Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Insurance & Financial Solutions Advisor

Alex Mora - State Farm Agent

Alex Mora - State Farm Agent in Anaheim, California is seeking a Financial Account Representative to join their team. The role focuses on establishing customer relationships and educating clients about insurance options, providing a rewarding career with excellent income prospects. Ideal candidates will have sales experience and strong interpersonal skills, with an emphasis on insurance and financial products. The position offers a competitive salary, benefits, and opportunities for advancement within a supportive team environment. #J-18808-Ljbffr

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Insurance & Financial Solutions Advisor in Anaheim, CA vacancy
  •  ...Make an impact providing expert financial advice with heart. Thrivent...  ...-based advice, investments, insurance, banking and generosity. At...  ...Thrivent’s comprehensive advisor onboarding program. After onboarding...  ...range of expert financial solutions, serving more than 2 million... 
    Suggested
    Local area

    Thrivent Financial

    Anaheim, CA
    1 day ago
  • $70.3k - $75k

     ...Overview To provide basic financial consulting services to assist members and non-members...  .... Recommends appropriate mixture(s) of insurance/investment products and services to...  ...'s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG... 
    Suggested
    Internship
    Local area
    Monday to Friday

    Navy Federal Credit Union

    Fullerton, CA
    26 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial...  ...Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: ~... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Garden Grove, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Cerritos, California. The role includes obtaining Securities Industry licenses and developing client relationships. Candidates should have a high school diploma or equivalent, with the opportunity to grow... 
    Suggested
    Hourly pay

    Bank of America

    Cerritos, CA
    3 days ago
  • Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal candidate will have at least one year of relevant experience and must hold Series 7 & 66 licenses. This... 
    Suggested

    Bank of America

    Fountain Valley, CA
    5 days ago
  • $70k - $80k

     ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration...  ...designations such as CFP or CRPC. Relevant insurance licenses. Minimum Education Requirement High School... 
    Monday to Friday

    Bank of America

    Fountain Valley, CA
    4 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...providing comprehensive advice and customized solutions to clients to help them achieve their...  ...Counselor (CRPC). • Obtained your insurance licenses. Minimum Education Requirement... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Placentia, CA
    more than 2 months ago
  • $40k - $55k

     ...-Office Position Are you ready to build a rewarding career in insurance sales with a high-performing and passionate team? Lelly Woo‑Grimes...  ..., and more) Educate customers and provide tailored coverage solutions Build relationships in the local community Work closely with... 
    Full time
    Work at office
    Local area
    Immediate start

    Orangecountyagency

    Garden Grove, CA
    15 hours ago
  •  ...Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must... 
    Work at office

    Toyota Place

    Garden Grove, CA
    4 days ago
  • $90k - $110k

     ...Financial Advisors Network, Inc. is a comprehensive Registered Investment Advisory (RIA) Firm providing tailored financial services to hundreds...  .... Our services include: Retirement Planning, Tax Planning, Insurance Planning, Estate Planning, and Investment Management. Job... 
    Full time
    Work at office
    Local area
    Relocation

    Financial Advisors Network Inc

    Tustin, CA
    4 days ago
  • $45k - $100k

     ...Role, Inc. in Orange, California is seeking a Financial Advisor. This position involves establishing long-term relationships with clients...  ...their financial goals, and providing personalized investment solutions. Ideal candidates are self-motivated and have a passion for... 
    Flexible hours

    ROLE

    Orange, CA
    2 days ago
  • $45k - $100k

     ...California City Orange Position Type Financial Advisor EEO Statement Edward Jones does not discriminate...  ...personalized investment and financial solutions to your clients? Taking ownership of...  ...required within three months. State insurance licenses will be required. As an... 
    Traineeship
    Local area
    Flexible hours

    ROLE

    Orange, CA
    2 days ago
  •  ...The Teachers Insurance and Annuity Association of America is seeking a Wealth Management Advisor in Irvine, California. In this role, you...  ...clients, providing tailored financial strategies. The ideal candidate...  ...knowledge of investment solutions, and a commitment to... 

