Current jobs related to Financial Representative - Newport Beach, California - Fidelity TalentSource LLC

  • Financial Representative

    2 weeks ago

    Long Beach, California, United States Northwestern Mutual Full time

    OverviewAs a Financial Representative at Northwestern Mutual, you will play a critical role in helping clients achieve their financial goals through personalized financial planning and expert guidance. With a focus on building strong relationships and delivering exceptional service, you will have the opportunity to make a meaningful impact in the lives of...

  • Financial Operations Coordinator

    6 days ago

    Newport Beach, California, United States EPIC Brokers Full time

    Financial Operations CoordinatorOverviewAt EPIC Brokers, we empower professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity. We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all...

  • Associate Financial Representative

    2 weeks ago

    Manhattan Beach, California, United States Northwestern Mutual Full time

    Job SummaryWe are seeking a highly skilled and organized Associate Financial Representative to join our team at Northwestern Mutual. As a key member of our financial services team, you will provide exceptional client service and support to our financial advisors, ensuring seamless execution of administrative tasks and enabling them to focus on building...

  • Financial Analyst

    1 week ago

    Newport Beach, California, United States Clean Energy Full time

    Job Title: Financial AnalystAt Clean Energy, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting the company's financial planning and analysis functions.Key Responsibilities:Prepare budgets and forecasts, including monthly/quarterly forecasts, mid-year forecasts, and annual...

  • Wealth Management Director

    1 week ago

    Newport Beach, California, United States BMO Financial Group Full time

    Job DescriptionJob Title: Private Wealth Advisor DirectorJob Summary: We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team at BMO Financial Group. The successful candidate will be responsible for providing advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and...

  • Insurance and Financial Services Professional

    1 month ago

    Newport Beach, California, United States David Misiego - State Farm Agent Full time

    Job OverviewAre you looking for a challenging and rewarding career in the insurance and financial services industry? As a member of our team at David Misiego - State Farm Agent, you will have the opportunity to work with a dynamic and experienced agent, building and developing customer relationships within the community to promote State Farm products...

  • Financial Services Leader

    2 weeks ago

    Long Beach, California, United States LBS Financial Credit Union Full time

    {"title": "Job Description", "content": "Job SummaryLBS Financial Credit Union is seeking an experienced and motivated Assistant Branch Manager to join our team. As a key member of our branch leadership, you will be responsible for providing exceptional Member service, coaching and developing employees, and driving branch performance.Key...

  • Wealth Analyst Team Lead

    4 weeks ago

    Newport Beach, California, United States BMO Financial Group Full time

    Job Title: Wealth Analyst Team LeadWe are seeking a highly skilled and experienced Wealth Analyst Team Lead to join our team at BMO Financial Group. As a key member of our team, you will be responsible for providing operational support and management of sales compliance and regulatory requirements.Key Responsibilities:Foster a culture aligned to BMO's...

  • Senior Financial Analyst II Position

    1 week ago

    Newport Beach, California, United States Pacific Life Full time

    Job Opportunity:Pacific Life is seeking a talented Senior Financial Analyst II to join our Expense Management team in Newport Beach, CA. This role is hybrid, allowing for flexibility in work arrangements.Key Responsibilities:Prepare Annual Budget: Develop and manage the annual operating expense budget for the Consumer Markets Division (CMD). Collaborate with...

  • Financial Services Representative

    1 month ago

    Long Beach, California, United States SchoolsFirst Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at SchoolsFirst Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting credit union products and services, and processing transactions with accuracy and...

  • Member Care Representative I

    2 weeks ago

    Long Beach, California, United States LBS Financial Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Care Representative I to join our team at LBS Financial Credit Union. As a key member of our team, you will be responsible for delivering exceptional customer service, educating members on our products and services, and working collaboratively with colleagues to meet and exceed individual...

  • Member Care Representative I

    4 weeks ago

    Long Beach, California, United States LBS Financial Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Care Representative I to join our team at LBS Financial Credit Union. As a Member Care Representative I, you will be responsible for delivering exceptional customer service to our members, providing product recommendations, and handling cash transactions.Key ResponsibilitiesProvide exceptional customer...

