport Beach, CA
Vision Insurance
Parental Leave
$10 / hour
Financial Planner
Compak Asset Management
Newport Beach, CA
New
Hospitality
Dental Insurance
Vision Insurance
Senior Financial Planner
Beacon Pointe
Newport Beach, CA
‌
Associate Financial Representative
Modern Woodmen
Irvine, CA
Dental Insurance
‌
Wealth Advisor: Client-Focused Financial Planner
Baldwin Risk Partners
Irvine, CA
New
$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
$97k - $192k / year
‌
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
New
‌
Personal Banker/Financial Services Representative
POSTCITY FINANCIAL CREDIT UNION
Long Beach, CA
New
Education
‌
Financial Advisor
Northwestern Mutual Life Insurance
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor, Wealth Management
Credit Union of Southern California
Fullerton, CA
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
$40k - $55k / year
‌
Financial Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
401(k)
Vision Insurance
$65k - $120k / year
‌
Senior Financial Advisor: Client Wealth & Strategy
Northern Trust
Newport Beach, CA
New
$95k - $140k / year
‌
Wealth Advisor
Corient Services
Newport Beach, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
‌
Financial Account Representative - State Farm Agent Team Member
Alex Mora - State Farm Agent
Anaheim, CA
Vision Insurance
$65k - $120k / year
‌
Wealth Advisor
Corient Private Wealth
Newport Beach, CA
New
‌
Client Experience Specialist | Support to Certified Financial Planner Practice
Tax & Financial Group
Newport Beach, CA
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$2,725 - $3,125 / month
‌
Financial Advisor
Unavailable
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
VP Financial Advisor: Strategic Wealth Growth
BNY
Newport Beach, CA
New
$250k - $5000k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Financial Representative
Tailored Management
🌎 Remote
New
Remote
Hourly
$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
$17 / hour
‌
Entry-Level Financial Representative
Salinas Financial Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
Financial Sales Representative II
Citizens Business Bank
Santa Ana, CA
Hourly
$20 - $23 / hour
‌
Wealth & Investment Advisor
Kohr Financial and Insurance Services
Seal Beach, CA
New
‌
Wealth & Financial Planning Advisor
Bank of America
Rancho Santa Margarita, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Job Description
Working as a Financial Representative in Newport Beach, CA
There are 6,122 Financial Representative opportunities available in Newport Beach, 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 Newport Beach, CA
Financial Representatives in Newport Beach, CA Resume Data
Average Experience for Financial Representatives in Newport Beach, CA
- More than 10 years: 53%
- 6-10 years: 32%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Newport Beach, CA
- Bachelors: 38%
- Diploma: 37%
- Associates: 16%
- Masters: 8%
- Doctorate: 1%
Top Skill for Financial Representatives in Newport Beach, CA
- Customer focus & orientation: 21%
- Attention to detail: 14%
- Sales skills: 13%
- Customer service: 11%
- Work style: Reliability: 10%
- Administrative assistant/receptionist: 7%
- Call center customer service: 7%
- Verbal communication: 7%
- Scheduling: 5%
- Written communication: 4%
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