Financial Representative Jobs in Santa Clara, CA (5,586)
Temporary part-time Financial Services Representative (Summer Employee)
MONTERRA CREDIT UNION
Redwood City, CA
Part-Time
Hourly
Dental Insurance
Vision Insurance
Education
Hybrid Wealth Advisor: Strategic Financial Planner
Mercer Advisors
Menlo Park, CA
New
Hybrid
Wealth Advisor & Financial Planning Specialist
Charles Schwab
Fremont, CA
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors
Menlo Park, CA
Hospitality
Vision Insurance
Parental Leave
$85k - $145k / year
Wealth Planning & Financial Solutions Advisor
Bank of America
Castro Valley, CA
New
Diversity Leader
Eco-Friendly
Financial Planner
Jonus Group
Fremont, CA
New
Hybrid
Dental Insurance
Vision Insurance
$100k - $125k / year
‌
Associate Financial Advisor
Golden Summit Wealth & Insurance Solutions
Redwood City, CA
New
Part-Time
‌
Financial Solutions Advisor - Build Plans & Grow Wealth
Bank of America
Sunnyvale, CA
Diversity Leader
Eco-Friendly
‌
Merrill Advisor Development Program - Financial Advisor: East Bay Market
Bank of America
Pleasanton, CA
New
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Affluent Wealth Advisor
Citizens Bank
Menlo Park, CA
New
$106k - $150k / year
‌
Financial Advisor: Build Client Wealth & Grow Your Practice
ROLE
Redwood City, 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
‌
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 Advisor
Northwestern Mutual
Campbell, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Advisor | Financial Planning Expert
Hispanic Alliance for Career Enhancement
San Jose, CA
New
‌
Strategic Financial Planner & Investment Advisor
Bank of America
Milpitas, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Impactful Financial Advisor - Build Wealth & Security
New York Life
San Jose, CA
New
$117k / year
‌
Wealth Advisor
Cerity Partners
San Jose, CA
New
PTO
Dental Insurance
Vision Insurance
$165k - $175k / year
‌
Wealth Advisor
Cerity Partners Management
San Jose, CA
New
$165k - $175k / year
‌
Affluent Wealth Advisor
First Citizens Wealth
Santa Clara, CA
New
$106k - $150k / year
‌
Financial Advisor/Financial Services Sale Professional
New York Life Insurance
San Jose, CA
New
Health Insurance
Dental Insurance
‌
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
‌
Financial Advisor
Northwestern Mutual Life Insurance
Campbell, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Advisor Financial Guidance
Charles Schwab
Campbell, CA
New
‌
Senior Wealth Advisor
Columbia Bank (WA, OR & ID)
San Jose, CA
New
Dental Insurance
Vision Insurance
‌
Financial Consultant
Citizens Business Bank
San Jose, CA
New
Health Insurance
$62.8k - $87.9k / year
‌
Financial Advisor
Hispanic Alliance for Career Enhancement
San Jose, CA
New
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Advisor
Bmo
San Jose, CA
New
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Wealth Advisor: Strategic Financial Planning & Client Growth
Charles Schwab
Campbell, CA
New
‌
Wealth Advisory Associate Path to Financial Advisor
Mariner Advisor Network
Palo Alto, CA
New
Hourly
‌
Senior Private Wealth Advisor (High Net Worth)
Citizens Business Bank
San Jose, CA
New
$127.5k - $184.8k / 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
Job Description
Working as a Financial Representative in Santa Clara, CA
There are 5,586 Financial Representative opportunities available in Santa Clara, 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 Santa Clara, CA
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