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Financial services representative Jobs in San Diego, CA

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Financial services representative • san diego ca

Last updated: 19 hours ago

Entry-Level Financial Representative

Falcon PGSan Diego, CA, US
$101,000.00 yearly
Full-time

Location: Must located in San Diego, CA.Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals ea... Show more

 • New!

Copy of Enterprise Account Exec, Commercial (Cybersecurity, Financial Services)

ServiceNowSan Diego, California, United States
$114,400.00 yearly
Remote
Full-time

You will produce new business sales revenue from a SaaS license model.You will accomplish this through account planning, territory planning, researching prospect customers, using business developme... Show more

Financial Advisor

TradeJobsWorkforce92176 San Diego, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Client Services Representative

Patenaude & Felix, APCSan Diego, CA, USA
$20.00 hourly
Full-time
Quick Apply

Are you a new or early-career attorney looking to launch your career in civil litigation?.Client Services Representative.We offer competitive pay, excellent benefits, mentorship, and opportunities ... Show more

State and Local Tax Financial Services Manager

PwC (US)San Diego, CA, United States
Full-time

A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related t... Show more

Financial Services Representative - State Farm Agent Team Member

Giovanni Monaco - State Farm AgentSan Diego, CA, US
$30.00 hourly
Full-time

As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent,  you will successfully market the financial products that manage everyday risks.Your p... Show more

Security Services Sales Representative

Black Cube SecuritySan Diego, CA, US
$95,000.00 yearly
Part-time

Hiring: Private Security Guard Services Sales Representative.Join Our Team and Build Your Career in Security Sales.Career Growth – Be part of a fast-growing industry.Flexible Schedule – Work on you... Show more

Manager, Government Contract Financial Advisory Services

P3HiredSan Diego, California, .US
Full-time
Quick Apply

As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything ... Show more

Financial Associate

Alakaina Family of CompaniesSan Diego, CA, United States
Full-time

Bering-Alaka`ina Holdings (BAH) is looking for a Financial Associate to support our government customer located in San Diego, California.Description Of Responsibilities:.Act as the primary financia... Show more

Business Development Manager III-Strategic partnerships (financial services): 25-05844

Akraya IncSan Diego, California, United States
$87.00–$90.00 hourly
Full-time
Quick Apply

Primary Skills: Strategy-Expert, Communication-Advanced, Leadership-Expert, Negotiation-Advanced, Forecasting-Expert.Duration: 12 months (#LI-Hybrid).This role focuses on driving company growth thr... Show more

Sales Manager - Financial Services

GoldBook FinancialSan Diego, CA, US
Full-time

GoldBook Financial is seeking a full-time, on-site Vice President of Sales Management.Sales Manager) for La Jolla, CA or Scottsdale, AZ.Required: * Must be able to work and commute to each office.... Show more

Member Services Representative

Planet FitnessSan Diego, CA, US
$17.75 hourly
Part-time

At One World Fitness (Planet Fitness), our focus i.This by making a positive impact in our communities to enhance people’s lives with an affordable, high-end fitness experience.As one of the fastes... Show more

Hospital Services Representative

San Diego Blood BankSan Diego, CA, US
$20.00 hourly
Full-time

Hospital Services Representative.Under the direct supervision of the Manager of Hospital Services, in accordance with published procedures, following all appropriate state and federal laws and regu... Show more

Emergency Services Sales Representative

ServproSan Diego, CA, United States
$60,000.00 yearly
Full-time

Emergency Services Sales Representative.The SERVPRO Emergency Services Representative will consult with property owners impacted by fire, water damage or other large-scale emergency events.This rol... Show more

Business Litigation/Financial Services/General Liability Attorney - San Diego

Klinedinst PCSan Diego, CA, US
$120,000.00 yearly
Full-time
Quick Apply

Level up your legal career by joining Klinedinst’s growing and dynamic team.Klinedinst is seeking an attorney with at least one year of experience in general litigation (GL), business litigat... Show more

Financial Analyst/Senior Financial Analyst

Ignite Human CapitalSan Diego, CA, United States
Full-time

Real Estate Analyst / Senior Analyst.Exciting opportunity in Real Estate with a life science industry organization.This role is a key contributor to how senior management, the Board, and investors ... Show more

Financial Specialist

Department of JusticeSan Diego, CA, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

Financial Representative

Western & Southern LifeSan Diego, CA, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

Insurance and Financial Services Position - State Farm Agent Team Member

Vince Duong - State Farm AgentSan Diego, CA, US
$50,000.00 yearly
Full-time

Successful State Farm Agent is seeking a qualified professional to join their winning team.We seek an energetic professional interested in helping our business grow through value-based conversation... Show more

Field Sales Representative II, Financial Services

GoogleSan Diego, CA, United States
Full-time

Field Sales Representative II, Financial Services.Mid Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant a... Show more

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Entry-Level Financial Representative

Entry-Level Financial Representative

Falcon PGSan Diego, CA, US
19 hours ago
Salary
$101,000.00 yearly
Job type
  • Full-time
Job description

Location: Must located in San Diego, CA


Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


Benefits include;

  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States.

Compensation:

$101,000 at plan earnings to start


Responsibilities:
  • Work within a hybrid model, attending in-person meetings and training sessions as required.
  • Follow a leadership advancement track with career growth opportunities.
  • Engage in structured coaching, mentorship, and training programs.
  • Provide guidance on insurance, investments, and retirement planning.
  • Ensure compliance with financial industry standards and licensing requirements.

Qualifications:
  • Must located in San Diego, CA
  • Experience in customer service or sales is a plus
  • Ability to communicate complex financial concepts in a clear and relatable manner.
  • Proven track record of setting and achieving personal or professional goals.
  • Strong desire to learn and grow within the financial services industry.
  • Ability to work independently and as part of a collaborative team.
  • Comfortable with a hybrid work model, including in-person meetings and training.
  • Commitment to obtaining necessary financial licenses and certifications with company support.

About Company

We provide a platform designed to help professionals grow faster and scale further through:

  • Comprehensive onboarding, training, and mentorship
  • Leadership development and advancement opportunities
  • Proven systems and business-building processes
  • Marketing resources and professional development tools
  • CRM technology and automated follow-up systems
  • Ongoing coaching, accountability, and support
  • Flexible remote work environment
  • Performance-based compensation with upside earning potential