Licensed Financial Services Representative
Shahin Chear State Farm
Job Description
Job Description
Welcome to Shahin Chear's State Farm, where your financial expertise meets opportunity. Located in Costa Mesa, California, our agency offers a hybrid remote work environment that allows flexibility while maintaining a strong local presence. As a Licensed Financial Services Representative, you will become an integral part of our team, helping clients achieve financial success and security. Embrace the chance to work positively and collaboratively in a supportive setting that values your skills and ambition.
In this position, you will leverage your expertise to provide tailored financial advice, guiding clients through life's various journey stages with personalized service and attention. Your role will not only impact individual lives but contribute to a team collectively committed to fostering financial literacy and empowerment. If you aspire to make meaningful contributions in a dynamic setting, Shahin Chear's State Farm invites you to apply and grow along with us.
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Career Growth Opportunities
Retirement Plan
Bonus opportunities quarterly and annual
Paid Holidays
Disability Insurance
ResponsibilitiesCustomer Interaction : Engage with customers to understand their financial goals and provide tailored recommendations on various financial products.
Portfolio Management : Develop and manage individual financial plans that align with customers future financial goals.
Product Offering : Recommend appropriate insurance and investment products tailored to customers needs.
Compliance : Ensure all customers communications and transactions comply with State Farm policies and regulatory requirements.
Continuous Improvement : Stay informed about market trends, financial regulations, and new product offerings to provide the most current information to customers.
Relationship Building : Foster long-term relationships with customers through regular follow-ups and exceptional service.
Collaboration : Work closely with team members to ensure seamless service delivery and share best practices.
RequirementsLicensing : Active FINRA Series 6, 63 and 65 or 7 or ChFC licenses are required.
Education : Bachelor's degree in finance, business administration, or a related field preferred.
Experience : Proven experience in financial advisory or a similar role.
Analytical Skills : Strong ability to analyze financial data and provide comprehensive insights.
Communication : Excellent verbal and written communication skills to articulate complex concepts.
Client-Focused : Strong dedication to understanding customer needs and offering tailored solutions.
Adaptability : Ability to thrive in a hybrid remote work environment.
Teamwork : Collaborative mindset to work efficiently with others and contribute to team success and possess proactive attitude in overcoming challenges.
Regulatory Knowledge : Understanding of financial regulations and compliance.
- ...Job Description Job Description General Summary The Financial Service Representative (FSR) is based in a branch. This position works within... ...organizational skills. Knowledge, Education, Certifications, Licenses: High School education or equivalent. Knowledgeable...SuggestedWork at office
California Credit Union
Santa Ana, CAa month ago $30k - $50k
...role is ideal for individuals with a Personal Lines insurance license who are looking to grow within the insurance industry. The... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance...SuggestedFull timePart timeFor contractorsWork at officeMonday to FridayFlexible hoursWeekend work- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
$18 - $22 per hour
...CSR/Financial CSR We are looking for someone who has the ability to work directly with our clients. As a CSR/Financial CSR, your duties... ...ten hour shifts per week). Essential Functions Customer service functions, including: greeting visitors, answering telephones,...SuggestedHourly payWork at officeShift workNight shift- A leading financial services firm is seeking a Private Client Relationship Manager located in Newport Beach, CA. The role requires building... ...experience in financial services, a strong network, and relevant licenses. This full-time position offers a competitive salary and...SuggestedFull time
$2,725 - $3,125 per month
We are a thriving comprehensive financial services firm and have been dedicated to empowering... ...and requests that require a registered representative such as withdrawal requests and... ...balance Professional development and licensing support Collaborative, team-oriented...Full timeWork at office$60k - $150k
...Licensed Sales Customer Service Representative Job Category: Sales Location: Santa Ana, CA 92705, USA Job Type: Full-Time Job Details Description Pay Range: $60000 - $150000 / year Our Perks: Unlimited/Uncapped commission Lucrative incentive...Full time- ...Benefits: ~ Get training and mentoring from top agents ~ If not licensed, we will pay for it ~401(k) 4% guaranteed match ~$75K Life... ...to delivering outstanding insurance guidance and personalized service. We are seeking a motivated and customer-focused Part-Time...Full timePart timeFlexible hours
$97k - $192k
...Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth... ...holds the appropriate state licensing, or is willing to obtain it quickly and... ...development with experienced financial services professionals. An environment and culture...Work at officeLocal areaWork from homeFlexible hoursFoster Region - Modern Woodmen of America
Laguna Woods, CA4 days ago- ...Modern Woodmen of America Launch your financial services career with an organization that... ...serve. About the role Our financial representatives at Modern Woodmen of America are dedicated... ...already hold: an active life insurance license, FINRA securities registration (...Local area
Modern Woodmen
Irvine, CA3 days ago $80k - $90k
A leading financial services company is seeking a Financial Advisor in Newport Beach, California. This role focuses on building relationships... ...their financial goals. Candidates should hold Series 7 & 66 licenses and have experience in finance or sales. This position...$95k - $140k
Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type:... ...is proud to provide innovative financial services and guidance to the world’s most... ...expertise preferred.* Required Securities license: Series 7, 66 (or 63/65)* Professional designation...Flexible hours$95k - $140k
...is a globally recognized, award‑winning financial institution that has been in continuous... ...is proud to provide innovative financial services and guidance to the world’s most successful... ...preferred. Required securities license: Series 7, 66 (or 63/65). Professional...- ...Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm that puts generosity at the center of... ...coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7...
