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Entry Level Financial Services Jobs in California

Bankers Life

Financial Services Professional

Sonoma, CA · On-site

$19K/yr

Financial Services Professional - Hybrid Remote (state abbr) Bankers Life ® , a leading brand in ... * Entry level Bankers Life agents are provided with pre-licensing training free of charge ...

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Entry Level Financial Services information

What is an entry level financial services job?

Entry level financial services jobs are positions within banks, investment firms, insurance companies, and other financial institutions that are designed for individuals who are new to the industry or have limited professional experience. These roles often include positions like bank teller, financial advisor trainee, customer service representative, or junior analyst. They provide foundational training, exposure to industry regulations, and opportunities to learn about financial products and client services. Entry level jobs are a great way for recent graduates or career changers to gain experience and start building a career in finance.

What types of projects and responsibilities can I expect in an entry level financial services position?

In an entry-level financial services role, you can expect to handle a variety of foundational tasks such as assisting with client onboarding, preparing financial reports, updating databases, and supporting senior advisors with research and administrative duties. You'll likely interact with both internal teams and clients, learning about investment products, compliance protocols, and industry regulations. These responsibilities provide a strong introduction to the financial sector and offer valuable opportunities to develop analytical, communication, and organizational skills essential for career advancement.

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

To thrive in Entry Level Financial Services, strong analytical skills, attention to detail, and a bachelor's degree in finance, economics, or a related field are essential. Familiarity with financial software like Excel, CRM systems, and sometimes certifications such as FINRA Series 7 or 63 can be advantageous. Excellent communication, customer service orientation, and integrity help professionals build trust and effectively support client needs. These skills are critical for ensuring accuracy, compliance, and positive client relationships in the highly regulated financial industry.

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

AspectEntry Level Financial ServicesEntry Level Financial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsBachelor's degree in finance, accounting, or related field; certifications like CFA are optional but beneficial
Work EnvironmentBank branches, insurance companies, financial firms; client-facing and administrative rolesCorporate offices, investment firms; data analysis and reporting focus
Employer & Industry UsageFinancial institutions, insurance companies, banksInvestment firms, corporate finance departments, consulting firms

Entry Level Financial Services roles typically require basic financial knowledge and focus on customer service or administrative tasks within financial institutions. Entry Level Financial Analysts usually need a degree in finance or related fields and perform data analysis, financial modeling, and reporting. While both roles serve the financial industry, they differ in responsibilities, required credentials, and work environment.

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

To start an entry-level financial services career with no experience, focus on gaining relevant skills such as basic accounting, customer service, or financial literacy through online courses or certifications like the FINRA Securities Industry Essentials (SIE) exam. Entry-level roles often require strong communication, attention to detail, and a willingness to learn, and they may provide on-the-job training for new employees.

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

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

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

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

Entry Level Financial Services jobs near you
Infographic showing various Entry Level Financial Services job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Financial Services Professional

Bankers Life

Sonoma, CA • On-site

$19K/yr

Other

Medical, Life, Retirement

Posted 3 days ago

New

Job description

JOB TITLE: Financial Services Professional – Hybrid Remote (state abbr)


Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!


Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:


Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

As a Bankers Life Financial Services Professional Expect To:

* Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

* Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.

* Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.

* Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.


How Bankers Life will provide support:

* Flexible in-office schedules once you complete your agent training and take off as a Full- time producing agent.

* Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.

* Our training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting.

* First year agents can also receive up to $19,000 in additional income through our sales matching programs.

* Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.

* Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.

*This is an exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.


What makes a great Financial Services Professional?

* Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.

* Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.

* Strong relationship building and communication skills will bond you with clients and colleagues.

* Competitive and entrepreneurial spirit to achieve success both for yourself and others.


The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals!


About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

* Commission structure designed to grow with you

* Diverse and flexible income portfolio and Bonus programs

* Retirement Savings Program


Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS

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