  • Customer Service Representative

    2 weeks ago

    Huntington Beach, California, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to build a successful career in the financial services industry?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the opportunity to work with clients who are genuinely interested in our services, and to earn uncapped income through commission-based sales.Our unique...

  • Customer Service Representative

    2 weeks ago

    Long Beach, California, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Potential with Symmetry Financial Group - Gary UyemuraAre you ready to embark on a career that offers limitless growth opportunities and a proven track record of success?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the chance to work with a dynamic team that is dedicated to protecting American...

  • Commercial Insurance Account Representative

    2 weeks ago

    Newport Beach, California, United States alliant_commercial_realty_services Full time

    Job SummaryWe are seeking a highly skilled Commercial Insurance Account Representative to join our team at Alliant Insurance Services. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow our business.Key ResponsibilitiesDevelop and implement...

  • Insurance Sales Representative

    2 weeks ago

    Newport Beach, California, United States Moby Young - State Farm Agent Full time

    Role DescriptionMoby Young - State Farm Agent is seeking a driven Producer who can identify opportunities and convert leads into long-lasting customer relationships. As our Telemarketer - State Farm Agent Team Member, you will leverage your knowledge of insurance products and industry trends to communicate directly with clients, understand their needs, and...

  • Customer Service Representative

    2 weeks ago

    Newport Beach, California, United States Pacific Life Insurance Company Full time

    At Pacific Life Insurance Company, we're committed to providing exceptional customer service to our policyholders. As a Customer Service Specialist, you'll play a vital role in ensuring our customers receive the support they need to navigate their insurance policies.With a strong focus on problem-solving and analytical skills, you'll handle incoming...

  • Admitting Representative

    3 weeks ago

    Long Beach, California, United States MemorialCare Health System Full time

    Job Title: Admitting RepresentativeAt MemorialCare Health System, we are seeking a highly skilled Admitting Representative to join our team. As an Admitting Representative, you will play a critical role in ensuring the smooth admission process for our patients.Key Responsibilities:Conduct interviews with patients to obtain demographic and financial...

  • Admitting Representative

    3 weeks ago

    Long Beach, California, United States MemorialCare Health System Full time

    Job Title: Admitting RepresentativeAt MemorialCare Health System, we are seeking a highly skilled Admitting Representative to join our team. As a key member of our healthcare team, you will be responsible for conducting interviews with patients, obtaining demographic and financial information, and ensuring accurate billing and collection of patient...

  • Advanced Life Insurance Sales Director

    7 days ago

    Newport Beach, California, United States Pacific Life Full time

    We're seeking a talented Advanced Sales Field Director to join our Advanced Designs team in Newport Beach, CA. This role can be on-site, hybrid or fully remote (depending on location).The Advanced Sales Director provides technical and marketing support to financial advisors, professional advisors, field management and other support personnel in furtherance...

Financial Representative

2 months ago

Newport Beach, California, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our organization, you will play a vital role in building and maintaining strong relationships with our clients.

Key Responsibilities:

  • Develop and implement effective strategies to deepen client relationships and drive business growth.
  • Provide exceptional customer service and support to clients, ensuring their needs are met and exceeded.
  • Collaborate with internal stakeholders to identify opportunities for cross-selling and upselling.
  • Stay up-to-date on industry trends and developments, applying this knowledge to drive business results.
  • Meet or exceed sales targets and performance metrics.

Requirements:

  • 2+ years of experience in a financial services or sales role.
  • Proven track record of success in building and maintaining strong client relationships.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Strong analytical and problem-solving skills.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A 401(k) matching program and employee stock purchase plan.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.

Certifications:

  • Securities Industry Essentials (SIE) - Issuing Authority.
  • Series 07 - FINRA.

About Us:

Fidelity TalentSource LLC is a leading provider of financial services and solutions. We are committed to helping our clients achieve their financial goals and objectives. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a skilled Financial Representative to join our team.