Top 91 Financial professional Jobs in El Monte, Ca

Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —San Dimas, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- No experience needed
- Business development
- Disability insurance
- Health insurance
Quick Apply
7d
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Services Representative (Commission-Based) | Flexible Schedule | Training Provided
Driven Financial —Chino Hills, CA
- $10,000 - $150,000 a year
- Temporary
- Hybrid work
- Background check
- No experience needed
- Communication skills
- Work from home
- Flexible schedule
Quick Apply
Financial Advisor
Taos Global Group Inc —San Gabriel, CA
- $20,000 - $60,000 a year
- Bilingual
- Bachelor's degree
- In-person
Quick Apply
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Advisor (Commission-Based)
Northwestern Mutual - Huntington Beach —Huntington Beach, CA
- $78,020 - $392,677 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid training
- Health savings account
Quick Apply
Financial Representative
Modern Woodmen of America —Ontario, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Financial Advisor
New York Life —Beverly Hills, CA
- $65,358 - $150,685 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $65,358 - $150,685 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Consultants & Wealth Advisors (Training Provided)
Stewardandstone.com —Glendora, CA
- $50,000 - $150,000 a year
- Part-time
- Hybrid work
- Sales
- No experience needed
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
9d
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
SchoolsFirst FCU —West Covina, CA
- Full-time
- 7 years
- Office
- High school diploma or GED
7d
Financial Services Representative
Seals and Associates —Burbank, CA
- $40,000 - $100,000 a year
- Part-time
- Hybrid work
- No experience needed
- High school diploma or GED
- In-person
- Paid training
- 401(k)
Quick Apply
2d
Financial Solutions Advisor Registration Candidate- Lake-Colorado Financial Center
Bank of America —Pasadena, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
9d

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financial professional jobs near el monte, ca

Financial Services Professional

American Legacy Solutions -
West Covina, CA

Quick Apply

Job Details

Permanent | Full-time
$70,000 - $200,000 a year

Qualifications

Customer communication

Full Job Description

Job Summary
We are seeking a motivated and dynamic Financial Professional to join our team. In this role, you will be responsible for providing financial guidance and support to clients, helping them navigate their financial goals and making informed decisions. You will leverage your sales skills and financial knowledge to build strong relationships with clients, ensuring their needs are met with tailored solutions.

Duties

Engage in outside sales activities to attract new clients and expand the customer base.
Utilize negotiation skills to close deals and secure client commitments.
Conduct thorough analysis of clients' financial situations to provide personalized recommendations.
Assist clients with insurance sales, benefits administration, and overall financial planning.
Maintain effective communication with clients, ensuring they are informed about their options and any changes in the market.
Provide exceptional customer service throughout the client relationship, addressing inquiries and concerns promptly.
Collaborate with marketing teams to develop strategies that promote financial products and services.
Document all sales activity and client interactions accurately for sales administration purposes.
Stay updated on industry trends, regulations (including HIPAA), and best practices in financial services.

Experience

Proven experience in outside sales or retail sales is preferred.
Strong negotiation skills with a track record of successful deal closures.
Familiarity with insurance sales and benefits administration is a plus.
Bilingual or multilingual candidates are highly desirable for effective communication with diverse clientele.
Excellent communication skills, both verbal and written, are essential for building rapport with clients.
Experience in telemarketing or customer service roles will be beneficial in understanding client needs.
Strong analytical skills to assess client situations and recommend appropriate solutions. Join us as a Financial Professional where you can make a meaningful impact on clients' lives while growing your career in the finance industry!

Job Types: Full-time, Permanent

Pay: $70,000.00 - $200,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial professional jobs in el monte, ca

Financial Services Professional

Lenox Advisors - Financial Advisor

Financial Advisor

Financial Professional/Fast Track to Management

Financial Services Professional

Financial Advisor - Greater Los Angeles and Surrounding area

Financial Services Representative (Commission-Based) | Flexible Schedule | Training Provided

Financial Advisor

Financial Services Representative

Financial Advisor

Financial Advisor (Commission-Based)

Financial Representative

Financial Advisor

Financial Advisor

Financial Advisor

Financial Consultants & Wealth Advisors (Training Provided)

Financial Advisor

Financial Advisor

Financial Services Representative

Financial Solutions Advisor Registration Candidate- Lake-Colorado Financial Center

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