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Entrylevel Financial Analyst Jobs in Ladera Ranch, CA

Entry Level Financial Planner

Murrieta, CA · On-site

$77K - $104K/yr

Description Join The Fortitude Team as an entry-level Financial Planner and embark on a rewarding ... analytical skills to assess clients' financial situations and develop tailored plans. • Ability ...

New

Corporate Financial Analyst - FP&A Data & Analytics The Corporate Financial Analyst is an entry-level role within Corporate FP&A with a strong focus on data analytics, financial systems, forecasting ...

Senior Credit Analyst

Costa Mesa, CA · On-site

$36.74 - $45.38/hr

... * Entry level to intermediate knowledge and understanding of financial statements and ability to ... Strong analytical, conceptual, communication, leadership, and organizational skills. * Ability to ...

... an entry-level role designed to develop foundational experience in commercial credit risk and ... Spread financial statements and assess trends. * Generate risk ratings and accompanying analyses.

Accurately enter and maintain financial information within the company's accounting system ... Support month-end and year-end close activities through data gathering and account analysis

Credit Analyst I

Irvine, CA · On-site

$25.93 - $41.43/hr

The Credit Analyst is an entry-level position responsible for supporting credit analysis and ... Bachelor's Degree or equivalent in Finance, Business, or related field Additional Qualifications

This is an entry level position within the Account Analyst job family, with a goal of acquiring a ... financial and legal agreements and offer/ disclosure /election forms) used by the underwriter to ...

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Showing results 1-20

Entrylevel Financial Analyst information

See Ladera Ranch, CA salary details

$40.9K

$93.7K

$125.4K

How much do entrylevel financial analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for entrylevel financial analyst in Ladera Ranch, CA is $93,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $117,500.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Analyst vs Financial Associate?

AspectEntrylevel Financial AnalystFinancial Associate
Required CredentialsBachelor's degree in finance, accounting, or related field; internships often preferredBachelor's degree in finance, economics, or related field; similar internship experience
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and data-driven tasksFinancial services firms, banks, or investment companies; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

Both roles typically require a bachelor's degree and similar internships. An Entrylevel Financial Analyst focuses more on analyzing financial data and supporting decision-making, while a Financial Associate often handles client interactions and support tasks. The roles overlap in industry and credentials but differ slightly in daily responsibilities.

What are popular job titles related to Entrylevel Financial Analyst jobs in Ladera Ranch, CA?

For Entrylevel Financial Analyst jobs in Ladera Ranch, CA, the most frequently searched job titles are:

What cities near Ladera Ranch, CA are hiring for Entrylevel Financial Analyst jobs?

Cities near Ladera Ranch, CA with the most Entrylevel Financial Analyst job openings:

Entry Level Financial Planner

The Fortitude Team

Murrieta, CA • On-site

$77K - $104K/yr

Full-time, Part-time

Posted 3 days ago

New


Job description

Description
Join The Fortitude Team as an entry-level Financial Planner and embark on a rewarding career where you make a difference in people's lives. We're dedicated to empowering individuals and families with the knowledge to build a stronger financial future. You'll receive comprehensive training and mentorship, helping you grow into a role that combines personal satisfaction with professional development. Our team is committed to fostering a supportive environment where you can thrive, all while helping clients achieve their long-term financial goals.
In this role, you'll have the flexibility to choose part-time or full-time pathways. You'll work closely with clients to understand their financial aspirations and provide them with tailored strategies for protection, retirement planning, and wealth accumulation. No prior experience in financial services is required; we value strong communication skills, a passion for helping others, and a willingness to learn. Compensation is performance-based, and you'll need to obtain the necessary professional licenses. Ready to grow with us? Let's build a brighter financial future together.
Responsibilities
• Collaborate with clients to identify their financial goals and develop personalized plans to achieve them.
• Educate clients on financial products and services, empowering them to make informed decisions about their financial future.
• Conduct regular reviews of clients' financial plans, ensuring they remain aligned with their evolving needs and market conditions.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and strategies.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Participate in ongoing training and development programs to enhance your financial planning skills and knowledge.
• Work closely with team members to share insights and strategies, contributing to a collaborative and supportive work environment.
Qualifications
• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts in simple, relatable terms.
• Proven track record of building and maintaining strong client relationships.
• Strong analytical skills to assess clients' financial situations and develop tailored plans.
• Ability to stay informed about industry trends and regulatory changes.
• Excellent organizational skills to manage multiple client accounts effectively.
• Willingness to participate in ongoing training and development programs to enhance skills and knowledge.