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Entry Level Remote Financial Services Jobs in California

InsuraTec

Sales Representative (Remote)

Fremont, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Artesia, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Arvin, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Imperial, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Services JobsEntry Level Remote Financial Services JobsEntry Level Remote Financial Services Jobs in California

Entry Level Remote Financial Services information

What is the difference between Entry Level Remote Financial Services vs Entry Level Remote Financial Advisor?

AspectEntry Level Remote Financial ServicesEntry Level Remote Financial Advisor
CredentialsBasic financial certifications or degrees, such as a bachelor's in finance or related fieldOften requires certifications like CFP or FINRA licenses, but entry-level roles may not require these
Work EnvironmentRemote, often in customer service, administrative, or support roles within financial firmsRemote client-facing roles providing financial guidance, planning, or product recommendations
Employer & Industry UsageUsed broadly across banks, financial institutions, and fintech companies for support rolesPrimarily in financial advisory firms, banks, and wealth management companies

Entry Level Remote Financial Services typically involves support or administrative roles in finance, requiring basic knowledge and certifications. In contrast, Entry Level Remote Financial Advisors focus on providing financial guidance and may require specialized licenses, even at the entry level. Both roles are remote and industry-related but differ in responsibilities and credential requirements.

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

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

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

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

Entry Level Remote Financial Services jobs near you

Financial Education Specialist

All Financial Freedom

Los Altos, CA • On-site, Remote

$70K - $75K/yr

Part-time

Re-posted 12 days ago

Job description

Position Overview

We are seeking a Financial Education Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Key Responsibilities
  • Deliver financial education to individuals and families through virtual meetings
  • Explain financial concepts related to protection, accumulation, and retirement planning
  • Support clients through a standardized, needs-based education process
  • Maintain accurate documentation and professional client relationships
  • Participate in ongoing training, compliance, and professional development
Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience
  • Strong verbal and written communication skills
  • Professional demeanor and ethical standards
  • Ability to work independently in a remote environment
  • Willingness and ability to obtain required state licensing (training provided)
  • Must successfully complete a background check
Compensation & Benefits
  • Performance-based compensation structure
  • Remote work environment with flexible scheduling
  • Licensing assistance and structured onboarding
  • Ongoing professional training and advancement opportunities
  • Supportive, team-oriented corporate culture
Career Path

This position offers a defined pathway for advancement for individuals interested in leadership, training, or management roles within the organization.

Qualified candidates are encouraged to apply to learn more about this opportunity.

Employment Type: PART_TIME

Apply