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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Showing 5 of 68+ Financial Representative jobs
CAREER CHANGERS WELCOME - TRAINING PROVIDED!
Financial Representatives at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Compensation & Benefits
- 1st Year Incentive Package
- Accelerated Commission Structure
- Renewable Income
- Formalized Bonus Program
- Expense Allowance
- Reimbursement for insurance licensing, SIE, Series 7, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
You could be right for this opportunity if you have:
- Bachelor’s Degree
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
About Us
For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
- Fortune 100 company
- Forbes' Best Employers for Diversity
- Top 10 US Independent Broker-Dealers
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
- $224 billion (retail investment client assets held or managed)
Job Type: Full-time
Pay: $125,000.00 - $270,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Application Question(s):
- Email address
- Do you live within 25 miles of the San Jose area? (REQUIRED)
Education:
- Bachelor's (Preferred)
Experience:
- Sales: 3 years (Preferred)
Ability to Commute:
- Campbell, CA 95008 (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
CAREER CHANGERS WELCOME - TRAINING PROVIDED!
Financial Representatives at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Compensation & Benefits
- 1st Year Incentive Package
- Accelerated Commission Structure
- Renewable Income
- Formalized Bonus Program
- Expense Allowance
- Reimbursement for insurance licensing, SIE, Series 7, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
You could be right for this opportunity if you have:
- Bachelor’s Degree
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
About Us
For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual:
- Fortune 100 company
- Forbes' Best Employers for Diversity
- Top 10 US Independent Broker-Dealers
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
- $224 billion (retail investment client assets held or managed)
Job Type: Full-time
Pay: $125,000.00 - $270,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Application Question(s):
- Email address
- Do you live within 25 miles of the San Jose area? (REQUIRED)
Education:
- Bachelor's (Preferred)
Experience:
- Sales: 3 years (Preferred)
Ability to Commute:
- Campbell, CA 95008 (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
See All 68 Financial Representative Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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
- Northwestern Mutual28
- State Farm10
- Fidelity Investments3
- Citizens Business Bank3
- 1st United Credit Union3
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 Northwestern Mutual, State Farm, and Fidelity Investments and others right now, based on current listings on Migrate Mate as of September 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?
Los Angeles, Campbell, and Irvine 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 50% of financial representative openings tied to California are remote or hybrid as of September 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 68 Financial Representative Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Representative Jobs