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Financial Jobs in Merced, CA (NOW HIRING)

Paraplanner

Merced, CA ยท On-site

$33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory ...

Personal Banker I

Mariposa, CA ยท On-site

$24 - $25/hr

UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to ...

Responsibilities We are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide! If you have free time and want to share ...

Finance Private Tutoring Jobs

Merced, CA ยท On-site

$20 - $80/hr

Company Profile Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners. We operate in over 63 countries, making education accessible to everyone ...

Examine financial documents for completeness, accuracy, and conformance with established policies and procedures and general accounting standards. * Reconcile reports and financial data with ...

Showing results 21-40

Financial information

See Merced, CA salary details

$33.3K

$75.6K

$121.4K

How much do financial jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial in Merced, CA is $75,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $97,200.00 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 Merced, CA?

The most popular types of Financial jobs in Merced, CA are:

What are popular job titles related to Financial jobs in Merced, CA?

For Financial jobs in Merced, CA, the most frequently searched job titles are:

What job categories do people searching Financial jobs in Merced, CA look for?

The top searched job categories for Financial jobs in Merced, CA are:

What cities near Merced, CA are hiring for Financial jobs?

Cities near Merced, CA with the most Financial job openings:

Infographic showing various Financial job openings in Merced, CA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $75,640 per year, or $36.4 per hour.

$33/hr

Full-time, Part-time

Medical, Life, Retirement, PTO

Re-posted 20 days ago


Job description

Paraplanner

Steve Teranishi โ€“ Financial Advisor with Ameriprise Financial Services
Location: Merced, CA

Full-Time or Part-Time | In-Office


About Us

Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.

This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.


Key Responsibilities

  • Prepare for client meetings, including compiling reports and follow-up materials
  • Draft and send client communications, including follow-up emails and documentation
  • Answer and route phone calls, providing prompt responses to client inquiries
  • Process trades and transactions (solicited trades require advisor approval if unlicensed)
  • Assist with account openings, money movement, and form preparation
  • Maintain accurate client records in CRM and manage eMeeting scheduling
  • Support advisors in ongoing client relationship management
  • Collaborate with team members to ensure operational efficiency

Qualifications

  • Prior financial services experience preferred; Ameriprise practice experience a plus
  • Strong organizational skills and high attention to detail
  • Excellent verbal and written communication abilities
  • Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
  • Ability to manage multiple priorities in a fast-paced environment
  • Commitment to client confidentiality and professional ethics
  • Licensing (Series 7, 66, Life & Health) a plus but not requiredโ€”must be willing and able to obtain licenses

Compensation & Benefits

  • $28โ€“$33 per hour, based on experience
  • Non-exempt
  • Licensing and professional development support
  • Paid time off and benefits package (medical & retirement plans)
  • Opportunity for career growth within an expanding practice

Work Environment

  • Flexible full-time or part-time opportunity
  • In-office role based in Merced, CA
  • Collaborative, team-oriented environment
  • Direct interaction with clients and advisors

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.


Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.