Financial Services Representative

3 days ago


Santa Ana, California, United States WallStJobs Full time

WallStJobs is seeking a highly skilled Financial Services Representative to join their team. As a key member of the investment advisory firm, you will play a crucial role in helping clients achieve financial success through expert guidance and personalized investment strategies.

">
  • The estimated annual salary for this position ranges from $60,000 to $100,000, depending on experience and qualifications.

This Financial Services Representative role involves working closely with clients to understand their financial goals and recommend suitable investment products. You will also be responsible for building strong relationships with clients, providing tailored financial advice, and ensuring compliance with regulatory requirements.

">Key Responsibilities:
  • Client Relationship Building: Establish and maintain strong relationships with clients, understanding their financial needs and goals.
  • Financial Advice: Provide tailored financial advice and recommend suitable investment products, including mutual funds, annuities, and insurance products.
  • Account Management: Assist clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
  • Education and Training: Educate clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
  • Compliance: Ensure all activities comply with regulatory requirements and company policies, maintaining the highest ethical standards.
">Qualifications:
  • Proven Experience: Proven experience in financial services sales or a related field.
  • Excellent Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport with clients.
  • Passion for Client Success: A passion for helping clients achieve their financial goals and a commitment to delivering exceptional service.
  • Meticulous Attention to Detail: Meticulous attention to detail in all client interactions, documentation, and compliance matters.
  • Collaboration: Ability to collaborate effectively with colleagues and contribute to a positive team environment.
">

In addition to a competitive base salary, WallStJobs offers a comprehensive benefits package, including health, dental, vision, and 401(k) coverage. The company also provides access to ongoing training and career advancement opportunities, as well as flexible work-from-home options.



  • Santa Ana, California, United States Slingo Financial Services Full time

    About the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...


  • Santa Ana, California, United States Slingo Financial Services Full time

    About the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Orange County's Credit Union is seeking a part-time Member Service Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service, handling teller transactions, and assisting with new account openings. This position requires Saturday availability from 8:30am - 2:30pm and weekday shifts...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Company OverviewOCCU is a reputable financial service provider with over 85 years of experience, serving 140,000+ members. We prioritize workplace excellence and associate satisfaction.SalaryThe estimated hourly rate for this role is $22.00-$25.00, based on qualifications and internal equity. Our competitive compensation reflects the value we place on our...


  • Santa Ana, California, United States Alt Financial Network, Inc. Full time

    Mortgage Loan Originator OpportunityWe are excited to offer a Mortgage Loan Originator position at Alt Financial Network, Inc. As a successful Mortgage Consultant, you will be responsible for originating loans, maintaining strong relationships with real estate agents, and staying up-to-date with industry trends.Key ResponsibilitiesOriginate loans through...


  • Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    Job DescriptionWe are looking for a Financial Advocacy Representative to join our team at Alliance Tax Advocate Inc. in Orange County, California. As a key member of our team, you will play a vital role in helping clients resolve their IRS-related financial issues.About the Position:This is a full-time opportunity with a salary of $55,000 - $70,000 per year,...


  • Santa Ana, California, United States Slingo Financial Services Full time

    About the OpportunityWe are seeking a highly motivated and self-driven individual to join our team as a Business Development Representative. As a representative, you will have the opportunity to build your own business and achieve unlimited growth.Our unique approach to selling insurance policies puts you in touch with clients who have already requested...


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewWe are seeking a skilled financial professional to join our team at Global Financial Impact - Marco Esquivel. As a key player, you will be responsible for helping clients and businesses achieve their financial goals by providing expert advice and solutions.Salary and BenefitsThe estimated salary range for this position is $25,000 part-time and...


  • Santa Cruz, California, United States Your SmartSource Full time

    At Your SmartSource, we're seeking a highly skilled Financial Services Representative to join our team. This exciting opportunity offers a competitive salary of $25.15 - $38.50 per hour, depending on experience.We're looking for someone with at least 3 years of experience in a similar role, preferably with bilingual English/Spanish proficiency and...


  • Santa Ana, California, United States KPC GLOBAL MEDICAL CENTERS INC. Full time

    Key ResponsibilitiesThe Registration Services Representative will be responsible for registering patients in a timely and efficient manner.This will involve conducting patient interviews, explaining hospital policies, and ensuring all necessary demographic and financial data is obtained and accurately documented.With a strong focus on customer service, this...


  • Santa Ana, California, United States Alt Financial Network, Inc. Full time

    Job TitleAccounting ClerkAbout CompanyAlt Financial Network, Inc. is a financial services company that prides itself on providing exceptional service to its clients.Salary and BenefitsThe estimated salary range for this position is $56,000 per year, which includes competitive benefits such as paid time off and health insurance.Job DescriptionWe are seeking a...


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Join Our TeamWe are excited to invite highly motivated and ambitious individuals to apply for the Financial Services Representative position at Global Financial Impact - Marco Esquivel. As a valued member of our team, you will play a pivotal role in helping clients and businesses achieve their financial objectives. With a competitive compensation package and...


  • Santa Ana, California, United States APOYO FINANCIERO INC Full time

    About the OpportunityWe are seeking highly motivated customer service representatives who can effectively communicate with Spanish-speaking clients.If you have a passion for financial services and sales, this position may be the right fit for you.You will have the opportunity to work with a team that shares your goals and values.As a member of our team, you...


  • Santa Ana, California, United States Kimco Staffing Services Full time

    Job OverviewWe're seeking a dedicated Customer Service Representative to manage technical support calls and assist in dispatching tasks. The role involves providing a high level of customer service, communicating effectively, and maintaining a polite and friendly demeanor.The ideal candidate will possess strong verbal and written communication skills, a...


  • Santa Ana, California, United States Comunidad Latina Federal Credit Union Full time

    We are seeking a Credit Union Customer Service Representative to join our team at Comunidad Latina Federal Credit Union.About the PositionIn this role, you will provide exceptional service to members by handling day-to-day transactions, responding to inquiries, and promoting our range of financial products and services.Key DutiesTransaction Processing:...


  • Santa Ana, California, United States Financial Statement Services, Inc Full time

    Financial Statement Services, Inc (FSSI) is a woman-owned provider of document services, seeking an IT Project Coordinator to join our team in Santa Ana, CA.Job SummaryThis role is responsible for coordinating multiple small to large scale projects for Application Developers and Operations team members using Workfront project management software. The...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.The ideal candidate will have a strong understanding of financial services processes, including levies,...


  • Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Northwestern Mutual Santa Monica is a top-ranked company in the financial services industry. We are seeking an experienced Financial Representative to join our team.About the CompanyWe have a proven track record of financial success and are recognized as one of the 'World's Most Admired' companies by FORTUNE. Our entrepreneurial system provides access to a...


  • Santa Rosa, California, United States Community Choice Financial Family of Brands Full time

    About Us">At Community Choice Financial Family of Brands, we provide quick and easy financial solutions for our customers. Our services include check cashing, money orders, tax prep help, Western Union, bill pay services, and Green Dot Visa Debit Cards.Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team. As a Customer...


  • Santa Ana, California, United States Slingo Financial Services Full time

    About the JobAs a Insurance Sales Agent with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a top agent, participate in webinars and training events, and have access to warm...