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Financial Job Jobs in California (NOW HIRING)

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

  • Medical

  • Retirement

  • PTO

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

Synergy Financial

Financial Consultant (Remote)

Stanford, CA · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

? Remote Insurance & Financial Services Agent (Licensed Preferred) - Commission-Based | Synergy Financial Location: Remote (U.S. Based) Employment Type: 1099 Contract | Commission-Only Industry:

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Scratch Financial

Chief Financial Officer

Pasadena, CA · On-site

  • Medical

  • Retirement

  • PTO

Who We Are Scratch Financial ("Scratch") is a late stage venture-backed financial technology business based in Pasadena, California. At Scratch, everything starts and ends with our mission: being the ...

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All JobsFinancial Job JobsFinancial Job Jobs in California

Financial Job information

What is the difference between Financial Job vs Bookkeeper?

AspectFinancial JobBookkeeper
Required credentialsFinance degree, certifications (e.g., CFA, CPA)High school diploma, bookkeeping certifications
Work environmentCorporate finance, banks, investment firmsSmall businesses, accounting firms
Employer usageFinancial analysis, planning, managementRecording transactions, maintaining ledgers

Financial jobs typically involve analysis, planning, and decision-making using advanced financial knowledge, while bookkeepers focus on recording and maintaining financial records. Both roles are essential but differ in complexity, credentials, and scope of responsibilities.

What are the key skills and qualifications needed to thrive in a financial job, and why are they important?

Excelling in a financial job requires strong analytical abilities, financial modeling skills, and typically a degree in finance, accounting, or a related field. Proficiency in tools such as Microsoft Excel, financial management software, and familiarity with systems like Bloomberg or QuickBooks is often expected, with certifications like CFA or CPA being advantageous. Attention to detail, problem-solving, and effective communication are crucial soft skills that distinguish top performers. These competencies are essential for accurate financial analysis, informed decision-making, and clear reporting in dynamic business environments.

How do financial professionals typically collaborate with other departments within an organization?

Financial professionals often work closely with departments such as operations, sales, and executive leadership to align financial strategies with business goals. This collaboration can involve budgeting sessions, financial forecasting, and providing analytical support for key decisions. Effective communication and teamwork are essential, as financial insights help guide resource allocation and drive company performance. Regular meetings and cross-functional projects are common, so adaptability and interpersonal skills are highly valued in this role.

What is a financial job?

Financial jobs are roles that involve managing, analyzing, or advising on financial matters for individuals, businesses, or organizations. These jobs can include positions such as financial analysts, accountants, investment bankers, financial advisors, and auditors. People in financial jobs often help clients make decisions about investments, budgeting, and financial planning. These roles typically require strong analytical skills, attention to detail, and knowledge of financial regulations and markets.

What are some jobs in the financial field?

Jobs in the financial field include financial analyst, accountant, financial advisor, investment banker, loan officer, and risk manager. These roles often require strong analytical skills, knowledge of financial software, and relevant certifications such as CFA or CPA. They can be found in banks, investment firms, accounting companies, and corporate finance departments.
What cities in California are hiring for Financial Job jobs? Cities in California with the most Financial Job job openings:
Financial Job jobs near you
Infographic showing various Financial Job job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 21% Part Time, 2% Temporary, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Financial Planning Specialist

