Current jobs related to Financial Representative - San Diego, California - Northwestern Mutual
-
Financial Services Representative
1 week ago
San Diego, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a skilled Financial Services Representative to join our team. As a Financial Professional, you will play a crucial role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.You will act as a liaison between clients and financial institutions,...
-
Financial Representative
4 weeks ago
San Diego, California, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.Key Responsibilities:Identify market...
-
Financial Trader
1 month ago
San Diego, California, United States Cetera Financial Group Full timeAt Cetera Financial Group, we strive for excellence in our operations. To achieve this, we require individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as finance and HR. We offer diverse business opportunities that provide meaningful prospects for growth to...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Global Financial Impact - Brian Garcia Full timeRemote Financial Professional OpportunityWe are seeking highly motivated and competent individuals to join our team as Remote Financial Professionals. As a key member of our organization, you will be responsible for developing financial need analysis for clients and providing them with personalized financial solutions.Key Responsibilities:Develop Financial...
-
Financial Services Representative
1 month ago
San Diego, California, United States Fidelity TalentSource LLC Full timeUnlock Your Potential as a Financial Services RepresentativeFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to develop your skills and knowledge in financial services, working closely with our experienced team to provide...
-
Financial Services Representative
3 weeks ago
San Diego, California, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
-
Financial Services Representative
5 days ago
San Jose, California, United States OneMain Financial Full timeEmpowering customers with responsible access to credit is at the heart of OneMain Financial's mission. As a Financial Services Representative - Loan Specialist, you will play a vital role in delivering personalized financial solutions to customers who need it most.Based in [location], this role is perfect for individuals who thrive in a fast-paced...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Farmers Insurance Full timeJob OpportunityWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Farmers Insurance. As a Financial Services Representative, you will play a key role in growing our life insurance and financial services business.Key ResponsibilitiesPartner with existing agents to cross-sell life insurance and financial...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
-
Financial Services Representative
1 month ago
San Diego, California, United States Northwestern Mutual - Downtown San Diego Full timeJoin Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Modern Woodmen Full timeFinancial Services Associate RoleModern Woodmen is seeking a skilled Financial Services Associate to join our team. As a representative of our organization, you will play a crucial role in building client relationships and contributing to local needs.Key Responsibilities:Provide expert guidance on financial services to membersEstablish and maintain strong...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Western & Southern Life Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a key member of our sales team, you will be responsible for meeting the financial needs of our middle-income clients by providing tailored solutions for risk protection, financial security, and wealth creation.Key...
-
Financial Services Representative
1 week ago
San Diego, California, United States International Staff Consulting Full timeFinancial Planning OpportunityWe are seeking an experienced Financial Planner to join our team at International Staff Consulting. As a Financial Services Representative, you will be responsible for providing sound financial recommendations to help ensure financial security for clients.Key Responsibilities:Provides financial planning and investment advice to...
-
Financial Service Representative
2 weeks ago
San Diego, California, United States California Credit Union Full timeJob SummaryThe Financial Service Representative is a key role within California Credit Union, responsible for providing exceptional member service and sales support. This position requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Develop and maintain strong...
-
Financial Services Representative
1 week ago
San Clemente, California, United States BMO Financial Group Full timeJob SummaryBMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this part-time role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet...
-
Financial Representative with Support
1 week ago
San Diego, California, United States Northwestern Mutual - Downtown San Diego Full timeJob DescriptionAre you looking for a dynamic career that leverages your athlete background? As a Client Advisor with Northwestern Mutual - Downtown San Diego, you will engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.Our team is passionate...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Banner Bank Full timeAt Banner Bank, we're committed to helping businesses and individuals achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional client experiences and processing transactions accurately and efficiently.Key Responsibilities:Act as the face of the Bank, providing excellent customer service and...
-
Financial Services Representative
2 weeks ago
San Francisco, California, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.Key...
-
Financial Services Representative
2 weeks ago
San Clemente, California, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.Key...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States BluPeak Credit Union Full timeJob Title: Floater Experience RepresentativeBluPeak Credit Union is seeking a highly skilled and experienced Floater Experience Representative to join our team. As a key member of our Retail Delivery Network, you will be responsible for providing exceptional member service and sales support to our members in the Berkeley and Davis branches.Key...
Financial Representative
2 months ago
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Key Responsibilities- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer up to a $42,500K first year stipend based on controllable factors, ensuring an income if you put in the work and meet the position's requirements.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
