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Appreciation Financial Jobs in California (NOW HIRING)

FNS, INC

Financial Specialist

Torrance, CA · On-site

$58K - $62K/yr

Our team play is enhanced by the appreciation and cooperation with each other with a focus on a ... Perform additional finance-related duties as assigned by management Qualifications Education ...

NewGen Administrative Services

FP&A Manager

Montebello, CA · On-site

$130K - $150K/yr

FP&A Manager On-Site/hybrid | Montebello, CA $130,000 - $150,000 per year Step into a leadership ... We live by Teamwork, Creativity, Respect, Appreciation, Honesty, and Integrity. At NewGen, your ...

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All JobsAppreciation Financial JobsAppreciation Financial Jobs in California

Appreciation Financial information

See California salary details

$24.7K

$64.4K

$130.3K

How much do appreciation financial jobs pay per year?

As of Sep 6, 2026, the average yearly pay for appreciation financial in California is $64,373.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 per year, depending on experience, location, and employer.

What is the difference between Appreciation Financial vs Financial Advisor?

AspectAppreciation FinancialFinancial Advisor
CredentialsCertifications like Series 7, Series 66, CFP often requiredCertifications like CFP, CFA, Series 7 typically required
Work EnvironmentOffice-based, client meetings, financial planningOffice or remote, client consultations, investment advice
Industry UsageFinancial services, insurance, investment planningFinancial services, wealth management, investment advising
Common Search IntentComparing roles, certifications, career pathsFinancial planning, investment advice, career info

Appreciation Financial and Financial Advisor roles share similarities in certifications, work environment, and industry usage. While Appreciation Financial may focus more on client appreciation and relationship management, Financial Advisors primarily provide investment and financial planning advice. Both roles require relevant certifications and serve clients in the financial services industry, making them closely related but distinct in focus.

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

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

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

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

What cities in California are hiring for Appreciation Financial jobs?

Cities in California with the most Appreciation Financial job openings:

Appreciation Financial jobs near you
Infographic showing various Appreciation Financial job openings in California as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $64,373 per year, or $30.9 per hour.

Associate Financial Advisor II

LPL Financial

Torrance, CA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago

Key responsibilities

  • Support senior financial advisors in developing, implementing, and delivering financial plans and investment strategies to clients.

  • Meet with prospective clients to understand their financial goals and assess their needs.

  • Conduct regular performance reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and retention of the practice.
Responsibilities:
  • Assist senior financial advisors in developing and implementing and delivering financial plans and investment strategies to clients.
  • Meet with prospective clients in to understand their financial goals and assess needs in an effort to establish rapport.
  • Conduct regular performance reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.
  • Maintain accurate and up-to-date client records within the CRM system.
  • Respond to client inquiries and provide exceptional service, escalating complex issues to senior advisors when necessary.
  • Stay informed on market trends, financial products, and industry regulations.
  • Collaborate with internal teams to ensure seamless client service delivery.
  • Assist in business development activities, including prospecting, marketing, and client seminar preparation.
  • Participate in client educational events, workshops and client appreciation events.
  • Take active lead of marketing efforts by partnering with LPL marketing team.

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
  • 5+ years of experience in the financial services industry, preferably in a client-facing or support role.
  • Bachelor's degree.

Core Competencies:
  • Strong understanding of financial planning principles, investment products, and retirement solutions.
  • Excellent communication (written and verbal) and interpersonal skills.
  • Highly organized with strong attention to detail and ability to manage multiple priorities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.
  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:
  • Life, Accident & Health insurance licenses preferred.
  • CFP preferred but not required.

Pay Range:
82,200.00 - 137,000.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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