Napa, CA · On-site
$65K - $75K/yr
Looking for a financial advisor with 1-2 years of experience to help grow the business. Series 7 and 66 and California Life Insurance license required. Partner with the owner to care for current ...
Quick apply
Napa, CA · On-site
$65K - $75K/yr
Looking for a financial advisor with 1-2 years of experience to help grow the business. Series 7 and 66 and California Life Insurance license required. Partner with the owner to care for current ...
$100K - $115K/yr
Varied accounting projects * Assist with cash flow management, budgeting, and forecasting * Communicate with team members throughout the organization * Provide financial insights and recommendations ...
Quick apply
$100K - $115K/yr
Varied accounting projects * Assist with cash flow management, budgeting, and forecasting * Communicate with team members throughout the organization * Provide financial insights and recommendations ...
Sonoma, CA · On-site
Varied accounting projects * Assist with cash flow management, budgeting, and forecasting * Communicate with team members throughout the organization * Provide financial insights and recommendations ...
Sonoma, CA · On-site
Varied accounting projects * Assist with cash flow management, budgeting, and forecasting * Communicate with team members throughout the organization * Provide financial insights and recommendations ...
Santa Rosa, CA · Remote
$50 - $60/hr
We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...
Quick apply
Santa Rosa, CA · Remote
$50 - $60/hr
We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
Santa Rosa, CA · Remote
$50 - $60/hr
We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...
Quick apply
Santa Rosa, CA · Remote
$50 - $60/hr
We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action ...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action ...
Santa Rosa, CA · On-site
$80K - $100K/yr
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
Santa Rosa, CA · On-site
$80K - $100K/yr
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
Santa Rosa, CA · On-site
$80K - $100K/yr
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
Santa Rosa, CA · On-site
$80K - $100K/yr
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
$80K - $100K/yr
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
$80K - $100K/yr
The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...
The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. * Engage with clients and prospects to identify their financial profile and provide ...
The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. * Engage with clients and prospects to identify their financial profile and provide ...
... financial goals ... The FAA will assist in prospecting new clients to grow the business and should remain current on ...
... financial goals ... The FAA will assist in prospecting new clients to grow the business and should remain current on ...
... financial goals ... The FAA will assist in prospecting new clients to grow the business and should remain current on ...
... financial goals ... The FAA will assist in prospecting new clients to grow the business and should remain current on ...
$100K - $136K/yr
... assist the organization's financial planning | Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing ...
$100K - $136K/yr
... assist the organization's financial planning | Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing ...
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make ...
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make ...
Perform financial consolidation and analysis across CSG groups, ensuring accuracy and compliance with financial policies and controls * Deliver variance analysis and proactively identify risks and ...
Perform financial consolidation and analysis across CSG groups, ensuring accuracy and compliance with financial policies and controls * Deliver variance analysis and proactively identify risks and ...
$11.56 - $14.50
1% of jobs
$14.50 - $17.44
8% of jobs
$19.68 is the 25th percentile. Wages below this are outliers.
$17.44 - $20.38
22% of jobs
The median wage is $22.85 / hr.
$20.38 - $23.32
24% of jobs
$23.32 - $26.26
16% of jobs
$27.42 is the 75th percentile. Wages above this are outliers.
$26.26 - $29.20
13% of jobs
$29.20 - $32.14
10% of jobs
$32.14 - $35.07
5% of jobs
$35.07 - $38.01
2% of jobs
$38.01 - $40.95
0% of jobs
$40.95 - $43.89
0% of jobs
$11
$25
$43
A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains financial records, processes invoices, reconciles accounts |
While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.
$65K - $75K/yr
Full-time
Medical, Retirement, PTO
Posted 25 days ago
Looking for a financial advisor with 1-2 years of experience to help grow the business. Series 7 and 66 and California Life Insurance license required. Partner with the owner to care for current clientele and grow the business. Attract new prospects, meet with clients, build and execute plans etc.
Sourced by ZipRecruiter
