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Entry Level Financial Professional Jobs in California

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

Loan Sales Specialist

Ontario, CA · On-site

$20 - $23/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

Loan Sales Specialist

Cathedral City, CA · On-site

$19 - $22.50/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

... financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional ...

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

Showing results 21-40

Entry Level Financial Professional information

What is an entry level financial professional?

Entry level financial professionals are individuals who have recently started their careers in finance, often after completing a relevant degree or certification. These professionals typically hold positions such as financial analyst, junior accountant, or associate advisor, and assist with tasks like data analysis, budgeting, financial reporting, and client support. They work under the guidance of more experienced colleagues as they build their knowledge and skills in the finance industry. Entry level roles are an important stepping stone for those seeking long-term careers in areas such as banking, investment, or financial planning.

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

To succeed as an Entry Level Financial Professional, a solid grasp of financial concepts, analytical skills, and a relevant degree in finance, accounting, or a related field are essential. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and possibly certifications such as FINRA Series 7 or 63 can be highly beneficial. Strong communication, attention to detail, and a proactive attitude help individuals excel in client-facing tasks and team collaborations. These competencies are crucial for delivering accurate financial advice, maintaining compliance, and building trust with clients and colleagues.

What are some common challenges faced by entry level financial professionals in their first year, and how can they overcome them?

Entry level financial professionals often face challenges such as quickly learning complex financial products, adapting to fast-paced environments, and building client relationships with limited experience. To overcome these hurdles, it's important to actively seek mentorship, participate in training opportunities, and communicate openly with team members. By staying organized, embracing feedback, and continuously expanding industry knowledge, new professionals can build confidence and establish a strong foundation for career growth.

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

AspectEntry Level Financial ProfessionalFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are optionalBachelor's degree often in finance, economics, or accounting; CFA certification preferred for advanced roles
Work EnvironmentFinancial firms, banks, insurance companies, or investment firms; entry-level rolesCorporate finance departments, investment banks, asset management firms
Employer & Industry UsageUsed by financial service providers for entry-level roles; common in banking and insuranceCommon in finance departments, investment firms, and consulting

The Entry Level Financial Professional and Financial Analyst roles share similar educational backgrounds and work environments, often found in financial services. However, Financial Analysts typically have more specialized responsibilities, require advanced certifications, and work in more analytical and strategic capacities within finance departments or investment firms.

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

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

Financial Analyst Internship - Fall 2026

Varda Space Industries

El Segundo, CA • On-site

Full-time, Internship

This job post has expired today. Applications are no longer accepted.


Job description

About This Role 

Fall internships will range between the months of August and December. All dates dependent upon the university schedule of the selected students. Internships are full-time and on-site in Los Angeles, CA. To be considered for this internship, candidates must be actively enrolled in an accredited undergraduate or graduate degree program. 

Internships at Varda are optimal for students looking to grow technically and professionally while working on impactful projects critical to the company's success. You will be working on a collaborative team in a startup environment while being able to learn from some of most accomplished and experienced aerospace professionals in the world. We're dedicated to providing an experience that will let your decisions and contributions help drive Varda's success. 

As a part of the finance team you will collaborate with the team to develop data structures and enhance system capabilities for advanced analytics and dashboard creation. Utilize AI, Machine Learning, and LLMs to deliver business insights to executive leadership.

Responsibilities
  • Build data structure to support Business and Finance KPIs
  • Publish Dashboards to automate reporting
  • Review existing systems/tools and enhance reporting mechanisms
  • Enable Machine Learning to evolve automation
Basic Qualifications
  • Education: Currently enrolled in an undergraduate or postgraduate program, majoring in Computer Science or Computer Engineering. Preference for college juniors/rising seniors.
  • Programming Skills: Proficiency in Python, R, Java, Linux, C++, or VMWare.
  • AI/ML Knowledge: Strong understanding of Large Language Models (LLMs) and Machine Learning algorithms.
  • Framework Experience: Familiarity with machine learning frameworks and libraries such as TensorFlow, PyTorch, and scikit-learn.
Preferred Skills And Experience 
  • Project Experience: Previous involvement in AI/ML projects or internships.
  • Deep Learning: Knowledge of deep learning and neural networks.
  • Data Visualization: Experience with tools like Matplotlib and Seaborn.
  • Cloud Platforms: Familiarity with AWS, Google Cloud, or Azure.