Finance Agent Salaries in California

Reporting to the Finance Manager for Revenue, you will be responsible for driving revenue modeling, revenue forecasting, preparing regular reporting and…

$116,000 - $130,500 a year

Manage new and existing 3rd party loan agents and ensure the agents meet Crossroads Small Business Solutions and SBA standards.

$80,000 - $120,000 a year

Interview clients to determine current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable…

From $90,000 a year

13 days ago

Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

$60,000 - $80,000 a year

You're comfortable in front of a room — from front-line managers to the C-suite — and can hold the conversation while a complex model is on screen.

$75,000 - $90,000 a year

Under limited supervision, develops new referral sources and new business prospects through outside calls, direct mail and sales presentations.

$100,000 - $150,000 a year

1 day ago