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Entry Level Financial Representative Jobs in California

OneMain Financial

Loan Sales Specialist

Riverside, 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 Consultant

Ontario, 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

Bilingual Loan Consultant

Santa Rosa, CA · On-site

$19 - $22.50/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

San Francisco, CA · On-site

$23 - $25/hr

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

OneMain Financial

Personal Loan Consultant

Bell, 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

La Verne, 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

Bell, 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

Bilingual Loan Consultant

Fairfield, CA · On-site

$19 - $22.50/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

La Verne, 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

Burbank, 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

Culver City, 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

Bell, 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

Culver City, 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

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 ...

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Showing results 41-60

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 11, 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 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 financial software; certifications like the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

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 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 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 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 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.

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

Loan Sales Specialist

OneMain Financial

Riverside, CA

$20 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

OneMain Financial rating

7.4

Company rating: 7.4 out of 10

Based on 101 frontline employees who took The Breakroom Quiz

117th of 150 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 forlife'sexpenses.In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This roleprovides rewardingprofessional development andadvancement opportunitiesin a dynamic and supportiveenvironment.LoanSales Specialistsenjoy competitive compensation that recognizesboth individual achievements and team success, all while growing their career.
Target base salary range is $20.00-$23.00, 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, ensuringtimelyand efficient service
  • Exceed customer expectations through ease,empathyand encouragement, deliveringresults related to individual and branch goals
  • Develop newconnections andmaintainonesby engagingcustomers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities whilemaintainingcompliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email,chatand our in-house systems
  • Exhibitpassion for achievement, bringing an internal drive to succeed andgoal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans,termsand their options
Requirements:
  • High SchoolDiplomaorGED
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 withOneMainoffers 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 asdeterminedby 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)
OneMainFinancial (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'velooked 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 productshelppeople borrow better and work toward a brighter future.
In ourmore than1,300 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'recommitted to an inclusive culture, careerdevelopmentandimpactingthe communities where we live and work. Getting people to a better place has made us a better company for over a century.There'snever been a better time to shine withOneMain.
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

OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.

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