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Financial Services Professional Jobs in Reedley, CA

H&R Block

Experienced Tax Professional

Fresno, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Fresno, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Fresno, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Fresno, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Fresno, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Clovis, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Clovis, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block, Inc.

Experienced Tax Professional

Selma, CA · On-site

$66 - $110/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

New

ASEGURE SU LEGADO LLC

Be Seen First

Administrative Assistant / Notary Public

Fresno, CA · On-site

$16.90/hr (+ commission)

Bilingual Executive Administrative Assistant / Receptionist A well established financial services firm is seeking a motivated, resourceful, and professional Bilingual Executive Administrative ...

ASEGURE SU LEGADO LLC

Be Seen First

Administrative Assistant / Notary Public

Fresno, CA · On-site

$16.90/hr (+ commission)

Bilingual Executive Administrative Assistant / Receptionist A well established financial services firm is seeking a motivated, resourceful, and professional Bilingual Executive Administrative ...

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Showing results 21-40

All JobsFinancial Services Professional JobsFinancial Services Professional Jobs in Reedley, CA

Financial Services Professional information

See Reedley, CA salary details

$38.5K

$95.6K

$146.1K

How much do financial services professional jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial services professional in Reedley, CA is $95,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,100.00 and $111,100.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

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

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

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

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
More about Financial Services Professional jobs

What job categories do people searching Financial Services Professional jobs in Reedley, CA look for?

The top searched job categories for Financial Services Professional jobs in Reedley, CA are:

What cities near Reedley, CA are hiring for Financial Services Professional jobs?

Cities near Reedley, CA with the most Financial Services Professional job openings:

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Reedley, CA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $95,598 per year, or $46 per hour.

Experienced Tax Professional

H&R Block

Fresno, CA • On-site

$16.90 - $80/hr

Full-time

Retirement

Posted 4 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 293 frontline employees who took The Breakroom Quiz

149th of 154 rated financial services

Job description

About the Role
As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
  • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
  • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
  • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
  • Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
  • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Required Qualifications
  • Successful completion of the H&R Block Tax Knowledge Assessment1
  • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
  • Experience working in a client facing, consultative, or advisory role
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
  • Must complete continuing education and meet all other IRS and applicable state requirements
  • High school diploma / GED / equivalent required

Preferred Qualifications
  • Bachelor's degree in accounting, finance or a related field
  • 5+ years of experience in tax preparation, accounting, finance, bookkeeping
  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
  • Experience completing complex returns, tax planning, audit support, or tax notice resolution
  • Familiarity with GoSystem or Ultratax software
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$16.90 - $80.00/Hr.
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What H&R Block employees say

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Benefits

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Workplace

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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