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Financial Representative Jobs in Santa Cruz, CA (3,539)

Financial Services Representative

Legends Leadership
🌎 Remote
Remote
Education
Icon: salary
$40k - $120k / year

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Careers
Campbell, California
Dental Insurance
Vision Insurance
Education
Parental Leave

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Careers
Campbell, California
Dental Insurance
Vision Insurance
Education
Parental Leave

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab
Campbell, CA
Dental Insurance
Vision Insurance
Education
Parental Leave

Associate Financial Representative

Modern Woodmen
San Jose, CA
New
Dental Insurance

Wealth Advisor Financial Guidance

Charles Schwab
Campbell, CA
New
‌

Senior Financial Consultant & Client Growth Advisor

Mysalinasinsurance
Santa Cruz, CA
‌

Senior Wealth Advisor

Columbia Bank (WA, OR & ID)
San Jose, CA
Dental Insurance
Vision Insurance
‌

Financial Consultant

Community Bank
San Jose, CA
New
Health Insurance
Icon: salary
$62.8k - $87.9k / year
‌

Financial Consultant

Citizens Business Bank
San Jose, CA
Health Insurance
Icon: salary
$62.8k - $87.9k / year
‌

Wealth Advisor

Cerity Partners
San Jose, CA
New
PTO
Dental Insurance
Vision Insurance
Icon: salary
$165k - $175k / year
‌

Wealth Advisor

Cerity Partners Management
San Jose, CA
New
Icon: salary
$165k - $175k / year
‌

Wealth Advisor

Charles Schwab
Campbell, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Associate Wealth Advisor

Charles Schwab
Campbell, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Financial Representative

Randstad
🌎 Remote
Remote
Hourly
Hospitality
Icon: salary
$19 / hour
‌

Financial Services Representative

Commonwealth Central Credit Union
Santa Cruz, CA
New
Hourly
PTO
Dental Insurance
Vision Insurance
Education
Icon: salary
$27.25 / hour
‌

Financial Advisor

Northwestern Mutual Life Insurance
Campbell, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Bmo
Santa Cruz, CA
Part-Time
Health Insurance
Icon: salary
$57.5k - $106.5k / year
‌

Financial Advisor

BMO Financial Group
Santa Cruz, CA
New
Part-Time
Health Insurance
Education
Icon: salary
$57.5k - $106.5k / year
‌

Wealth & Investment Advisor

BMO U.S
Santa Cruz, CA
New
Health Insurance
Icon: salary
$57.5k - $106.5k / year
‌

Wealth Management Advisor

U.S. Bancorp
Aptos, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$65k - $80.2k / year
‌

Financial Advisor

New York Life Insurance
San Jose, CA
Entry-Level
Icon: salary
$118.5k / year
‌

Financial Representative

Striano Financial Group
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Vision Insurance
‌

Financial Advisor

Northwestern Mutual
Campbell, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Independent Financial Advisor & Holistic Planner

Northwestern Mutual
Campbell, CA
New
‌

Financial Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CA
Education
‌

Impactful Financial Advisor - Build Wealth & Security

New York Life
San Jose, CA
New
Icon: salary
$117k / year
‌

Wealth Solutions Advisor | Financial Planning & Investments

Jobtailor
San Jose, CA
New
‌

Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market

Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
Icon: salary
$80k - $90k / year
‌

Financial Services Advisor - Investment & Planning

Joe Frangieh - State Farm Agent
Campbell, CA
New
‌

Financial Advisor

Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Senior Financial Advisor - Goals-Based Wealth Strategy

Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Investment Consultant: Path to Financial Advisor

Fairygodboss
Los Gatos, CA
New

Job Description

Working as a Financial Representative in Santa Cruz, CA

There are 3,539 Financial Representative opportunities available in Santa Cruz, 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 Cruz, CA

  • San Jose, CA
  • Santa Clara, CA
  • Sunnyvale, CA

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    Financial Representative jobs near Santa Cruz, CA

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