Employee discounts Financial Services Administrative Coordinator Zapata Private Wealth Group ... Professionals currently working at or recently leaving: * Chase * Bank of America * Wells Fargo
Quick apply
Employee discounts Financial Services Administrative Coordinator Zapata Private Wealth Group ... Professionals currently working at or recently leaving: * Chase * Bank of America * Wells Fargo
Floor Supervisor
Hesperia, CA · On-site
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Floor Supervisor
Hesperia, CA · On-site
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Financial Analyst
Anaheim, CA · On-site
The position Financial Analyst will function as a resource assisting the Company in the sophisticated analysis of budgets, planning, financial reporting and forecasting. The Financial Analyst will ...
Financial Analyst
Anaheim, CA · On-site
The position Financial Analyst will function as a resource assisting the Company in the sophisticated analysis of budgets, planning, financial reporting and forecasting. The Financial Analyst will ...
Floor Supervisor
Hesperia, CA · On-site
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Floor Supervisor
Hesperia, CA · On-site
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Floor Supervisor
Hesperia, CA · On-site
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Quick apply
Floor Supervisor
Hesperia, CA · On-site
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Floor Supervisor
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Floor Supervisor
$18 - $26/hr
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Financial Planning Specialist Location: Orange, CA About the Practice We are a client-focused ... Commitment to continuous learning and professional development Licensing Requirements Candidates ...
Quick apply
Financial Planning Specialist Location: Orange, CA About the Practice We are a client-focused ... Commitment to continuous learning and professional development Licensing Requirements Candidates ...
Floor Supervisor
Hesperia, CA · On-site
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Floor Supervisor
Hesperia, CA · On-site
We recognize that our team members are part of the Western Dental/Brident family where we provide excellent professional, financial and personal growth for your dental career. Responsibilities
New
Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.
Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.
Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.
Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.
Financial Advisor - Training Provided
Riverside, CA · Hybrid
$50K - $150K/yr
Extensive professional development, training, and mentoring programs. * Industry leader with excellent financial strength and impeccable integrity * Innovative market development tools ...
Quick apply
Financial Advisor - Training Provided
Riverside, CA · Hybrid
$50K - $150K/yr
Extensive professional development, training, and mentoring programs. * Industry leader with excellent financial strength and impeccable integrity * Innovative market development tools ...
Financial Advisor - Training Provided
Riverside, CA · On-site +1
Extensive professional development, training, and mentoring programs. * Industry leader with excellent financial strength and impeccable integrity * Innovative market development tools ...
Financial Advisor - Training Provided
Riverside, CA · On-site +1
Extensive professional development, training, and mentoring programs. * Industry leader with excellent financial strength and impeccable integrity * Innovative market development tools ...
Financial Analyst
Upland, CA · On-site
$90K - $100K/yr
This position is responsible for analyzing company financial performance, creating and modifying ... Our commitment to you extends beyond professional development to a safety-first culture that ...
Financial Analyst
Upland, CA · On-site
$90K - $100K/yr
This position is responsible for analyzing company financial performance, creating and modifying ... Our commitment to you extends beyond professional development to a safety-first culture that ...
Financial Controller
Ontario, CA · On-site
$120K - $155K/yr
In this role, you will oversee all financial operations, ensuring accuracy, compliance, and ... Professional development assistance * Vision insurance Work Location: In person
Quick apply
Financial Controller
Ontario, CA · On-site
$120K - $155K/yr
In this role, you will oversee all financial operations, ensuring accuracy, compliance, and ... Professional development assistance * Vision insurance Work Location: In person
Financial Controller
Ontario, CA · On-site
$120K - $155K/yr
In this role, you will oversee all financial operations, ensuring accuracy, compliance, and ... Professional development assistance * Vision insurance Work Location: In person
Quick apply
Financial Controller
Ontario, CA · On-site
$120K - $155K/yr
In this role, you will oversee all financial operations, ensuring accuracy, compliance, and ... Professional development assistance * Vision insurance Work Location: In person
Be Seen First
Financial Analyst
San Dimas, CA · On-site
$85K - $109K/yr
... finance ... Accountability As a skilled employee and responsible professional, the incumbent must work ...
Quick apply
Be Seen First
Financial Analyst
San Dimas, CA · On-site
$85K - $109K/yr
... finance ... Accountability As a skilled employee and responsible professional, the incumbent must work ...
Financial Analyst
Anaheim, CA · On-site
$87K - $106K/yr
Financial Analyst Req ID: 10158100 About the Role & Team The Disneyland Resort Operations Finance ... Minimum 1 year of professional experience * Proficiency in acquiring, organizing, cleansing, and ...
New
Financial Analyst
Anaheim, CA · On-site
$87K - $106K/yr
Financial Analyst Req ID: 10158100 About the Role & Team The Disneyland Resort Operations Finance ... Minimum 1 year of professional experience * Proficiency in acquiring, organizing, cleansing, and ...
New
Financial Controller
Ontario, CA · On-site
$120K - $155K/yr
In this role, you will oversee all financial operations, ensuring accuracy, compliance, and ... Professional development assistance * Vision insurance Work Location: In person
Quick apply
Financial Controller
Ontario, CA · On-site
$120K - $155K/yr
In this role, you will oversee all financial operations, ensuring accuracy, compliance, and ... Professional development assistance * Vision insurance Work Location: In person
Financial Analyst
Chino, CA · Hybrid
Senior Financial Analyst (HYBRID) Description Are you a finance professional who's most energized where the numbers meet the operation? We're looking for an experienced Senior Financial Analyst to ...
