Which cities near Santa Clara, CA have the most job openings?

The 10 cities near Santa Clara, CA that have the most job openings are: Concord Sunnyvale Hayward Fremont Oakland San Francisco San Jose Berkeley Richmond San Mateo

What are the most popular job searches in Santa Clara, CA?

The 10 most popular job searches in Santa Clara, CA are: city information technology engineer engineering info technology law legal amazon government construction

What are the highest-paying jobs in Santa Clara, CA?

The highest-paying jobs are: general dentist ( from $ 182,063 to $ 250,000 year ) engineering director ( from $ 164,115 to $ 238,917 year ) product director ( from $ 170,327 to $ 237,736 year ) director of engineering ( from $ 153,327 to $ 236,900 year ) planning engineer ( from $ 123,773 to $ 236,343 year ) technical director ( from $ 131,250 to $ 235,000 year ) software architect ( from $ 167,558 to $ 231,450 year ) product management ( from $ 145,000 to $ 230,849 year ) software engineering manager ( from $ 175,500 to $ 229,381 year ) audio engineering ( from $ 175,500 to $ 228,100 year )

Which cities in the United States of America offer the highest salaries for financial services representative jobs?

The top 10 cities are: Houston, TX ( from $ 31,688 to $ 87,500 year ) Los Angeles, CA ( from $ 41,925 to $ 85,000 year ) Philadelphia, PA ( from $ 34,102 to $ 83,200 year ) Chicago, IL ( from $ 33,681 to $ 72,500 year ) Phoenix, AZ ( from $ 32,175 to $ 60,150 year )

Financial services representative Jobs in Santa Clara, CA

Create a job alert for this search

Financial services representative • santa clara ca

Last updated: 15 hours ago

Financial Services Representative - State Farm Agent Team Member

Burch Boehner - State Farm AgentSan Jose, CA, US

$75,000.00 yearly

Full-time

Note to applicant, please be assured:.AI is not used to evaluate your application.Your materials are reviewed by me, personally.If you hear back from me or receive a follow-up, it will be because I... Show more

Bilingual Financial Representative

New York Life Insurance Company - Santa Clara General OfficeSanta Clara, CA, US

$118,500.00 yearly

Full-time

This is a full-time hybrid opportunity, Monday through Friday, with in-office collaboration required on Mondays and Fridays.At this time, we are only considering candidates who live within a 30-mil... Show more

College Financial Representative, Internship Program

Northwestern MutualCampbell, CA, United States

Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Financial Analyst, Services & AIML FP&A

AppleCupertino, CA, United States

$114,900.00–$172,700.00 yearly

Full-time

Financial Analyst, Services & AIML FP&A.The Financial Analyst will be an integral part of Financial Planning & Analysis (FP&A) team within the Services Finance organization and work on various fina... Show more

Senior Product Manager Financial Services

FiservSunnyvale, CA, United States

$134,000.00 yearly

Full-time

Senior Product Manager Financial Services.Calling all innovators - find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that... Show more

Financial Accounting Advisory Services - Senior

EYSan Jose, CA, United States

$90,800.00 yearly

Full-time

Location: San Francisco Other locations: Anywhere in Region Salary: Competitive.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of... Show more

Senior Product Manager Financial Services

BentoBoxSunnyvale, CA, United States

$134,000.00 yearly

Full-time

Sr. Partner Sales Manager, Financial Services

Amazon Web Services, Inc.Mountain View, California, USA

Full-time

As a Partner Sales Manager, you will have the exciting opportunity to deliver on our strategy to build mind share of Amazon Web Services and grow adoption of cloud-based solutions in our fast growi... Show more

Principal Financial Analyst, Services & Mid-Market

IntuitMountain View, CA, United States

Full-time

The Global Business Solutions Group ("GBSG") is Intuit's largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payro... Show more

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyCampbell, CA, United States

Full-time +1

Emerging Financial Services Professional (Remote)

