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Financial Associate Jobs in California (NOW HIRING)

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

$90K - $110K/yr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

$90K - $110K/yr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in California

Financial Associate information

See California salary details

$30.1K

$69.4K

$136.2K

How much do financial associate jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial associate in California is $69,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $76,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in California?

The most popular types of Financial jobs in California are:

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

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

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

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

What cities in California are hiring for Financial Associate jobs?

Cities in California with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $69,449 per year, or $33.4 per hour.

Associate Financial Advisor

Los Gatos, CA • On-site, Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$90K - $120K/yr

Full-time

Retirement

Re-posted 17 hours ago

Job description

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally small, highly relationship-driven, and built almost entirely through client and professional referrals rather than advertising or public marketing.
We are seeking an experienced, highly ethical, intellectually curious Associate Advisor who can step into a trusted role and relieve the firm principal of at least one significant dimension of the practice. Depending on the candidate's background, this role could emphasize financial planning, tax planning and preparation, divorce financial analysis, investment operations, client service, or brokerage/advisory account support.
This position is permanently remote. This position is open to candidates in Pacific or Mountain time zones.
Benefits:
  • Starting salary of $90,000 - $120,000 based on experience and credentials
  • 401(k) after 1 year
  • Mentorship and learning opportunities
  • Firm-sponsored CFP prep-course and testing
  • Great working environment with professional growth opportunities.

Primary Duties:
  • Financial planning and advanced planning support using NaviPlan
  • Tax planning and assist with tax preparation
  • Assist with investment operations and brokerage support
  • Cultivate and maintain strong relationships with clients
  • Understand clients' financial goals and preferences
  • Stay informed on financial market trends and regulatory changes
  • Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures

Qualifications:
  • 3 years of experience in financial planning, wealth management, tax prep, estate planning, divorce financial analysis or brokerage/advisory operations
  • Experience with financial planning software
  • Ability to learn new concepts and software packages quickly
  • Independently motivated, have excellent communication skills and have a strong work ethic
  • Ability to identify, meet, and follow through with client's needs and requirements
  • Strong attention to detail
  • Organized and strong time management skills
  • Experience/ability to work from home while maintaining a professional setting

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an equal opportunity employer.

Apply