Quick apply
Financial Analyst
Chino, CA · Hybrid
Senior Financial Analyst (HYBRID) Description Are you a finance professional who's most energized where the numbers meet the operation? We're looking for an experienced Senior Financial Analyst to ...
Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.
Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.
Professional Financial information
See Rancho Cucamonga, CA salary details
$39.3K - $49.3K
1% of jobs
$49.3K - $59.3K
7% of jobs
$59.3K - $69.3K
6% of jobs
$69.3K - $79.3K
9% of jobs
$80.5K is the 25th percentile. Wages below this are outliers.
$79.3K - $89.3K
13% of jobs
The median wage is $95.8K / yr.
$89.3K - $99.3K
21% of jobs
$99.3K - $109.3K
17% of jobs
$109.8K is the 75th percentile. Wages above this are outliers.
$109.3K - $119.2K
10% of jobs
$119.2K - $129.2K
7% of jobs
$129.2K - $139.2K
5% of jobs
$139.2K - $149.2K
3% of jobs
$39.3K
$97.6K
$149.2K
How much do professional financial jobs pay per year?
As of Sep 2, 2026, the average yearly pay for professional financial in Rancho Cucamonga, CA is $97,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $113,400.00 per year, depending on experience, location, and employer.
What does a professional financial do?
A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.
What are some common challenges professional financials face when working with clients, and how can they be addressed?
Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.
What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?
To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.
What is the difference between Professional Financial vs Financial Analyst?
| Aspect | Professional Financial | Financial Analyst |
|---|---|---|
| Required Credentials | Typically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are common | Often requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory |
| Work Environment | Works in corporate finance departments, financial consulting firms, or investment firms | Works in investment banks, asset management firms, or corporate finance teams |
| Employer & Industry Usage | Used across various industries including banking, insurance, and corporate sectors | Primarily found in investment banking, asset management, and financial services |
While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.
What are good professional financial careers?
Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.
What are the most commonly searched types of Financial jobs in Rancho Cucamonga, CA?
The most popular types of Financial jobs in Rancho Cucamonga, CA are:
What cities near Rancho Cucamonga, CA are hiring for Professional Financial jobs?
Cities near Rancho Cucamonga, CA with the most Professional Financial job openings:
Full-time
Retirement
Re-posted 17 days ago
Job description
Benefits:
Financial Services Administrative CoordinatorZapata Private Wealth Group
???? Upland, CA
⏱ Full-Time
???? Ready to move beyond retail banking and build a long-term career in financial services? Join a boutique firm where you’ll gain hands-on experience, mentorship, and a path for growth.
About Us
Zapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions.
We provide personalized financial strategies and work closely with clients to help them achieve their financial goals. As we grow, we are looking for talented individuals—especially those in banking—who are ready for a more meaningful and growth-oriented role.
About the Role
This role is ideal for someone currently working in a bank environment who wants to transition into wealth management and financial planning.
You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Who This Role Is Perfect For
You do not need prior financial planning experience—we will train you.
We will teach you:
If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your long-term goals, we will support and guide you through that process.
This role is designed as a career transition opportunity into:
If you're ready to take the next step beyond banking and build a meaningful career in financial services, we’d love to hear from you.
- 401(k)
- Bonus based on performance
- Employee discounts
Financial Services Administrative CoordinatorZapata Private Wealth Group
???? Upland, CA
⏱ Full-Time
???? Ready to move beyond retail banking and build a long-term career in financial services? Join a boutique firm where you’ll gain hands-on experience, mentorship, and a path for growth.
About Us
Zapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions.
We provide personalized financial strategies and work closely with clients to help them achieve their financial goals. As we grow, we are looking for talented individuals—especially those in banking—who are ready for a more meaningful and growth-oriented role.
About the Role
This role is ideal for someone currently working in a bank environment who wants to transition into wealth management and financial planning.
You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Who This Role Is Perfect For
- Professionals currently working at or recently leaving:
- Chase
- Bank of America
- Wells Fargo
- Or similar banking institutions
- Someone who enjoys helping clients but wants:
- More meaningful relationships
- Less transactional work
- A long-term career path in financial services
- Organized, client-focused, and ready to grow
- Support advisors with administrative and client service tasks
- Assist clients with account servicing, requests, and follow-ups
- Process paperwork and maintain client documentation
- Manage scheduling, calendars, and appointments
- Communicate with clients via phone and email
- Support new client onboarding
- Help deliver a high-touch, relationship-driven client experience
- ✅ Focus on long-term client relationships vs. transactions
- ✅ Smaller, more personalized client base
- ✅ Direct mentorship from experienced advisors
- ✅ Exposure to financial planning and wealth management
You do not need prior financial planning experience—we will train you.
We will teach you:
- Our systems, processes, and workflows
- How we build and maintain client relationships
- The approach that drives success in our firm
If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your long-term goals, we will support and guide you through that process.
This role is designed as a career transition opportunity into:
- Client service roles
- Advisor support roles
- Potential future advisory positions
- $36,000 – $50,000 base salary
- $3,000 – $5,000 bonus potential
- Significant long-term income potential as you grow and become licensed
- Transition from banking into wealth management
- Hands-on training and mentorship
- Professional, team-oriented environment
- Clear path for long-term career growth
If you're ready to take the next step beyond banking and build a meaningful career in financial services, we’d love to hear from you.