Traction Forge FinancialSan Jose, California, United States

Remote

Full-time

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in f... Show more

Remote Patient Financial Services Leader - AI Trainer ($92-$92 per hour)

MercorCampbell, California, US

$92.00 hourly

Remote

Full-time

Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems.We are seeking experienced Patient Collections and Patient Financial Services leaders to e... Show more

Financial Services Associate

Carrington CollegeSan Jose, CA, United States

$27.00 hourly

Full-time

Summary The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/... Show more

Financial Services Representative - State Farm Agent Team Member

Joe Frangieh - State Farm AgentCampbell, CA, US

$70,000.00 yearly

Full-time

State Farm Agent Financial Services Representative Team Member.Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your pr... Show more

Top Partner Manager, Financial Services

GoogleMountain View, CA, United States

Full-time

Top Partner Manager, Financial Services.This role may also be located in our Playa Vista, CA campus.Applicants in the County of Los Angeles: Qualified applications with arrest or conviction records... Show more

Guest Services Representative - Shoreline Amphitheatre (Seasonal 2026)

Live Nation Worldwide, Inc.Mountain View, CA, USA

Part-time

The Guest Services Representative will proactively interact with guests by providing information and assistance to promote enjoyable experiences for venue guests.Communicate venue information about... Show more

Senior Product Marketing Manager - Financial Services

NVIDIASanta Clara, CA, United States

$184,000.00 yearly

Full-time

NVIDIA is improving the financial services industry, where AI powers trading strategies at the top hedge funds, Agentic AI automates core banking processes, and payments foundation models fight tra... Show more

Senior Client Partner - Banking & Financial Services

Inizio PartnersSan Jose, California, United States

Full-time

Quick Apply

Client Partner - Banking & Payments.Location - Hybrid in San Jose, CA.The Client Partner role focuses on client engagements, and growth within our client's banking accounts.You will lead client... Show more

Financial Services Representative - State Farm Agent Team Member

Burch Boehner - State Farm AgentSan Jose, CA, US

30+ days ago

Salary

$75,000.00 yearly

Job type

Full-time

Job description

Benefits:

401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development

Note to applicant, please be assured: AI is not used to evaluate your application. Your materials are reviewed by me, personally. If you hear back from me or receive a follow-up, it will be because I believe you may be a strong fit for my office—not because of an automated screening decision.

Thank you for taking the time to apply. I truly value your interest and your time, and I appreciate the opportunity to review your background.
Burch Boehner, Business Owner

321 S Monroe St
San Jose, CA 95128
Full-time | In-office

About Me:
Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.

Position Overview:
I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills.

Key Responsibilities:

Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
Prospect new business through financial conversations and relationship-building
Manage and support new and existing clients’ financial portfolios
Collaborate with the financial team to maintain a professional and enjoyable work environment
Utilize financial discussions to prospect, retain, and grow the client base
Stay current on financial products and industry regulations
Ensure compliance with licensing requirements and company policies

Required Qualifications:

Securities Industry Essentials (SIE) license
Series 6 and Series 63 licenses
If you are not currently licensed in SIE, Series 6 or 63, you must have the ability to obtain the licenses with employer sponsorship. Licensing and training will be provided.
Experience in retail sales with clients placing IRAs, 529 plans, or similar products
Strong interpersonal and communication skills
Ability to work effectively in an in-office, client-facing setting

Preferred Qualifications:

Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
Licensing and training for P/C and L/H insurance will be provided

Compensation & Benefits:

Starting base income
Expected annual income (base + commission + bonus): 75,000–95,000
Additional income potential based on ability to increase sales across all product lines
Medical, Dental, Vacation, Paid Time Off (PTO), Holidays
401(k) plan with company matching

Our Core Values:

Integrity
Mutual Respect
Transparency
Compassion
Accountability
Exceptional Customer Interaction
Commitment to Work Together