Financial Representative Jobs in San Jose, CA (2,453)
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
Empower
San Jose, CA
$136.8k - $198.4k / year
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
Empower
San Jose, CA
$104.8k - $148.1k / year
Financial Representative Seeking Growth
Smith Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$97k - $192k / year
Financial Sales Representative I
Citizens Business Bank
San Jose, CA
Hourly
$20 - $24.08 / hour
Field Sales Representative II, Financial Services
Google
Sunnyvale, CA
Eco-Friendly
$97.5k - $142k / year
Wealth Advisor Financial Guidance
Charles Schwab
Campbell, CA
New
‌
Financial Consultant
Citizens Business Bank
San Jose, CA
New
Health Insurance
$62.8k - $87.9k / year
‌
Wealth Advisor & Financial Planning Specialist
Charles Schwab
Fremont, CA
‌
Wealth Advisor
Cerity Partners Management
San Jose, CA
New
$165k - $175k / year
‌
Financial Advisor
Bmo
San Jose, CA
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Planner
Jonus Group
Fremont, CA
Hybrid
Dental Insurance
Vision Insurance
$100k - $125k / year
‌
Senior Financial Consultant & Client Growth Advisor
Mysalinasinsurance
Santa Cruz, CA
‌
Wealth Advisor
Cerity Partners
Los Altos, CA
PTO
Dental Insurance
Vision Insurance
Parental Leave
$165k - $175k / year
‌
Wealth Advisor: Strategic Financial Planning & Client Growth
Charles Schwab
Campbell, CA
New
‌
Client-Focused Financial Advisor | In-Office
burchboehner.com
San Jose, CA
New
$75k - $95k / year
‌
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Campbell, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Affluent Wealth Advisor
First Citizens
Palo Alto, CA
$106k - $150k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA
JPMorgan Chase Bank, N.A
San Jose, CA
Health Insurance
Education
$70.3k / year
‌
Financial Consultant (Remote)
Melius Consulting
🌎 Remote
New
Part-Time
Remote
‌
Private Client Wealth Advisor
Aumni
San Jose, CA
New
‌
J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CA
JPMorgan Chase
San Jose, CA
Eco-Friendly
Health Insurance
Education
‌
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Campbell, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Principal Wealth Advisor
Cerity Partners
Los Altos, CA
‌
Strategic Wealth Private Client Advisor
Aumni
San Jose, CA
New
‌
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
Empower Annuity Insurance Co of America
San Jose, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
$104.8k - $148.1k / year
‌
Associate Wealth Advisor
Dormont Manufacturing
Menlo Park, CA
New
Vision Insurance
Parental Leave
$100.8k - $162.4k / year
‌
Wealth Management Advisor: Personal Portfolio Architect
U.S. Bank
San Jose, CA
‌
Financial Advisor
Empirical Wealth Management
Menlo Park, CA
New
Dental Insurance
$100k - $250k / year
‌
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Campbell, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Senior Wealth Relationship Advisor
Citigroup
Fremont, CA
New
$88.4k - $132.6k / year
‌
Wealth Planner: Build Custom Financial Plans & Client Experience
Cerity Partners
Los Altos, CA
PTO
Health Insurance
$70k - $75k / year
‌
Entry-Level Financial Representative
Salinas Financial Group
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
ENTRY LEVEL FINANCIAL REPRESENTATIVE
Better Homes and Gardens Real Estate Champions
🌎 Remote
New
Part-Time
Remote
$50k - $70k / year
Financial Representative Salary in San Jose
Financial Representatives working in San Jose, CA make an average annual salary of $65K and a maximum annual salary of around $109K.
Job Description
Working as a Financial Representative in San Jose, CA
There are 2,453 Financial Representative opportunities available in San Jose, 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 San Jose, CA
Financial Representatives in San Jose, CA Resume Data
Average Experience for Financial Representatives in San Jose, CA
- More than 10 years: 53%
- 6-10 years: 33%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in San Jose, CA
- Bachelors: 44%
- Diploma: 26%
- Associates: 16%
- Masters: 12%
- Doctorate: 1%
Top Skill for Financial Representatives in San Jose, CA
- Customer focus & orientation: 20%
- Attention to detail: 14%
- Sales skills: 11%
- Administrative assistant/receptionist: 10%
- Work style: Reliability: 10%
- Customer service: 9%
- Scheduling: 8%
- Verbal communication: 6%
- Spreadsheets with Microsoft Excel: 6%
- Data entry: Accuracy: 5%
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