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Financial Services Manager Jobs in California (NOW HIRING)

Financial Services Advisory Manager

Los Angeles, CA · On-site

$95K - $125K/yr

CNM LLP is currently seeking a Financial Services Advisory Manager to join our Accounting and Transaction Advisory Services Practice (ATS). Responsibilities: Manage strategic advisory engagements and ...

Financial Services Advisory Manager

Los Angeles, CA · On-site

$95K - $125K/yr

CNM LLP is currently seeking a Financial Services Advisory Manager to join our Accounting and Transaction Advisory Services Practice (ATS). Responsibilities: Manage strategic advisory engagements and ...

... and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing as an Advisory Manager ...

... and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing as an Advisory Manager ...

Financial Services Professional - Hybrid Remote (state abbr) Bankers Life ® , a leading brand in ... Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning ...

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Financial Services Professional - Hybrid Remote (state abbr) Bankers Life ® , a leading brand in ... Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning ...

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Showing results 1-20

Financial Services Manager information

See California salary details

$38.5K

$104.8K

$146.6K

How much do financial services manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial services manager in California is $104,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,800.00 and $115,000.00 per year, depending on experience, location, and employer.

What is a financial services manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What does a financial services manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

What are the key skills and qualifications needed to thrive as a financial services manager, and why are they important?

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.

What are some common challenges financial services managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

What is the difference between Financial Services Manager vs Financial Advisor?

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

More about Financial Services Manager jobs

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

The most popular types of Financial Services jobs in California are:

What cities in California are hiring for Financial Services Manager jobs?

Cities in California with the most Financial Services Manager job openings:

Infographic showing various Financial Services Manager job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $104,770 per year, or $50.4 per hour.

Financial Services Manager-SB

Penske Cadillac Buick GMC of South Bay

Torrance, CA • On-site

$8.8K - $23K/mo

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.


Job description

Your privacy is important to us. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement. By clicking "Apply," you acknowledge that you have read the Privacy Policy and hereby consent to the collection, processing, use, and sharing of your personal information as described therein.

Summary:

The Financial Services Manager is responsible to sell new and pre-owned vehicle buyers financing and insurance programs.

Essential Duties include the following; however, other duties and responsibilities may be assigned.

  • Provides guests with thorough explanation of aftermarket products and extended Service Contracts.
  • Provides guests with complete explanation of manufacturer and dealership service procedures and policies.
  • Submits paperwork to and obtains approval from finance sources on all finance deals in a timely manner.
  • Establishes and maintains good working relationships with several finance sources including manufacturer.
  • Verifies insurance and obtains payoffs on trades with open lines.
  • Process federal, state, and dealer paperwork related to vehicle transaction.
  • Checks all paperwork for correct residual, commission, buy rate, title, lien information, taxes and DMV paperwork before forwarding to the business office.
  • Follows through with contract discrepancies to ensure payment of loan.
  • Assist retail salesperson in collecting down payment and all monies associated with transaction.
  • Seeks new lending institutions to secure competitive interest rates and finance programs continually.
  • Meets monthly sales and guest satisfaction objectives set by management.
  • Performs other administrative duties, as assigned by management.
  • Assists in all other areas of the financial services department, as needed
  • Creates and maintains good relations with guests.
  • Maintains a professional appearance at all times.
  • Maintains high ethical standards in all actions.
  • Other duties and responsibilities may be assigned.

This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.50 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit other than sales performance. The estimated monthly earnings for the Financial Services Manager position ranges from $8,823 to $23,389 after factoring all forms of compensation including hourly pay and commission/bonus pay and overtime, as applicable.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The individual should possess:

  • A high school diploma or equivalent, desired.
  • Minimum of two (2) years sales experience, automotive finance experience preferred.
  • Knowledge mathematical concepts (such as adding, subtracting, dividing, multiplying and percentages) and their application; vehicle leasing concepts; equity values and depreciation; and laws that govern retain automotive sales.
  • Ability to coordinate activities with other employees; read and comprehend instructions and information in the English language; learn and understand the federal, state, and local laws which govern retail auto sales; use good judgment in challenging situations; pay attention to detail; follow-up with guests and employees; work well with the public; communicate in a professional manner on the phone, internet and in person; use standard office equipment.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individual will be required to:

  • Frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
  • Occasionally required to sit, climb, balance, stoop, kneel, crouch or crawl.
  • Frequently lift and move up to 10 pounds and occasionally lift and move objects up to 25 pounds.

The above job description is only intended as a summary of the position's responsibilities and does not include all duties that may be required to satisfactorily perform the job. I understand that the dealership has the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change.

The Dealership is an equal opportunity employer and maintains a drug and alcohol-free workplace.

Penske Cadillac Buick GMC of South Bay is looking for results driven, team focused, dedicated people to join our team. To explore more about the positions for which we are currently accepting applications, please click the link below. Start your engines and apply online today!
Our compensation and benefits package includes:
Medical, Dental, Vision and Prescription Insurances
Company Paid Life Insurance
401(k) Savings and Retirement Plan
Tremendous Opportunity to Learn, Advance and Build a Career!
Penske Cadillac Buick GMC of South Bay is an Equal Opportunity Employer.

Education:no requirementsEmployment Type: FULL_TIME