Financial Services Representative Jobs in San Mateo, CA | Glassdoor

Financial Services Representative Jobs in San Mateo, CA

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  • 3.8
    Northwestern Mutual – San Francisco, CA
    Est. Salary $36k-$66k
    19 days ago 19d
    helping others reach their financial goals will feelboth for you and your clients. Financial representatives with Northwestern Mutual… work will directly relate to your sales results. Our financial representatives are compensated through commissions, bonuses, repeat…
  • 3.6
    New York Life – San Mateo, CA
    Est. Salary $34k-$49k
    30+ days ago 30d+
    New York Life Financial Services Representative is an ideal opportunity for individuals who want to build a financial services business… Financial Services Representative New York Life & NYLIFE Securities LLC - San Francisco Bay Area, CA We are looking for motivated…
  • 3.2
    Western & Southern Life – Oakland, CA
    Est. Salary $37k-$60k
    10 days ago 10d
    short, we need you! Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio… your clients, meeting multiple financial goals, with a comprehensive and top-notch line of financial products and services. Serve…
  • 2.4
    CommonWealth Central Credit Union – Milpitas, CA
    Est. Salary $33k-$46k
    11 days ago 11d
    Financial Services Representative We are currently accepting applications for Full-Time Financial Services Representatives at… at our Milpitas branch. As a Financial Services Representative, your major responsibilities will include: Opening new…
  • 3.0
    AIG – San Mateo, CA
    Est. Salary $44k-$70k
    5 days ago 5d
    sales-minded, ambitious individuals to join us as Financial Representatives to develop our cultural markets. You will be given… training to help you develop skills to succeed. As a Financial Representative you will have the opportunity to identify and qualify…
  • 3.5
    Stanford Health – Newark, CA
    3 days ago 3d
    JOB SUMMARY: The Patient Financial Clearance Representative, under direct supervision of the Payor Authorization Coordinator,… regulations, policies and procedures. The Patient Financial Clearance Representative has knowledge of healthcare payers, such as Medicare…
  • 3.0
    SunAmerica Affordable Housing Partners – San Mateo, CA
    Est. Salary $41k-$63k
    6 days ago 6d
    sales-minded, ambitious individuals to join us as Financial Representatives to develop our cultural markets. You will be given… training to help you develop skills to succeed. As a Financial Representative you will have the opportunity to identify and qualify…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    10 days ago 10d
    our company is well-positioned to help manage financial risk and achieve financial security in today's complex world. Through a… Career with a Purpose: The Financial Advisor Opportunity You’ll have the unique opportunity to create your own destiny and…
  • 3.9
    Fidelity Investments – Palo Alto, CA
    Est. Salary $48k-$63k
    12 days ago 12d
    tools in the industry. Join Fidelity as a Financial Representative; 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…
  • California Indian Market & Jewelry – San Francisco, CA
    EASY APPLY
    1 days ago 13hr
    We are a artisan business were everything is handmade and hand crafted. We are located near the wharf area on Pier 39 so you…
  • 3.5
    Ascent – Oakland, CA
    Est. Salary $42k-$58k
    20 days ago 20d
    establishing new relationships, opening new accounts and providing financial transactions in a professional, efficient, friendly and accurate… required; Associate/Bachelor Degree preferred 1-2 years financial service industry experience required ?Skills: Excellent…
  • Capsule – Fremont, CA
    EASY APPLY
    5 days ago 5d
    Requirement: Need Young, Energetic, Enthusiatic person with some knowlege in medical field to market new business location to…
  • 2.6
    Academy of Art University – San Francisco, CA
    EASY APPLY
    Est. Salary $39k-$53k
    26 days ago 26d
    contributors to the future of art and design. Financial Aid Representative Job Description: Independently manage… portfolio of students through the financial aid process Analyze and evaluate student financial need and review funding sources…
  • 3.4
    Allstate Insurance Company – San Francisco, CA
    Est. Salary $35k-$55k
    12 days ago 12d
    Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional… learn more becoming an Allstate Personal Financial Representative or speak with a Financial Services Recruiter today at 1-877-711-…
  • 3.4
    KeyPoint Credit Union – Cupertino, CA
    Est. Salary $38k-$52k
    16 days ago 16d
    Job Summary: The Financial Service Representative II is expected to support growth and retention efforts by acquiring… compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at…
  • 3.8
    Meriwest Credit Union – Palo Alto, CA
    Est. Salary $49k-$67k
    24 days ago 24d
    and 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…
  • EasyPost – San Francisco, CA
    19 days ago 19d
    EasyPost is a profitable, San Francisco based start-up that provides a RESTful API to revolutionize the shipping process for…
  • East Bay – Hayward, CA
    Est. Salary $32k-$45k
    12 days ago 12d
    specialized financial aid information to students via telephone and e-mail. A global understanding of the financial aid process… Administrative Support Assistant II (ASA II) is a member of the Financial Aid staff in the division of Student Affairs. This position…
  • 4.3
    Ascent Services Group – Oakland, CA
    Est. Salary $39k-$55k
    24 days ago 24d
    establishing new relationships, opening new accounts and providing financial transactions in a professional, efficient, friendly and accurate… required; Associate/Bachelor Degree preferred 1-2 years financial service industry experience required Skills: Excellent…
  • Equal Rights Advocates – San Francisco, CA
    EASY APPLY
    12 days ago 12d