Ameriprise Financial

Orange, CA • On-site

Full-time

Retirement, PTO

Re-posted 13 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

Financial Planning Specialist
Location: Orange, CA
About the Practice
We are a client-focused financial planning practice dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.
We are seeking a highly organized and client-focused Financial Planning Specialist to join our growing team. This position plays a vital role in supporting advisors throughout the financial planning process by preparing plans, coordinating client deliverables, managing planning workflows, and serving as a knowledgeable resource for clients during the implementation of financial planning recommendations.
This is an excellent opportunity for someone who enjoys financial planning, thrives in a collaborative environment, and is looking to continue building a long-term career within the wealth management industry.
Position Overview
The Financial Planning Specialist serves as an integral member of the advisory team, partnering closely with Financial Advisors and Paraplanners to ensure every client receives a seamless and exceptional financial planning experience.
This role is responsible for coordinating the financial planning process from data gathering through implementation by preparing planning materials, maintaining accurate client information, creating and tracking deliverables, communicating with clients throughout the planning process, and ensuring advisors have the resources they need to deliver comprehensive financial advice.
The ideal candidate is detail-oriented, technically proficient, proactive, and passionate about helping clients achieve their financial goals.
Key Responsibilities
Financial Planning Support
  • Enter, update, and maintain client financial information within MoneyGuide
  • Review and interpret client financial statements and supporting documentation
  • Assist clients throughout the financial planning process by answering questions regarding:
    • Outside investment accounts
    • Ameriprise accounts
    • Money movement requests
    • Bank authorizations
  • Prepare planning reports, follow-up correspondence, and client documentation for advisor review and signature
  • Coordinate meeting preparation by updating agendas, preparing reports, and ensuring all planning materials are complete
  • Track financial planning deliverables from creation through completion
  • Upload planning deliverables to the Home Office for review
  • Assist advisors with implementation of financial planning recommendations

Client Service & Administrative Support
  • Maintain organized electronic client files and planning documentation
  • Ensure planning records remain accurate, complete, and compliant
  • Manage planning workflows and prioritize multiple deadlines
  • Complete miscellaneous projects and operational initiatives assigned by advisors
  • Support a smooth and efficient planning experience for both advisors and clients

Qualifications & Experience
  • Bachelor's degree preferred
  • Two or more years of experience in financial services, wealth management, or financial planning preferred
  • Experience supporting Financial Advisors, Paraplanners, or Financial Planners strongly preferred
  • CFP® certification preferred but not required
  • Strong understanding of comprehensive financial planning concepts
  • Exceptional organizational skills and attention to detail
  • Ability to prioritize multiple projects while maintaining a high level of accuracy
  • Strong analytical and critical thinking abilities
  • Excellent written and verbal communication skills
  • Commitment to continuous learning and professional development

Licensing Requirements
Candidates should currently hold-or be willing to obtain within six months of employment-the following licenses:
  • Series 7
  • Series 66 (or Series 65 & 63)
  • State Life, Accident & Health Insurance License

Licensing support may be available for qualified candidates.
Preferred Skills
  • Experience using MoneyGuide or similar financial planning software
  • Working knowledge of Ameriprise systems and processes preferred
  • Ability to interpret financial statements and planning documents
  • Experience preparing comprehensive financial plans and client meeting materials
  • Strong technology skills, including Microsoft Office Suite, Adobe Acrobat, Microsoft Teams, and CRM software
  • Ability to process money movement requests accurately
  • High level of professionalism, integrity, and confidentiality
  • Outstanding client relationship and communication skills
  • Strong time management and organizational abilities
  • Ability to work independently while collaborating effectively with advisors and team members

Growth & Development
We are committed to investing in the professional development of its team members.
This position offers the opportunity to deepen your financial planning knowledge, gain hands-on experience supporting sophisticated planning strategies, and work alongside experienced advisors dedicated to delivering exceptional client service.
Individuals who demonstrate strong performance, initiative, and a commitment to continuous learning will have opportunities to expand their planning responsibilities and grow their career within the practice.
Compensation & Benefits
  • $31.25-$43.27/hr, based on experience
  • Non-exempt position
  • Paid time off and paid holidays
  • 401(k) with employer match
  • Long-term disability insurance
  • Licensing and professional development support

Schedule & Work Environment
  • Full-time, in-office position located in Orange, California
  • Monday through Friday
  • Collaborative, team-oriented office environment
  • Fast-paced financial planning practice
  • Significant interaction with advisors and clients
  • Opportunity to directly contribute to the firm's financial planning process and overall client experience

Why Join the Practice?
Financial planning is at the heart of everything we do. As our Financial Planning Specialist, you'll play a meaningful role in helping advisors deliver comprehensive planning solutions that improve clients' financial lives.
You'll join a collaborative, high-performing team that values integrity, accountability, continuous learning, and exceptional client service. If you're looking for an opportunity to grow your financial planning expertise while making a lasting impact on both clients and the practice, we'd love to hear from you.
Equal Opportunity Employer
We are an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace.
A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

What Ameriprise employees say

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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