Financial Representative Jobs in Sonoma, CA (1,032)
Investment Representative (Bilingual Required)
Redwood Credit Union
Napa, CA
Hourly
PTO
Dental Insurance
Vision Insurance
$39 - $52 / hour
Financial Assistance Representative I (Collections Representative)
Redwood Credit Union
Napa, CA
Hourly
PTO
Dental Insurance
Vision Insurance
$27 - $35 / 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
Wealth Advisor - Westamerica Bank
LPL Financial
Sonoma, CA
New
Wealth Advisor - Westamerica Bank
LPL Financial Holdings
Napa, CA
New
Financial Advisor
First Command
Fairfield, CA
New
Hourly
‌
Wealth Advisor: Branch-Based Financial Solutions & Growth
LPL Financial
Sonoma, CA
$70.3k / year
‌
Merrill Advisor Development Program - Financial Advisor: East Bay Market
Bank of America
Napa, CA
Diversity Leader
Eco-Friendly
‌
Merrill Advisor Development Program - Financial Advisor: East Bay Market
National Black MBA Association
Napa, CA
New
$80k - $90k / year
‌
Hybrid Wealth Advisor: Personal Financial Planning
Focus Financial Partners
Santa Rosa, CA
New
Hybrid
Health Insurance
$80k - $110k / year
‌
Associate Wealth Advisor
Focus Financial Partners
Santa Rosa, CA
New
Dental Insurance
Vision Insurance
$80k - $110k / year
‌
Associate Wealth Advisor
Focus Partners
Santa Rosa, CA
Dental Insurance
Vision Insurance
$60k - $125k / year
‌
Associate Wealth Advisor
Focus Partners Wealth
Sebastopol, CA
Dental Insurance
Vision Insurance
$90k - $110k / year
‌
Wealth Advisor, director
Bank of Montreal
San Rafael, CA
Health Insurance
Education
$102k - $190k / year
‌
Private Client Wealth Advisor
Aumni
Napa, CA
New
‌
Financial Advisor
First Command Financial Services
Fairfield, CA
New
Hourly
‌
Associate Financial Advisor
JBA International
Sebastopol, CA
New
‌
Member Financial Advisor - Retail Banking
Travis Credit Union
Pinole, CA
New
Dental Insurance
‌
Financial Planning & Investments Advisor | Growth & Perks
Corina Marler - State Farm Agent
Fairfield, CA
Health Insurance
‌
Financial Advisor Associate
Stifel
Santa Rosa, CA
New
401(k)
Health Insurance
Dental Insurance
Vision Insurance
‌
Private Wealth Advisor - Director
Bank of Montreal
San Rafael, CA
Health Insurance
Education
$102k - $190k / year
‌
Remote Private Wealth Advisor (Contractor)
Micro1
🌎 Remote
Remote
‌
Financial Solutions Advisor - Novato Financial Center
Bank of America
Novato, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Advisor Development Program: Launch Your Career
Bank of America
Napa, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor
JBA International
San Rafael, CA
New
‌
Financial Solutions Advisor- Napa, Marin, Sonoma Areas
Bank of America
Sonoma, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Advisor Development Program - Grow Your Client Book
National Black MBA Association
Napa, CA
New
‌
Financial Solutions Advisor- Smith Ranch Financial Center
Bank of America
San Rafael, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor - Sonoma & Napa, CA
Corebridge Financial
Sonoma, CA
New
PTO
Dental Insurance
Vision Insurance
$5,000 / month
‌
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
JPMorgan Chase
Napa, CA
Eco-Friendly
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
JPMorgan Chase Bank, N.A
Napa, CA
Health Insurance
Education
$70.3k / year
‌
Financial Representative
Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
$19 / hour
‌
Financial Representative
Tailored Management
🌎 Remote
New
Remote
Hourly
$19 / hour
Job Description
Working as a Financial Representative in Sonoma, CA
There are 1,032 Financial Representative opportunities available in Sonoma, 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 Sonoma, CA
Financial Representatives in Sonoma, CA Resume Data
Average Experience for Financial Representatives in Sonoma, CA
- More than 10 years: 59%
- 6-10 years: 29%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Sonoma, CA
- Diploma: 43%
- Bachelors: 33%
- Associates: 17%
- Masters: 7%
- Doctorate: 1%
Top Skill for Financial Representatives in Sonoma, CA
- Customer focus & orientation: 21%
- Attention to detail: 14%
- Work style: Reliability: 11%
- Sales skills: 10%
- Customer service: 10%
- Administrative assistant/receptionist: 10%
- Call center customer service: 7%
- Scheduling: 6%
- Verbal communication: 6%
- Data entry: Accuracy: 5%
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