    Bookkeeping/Financials Assist with budget projections and tracking income & expenses Prepare monthly financial documents… Coordinator is primarily responsible for human resource and financial administrative duties and other office duties as assigned.…
  • 4.1
    Low Income Investment Fund – San Francisco, CA
    Est. Salary $59k-$90k
    4 days ago 4d
    to the Director of Financial Planning and Capital Management the FA will be focused on providing financial support to the corporate… present and future financial performance and will gather, analyze, prepare, and summarize recommendations for financial plans, trended…
  • 3.8
    Northwestern Mutual – San Francisco, CA
    Est. Salary $27k-$49k
    28 days ago 28d
    achieve financial security for nearly 160 years. Join our team in carrying on that tradition. As a financial representative intern… for the past 19 years in a row. When you join our financial representative internship program, you'll be supported by a team of…
  • 4.1
    Lenox Advisors – San Francisco, CA
    26 days ago 26d
    day to understand their long term financial goals and objectives and their short term financial needs, present customized recommendations… team” approach. What we’re looking for: The Lenox brand represents a caring, creative and passionate family of professionals.…
  • 3.5
    Shift Technologies – San Francisco, CA
    5 days ago 5d
    Shift is looking for a talented Inside Sales Representative to help us continue to scale our organization. We want someone… rapidly-changing startup environment. Our Inside Sales Representatives play an important part of our growth and are responsible…
  • 3.4
    Hampton Creek Foods – San Francisco, CA
    Est. Salary $74k-$105k
    18 days ago 18d
    Senior Financial Analyst, FP&A will report to the Head of FP&A and will be responsible for maintaining the corporate financial models… develop a deep understanding of Hampton Creek’s business and financial, sales, and operational drivers. Hampton Creek will derive…
  • 4.3
    littleBits – San Francisco, CA
    12 days ago 12d
    OUTSIDE SALES REPRESENTATIVE We design. We build. We code. We think. We craft. We engineer. We teach. We learn. We invent… on our team! WHAT YOU'LL DO AS AN OUTSIDE SALES REPRESENTATIVE Use existing littleBits school district contacts to…
  • 2.6
    ThredUP – San Leandro, CA
    Est. Salary $26k-$37k
    5 days ago 5d
    About thredUP thredUP, based in San Francisco, is the leading online marketplace for buying and selling like-new women…
  • 4.7
    TokBox – San Francisco, CA
    Est. Salary $79k-$116k
    28 days ago 28d
    growth goals. What you’ll be responsible for Financial Forecasting and Financial Analysis Perform monthly revenue actuals vs… Mission As a pro-active and self-directed revenue focused Financial Analyst with an atypical high quality bar for themselves,…
  • 4.6
    360 Payment Solutions, Inc. – San Francisco, CA
    EASY APPLY
    11 days ago 11d
    team has brought on as partners. These relationships include financial institutions, banks, accounting firms, local and state associations…
  • 4.1
    FiveStars – Oakland, CA
    20 days ago 20d
    As an Outside Sales Representative for Fivestars, you are a resilient problem solver who will be part of a dynamic and collaborative… you have a phenomenal work ethic, the drive to control your financial success, and a thick skin, then this might be the sales position…
  • 5.0
    Clarus Power LLC – Berkeley, CA
    EASY APPLY
    12 days ago 12d
    approach solar state-wide, and our business has attracted the financial backing of top-tier venture capital firms including Obvious…
Job Title Location Employer Salary
Financial Representative San Francisco, CA Northwestern Mutual $36k-$66k
Financial Services Representative San Mateo, CA New York Life $34k-$49k
Financial Representative Oakland, CA Western & Southern Life $37k-$60k
Financial Services Representative Milpitas, CA CommonWealth Central Credit Union $33k-$46k
Bilingual Financial Representative San Mateo, CA AIG $44k-$70k
Patient Financial Clearance Representative I Newark, CA Stanford Health $42k-$58k
Bilingual Financial Representative San Mateo, CA SunAmerica Affordable Housing Partners $41k-$63k
Financial Advisor Redwood City, CA Northwestern Mutual $53k-$124k
Financial Consultant Program- Financial Representative Palo Alto, CA Fidelity Investments $48k-$63k
Customer Service Representative San Francisco, CA California Indian Market & Jewelry $26k-$45k
Financial Service Representative Oakland, CA Ascent $42k-$58k
Medical Sales Representative Fremont, CA Capsule $41k-$107k
Financial Aid Representative San Francisco, CA Academy of Art University $39k-$53k
Personal Financial Representative San Francisco, CA Allstate Insurance Company $35k-$55k
Financial Service Representative II Cupertino, CA KeyPoint Credit Union $38k-$52k
Financial Services Representative II Palo Alto, CA Meriwest Credit Union $49k-$67k
Inside Sales Representative San Francisco, CA EasyPost $36k-$56k
Financial Aid Representative - Administrative Support Assistant Hayward, CA East Bay $32k-$45k
Financial Service Representative Oakland, CA Ascent Services Group $39k-$55k
Administration & Finance Coordinator San Francisco, CA Equal Rights Advocates $50k-$114k
Financial Analyst San Francisco, CA Low Income Investment Fund $59k-$90k
Financial Representative Internship San Francisco, CA Northwestern Mutual $27k-$49k
Inside Sales Representative San Francisco, CA Shift Technologies $41k-$63k
Senior Financial Analyst, FP&A San Francisco, CA Hampton Creek Foods $74k-$105k
Outside Sales Representative (California) San Francisco, CA littleBits $43k-$77k
Customer Service Representative San Leandro, CA ThredUP $26k-$37k
Financial Analyst (Revenue) San Francisco, CA TokBox $79k-$116k
Outside Sales Representative San Francisco, CA 360 Payment Solutions, Inc. $42k-$76k
Outside Sales Representative Oakland, CA FiveStars $31k-$56k
Inside Sales Representative Berkeley, CA Clarus Power LLC $39k-$60k
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