Farmers Financial Services Representative
The Juris Agency
Job Description We’re seeking driven, relationship-focused individuals ready to build a career in financial services. If you’re motivated by helping clients protect their future, grow wealth, and create long-term financial security—while building your own high-income career—this is your opportunity. This role focuses on life insurance, retirement planning, and financial solutions, working closely with clients and existing Farmers agency opportunities. At John Pressley’s Farmers Insurance Agency, we’re building a team of motivated professionals ready to grow in the financial services space. Whether you’re experienced or just getting started, we provide the tools, training, and support to help you succeed. Benefits Flexible Schedule Hands on Training Mon-Fri Schedule Career Growth Opportunities Home/Work Life Balance Collaborative Work Environment Proven CRM Systems to help you succeed Uncapped Earning Potential Responsibilities Prospect and generate new financial services opportunities Work with existing clients to uncover life and financial needs Present tailored solutions including life insurance and financial products Build long-term client relationships and provide ongoing support Collaborate with agency teams to maximize cross-sell opportunities Track activity and hit performance goals Requirements Relationship-driven with strong communication skills Competitive, self-motivated, and goal-oriented Passion for helping clients plan and protect their future Coachable with a desire to grow in financial services Sales experience preferred (insurance or financial services is a plus) Life & Health license already obtained or willingness to obtain Series 6 & 63 licenses already obtained or willingness to obtain #J-18808-Ljbffr The Juris Agency
$23.51 - $29.04 per hour
...must have current authorization to work in the U.S. (no sponsorship available). Summary Travis Credit Union’s (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU’s FSRs manage member relationships by helping members achieve their financial...SuggestedHourly payImmediate startFlexible hours$66.56k - $80k
LPL Financial seeks a Wealth Advisor to provide tailored financial services in California. The role focuses on delivering investment products to clients with a consultative approach and requires a strong sales acumen. Candidates should have at least two years of investment...Suggested$86.1k - $107.2k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with...SuggestedWork at officeRemote work2 days per week$70k - $93.5k
...challenges and progress in their professional careers. Summary The Financial Planning Associate works closely with advisors to create,... ...overseeing financial planning processes, and contributing to the firm’s service offerings. Duties and Responsibilities Client Relationship &...SuggestedTemporary workWork at officeFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal area- ...an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful,... ...outstanding opportunity to join a respected firm in the financial services industry. We're seeking a collaborative, experienced professional...Work at officeFlexible hours
$100k - $250k
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with...- A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...
$70k - $80k
A leading financial institution is looking for a qualified candidate to provide financial advice and customized solutions for clients. Responsibilities... ...6 licenses and have experience in the investment and financial service industries. This full-time role offers a salary range of $70,00...Full time$60k - $120k
...The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting... ...internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow...Temporary workWork at officeImmediate startFlexible hours- A leading financial institution is seeking a Financial Advisor for their Advisor Development Program in Walnut Creek, CA. This role involves... ...Series 7 and 66 licenses and have a background in financial services. Strong interpersonal skills and an entrepreneurial mindset...
- A leading financial services firm in Walnut Creek seeks a Wealth Advisor to deepen client relationships and enhance their financial practices. Ideal candidates have 7-10 years of relevant experience and a CFP designation. You will work with affluent clients to analyze...
$25 - $29.61 per hour
...is the primary lending specialist working full time within the financial center. Responsibilities include delivering First Mortgage and... ...care. Responsibilities Provides specialized and personalized service offering advice and guidance to financial center clients through...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior... ...Advisors in daily aspects of client service, advising, and financial planning. Assist with business development efforts....Work experience placementWork at office
- ...providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC),... ...of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice...Local area
- A financial services firm located in Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management...
- A financial services company is seeking a Financial Planner in Walnut Creek, California, focused on enhancing client relationships and delivering tailored financial plans. The ideal candidate will possess strong knowledge of financial planning topics, experience with various...
$80k - $85k
...enhance client relationships and actively participate in the financial planning process. Hybrid Schedule - 3 days in office per week... ...equivalent within 120 days of employment. 2+ years of financial services experience. Strong interpersonal skills and team‑oriented...Work at officeRemote work3 days per week$100k
...management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...and clients. Our Wealth Management team represents an array of different skills and...Hourly payWork at officeImmediate startShift workDay shift$66.56k - $80k
Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at... ...Overview A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or...Work at officeLocal area- A member-focused financial institution is seeking a Financial Service Representative in Pleasant Hill, California. This role involves managing member relationships and providing exceptional service. Ideal candidates should have a high school diploma, strong math skills,...Part timeFlexible hours
- A well-known financial institution in California is seeking a Financial Service Representative responsible for managing member relationships and helping achieve their financial goals. The successful candidate will work collaboratively within the team, ensuring excellent...Hourly pay
$170k - $250k
...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and...Temporary workWork experience placementLocal area- A financial planning firm in Walnut Creek, CA is looking for an Associate Advisor to support Advisors and lead day-to-day client services. The role involves preparing for meetings, creating financial plans, and analyzing strategies to enhance client experience. Ideal candidates...
- A financial planning firm in Walnut Creek is seeking an Advisor to assist Senior and Lead Advisors with financial planning and investment management. The ideal candidate should hold a CFP® designation and have over 4 years of experience as a client-facing financial advisor...
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance...Temporary workWork experience placementLocal area
$5,000 per month
...shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking... ...perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team...Work experience placementWork at officeLocal area- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to driving... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process...Full timeWork experience placementFlexible hours
$115k - $125k
A leading financial services firm in California is seeking an FP&A Analyst. In this hybrid role, you will connect financial planning with sales performance insights, support budgeting and forecasting, and deliver analysis to guide revenue decisions. Ideal candidates will...- ...A growing financial services firm is seeking a Client Engagement Specialist for a commission-only role that offers the flexibility of remote work. This position is ideal for ambitious individuals and provides an uncapped commission structure based on performance. Responsibilities...Remote work
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