Financial Services Representative Jobs in San Jose, CA | Glassdoor
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Financial Services Representative Jobs in San Jose, CA

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  • 3.3
    KeyPoint Credit Union – Sunnyvale, CA
    Est. Salary $34k-$47k
    6 days ago 6d
    Job Summary: ? The Financial Service Representative II is expected to support growth and retention efforts by acquiring… processes and procedures.? Support growth objectives by representing the Credit Union and developing long term relationships at…
  • 3.9
    Northwestern Mutual – San Jose, CA
    Est. Salary $21k-$67k
    22 days ago 22d
    helping others reach their financial goals will feelboth for you and your clients. Financialrepresentatives with Northwestern Mutual… work will directly relate to your sales results. Our financialrepresentatives are compensated through commissions, bonuses, repeat…
  • 3.4
    Keenan & Associates – San Jose, CA
    EASY APPLY
    Est. Salary $51k-$72k
    NEW
    career opportunity for an Employee Benefits Senior Service Representative in our San Jose office. They will process new cases… required. • Maintain frequent interaction with carrier representatives. • Attend required meetings. • Assist the Producers on…
  • 3.2
    Foresters Financial – San Jose, CA
    Est. Salary $22k-$40k
    20 days ago 20d
    Foresters Financial is building a brighter future . . . one Representative at a time! Foresters Financial™ and Foresters… tools, to meet their needs across all life stages. Our financialrepresentatives, who are among the best trained in the business, offer…
  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    Est. Salary $30k-$41k
    22 days ago 22d
    handling member transactions.? Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored… Requirements: ? The physical demands described here are representative of those that must be met by an employee to successfully…
  • 3.9
    First Tech Federal Credit Union – San Jose, CA
    13 days ago 13d
    dynamic work environment? We are looking for a Financial Solutions Representative to join our San Jose Branch. This role will be… environment; financial industry experience preferred Experience accurately managing large amounts of cash and other financial negotiable…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    Est. Salary $49k-$68k
    17 days ago 17d
    Financial Services Representative II Cottle Financial Center San Jose Position Summary Provides personalized service… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 4.7
    360 Payment Solutions, Inc. – San Jose, CA
    EASY APPLY
    15 days ago 15d
    teams have brought on as partners. These relationships include financial institutions, banks, accounting firms, local and state associations…
  • 4.5
    Emser Tile – San Jose, CA
    17 days ago 17d
    an experienced OUTSIDE SALES REPRESENTATIVE - SAN JOSE, CA. The Outside Sales Representative will call on existing and new… OUTSIDE SALES REPRESENTATIVE - SAN JOSE, CA Emser Tile, LLC, the nationwide supplier of high-quality floor covering products…
  • 3.8
    Fidelity Investments – Sunnyvale, CA
    27 days ago 27d
    tools in the industry. Join Fidelity as a FinancialRepresentative; your career in financial planning starts here! The Expertise… invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    Est. Salary $49k-$68k
    NEW
    services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.… -selling of products and services to meet all the members’ financial needs. Knows the detailed features and benefits of all products…
  • 3.9
    Northwestern Mutual – San Jose, CA
    4 days ago 4d
    achieve financial security for nearly 160 years. Join our team in carrying on that tradition. As a financialrepresentative intern… for the past 19 years in a row. When you join our financialrepresentative internship program, you'll be supported by a team of…
  • 3.5
    New York Life Insurance Company – San Jose, CA
    Est. Salary $23k-$41k
    15 days ago 15d
    insurance and lifetime income annuities in the United States. Financial Services Professional Description: Behind all our company's… company's strategies, actions, and goals are financial professionals committed to being the best at what they do. Our sales teams…
  • 3.4
    Pacific Office Automation – San Jose, CA
    10 days ago 10d
    Automation is currently looking for an Entry Level Account Sales Representative in San Jose, CA. If you love being in the Bay Area, but… business needs, as well as serving as their personal client representative. In this position, you will pro-actively reach out to clients…
