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Financial Jobs in California (NOW HIRING)

Scratch Financial

Chief Financial Officer

Pasadena, CA · On-site

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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Financial information

See California salary details

$31.1K

$70.7K

$113.5K

How much do financial jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial in California is $70,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $90,800.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

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

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
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 jobs in California? For Financial jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial jobs in California look for? The top searched job categories for Financial jobs in California are:
What cities in California are hiring for Financial jobs? Cities in California with the most Financial job openings:
Financial jobs near you
Infographic showing various Financial job openings in California as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $70,689 per year, or $34 per hour.
Financial Planning Specialist

Financial Planning Specialist

Ameriprise Financial

Orange, CA • On-site

Full-time

Retirement, PTO

Posted 26 days ago

Ameriprise rating

7.8

Company rating: 7.8 out of 10

Based on 127 frontline employees who took The Breakroom Quiz

97th 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

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