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Entry Level Financial Representative Jobs in California

OneMain Financial

Personal Loan Consultant

Long Beach, CA · On-site

$20 - $23/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Redlands, CA · On-site

$20 - $23/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Elk Grove, CA

$20 - $23/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee ...

OneMain Financial

Loan Sales Specialist

Long Beach, CA

$20 - $23/hr

... 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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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in California

Entry Level Financial Representative information

See California salary details

$31.1K

$70.7K

$113.5K

How much do entry level financial representative jobs pay per year?

As of Aug 31, 2026, the average yearly pay for entry level financial representative in California is $70,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $90,800.00 per year, depending on experience, location, and employer.

What does an entry level financial representative do?

An Entry Level Financial Representative assists clients with understanding and managing their finances, including helping them select insurance policies, retirement plans, and investment options. They often work under the supervision of experienced professionals and receive on-the-job training. Their responsibilities include meeting with clients, assessing their financial needs, providing product recommendations, and maintaining client relationships. This role is a common starting point for a career in financial services, offering opportunities for advancement as skills and certifications are gained.

What are the key skills and qualifications needed to thrive as an entry level financial representative, and why are they important?

To thrive as an Entry Level Financial Representative, you need a solid understanding of financial products, basic sales principles, and at least a bachelor's degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software and, in some cases, the pursuit or possession of relevant licenses such as FINRA Series 6 or 7 is typical. Strong interpersonal skills, active listening, and effective communication help you build client trust and explain complex financial concepts clearly. These abilities are crucial for helping clients achieve their financial goals and establishing a successful, client-focused practice.

What are some typical challenges faced by entry level financial representatives, and how can they be addressed?

Entry Level Financial Representatives often face challenges such as building a client base from scratch, learning to navigate complex financial products, and adapting to a performance-driven environment. Success in this role often requires persistence, strong networking skills, and continuous learning to stay current with industry regulations. Many firms provide mentorship, training programs, and collaborative team environments to help new representatives overcome these hurdles and establish a solid foundation for long-term growth.

What is the difference between Entry Level Financial Representative vs Financial Advisor?

AspectEntry Level Financial RepresentativeFinancial Advisor
CertificationsTypically requires FINRA Series 6 or 7, and possibly Life & Health licensesOften requires Series 7, 63, and additional certifications like CFP
Work EnvironmentBank, financial services firm, or insurance company; client-facingIndependent or firm-based; personalized financial planning
Job FocusProduct sales, client onboarding, basic financial adviceComprehensive financial planning, investment management

While both roles involve working with clients on financial matters, Entry Level Financial Representatives focus on product sales and basic client service, often within a bank or insurance setting. Financial Advisors provide more in-depth financial planning and investment advice, often requiring additional certifications. The roles differ mainly in scope, certifications, and responsibilities, but both serve as entry points into the financial services industry.

How do I start a career in entry level financial representative with no experience?

To start as an entry-level financial representative with no experience, focus on obtaining relevant certifications such as the Series 6 or 7 license, which are often required by employers. Gaining knowledge of financial products, developing strong communication skills, and applying for internships or trainee programs can also improve your chances of entering the field.

What is an entry level financial representative position in finance?

An entry level financial representative is a professional who assists clients with financial planning, investment products, and insurance services. The role typically requires strong communication skills, basic knowledge of financial concepts, and may involve using tools like financial software; certifications such as the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

What is the best entry-level financial representative job?

An entry-level financial representative job typically involves providing financial advice, selling insurance or investment products, and building client relationships. Success in this role often requires strong communication skills, basic financial knowledge, and relevant certifications such as the Series 6 or 63 license. These positions usually offer on-the-job training and opportunities for career advancement in the financial services industry.

What are the most commonly searched types of Financial Representative jobs in California?

The most popular types of Financial Representative jobs in California are:

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

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

Entry Level Financial Representative jobs near you

ENTRY LEVEL FINANCIAL REPRESENTATIVE

Better Homes and Gardens Real Estate Champions

Moreno Valley, CA • Hybrid

Full-time, Part-time

This job post has expired today. Applications are no longer accepted.

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Better Homes and Gardens Real Estate Champions

Licensed Realtor at Better Homes and Gardens Real Estate Champions

Are you ambitious, coachable, and ready to take control of your career? We're seekingmotivated individualsto join our rapidly growing team in the financial services industry. Learn directly fromhigh-profile, self-made coachesand gain the skills to build a successful business in insurance and investments.

  • Remote & flexible– work from home
  • Part-time or full-time– flexible
  • Unlimited growth potential– become your own broker & build your own team
  • No prior experience required– we providefull training & sponsored licensing

What We Offer:

  • All study materials and state licensing are fully sponsored
  • Commission-based pay
  • Recurring residual income & performance bonuses

Qualifications:

  • Must reside in the U.S. (no VISA sponsorship available)
  • 18+ years old & able to pass a background check
  • Willing to obtain required state licenses within 30 days (company-sponsored)
  • Coachable, self-motivated, and eager to learn
  • Strong interpersonal skills

If you're ready to grow personally and professionally while making an impact, apply today, and let's get you started!

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Referrals increase your chances of interviewing at Better Homes and Gardens Real Estate Champions by 2x

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