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Financial Group Jobs in California (NOW HIRING)

Herbert Financial Group

Be Seen First

Certified Public Accountant (CPA) - Tax & Business Advisory

Monrovia, CA · On-site

$100K - $130K/yr

Herbert Financial Group is seeking a Certified Public Accountant (CPA) to join our growing team. This position is ideal for a professional who wants to work in a dynamic environment serving small to ...

Bankers Life

Financial Services Professional

Pleasanton, CA · On-site

$50K - $80K/yr

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a companythat invests in your success.Ready to make a difference? Join our Financial Advisor Development ...

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All JobsFinancial Group JobsFinancial Group Jobs in California

Financial Group information

See California salary details

$10

$23

$39

How much do financial group jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial group in California is $23.05, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $25.87 per hour, depending on experience, location, and employer.

What is a financial group?

A Financial Group is an organization that provides a variety of financial services, such as banking, investment management, insurance, and wealth planning, often under one corporate structure. These groups may own multiple subsidiaries that operate in different segments of the financial industry, allowing them to serve a wide range of individual and corporate clients. Financial Groups are designed to help clients manage, grow, and protect their assets by offering expert advice and tailored financial solutions.

How does collaboration typically work within a financial group?

Within a financial group, collaboration is key to ensuring that complex financial solutions meet client needs and regulatory standards. New team members can expect to work closely with professionals from various disciplines, such as analysts, advisors, compliance officers, and client relationship managers. Regular team meetings, project-based assignments, and cross-departmental communication are common, fostering a collaborative environment where ideas and expertise are shared. This structure not only helps new hires quickly integrate but also provides opportunities to learn from experienced colleagues and contribute to group objectives.

What are the key skills and qualifications needed to thrive in a financial group role?

To thrive in a Financial Group position, you need strong analytical abilities, financial modeling skills, and a solid educational background in finance, accounting, or economics. Familiarity with financial software such as Excel, Bloomberg Terminal, and ERP systems, along with relevant certifications like CFA or CPA, is typically required. Excellent communication, problem-solving, and teamwork skills set high performers apart in this field. These competencies are crucial for accurate financial analysis, effective decision-making, and successful collaboration within financial organizations.

What is the difference between Financial Group vs Financial Analyst?

AspectFinancial GroupFinancial Analyst
CredentialsVaries; often includes degrees in finance, accounting, or related fieldsTypically requires a bachelor's degree in finance, accounting, or economics
Work EnvironmentCorporate offices, financial institutions, consulting firmsBanking, investment firms, corporate finance departments
Industry UsageUsed broadly across finance sectors for teams or divisionsSpecific role focusing on analyzing financial data and trends
Common Search/ComparisonOften compared for organizational structure or team rolesCompared for individual financial analysis tasks

Financial Group refers to a team or division within a company or organization involved in various financial activities, while a Financial Analyst is an individual role focused on analyzing financial data to support decision-making. The two are related but differ in scope: one is a collective entity, the other a specific job position.

Financial Group jobs near you
Infographic showing various Financial Group 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 $47,940 per year, or $23 per hour.

Beer Financial Group Representative

Northwestern Mutual - LA

Calabasas, CA • On-site

Full-time

Re-posted 12 hours ago

Job description

Description
Begin your journey as an Entry-Level Financial Advisor with us at Northwestern Mutual, where you'll empower individuals and families to achieve their financial goals. You'll be part of a team that values collaboration and growth, providing you with the tools and support to succeed. As you develop meaningful relationships with clients, you'll offer personalized financial strategies that make a difference in their lives. Our commitment to your professional development means you'll receive ongoing training, mentorship, and opportunities to advance your career.
Responsibilities
• Develop and nurture long-term relationships with clients to understand their financial goals and needs.
• Provide personalized financial strategies that align with clients' objectives, ensuring their financial security and growth.
• Collaborate with team members to share insights and strategies, fostering a supportive and innovative work environment.
• Conduct regular reviews of clients' financial plans, making adjustments as needed to keep them on track towards their goals.
• Educate clients on financial concepts and investment options, empowering them to make informed decisions.
• Utilize company resources and tools to streamline processes and enhance client experiences, ensuring efficiency and satisfaction.
Qualifications
• Experience in financial advising or a related field, with a focus on client relationship management.
• Ability to develop personalized financial strategies that align with clients' goals and objectives.
• Proven track record of collaborating effectively within a team to share insights and foster innovation.
• Strong communication skills to educate clients on financial concepts and investment options.
• Proficiency in using financial tools and resources to streamline processes and enhance client experiences.
• Ability to conduct regular reviews of financial plans, making necessary adjustments to ensure client success.
• Demonstrated commitment to ongoing professional development and staying updated on industry trends.

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