Financial Services Consultant Atlasfinancialsolutions CoFinancial Services ConsultantLos Angeles, CaliforniaIf you enjoy helping individuals make important financial decisions, this opportunity allows you to broaden your expertise and help clients prepare for retirement, protect their families, and build long-term wealth. We are seeking mortgage professionals, loan officers, bankers, processors, branch managers, and financial professionals who want to expand their impact while building a rewarding career in financial services.
State And Local Tax Financial Services Senior Manager PwCState And Local Tax Financial Services Senior ManagerLos Angeles, CA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Sr. Financial Analyst | Interim Finance Consultant for reputable Professional Services firm Vertical Careers, Inc.Sr. Financial Analyst | Interim Finance Consultant for reputable Professional Services firmLos Angeles, CALaw firm experience is highly desirable not required, other industries include professional services, financial services, industries working with Client Portfolio Management would be welcomed. Financial Analyst [Finance Consultant] position will support Leadership Team and play a key role in formulating pricing strategies and managing revenue against client expectations in partnership with attorneys.
Financial Services Tax - Real Estate Senior Manager PwCFinancial Services Tax - Real Estate Senior ManagerLos Angeles, CA$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Audit Supervisor WithumSmith+Brown PCFinancial Services Audit SupervisorLos Angeles, CaliforniaStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Financial Services Audit Senior WithumSmith+Brown PCFinancial Services Audit SeniorLos Angeles, CaliforniaStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Insurance and Financial Services Position - State Farm Agent Team Member Cheryl Granger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLynwood, WAFull timeDrive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.
Insurance and Financial Services Position - State Farm Agent Team Member Susie Kang - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAFull timeAs our SALES & ACCOUNT REPRESENTATIVE, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Susie Kang State Farm Insurance Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
NewStudent Financial Services Specialist (Accounting Technician II) California State UniversityStudent Financial Services Specialist (Accounting Technician II)CA$4,037–$5,881Must be able to apply accounting procedures and practices to the analysis of complex accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to complex accounting problems; understand and apply applicable rules, regulations, policies, and procedures; review documents and data for accuracy and completeness; post figures rapidly and accurately; trace and make correcting entries; prepare statements and reports which require utilization of a variety of sources; post information to journals, registers, and ledgers; assemble and compile data used in the preparation of financial reports and/or analysis; balance and reconcile assigned accounts; prepare trial balances; and enter codes and data into the computer and review computer output for accuracy; use current computer word processing and spreadsheet software programs (including Word, Excel and Outlook), web browsers, integrated financial systems and/or other types of records management systems, including student accounting, and student financial aid. The primary function of this position includes processing refunds, identifying returned ACH and check items, undelivered and stale-dated student checks, assisting students with interpreting their accounts in person, via email, or by phone, and reconciling and verifying student payments.
Junior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Financial Services Representative - State Farm Agent Team Member Alex Mora - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberOrange, CAPart timeAssist clients in identifying their insurance needs and recommending appropriate personal lines products (auto, home, renters, etc.). Our State Farm mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Insurance and Financial Services Position - State Farm Agent Team Member Nate Nguon - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTustin, CAFull timeROLE DESCRIPTION: Nate Nguon Ins and Fin Svc Inc - State Farm Agency (Tustin, CA) is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Retirement Consultant - The Baldwin Group Financial Services BRP Group, Inc.Retirement Consultant - The Baldwin Group Financial ServicesIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Corporate Counsel, Financial Services Collaborative SolutionsCorporate Counsel, Financial ServicesSanta Ana, CaliforniaWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
Financial Services Officer I Logix Federal Credit UnionFinancial Services Officer IBurbank, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
NewFinancial Services Officer I (or II)-Pasadena Logix Federal Credit UnionFinancial Services Officer I (or II)-PasadenaPasadena, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
Sr. Financial Analyst [Temp to Hire] for reputable and growing Professional Services Firm Vertical Careers, Inc.Sr. Financial Analyst [Temp to Hire] for reputable and growing Professional Services FirmLos Angeles, CAAbility to communicate effectively with internal and external clients including attorneys, management, other staff, clients of the firm and, at times, vendors. Financial Analyst position will play a key role in formulating pricing strategies and managing billing activity against client expectations in partnership with attorneys.
Financial Consulting Senior Associate - Payroll Services (Adp Workforce Now) RSMFinancial Consulting Senior Associate - Payroll Services (Adp Workforce Now)Los Angeles, CA$62,800–$103,400 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.
Financial Consulting Senior Associate - Payroll Services (Dayforce) RSMFinancial Consulting Senior Associate - Payroll Services (Dayforce)Los Angeles, CA$62,800–$103,400 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.
Patient Financial Services Representative Paradigm Treatment CentersPatient Financial Services RepresentativeLos Angeles, California$28–$30 / hourIn this role, you will serve as a vital link between patients and our clinical teams, ensuring accurate financial processing, insurance coordination, and exceptional customer service to support our clients’ treatment journey. . With over 15 unique locations, we manage and support 500+ dedicated employees serving over 300 residential clients daily located across five states: California, Idaho, Maine, New Hampshire, and Texas.