Financial Representative Jobs in San Jose, CA (2,352)
Temporary part-time Financial Services Representative (Summer Employee)
MONTERRA CREDIT UNION
Redwood City, CA
Part-Time
Hourly
Dental Insurance
Vision Insurance
Education
Financial /Insurance Services Representative
KEHI Assets & Investments
🌎 Remote
Remote
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 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 Representative Seeking Growth
Mallett Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$97k - $192k / 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
‌
Financial Consultant (Remote)
Melius Consulting
🌎 Remote
New
Part-Time
Remote
‌
Private Client Wealth Advisor
Aumni
San Jose, CA
New
‌
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
‌
Financial Advisor
Empirical Wealth Management
Menlo Park, CA
New
Dental Insurance
$100k - $250k / 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
‌
Wealth Planner: Build Custom Financial Plans & Client Experience
Cerity Partners
Los Altos, CA
PTO
Health Insurance
$70k - $75k / 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
‌
Launchpad to Wealth Advisor Associate
Charles Schwab
Campbell, CA
New
‌
Senior Wealth & Fiduciary Advisor
Northern Trust
Menlo Park, CA
‌
Wealth Management Advisor - San Jose CA
U.S. Bank
San Jose, CA
Dental Insurance
Vision Insurance
Parental Leave
$65k - $80.2k / year
‌
Associate Wealth Advisor: Hybrid & Growth Path
Charles Schwab
Campbell, CA
New
Hybrid
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 2,352 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%
Daily Jobs in Your Email
By creating a job alert, you agree to the Joblist Terms of Use and Privacy Policy and to receiving marketing emails.
Need Extra Help?
Answer a few short questions and we'll create a personalized set of job matches.
Joblist uses cookies as well as our third-party affiliates. When you use our website, you understand that we collect personal data to improve your experience.