Financial Representative Jobs in California
Financial Representative jobs in California concentrate in wealth management, insurance, and retail banking, with demand running from entry-level customer-facing roles to senior licensed advisors. Los Angeles, San Francisco, and San Diego are the largest hiring metros, anchored by firms like Wells Fargo, Pacific Life, and Fidelity Investments, which maintain major California operations and hire at consistent volume. The most in-demand specialties are retirement planning, life and annuities, and small-business financial services. Find a role that fits below and apply directly.
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Position Overview
We are seeking motivated individuals interested in financial services, client relationships, and professional development.
In this role, you will communicate with individuals and families about their financial protection needs, provide information about applicable insurance products, and help connect clients with appropriately licensed professionals when additional expertise is needed.
Candidates with backgrounds in sales, customer service, relationship management, business development, or financial services are encouraged to apply. Previous industry experience may be helpful but is not required, subject to applicable licensing and training requirements.
Key Responsibilities
- Build and maintain professional relationships with prospective and existing clients.
- Conduct introductory conversations to understand clients' needs and priorities.
- Explain life insurance and financial protection products within the scope of applicable licensing and authorization.
- Provide general educational information about retirement preparation, family protection, and legacy planning.
- Refer clients to appropriately qualified professionals for services requiring additional licenses or expertise.
- Maintain accurate records and follow applicable privacy and compliance procedures.
- Communicate professionally and follow up with clients as appropriate.
- Participate in product education, training, and professional development.
- Use approved technology and resources to support client communication and business activities.
Qualifications
- Strong communication and interpersonal skills.
- Professionalism, integrity, and a client-focused approach.
- Ability to organize tasks and manage follow-ups.
- Willingness to learn insurance products, company procedures, and applicable regulations.
- Sales, customer service, or business development experience is beneficial but not required.
- An active life insurance license is beneficial. Candidates without a license may be considered if they meet applicable requirements and are willing to complete the necessary licensing process.
Training and Development
Training resources, mentorship, and product education are available to support professional development. Specific training, licensing support will be explained during the hiring process.
Pay: $65,000.00 - $87,000.00 per year
Benefits:
- Flexible schedule
Application Question(s):
- Are you comfortable obtaining the required licenses? (Support will be provided through the entire process.)
- Do you reside in the United States?
- Are you comfortable with a performance-based environment?
Work Location: Remote
See All 57 Financial Representative Jobs in California
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Find Financial Representative JobsFinancial Representative Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Representative Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- State Farm12
- San Diego County Credit Union6
- Citizens Business Bank5
- 1st United Credit Union4
- DPM Agency3D
Top Industries Hiring
- Insurance
What California Employers Look For
The qualifications that appear most often in financial representative jobs across California.
- Active California insurance license or FINRA Series 6 or 7 registration required
- Bachelor's degree in finance, business, economics, or a related field preferred
- Demonstrated ability to build and manage a client book of business
- Proficiency with financial planning software and CRM platforms such as Salesforce
- Strong communication skills for presenting products and plans to clients
- Series 63 or 65 license required or willingness to obtain within defined timeframe
Financial Representative Jobs in California: Frequently Asked Questions
How do you become a financial representative in California?
To work as a financial representative in California you typically need a relevant license from the California Department of Insurance or a FINRA registration such as the Series 6 or 7, depending on whether you sell insurance products, securities, or both. Most employers also require a bachelor's degree in finance or business. Candidates without prior experience often sit for licensing exams before applying, which makes them immediately competitive for associate-level roles.
Which companies hire financial representatives in California?
California financial representative roles are posted by State Farm, San Diego County Credit Union, and Citizens Business Bank and others right now, based on current listings on Migrate Mate as of November 2026. California's large insurer headquarters and major bank regional operations account for a significant share of consistent, ongoing hiring across the state.
Which California cities have the most financial representative jobs?
San Diego, Riverside, and Los Angeles have the most financial representative openings in California. Los Angeles and San Francisco drive most of the volume through their concentration of wealth management firms, insurance company offices, and large bank regional headquarters, while San Diego's growing professional services sector and sizable military-adjacent financial planning market keep it consistently active.
Are there remote financial representative jobs in California?
Yes, though they are less common than in purely analytical finance roles because client-facing relationship work is central to most financial representative positions. About 80% of financial representative openings tied to California are remote or hybrid as of November 2026, reflecting a market that has adopted flexible arrangements selectively. The tasks most often done remotely include plan reviews, follow-up consultations, and back-office compliance work rather than initial client acquisition.
How can I get hired as a financial representative in California with little or no experience?
The most realistic entry path is obtaining your California Department of Insurance license or a FINRA Series 6 registration before you start applying, which removes the most common screening barrier. Large California-based insurers like Pacific Life and Western United Life, and major bank branches of Wells Fargo and Bank of America, run structured associate or financial advisor trainee programs designed for candidates without prior sales experience. Lateral moves from roles such as bank teller, customer service representative, or insurance customer support are common stepping stones at California regional banks and credit unions.
Where can I find and apply to financial representative jobs in California?
You can find and apply to financial representative jobs in California on Migrate Mate, which lists current California openings across insurers, banks, and independent firms. Search the listings, find roles that match your background and location, and apply directly to the ones that fit.
See All 57 Financial Representative Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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