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Entry Level Finance Jobs in San Ramon, CA (NOW HIRING)

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

San Francisco, CA · Remote

$95K - $575K/yr

We are looking for a few Entry Level (not currently licensed) to Experienced (licensed) individuals ... Faith, Family, Finance, Fitness and Fun create a culture of excitement, compassion, growth and ...

Nexera

Entry Level Remote Sales Role

San Francisco, CA · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

ZL Technologies

Entry-Level Accountant

Milpitas, CA · On-site

We are seeking a detail-oriented and motivated Entry-Level Accountant to join our Finance team. This role provides an excellent opportunity to gain hands-on exposure to corporate accounting ...

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All JobsFinance JobsEntry Level Finance JobsEntry Level Finance Jobs in San Ramon, CA

Entry Level Finance information

See San Ramon, CA salary details

$15

$31

$60

How much do entry level finance jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for entry level finance in San Ramon, CA is $31.03, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $33.56 per hour, depending on experience, location, and employer.

What are entry level finance jobs?

Entry-Level Finance jobs are an excellent way to get your start in a career in the finance industry. Jobs like Financial Analyst, Junior Tax Associate, Financial Auditor, Investment Banking Analyst, Financial Advisor, and Stockbroker are entr-level positions in the financial sector. The financial industry is quite competitive, so your qualifications and network are essential elements for getting hired. Staying current with financial news will ensure that you have talking points for networking events and job interviews.

What are entry level finance jobs?

Entry level finance jobs are positions designed for individuals who are just starting their careers in the finance industry, often requiring little to no prior professional experience. These roles may include positions such as financial analyst, junior accountant, bank teller, or finance assistant. Entry level finance jobs typically focus on tasks like data analysis, preparing financial reports, assisting with budgeting, and supporting senior finance staff. They provide valuable hands-on experience and foundational knowledge necessary for advancement in the finance field.

What are the key skills and qualifications needed to thrive as an entry level finance professional?

To thrive as an Entry Level Finance professional, you need a strong grasp of financial principles, analytical skills, and a degree in finance, accounting, or a related field. Familiarity with Microsoft Excel, financial modeling software, and basic accounting systems is typically expected. Attention to detail, strong communication, and a willingness to learn are standout soft skills in this role. These abilities are essential for ensuring accuracy, effective collaboration, and growth within the finance industry.

What are some typical projects or tasks an entry level finance professional might work on in their first year?

Entry Level Finance professionals often support senior analysts and managers by preparing financial reports, reconciling accounts, assisting with budgeting processes, and analyzing financial data. They may also help with internal audits, process invoices, and participate in month-end or quarter-end closing activities. Collaborating with accounting, operations, and other departments is common, providing exposure to various aspects of the finance function and helping to build a strong foundational skill set.

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

AspectEntry Level FinanceFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related fieldBachelor's degree; often preferred: finance, economics, or accounting; certifications like CFA are a plus
Work EnvironmentCorporate offices, banks, financial institutionsCorporate finance departments, investment firms, banks
Employer & Industry UsageEntry-level roles across finance sectorsMid-level roles, but often entry-level for new graduates
Common Search & ComparisonYesYes

Entry Level Finance roles are typically the starting positions requiring a bachelor's degree and involve basic financial tasks. Financial Analysts usually have similar educational backgrounds but may require additional certifications and handle more complex analysis. Both roles are found in similar environments like banks and corporate finance departments, with Financial Analyst roles often serving as a step up from Entry Level Finance positions.

How do I get into entry level finance with no experience?

Entry level finance positions often require strong analytical skills, basic understanding of financial concepts, and proficiency with tools like Excel. Gaining relevant certifications such as the CFA Level 1 or completing internships can improve your chances, even without prior experience. Networking and applying for entry-level roles that offer on-the-job training are also effective strategies.

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

To start a career as a finance entry-level professional with no experience, focus on gaining relevant skills such as basic accounting, Excel proficiency, and understanding financial statements through online courses or certifications like the CFA Level 1. Internships or volunteer opportunities can provide practical experience, and applying for entry-level roles that require minimal experience can help you get started in the field.

What is an entry-level position in finance?

An entry-level position in finance is a role suitable for individuals with little to no professional experience in the field, often requiring basic knowledge of financial principles and tools like Excel. Common positions include finance assistant, junior analyst, or accounting clerk, and they typically involve supporting senior staff and gaining industry experience.

What is an entry-level position in finance?

An entry-level finance position is a role suitable for individuals with little to no professional experience in finance. These roles often involve tasks such as data analysis, financial reporting, or supporting senior staff, and typically require basic knowledge of financial principles and tools like Excel or financial software.

What is the best entry level finance job?

Entry level finance jobs include roles such as financial analyst, accounting assistant, or bank teller. These positions typically require strong analytical skills, proficiency with Excel, and a bachelor's degree in finance, accounting, or related fields. They offer opportunities to gain industry experience and develop foundational financial knowledge.

What is the best entry-level finance job?

An entry-level finance job such as a financial analyst or accounting assistant typically involves data analysis, financial reporting, and using tools like Excel or accounting software. These roles often require a bachelor's degree in finance, accounting, or related fields and may offer opportunities for certification like the CFA or CPA to advance in the field.
More about Entry Level Finance jobs

What are the most commonly searched types of Finance jobs in San Ramon, CA?

The most popular types of Finance jobs in San Ramon, CA are:

What are popular job titles related to Entry Level Finance jobs in San Ramon, CA?

For Entry Level Finance jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Entry Level Finance jobs in San Ramon, CA look for?

The top searched job categories for Entry Level Finance jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Entry Level Finance jobs?

Cities near San Ramon, CA with the most Entry Level Finance job openings:

Entry Level Finance jobs near you
Infographic showing various Entry Level Finance job openings in San Ramon, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $64,549 per year, or $31 per hour.

Entry-Level Financial Planning Advisor (Remote)

Traction Forge Financial

San Jose, CA • On-site, Remote

Part-time

Retirement

Re-posted 23 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.
By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.
We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.
No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:
• Conduct professional financial consultations
• Understand client goals, priorities, and financial concerns
• Develop personalized financial game plans and strategies
• Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
• Build lasting relationships through trust, education, and service
Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.
If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days

Apply