Top 977 Financial representative Jobs in Clayton Ca

Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
David White & Associates —San Ramon, CA
- $50,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Office
- Profit sharing
- Health insurance
Quick Apply
Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)
Northwestern Mutual —Walnut Creek, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Disability insurance
Quick Apply
Customer Service Representative, CC
Partnership HealthPlan of California —Fairfield, CA
- $29.95 - $35.19 an hour
- Full-time
- Spanish
- Mid-level
- Administrative experience
Claims Customer Service Representative I
Partnership HealthPlan of California —Fairfield, CA
- $29.95 - $35.19 an hour
- Full-time
- Computer literacy
- Research
- High school diploma or GED
Veterans Service Representative I
County of Contra Costa, California —Martinez, CA
- $76,344.71 - $92,797.46 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
2d
Teller- Concord, CA
CommunityAmerica Credit Union —Concord, CA
- $25 an hour
- Full-time
- Bilingual
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Student Services and Disabilities
ATKINSON ANDELSON LOYA RUUD & ROMO APC —Dublin, CA
- Full-time
- Writing skills
- Research
- Entry level
Quick Apply
Insurance Service Associate - Remote
CSAA Insurance Services, Inc. —Walnut Creek, CA
- $21.38 - $28.42 an hour
- Full-time
- Remote
- Spanish
- Computer literacy
- Windows
- On-the-job training
- Work from home
7d
Internet Vehicles Sales Representative
Ford Fairfield —Fairfield, CA
- $100,000 - $250,000 a year
- Full-time
- Bilingual
- Dealership
- Leadership
- Paid training
- Health insurance
Quick Apply
Financial Advisor
BMO Financial Group —Concord, CA
- $63,300 - $117,200 a year
- Full-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Customer Service Field Representative
Seeno Homes —Concord, CA
- $28 - $34 an hour
- Full-time
- Background check
- Clean driving record
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Solar Sales Representative - ($75K - $150K+ OTE)
Senga Energy —Brentwood, CA
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Reliable transportation
- Leadership
Quick Apply
Automotive Sales Representative
Toyota of Vallejo —Vallejo, CA
- $35,152 - $150,000 a year
- Weekends as needed
- Clean driving record
- Sales
- Dealership
- Health insurance
- Dental insurance
Quick Apply
8d
Product Support Sales Representative (PSSR)
BEJAC CORPORATION —Fairfield, CA
- $48,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Sales
- Paid holidays
- Health insurance
Quick Apply
Solar Sales Representative - ($75K - $150K+ OTE)
Senga Energy —Antioch, CA
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Reliable transportation
- Leadership
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement

I want to receive the latest job alert for financial representative in clayton ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial representative jobs near clayton ca

Lenox Advisors - Financial Advisor

Lenox Advisors -
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Customer relationship building
Referral-based lead generation
Investment management advisory services
Military
Identifying new business opportunities
Sales referrals
Mid-level
Estate planning advisory services
Business development
Bachelor's degree
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Business development within finance
Client acquisition
Insurance for risk management
Client referrals
Insurance sales
Estate planning
Retirement planning advisory services
Communication skills
Sales follow-up
Consultative selling
Senior leadership
Closing sales

Full Job Description

Financial Advisor

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
Network regularly with existing clients and referrals to build relationships and gain referral business.
Be your clients’ main point of contact and accountable for responding to their questions and concerns.
Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
Sales, business development, or relationship management
Executive leadership
Former athletes
Military background
You’re results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer
Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in clayton ca

Lenox Advisors - Financial Advisor

Financial Advisor

Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)

Customer Service Representative, CC

Claims Customer Service Representative I

Veterans Service Representative I

Teller- Concord, CA

Associate Attorney - Student Services and Disabilities

Insurance Service Associate - Remote

Internet Vehicles Sales Representative

Financial Advisor

Financial Advisor - 10 Years Required

Sr. Client Service Associate/ Sr. Client Service Manager

Customer Service Field Representative

Solar Sales Representative - ($75K - $150K+ OTE)

Automotive Sales Representative

Product Support Sales Representative (PSSR)

Solar Sales Representative - ($75K - $150K+ OTE)

Financial Advisor - AI Trainer

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

I want to receive the latest job alert for financial representative in clayton ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected