ZipRecruiter

Log In

1

Financial Jobs in California (NOW HIRING)

GoldBook Financial

Financial Advisor

La Jolla, CA · On-site

$51K - $320K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

GoldBook Financial

Financial Advisor

Los Angeles, CA · On-site

$51K - $320K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Voya Financial

Voya Financial San Diego

San Diego, CA · On-site

Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...

LPL Financial

Associate Financial Advisor II

Encino, CA · On-site

As an Associate Financial Advisor, you'll work alongside a successful LPL Advisor to continue to build your business and become a Financial Advisor with the ability to deliver advice, planning, and ...

Sun West Mortgage-Since 1980

Be Seen First

Financial Analyst / Financial Engineer

Cerritos, CA · On-site

$90K - $150K/yr

We're scaling our financial infrastructure, and we need sharp minds to strengthen the financial engineering, modeling, and optimization that powers the entire Sun West platform. The Mission Forget ...

previous pagenext page

Showing results 21-40

All JobsFinancial JobsFinancial Jobs in California

Financial information

See California salary details

$31.1K

$70.7K

$113.5K

How much do financial jobs pay per year?

As of Sep 2, 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 a financial professional?

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 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 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 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 types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies.

Which career is best in finance?

The best career in finance depends on individual interests and skills; common options include investment banking, financial analysis, asset management, and financial planning. These roles often require strong analytical skills, certifications like CFA or CFP, and proficiency with financial software. Career advancement typically involves gaining experience, specialized knowledge, and relevant licenses.

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 August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,689 per year, or $34 per hour.

Financial Advisor

GoldBook Financial

La Jolla, CA • On-site

$51K - $320K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

Job description

Locations: La Jolla and Costa Mesa

About GoldBook Financial

GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way – with the support of a local firm and the scale of MassMutual behind you.

We believe the strongest advisor-client relationships are built on trust, personalized guidance, and a commitment to serving clients across every stage of their financial lives. We take a holistic approach in helping individuals, families, and business owners protect what matters most and pursue their long-term financial goals.

The Opportunity

As a Financial Advisor at GoldBook Financial, you will have the opportunity to build and manage your own practice while delivering comprehensive financial strategies tailored to each client's unique goals and circumstances.

This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.

You will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning.

Job Responsibilities

  • Develop comprehensive financial strategies based on clients' goals, risk tolerance, financial circumstances, and time horizons.
  • Cultivate lasting relationships with individuals, families, and business owners while growing your book of business through networking, referrals, professional connections, and other business-development strategies.
  • Conduct ongoing client reviews and proactively adjust strategies as clients' financial needs and life circumstances evolve.
  • Collaborate with experienced advisors and internal specialists to provide clients with a truly holistic financial planning experience.
  • Leverage technology, marketing support, and training to strengthen and grow your practice.
  • Uphold the highest standards of professionalism, ethics, and regulatory compliance while continually strengthening your financial expertise, business-development skills, and client-service capabilities.

Desired Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Minimum of 1-2 years of successful experience in financial advisory or wealth management services.
  • Active Life, Accident & Health insurance licenses.
  • Active FINRA registrations, including Series 7 and Series 66 (or Series 63 and 65), preferred.
  • Proven track record of meeting production goals and maintaining long-term client relationships.
  • Exceptional communication and presentation skills with the ability to explain complex concepts simply.

Nice-to-Haves

  • Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation.
  • Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar.
  • An existing transferable book of business or a strong local professional network.
  • Advanced degree, such as an MBA or a Master’s in Finance.

Why GoldBook?

At GoldBook Financial, you're not simply stepping into a job — you're building a career and a business.

Our advisors have the opportunity to develop lasting client relationships, build a valuable book of business, and create a practice designed around their long-term goals.

If you're a financial professional or you're looking to build a career in financial services and are excited by the opportunity for greater ownership, entrepreneurial growth, and long-term success, we'd love to connect.

Total Compensation

First year advisors’ to experienced advisors’ variable performance-based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range)

Benefits

  • 401(k)
  • 401(k) matching - up to 10% company match
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

https://goldbookfinancial.com/