  • 5.0
    Advisor Employee Services – San Jose, CA
    NEW
    consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs… join a well-established, reputable Independent Advisory & Financial Services Company. Position Summary: A Wealth Management…
  • 4.0
    Meriwest Credit Union – Sunnyvale, CA
    Est. Salary $49k-$68k
    10 days ago 10d
    Financial Services Representative II Sunnyvale Financial Center Position Summary Provides personalized service to… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 3.5
    IBM – San Jose, CA
    Est. Salary $71k-$140k
    NEW
    . Understand Financial market and potential applications/solutions for TSS growth Achieving financial objectives for both… propositions focused on financial and business benefit At least 1 year experience in Developing Forecasts and Financial Plans Country…
  • 3.0
    AIG – San Jose, CA
    Est. Salary $52k-$100k
    7 days ago 7d
    sales-minded, ambitious individuals to join us as FinancialRepresentatives to develop our cultural markets. You will be given… training to help you develop skills to succeed. As a FinancialRepresentative you will have the opportunity to identify and qualify…
  • 4.5
    N2 Publishing – San Jose, CA
    22 days ago 22d
    Residual Income The income model allows you to achieve financial stability with predictable monthly revenue. Of the Area Directors…
  • 4.3
    Farm Fresh To You & Capay Organic – San Jose, CA
    13 days ago 13d
    movement? Do you enjoy conversation and take pride in a representing a unique product and service? Would you enjoy selling organic… Willingness to canvass door to door within a residential setting Represent our product at scheduled events in the region Utilize feature…
  • 4.0
    Meriwest Credit Union – Milpitas, CA
    Est. Salary $49k-$68k
    18 days ago 18d
    Financial Services Representative II Milpitas Financial Center Position Summary Provides personalized service to… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 3.0
    SunAmerica Affordable Housing Partners – San Jose, CA
    Est. Salary $34k-$62k
    7 days ago 7d
    sales-minded, ambitious individuals to join us as FinancialRepresentatives to develop our cultural markets. You will be given… training to help you develop skills to succeed. As a FinancialRepresentative you will have the opportunity to identify and qualify…
  • 3.5
    San Mateo Credit Union – East Palo Alto, CA
    Est. Salary $33k-$47k
    4 days ago 4d
    experience in financial institution preferred; Excellent member service skills are mandatory; Basic knowledge of financial products… Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services, including loans…
  • 3.3
    Patelco Credit Union – San Jose, CA
    Est. Salary $30k-$38k
    27 days ago 27d
    Patelco Credit Union's mission is to enrich member's financial health and well being. In this role, you will have the opportunity…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    Est. Salary $51k-$73k
    8 days ago 8d
    Financial Center Manager Hillsdale Financial Center San Jose Position Summary Ensures all financial needs of our… banking, mortgage products, financial institution branch operations, loans and related financial services. Proven record of…
  • 3.5
    Wells Fargo – San Jose, CA
    Est. Salary $26k-$32k
    NEW
    our vision is to satisfy our customers financial needs and help them succeed financially. In this role, you will help us deliver… company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities…
  • 3.7
    Edward Jones – San Jose, CA
    9 days ago 9d
    investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 3.3
    MassMutual – Fremont, CA
    Est. Salary $31k-$47k
    30 days ago 30d+
    deepen your connection within the community? As a Financial Services Representative, you will work directly with individuals, business… and families to help them navigate through and secure their financial future. Discover a career that can’t be offshored or outsourced…
  • 2.7
    A Wireless – San Jose, CA
    6 days ago 6d
    duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable… PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully…
  • 4.6
    RFI Communications & Security Systems – San Jose, CA
    EASY APPLY
    23 days ago 23d
    Responsibilities: The Sales Person is responsible for establishing new corporate accounts and service sale opportunities…
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