$51k - $320k
...and nurture a robust network of clients seeking tailored financial planning services. Expand your reach through effective strategies, including... ...results and financial outcomes for clients. Achieve necessary licensing to provide comprehensive financial support to clients....InternshipFlexible hours- ...independence with meaningful support, Tax & Financial Group (TFG) offers a different path... ...Qualifications: 2+ years of experience in financial services One or more of the following FINRA... ...66 State life and health insurance license (or ability to obtain) The right...Local areaHome office
$70k - $105k
BrioWealth is looking for a full-time Associate Financial Advisor in Costa Mesa, CA. This role involves maintaining... ...process. The ideal candidate will have relevant securities licenses and experience in financial services. A commitment to client service and attention to...Full time$70k - $80k
...solutions to clients to help them achieve their financial goals. The position is subject to SAFE... ...Series 7 & 66 (or 63/65 in lieu of 66) licenses, or will obtain the missing series... ...depth knowledge of investment products and services. At least one year of experience...Monday to Friday$70.3k - $75k
Overview To provide basic financial consulting services to assist members and non-members with identifying... ...client's goals as a registered representative/advisor/agent of Navy Federal Financial... ...required. Life & Health Insurance License preferred (or the ability to obtain...Local areaMonday to Friday$45.38k - $75.63k
...through a variety of proactive sales and service activities. Manages the customer... ...opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners... ...) may be considered. Certifications and Licenses No Required Certification(s) Background...Temporary workWork at officeShift workPNC Financial Services Group
Newport Beach, CA2 days ago$130k - $300k
...and enables employee growth and success. As a leading global financial services company at the heart of the global financial system, we... ...Markets, or Product Management. Applicable local/regional licenses or certifications as required by the business. Strong understanding...Temporary workWork experience placementLocal areaWorldwide$80k - $90k
...management and investment products and services for individuals, companies, and institutions... ...and guidance. Role & Responsibilities Financial Advisor - Advisor Development Program... ...Qualifications Currently holds Series7 &66 licenses (Series63&65 may be used in lieu of 66)....Day shift- ...seeking a Relationship Banker in Newport Beach, CA, to build meaningful client relationships by providing tailored financial solutions and outstanding service. Responsibilities include educating clients on available banking products and services and originating consumer...
- ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions... ...Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market...Work experience placement
- ...Wealth Management team. This role involves providing comprehensive financial planning and investment advice to individual clients. The... ...include at least two years in a financial advisor role, relevant licenses, and a strong commitment to client success. We offer a...
$75k
...Financial Representative State Farm Agent Team Member Successful State Farm Agent is seeking a qualified... ...for growth. We can train you and license you to represent State Farm and the... ...customers with their insurance and financial services needs, including Auto Insurance, Home...Base plus commissionFor contractorsWork at officeMonday to FridayWeekend work$25.99 - $47 per hour
Comerica Bank is seeking a Registered Client Service Associate in Costa Mesa, California. The... ...operational and sales support to Financial Consultants, focusing on client account... ...contact experience, and hold Series 7 and 63 licenses. This position offers a flexible...Hourly payWork at officeRemote workFlexible hours$110k - $185k
...in innovative wealth management, asset servicing, asset management and banking services,... ...worldwide. With more than 135 years of financial experience and over 24,000 partners, we... ...expertise preferred. Required Securities license: Series 7, 66 (or 63/65) Professional designation...H1bLocal areaWorldwideFlexible hours$23.19 - $28.35 per hour
...available deposit and loan products and services, and recommending solutions based on each... ...questions and learning about their financial needs, and banking channel preferences.... ...This position requires National Mortgage Licensing System (NMLS) registration under the terms...Temporary workLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Irvine, CA19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Services Representative. Be the first to apply!
- associate corporate finance Costa Mesa, CA
- financial planner Costa Mesa, CA
- estate planning consultant Costa Mesa, CA
- financial counselor Costa Mesa, CA
- financial consultant Costa Mesa, CA
- financial associate Costa Mesa, CA
- financial planning assistant Costa Mesa, CA
- financial advisor associate Costa Mesa, CA
- financial planning associate Costa Mesa, CA
- financial advisor Costa Mesa, CA