Financial Services Representative Jobs in California
Financial services representative jobs in California are among the most active in the country, concentrated in wealth management, banking, insurance, and retail brokerage across a market that ranges from entry-level client service roles through senior licensed advisors. The largest hiring metros are Los Angeles, San Francisco, and San Diego, where firms like Wells Fargo, Charles Schwab, and Fidelity Investments maintain major operations. The most in-demand specialties are retirement planning, insurance products, and personal banking. Find a role that fits below and apply directly.
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Showing 5 of 46+ Financial Services Representative jobs
Benefits:
- Free food & snacks
- Free uniforms
- Health insurance
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
- Vision insurance
- 401(k)
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
ROLE DESCRIPTION:
Compensation: $23–26 per hour + Performance Bonus
Build a Career, Not Just a Job
Our established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals.
This position offers an excellent opportunity for individuals interested in professional sales, customer relationship management, and long-term career growth in the financial services industry.
Previous insurance experience is not required. We are willing to train the right candidate and provide licensing support.
Responsibilities
- Build and maintain strong customer relationships
- Conduct customer reviews and identify client needs
- Follow up with leads and existing customers
- Educate customers about insurance and financial service products
- Maintain accurate customer records and follow-up activities
- Participate in ongoing training and professional development
Qualifications
- Strong communication and interpersonal skills
- Positive attitude and willingness to learn
- Comfortable speaking with customers by phone and in person
- Organized and dependable
- Coachable and growth-oriented
- Bilingual skills are welcomed but not required
What We Offer
- Competitive hourly compensation
- Performance-based bonus opportunities
- Licensing support and training
- Established client base
- Career advancement opportunities
- Supportive team environment
We hire for attitude, work ethic, and potential. We can teach the industry knowledge.
Benefits:
- Free food & snacks
- Free uniforms
- Health insurance
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
- Vision insurance
- 401(k)
- Bonus based on performance
- Competitive salary
- Dental insurance
- Employee discounts
ROLE DESCRIPTION:
Compensation: $23–26 per hour + Performance Bonus
Build a Career, Not Just a Job
Our established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals.
This position offers an excellent opportunity for individuals interested in professional sales, customer relationship management, and long-term career growth in the financial services industry.
Previous insurance experience is not required. We are willing to train the right candidate and provide licensing support.
Responsibilities
- Build and maintain strong customer relationships
- Conduct customer reviews and identify client needs
- Follow up with leads and existing customers
- Educate customers about insurance and financial service products
- Maintain accurate customer records and follow-up activities
- Participate in ongoing training and professional development
Qualifications
- Strong communication and interpersonal skills
- Positive attitude and willingness to learn
- Comfortable speaking with customers by phone and in person
- Organized and dependable
- Coachable and growth-oriented
- Bilingual skills are welcomed but not required
What We Offer
- Competitive hourly compensation
- Performance-based bonus opportunities
- Licensing support and training
- Established client base
- Career advancement opportunities
- Supportive team environment
We hire for attitude, work ethic, and potential. We can teach the industry knowledge.
See All 46 Financial Services Representative Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Services Representative Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual19
- State Farm12
- Westlake Financial5
- Community Choice Financial Family of Brands4
- The Western and Southern Life Insurance Company4
Top Industries Hiring
- Insurance36
- Banking & Financial Services10
What California Employers Look For
The qualifications that appear most often in financial services representative jobs across California.
- Active FINRA Series 6 or Series 7 license, or willingness to obtain before employment
- Valid California Department of Insurance license for roles involving insurance product sales
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience building and maintaining client relationships in a financial setting
- Proficiency with CRM platforms and financial planning or brokerage software
- Strong verbal communication skills and ability to explain financial products to diverse clients
Financial Services Representative Jobs in California: Frequently Asked Questions
How do you become a financial services representative in California?
Most California employers require candidates to hold or obtain a FINRA Series 6 or Series 7 license, administered by FINRA and registered through your employer as a sponsoring broker-dealer. Roles involving insurance products additionally require a California Department of Insurance license, issued after passing a state exam and completing pre-licensing education. A bachelor's degree in finance, business, or economics is the standard educational baseline for most California postings.
Which companies hire financial services representatives in California?
Employers hiring financial services representatives in California right now include Northwestern Mutual, State Farm, and Westlake Financial, based on current listings on Migrate Mate as of June 2026. California's large and affluent retail banking and wealth management market means major national firms maintain some of their largest regional offices and branch networks in the state.
Which California cities have the most financial services representative jobs?
Los Angeles, Campbell, and Stockton have the most financial services representative openings in California. Los Angeles and San Francisco anchor the bulk of listings given their concentration of regional bank headquarters, wealth management firms, and insurance carriers, while San Diego draws significant hiring through its large military-affiliated population and growing fintech and financial advisory sector.
Are there remote financial services representative jobs in California?
Yes, but they are limited. About 9% of financial services representative openings tied to California are remote or hybrid as of June 2026, reflecting the fact that much of this role centers on in-person client meetings and branch operations. The portions most likely to be remote are back-office support, telephone-based financial advising, and virtual financial planning for existing client books.
How can I get hired as a financial services representative in California with little or no experience?
The most realistic entry path is a personal banker or client associate role at a California retail bank branch, where large employers like Bank of America and Chase run structured onboarding programs that prepare new hires for licensing. Completing your Series 6 exam before applying gives you a competitive edge, as does prior experience in customer service or retail. From a personal banker role, moving into a licensed representative position typically takes one to two years of demonstrated client work.
Where can I find and apply to financial services representative jobs in California?
You can find and apply to financial services representative jobs in California on Migrate Mate, which lists current California openings across the state's major metros and industries. Find roles that fit your experience and licensing status and apply directly to the employers posting them.
See All 46 Financial Services Representative Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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