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Entry Level Financial Professional Jobs in California

OneMain Financial

Loan Sales Specialist

Redding, CA · On-site

$19 - $22.50/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Acquisition Specialist

Redding, CA · On-site

$19 - $22.50/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Sales Specialist

Redlands, CA

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Acquisition Specialist

Ontario, CA · On-site

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Consultant

Ontario, CA

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Sales Specialist

La Verne, CA · On-site

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Acquisition Specialist

Chico, CA

$19 - $22.50/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

MassMutual Alabama

Financial Advisor

San Jose, CA

In addition, the company's strong and growing network of financial professionals helps clients make ... MassMutual Silicon Valley is now actively hiring for entry-level positions for a Financial Advising ...

OneMain Financial

Loan Sales Specialist

Lake Forest, CA · On-site

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Sales Specialist

Bell, CA · On-site

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

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Entry Level Financial Professional information

What is an entry level financial professional?

Entry level financial professionals are individuals who have recently started their careers in finance, often after completing a relevant degree or certification. These professionals typically hold positions such as financial analyst, junior accountant, or associate advisor, and assist with tasks like data analysis, budgeting, financial reporting, and client support. They work under the guidance of more experienced colleagues as they build their knowledge and skills in the finance industry. Entry level roles are an important stepping stone for those seeking long-term careers in areas such as banking, investment, or financial planning.

What are the key skills and qualifications needed to thrive as an entry level financial professional?

To succeed as an Entry Level Financial Professional, a solid grasp of financial concepts, analytical skills, and a relevant degree in finance, accounting, or a related field are essential. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and possibly certifications such as FINRA Series 7 or 63 can be highly beneficial. Strong communication, attention to detail, and a proactive attitude help individuals excel in client-facing tasks and team collaborations. These competencies are crucial for delivering accurate financial advice, maintaining compliance, and building trust with clients and colleagues.

What are some common challenges faced by entry level financial professionals in their first year, and how can they overcome them?

Entry level financial professionals often face challenges such as quickly learning complex financial products, adapting to fast-paced environments, and building client relationships with limited experience. To overcome these hurdles, it's important to actively seek mentorship, participate in training opportunities, and communicate openly with team members. By staying organized, embracing feedback, and continuously expanding industry knowledge, new professionals can build confidence and establish a strong foundation for career growth.

What is the difference between Entry Level Financial Professional vs Financial Analyst?

AspectEntry Level Financial ProfessionalFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are optionalBachelor's degree often in finance, economics, or accounting; CFA certification preferred for advanced roles
Work EnvironmentFinancial firms, banks, insurance companies, or investment firms; entry-level rolesCorporate finance departments, investment banks, asset management firms
Employer & Industry UsageUsed by financial service providers for entry-level roles; common in banking and insuranceCommon in finance departments, investment firms, and consulting

The Entry Level Financial Professional and Financial Analyst roles share similar educational backgrounds and work environments, often found in financial services. However, Financial Analysts typically have more specialized responsibilities, require advanced certifications, and work in more analytical and strategic capacities within finance departments or investment firms.

What cities in California are hiring for Entry Level Financial Professional jobs?

Cities in California with the most Entry Level Financial Professional job openings:

Entry Level Financial Professional jobs near you

Loan Sales Specialist

OneMain Financial

Redding, CA • On-site

$19 - $22.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

OneMain Financial rating

7.4

Company rating: 7.4 out of 10

Based on 102 frontline employees who took The Breakroom Quiz

119th of 151 rated financial services

Job description

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
Target base salary range is $19.00-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. 
In the Role   
  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  
Requirements:     
  • High School Diploma or GED      
Preferred:  
  • Sales, Collections or Customer Service experience    
  • Bilingual - Spanish    
Location: On site    
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     
Who we Are 
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
  • Up to 4% matching 401(k)    
  • Employee Stock Purchase Plan (10% share discount)    
  • Tuition reimbursement    
  • Paid time off (15 days’ vacation per year, prorated based on start date)  
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)  
  • 11 Paid holidays (4 floating holidays, prorated based on start date)  
  • Paid volunteer time (3 days per year, prorated based on start date) 
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  
Key Word Tags    
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

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