    Teachers Insurance and Annuity Association of America

    Irvine, CA
    15 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...  ...—including investments for growth, insurance for protection, and annuities for guaranteed... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Anaheim, CA
    2 days ago
  •  ...This role at CU SoCal in Financial Services would allow you to join...  ...Management team as a Financial Advisor associated with LPL Financial...  ...5 in lieu of 66 and/or other insurance licenses. 3+ years of...  ...approach to wealth management solutions. Nurture relationships with CU... 
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Afternoon shift

    Credit Union of Southern California

    Fullerton, CA
    3 days ago
  • $120k - $260k

     ...empower individuals to take control of their financial future, and we’re looking for driven,...  ...for customers looking for financial solutions- and your sales expertise will play a key...  ...from within ~ Medical, Dental & Vision Insurance – Comprehensive benefits to support your... 
    Daily paid
    Temporary work
    Work at office
    Monday to Thursday
    Flexible hours
    Shift work

    Americor

    Irvine, CA
    15 hours ago
  • $120k - $260k

     ...Americor is looking for a driven Financial Consultant in Irvine, California, to empower clients with financial solutions. As a first point of contact, you'll assess finances, guide clients on debt settlement, and achieve sales targets. This full-time role offers a rewarding... 
    Full time

    Americor

    Irvine, CA
    5 hours ago
  •  ...to real opportunity LPL Financial partners with credit unions to...  ...as a Centralized Financial Advisor associated with LPL Financial...  ...s Credit Union for financial solutions. This position will offer:...  ...7 and 66 (63/65) required Insurance license required Three or... 
    Local area

    LPL Financial Holdings, Inc.

    Santa Ana, CA
    1 day ago
  • $35 - $40 per hour

     ...of commercial door, frame, and hardware solutions, FBM supports a broad range of construction...  ...for a motivated and detail-oriented Financial Analyst to join our Financial Planning...  ...Indemnity, Accident Coverage ~ Legal Insurance Plan ~ Paid Time Off (PTO) & Paid Company... 
    Hourly pay
    Full time
    For contractors
    Local area
    Flexible hours

    Foundation Building Materials

    Santa Ana, CA
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued...  ...clients and 20,000 financial advisors across the U.S. and Canada,...  ...information seeking the right solutions for clients Comfortable...  ...record of success State insurance licenses preferred Preferred... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Anaheim, CA
    15 hours ago
  • $75k - $130k

     ...years of experience in credit analysis or underwriting and must demonstrate strong financial analysis skills and compliance knowledge. The role involves collaboration with Client Solutions Managers and requires excellent communication abilities. A competitive salary... 

    Columbia Banking System

    Irvine, CA
    15 hours ago
  • $70k - $90k

     ...Keep abreast of industry changes, local economic, financial and legislative events which may have an impact on commercial lending...  ...according to the Bank’s procedures. Analyze collateral values and insurance coverage. Collect loan accounts and overdraft information.... 
    Full time
    Local area
    Immediate start

    Bank of Hope

    Buena Park, CA
    2 days ago
  •  ...Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and...  ...dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our... 
    Immediate start

    Hyundai Capital Bank Europe

    Irvine, CA
    2 days ago
  • $48.55k - $72.83k

     ...Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and...  ...dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our... 
    Full time
    Work at office
    Immediate start
    Afternoon shift

    Hyundai Capital America

    Irvine, CA
    4 days ago
  •  ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Fountain Valley, CA
    a month ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...Presents potential home lending product solutions, submits the mortgage application, assists...  ...for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Santa Ana, CA
    24 days ago
  • $31 - $42 per hour

     ...an objective, independent analysis of complex credit data and financial statements of customers to determine the degree of risk involved...  ...work experience. Benefits Medical, Dental, and Vision Insurance Life Insurance Flexible Spending Accounts (FSA) Accident, Hospital... 
    Hourly pay
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Veros Credit

    Santa Ana, CA
    4 days ago
  • $120.56k

     ...New York Life Irvine GO - Kang in Irvine, CA, is seeking an Insurance Sales Agent who will focus on building trusted relationships and guiding clients in financial matters. You will educate clients on financial security and offer tailored strategies. This commission-based... 

    New York Life Irvine GO - Kang

    Irvine, CA
    4 days ago
  • $140k - $160k

     ...of commercial door, frame, and hardware solutions, FBM supports a broad range of construction...  ...Company's enterprise risk management, insurance, claims administration, analytics and...  ...assess, monitor, and mitigate operational, financial, legal, and strategic risks Establish... 
    Full time
    Contract work
    For contractors
    Work at office
    Local area
    Flexible hours

    Foundation Building Materials

    Santa Ana, CA
    21 hours ago
  • $80k - $150k

     ...foundation in actuarial principles, P&C insurance experience, and a desire to grow within...  ...expanded to the U.S. in 1984. Backed by the financial strength of a global powerhouse (AM Best...  ...Guam, we provide innovative insurance solutions tailored to protect your property,... 
    Full time
    Casual work
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    DB Insurance US

    Anaheim, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Insurance & Financial Solutions Advisor. Be the first to apply!