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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 ...

Brex

Finance Associate

San Francisco, CA · Hybrid

$117K - $146K/yr

Wh at you'll do We are hiring two Finance Associates who will each initially own distinct ... Responsibilities Financial Planning & Modeling * Own our forecasting & planning process, managing ...

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 ...

LPL Financial

Associate Financial Advisor II

Torrance, CA · On-site

  • Medical

  • Retirement

  • PTO

The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and ...

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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 Aug 16, 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 supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $69,449 per year, or $33.4 per hour.

Finance Associate

BenQ

Costa Mesa, CA • On-site

Full-time

Posted 19 days ago

Job description

Join the BenQ Team!

Are you ready to be a part of a globally trusted brand where cutting-edge technology meets exceptional talent? BenQ is an award-winning display solutions provider for lifestyle and business, including gaming monitors, projectors, and interactive displays like BenQ Board for education. Our core values focus on "Bringing Enjoyment 'N' Quality to Life."

We are looking for a Finance Specialist to support our Finance Department.

Duties & Responsibilities:

  • Process and record account payments in Oracle

  • Ensure cash posting is accurate

  • Process expense reports in Oracle

  • Reconcile bank and general ledger accounts

  • Prepare relevant reports as needed

  • Perform other related duties as required

Required Experience, Knowledge, Skills, and Abilities:

  • Previous Accounts Payable experience required

  • Thorough understanding of debits and credits as they relate to A/R accounting

  • Oracle experience is a plus

  • Proficient business software skills (Microsoft Suite and Outlook)

  • Master-level on 10 key data entry

  • Effective oral and written communication

  • Excellent time management, analytical, and organizational skills; strong attention to detail

  • Strong team player who collaborates well with others to solve problems, flexible and adaptable

Education:

Associates Degree or above in Accounting or Finance

Compensation:

Based on experience

Position Type:

  • Full Time

  • Office Based

Apply