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Addition Financial Jobs in California (NOW HIRING)

Amat

Lead Financial Analyst

Santa Clara, CA · On-site

$133K - $183K/yr

SPG FP&A Analyst We are looking for a FP&A Analyst to help drive forecast and close cycles ... In addition to a comprehensive benefits package, candidates may be eligible for other forms of ...

Conventus

Financial Engineer

Westlake Village, CA · On-site

$107K - $132K/yr

Financial Engineer Location: CA - Westlake Village What you'll do: As a Financial Engineer, you ... In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We ...

Conventus

Financial Engineer

Westlake Village, CA · On-site

$107K - $132K/yr

In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We ... their finances, giving you invaluable hands-on experience to help grow your career! About the ...

Internet Brands

Financial Analyst

El Segundo, CA · On-site

$55K/yr

In addition to our awesome culture, we offer a comprehensive benefits package designed to support ... and financial services. For more details, feel free to inquire during the interview process.

Internet Brands

Financial Analyst

El Segundo, CA · On-site

$55K/yr

In addition to our awesome culture, we offer a comprehensive benefits package designed to support ... and financial services. For more details, feel free to inquire during the interview process.

Adecco

Financial Analyst

Hollister, CA · On-site

$50.48 - $51.92/hr

Assisting in the communication of the operating company's financial performance, plan, and targets ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Adecco

Financial Analyst

Los Angeles, CA · On-site

$40 - $45/hr

If Financial Analyst sounds like something you would be interested in, and you meet the ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

PremierOne Credit Union

Financial Analyst

San Jose, CA · On-site

$35 - $45/hr

... addition to competitive salary:Medical, Dental, Vision, Life, and Long-Term Disability ... on financial products and services, including loansPaid birthday, vacation, sickCompany-wide ...

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All JobsAddition Financial JobsAddition Financial Jobs in California

Addition Financial information

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

To thrive as a Financial Advisor, you need a solid grounding in finance, investment strategies, and personal financial planning, typically backed by a relevant degree and licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, active listening, and trust-building abilities help financial advisors connect with clients and tailor solutions to their goals. These competencies are crucial for building client relationships, providing sound advice, and ensuring regulatory compliance in a competitive financial services environment.

What is Addition Financial?

Addition Financial is a credit union based in Central Florida that provides a range of financial services including savings and checking accounts, loans, credit cards, and investment products. Unlike traditional banks, Addition Financial is a not-for-profit cooperative owned by its members, which allows it to offer competitive rates and lower fees. The credit union primarily serves individuals who live, work, worship, or attend school in select counties in Florida. Membership is also open to employees and students of certain educational institutions. Addition Financial is committed to supporting financial wellness and education in the communities it serves.

What is the difference between Addition Financial vs Loan Officer?

AspectAddition FinancialLoan Officer
CredentialsTypically requires a high school diploma or equivalent; some roles may need financial certificationsRequires a mortgage license, state-specific licensing, and sometimes certifications like NMLS
Work EnvironmentBank branches, credit unions, or financial institutionsLoan offices, banks, mortgage companies, often client-facing
Industry UsageFinancial services, credit unions, bankingMortgage lending, banking, real estate finance

While Addition Financial is a credit union offering various financial services, a Loan Officer specializes in evaluating and approving loan applications, often working within banks or mortgage companies. Both roles involve financial knowledge, but Loan Officers focus more on lending processes, whereas Addition Financial provides broader banking services.

What are the most rewarding aspects of working at Addition Financial, and how does the company support professional growth?

One of the most rewarding aspects of working at Addition Financial is the opportunity to contribute directly to members' financial well-being while working in a collaborative, supportive environment. The company offers robust training programs, mentorship opportunities, and clear pathways for advancement, encouraging employees to pursue both personal and professional goals. Team members regularly collaborate across departments, fostering a community-focused atmosphere and diverse skill development. Additionally, Addition Financial is known for promoting from within, providing employees with the chance to grow their careers in the financial services industry.

What are popular job titles related to Addition Financial jobs in California?

For Addition Financial jobs in California, the most frequently searched job titles are:

What job categories do people searching Addition Financial jobs in California look for?

The top searched job categories for Addition Financial jobs in California are:

Addition Financial jobs near you
Infographic showing various Addition Financial job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Director, Financial Planning

Edelman Financial Engines, LLC

El Segundo, CA

$125K - $350K/yr

Full-time

Medical, Dental, Retirement

Re-posted 19 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

What Edelman Financial Engines employees say

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