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Financial Services Representative Jobs in Riverside, CA

Northwestern Mutual

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Business Development Representative - Financial Services

Irvine, CA · On-site

$100K - $300K/yr

No previous financial services experience is required. We invest heavily in your success through one of the industry's top training programs. What You'll Do You'll work directly with individuals ...

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All JobsFinancial Services Representative JobsFinancial Services Representative Jobs in Riverside, CA

Financial Services Representative information

See Riverside, CA salary details

$12

$26

$45

How much do financial services representative jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for financial services representative in Riverside, CA is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $30.10 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.
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What job categories do people searching Financial Services Representative jobs in Riverside, CA look for?

The top searched job categories for Financial Services Representative jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Financial Services Representative jobs?

Cities near Riverside, CA with the most Financial Services Representative job openings:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $54,754 per year, or $26.3 per hour.

Financial Services Representative (Remote)

TransGlobal Holdings Co.

Ontario, CA • On-site

Full-time, Contractor

Medical, Life, Retirement

Posted 12 hours ago

Posted today

Job description

Position Overview

TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. In this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services.

This is a fully remote, commission-based independent contractor (1099) opportunity offering flexibility, professional growth, and unlimited earning potential.

We proudly serve a diverse community. Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply.

欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或 日本語 的候选人加入我们！

(Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)

Responsibilities
  • Conduct financial needs analyses and identify opportunities to help clients achieve their financial goals
  • Develop personalized financial strategies based on clients' objectives, risk tolerance, and life stage
  • Educate clients on insurance, retirement, wealth accumulation, asset protection, and legacy planning concepts
  • Present financial solutions designed to address clients' short-term and long-term financial needs
  • Build and maintain long-term client relationships through regular reviews and ongoing support
  • Assist clients throughout the application, underwriting, and implementation process
  • Maintain accurate client records and documentation in company systems
  • Stay informed on financial industry trends, market developments, and product offerings
  • Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate
Qualifications
  • Financial services, insurance, banking, mortgage, real estate, or sales experience preferred
  • Active Life & Health License preferred but not required
  • Securities licenses (Series 6, 63, 65, 7, or equivalent) are a plus but not required
  • Strong interpersonal and communication skills
  • Self-motivated with an entrepreneurial mindset
  • Ability to work independently and manage multiple client relationships
  • Strong presentation and problem-solving skills
  • Legally authorized to work in the United States
Why Join TransGlobal?

At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.

We offer:

  • Competitive commission structure with uncapped earning potential
  • No upfront fees or hidden costs
  • No sales quotas or recruitment requirements
  • Comprehensive training and mentorship programs
  • Access to a broad range of insurance and financial solutions
  • Zoom-based and in-person training opportunities
  • Local office and technical support
  • Marketing and business development resources
  • Flexible remote work environment
  • Opportunities for professional growth and leadership development
What We're Looking For

We're seeking individuals who are:

  • Entrepreneurial and self-driven
  • Passionate about helping others improve their financial well-being
  • Goal-oriented and committed to personal growth
  • Skilled at building trust and long-term client relationships
  • Coachable and open to mentorship
  • Eager to develop expertise in financial planning and wealth-building strategies
Preferred Backgrounds

We welcome candidates from a variety of professional backgrounds, including:

  • Financial Advisors
  • Insurance Agents
  • Retirement Planning Specialists
  • Mortgage Loan Officers
  • Real Estate Agents
  • CPAs and Tax Professionals
  • Bankers and Relationship Managers
  • Wealth Management Associates
  • Business Consultants
  • Sales Professionals
Not Yet Licensed?

No problem.

We provide:

  • Free pre-licensing training and support
  • Licensing guidance and exam preparation
  • One-on-one mentorship
  • Product and sales training
  • Career development opportunities
Compensation1099 Independent Contractor Position
  • Commission-only compensation
  • No base salary or hourly wage
  • Unlimited earning potential
  • Performance-based bonuses and incentives may be available
Learn More About Us