Top 66 Financial services Jobs in Ventura Ca

Financial Services Professional
American Legacy Solutions —Ventura, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
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Customer Service Agent
American Legacy Solutions —Carpinteria, CA
- $75,000 - $120,000 a year
- Full-time
- Background check
- Office
- Finance
- On-the-job training
- Professional development assistance
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Financial Advisor
Edward Jones —Ojai, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Personal Banker - Thousand Oaks, CA
FIREFIGHTERS FIRST FEDERAL CREDIT UNION —Thousand Oaks, CA
- $63,255 - $70,283 a year
- Urgently hiring
- Mid-level
- Office
- High school diploma or GED
- AD&D insurance
- Paid holidays
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Customer Service Agent
American Legacy Solutions —Santa Paula, CA
- $75,000 - $120,000 a year
- Full-time
- Background check
- Office
- Finance
- On-the-job training
- Professional development assistance
Quick Apply
Customer Service Agent
American Legacy Solutions —Port Hueneme, CA
- $75,000 - $120,000 a year
- Full-time
- Background check
- Office
- Finance
- On-the-job training
- Professional development assistance
Quick Apply
Financial Services Associate
Camacho and associates —Oxnard, CA
- $50,000 - $93,304 a year
- Part-time
- Bilingual
- 18 years or older
- No experience needed
- Flexible schedule
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Part Time Associate Banker Simi Valley - Camarillo, Oxnard Area (30 hours)
JPMorganChase —Oxnard, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
4d
Sales Representative - Entry Level
Beer Financial Group —Oxnard, CA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Personal Banker III
Montecito Bank & Trust —Oxnard, CA
- $32 - $40 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Small Business Specialist - Greater Los Angeles
U.S. Bank National Association —Ventura, CA
- $29.23 - $42.83 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Relationship Manager
Citizens Business Bank —Oxnard, CA
- $127,475 - $184,838 a year
- Full-time
- Sales
- 5 years
- Mid-level
Entry Level Real Estate Agent - Coldwell Banker
Coldwell Banker —Oxnard, CA
- From $100,000 a year
- Part-time
- Real Estate License
- Communication skills
- Marketing
Quick Apply
Part Time Associate Banker Simi Valley - Thousand Oaks Area (30 hours)
JPMorganChase —Thousand Oaks, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
Financial Services Officer I- Newbury Park-Full Time
Logix Federal Credit Union —Newbury Park, CA
- $45,000 - $125,000 a year
- Full-time
- Communication skills
- Entry level
- Opportunities for advancement
9d
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Client Relationship Consultant (Banker - multiple levels) - Santa Barbara Coastal Area - Santa Barbara, CA
U.S. Bank National Association —Ventura, CA
- $20.00 - $37.74 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
3d
Client Relationship Consultant 1 (Banker) - Oxnard, CA (20hrs)
U.S. Bank National Association —Oxnard, CA
- $20.00 - $24.86 an hour
- Part-time
- Office
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
Account Manager, WM Advisory
Northern Trust Corp. —Montecito, CA
- $77,625 - $128,225 a year
- Overtime
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Mortgage Loan Officer | National Lender CA
Leadling —Oxnard, CA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Senior level
Quick Apply

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Financial Services Professional

American Legacy Solutions -
Ventura, 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 services jobs in ventura ca

Financial Services Professional

Customer Service Agent

Financial Advisor

Personal Banker - Thousand Oaks, CA

Customer Service Agent

Customer Service Agent

Financial Services Associate

Part Time Associate Banker Simi Valley - Camarillo, Oxnard Area (30 hours)

Sales Representative - Entry Level

Personal Banker III

Small Business Specialist - Greater Los Angeles

Relationship Manager

Entry Level Real Estate Agent - Coldwell Banker

Part Time Associate Banker Simi Valley - Thousand Oaks Area (30 hours)

Financial Services Officer I- Newbury Park-Full Time

Financial Advisor

Client Relationship Consultant (Banker - multiple levels) - Santa Barbara Coastal Area - Santa Barbara, CA

Client Relationship Consultant 1 (Banker) - Oxnard, CA (20hrs)

Account Manager, WM Advisory

Mortgage Loan Officer | National Lender CA

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