211 Results for

Financial Services Jobs in Agoura Hills, CA

Jobs

New!

Hawthorne, CA1 day ago

$130,000–$160,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. ???????Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Carson, CA16 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Simi Valley, CA8 days ago

$111,197–$185,203 Per Year

Confers routinely with Technical Program Manager and Technical Operations Manager to ensure preventative maintenance program for routine machine maintenance, to ensure the timely repair of disabled machines, to coordinate infection control measures, routine culturing, water testing, logging of results, transportation of equipment and supplies and communicate technical information to the staff. Responsible for Acute Care Electronic System (ACES) include the following: Takes initiative and action to respond, resolve and follow up regarding customer service issues with all customers in a timely manner.

New!

Burbank, CA1 day ago

$150,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations.

El Segundo, CA19 days ago

$110,000–$140,000 Per Year

This position is based in El Segundo, CA, and involves close collaboration with the Space Systems Command’s (SSC) Space Sensing senior leadership, HQ USSF, Combat Forces Command (CFC), and representatives from other Services, Combatant Commands, and other government agencies. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.

El Segundo, CA19 days ago

$70,000–$115,000 Per Year

IDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.

Torrance, CA16 days ago

Remote

$75,500–$100,000

Active FINRA registrations (Series 7 or 1; Series 24 or 9/10; Series 63/65 or 66; Series 53) with the ability to obtain and maintain required state licenses, IAR registration, principal registration, and bonding. Strong working knowledge of FINRA, SEC, and MSRB rules, with the ability to analyze sales activity, exception reports, and investigations to ensure regulatory and firm compliance.

Santa Clarita, CA30+ days ago

Our Financial Services Representative position(Arcadia, CA) is responsible for delivering remarkable client service and proactively selling bank products/services that meet prospect/client needs. Build long-term relationships to cross-sell products and services by suggesting bank products and to open new accounts for both business and consumer prospects/clients.

Santa Monica, California30+ days ago

$23–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Inglewood, CA19 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Los Angeles, CA8 days ago

Remote

$20–$30 Per Hour

Direct experience in investment banking, financial advisory, asset management, or a closely adjacent financial services role—internship, coursework, or project work that proves you understand how these workflows operate. • Experience building RAG pipelines or knowledge retrieval systems over documents—directly relevant to how Salt ingests and reasons over financial documents like 10-Ks, CIMs, and credit memos.

Manhattan Beach,, CA30+ days ago

In addition to traditional assurance and tax services, They also provide numerous advisory services, including risk advisory; transaction advisory; IT advisory; forensic accounting; litigation support; international; property tax; state and local tax; and wealth management services. Our client serves a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities.

Wilmington, CA30+ days ago

Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies.

Woodland Hills, CA30+ days ago

This role focuses on writing, editing, optimizing, and managing compliant web content within Adobe Experience Manager (AEM)—not web development or high-level marketing strategy. We are seeking a hands-on Web Content Manager with strong content authoring, publishing, and SEO execution experience in the financial services industry.

Los Angeles, CA30+ days ago

The Financial Analyst - Pricing and Profitability is an integral part of the firm’s Finance & Accounting team and will be responsible for providing financial and analytical support to attorneys for pricing and scoping engagements, while modelling matter profitability and providing scenario analysis to support pricing decisions for firm management. A global law firm consistently ranked among the top firms in the world, is seeking a Financial Analyst—Pricing and Profitability to join our dynamic team in our Global Services Office, located in downtown Los Angeles.

Newbury Park, California30+ days ago

$45,000–$125,000 Per Year

Responsibilities: 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.

Woodland Hills, California30+ days ago

$45,000–$125,000 Per Year

Glendale, CA30+ days ago

Remote

If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

El Segundo, CA12 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Woodland Hls, California10 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Thousand Oaks, CA16 days ago

$65,000–$75,000 Per Year

We’re conducting a selective search for a Client Services Coordinator to join a respected boutique wealth management firm in Thousand Oaks supporting a high-performing advisory team and sophisticated client base. This search is being led by Fisher Search Group, a talent intelligence firm built to help high-performing companies identify, engage, and hire exceptional commercial and operational talent.

New!

Van Nuys, CA3 days ago

Full-time

The Patient Financial Navigator serves as the primary point of contact for patients seeking information about insurance benefits, out-of-pocket costs, and financial assistance options for Kandu medical devices and services. Kandu, Inc. considers factors such as scope and responsibilities of the position, candidate’s work experience, education/training, key skills and internal parity, as well as location, market and business considerations when extending an offer.

Westlake Village, CA30+ days ago

$120,000–$135,000

Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.

Westlake Village, CA30+ days ago

$100,000–$125,000 Per Year

North Hollywood, California30 days ago

$28.53–$38.51 Per Year

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.

West Los Angeles, CA30+ days ago

Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, including but not limited to: Follow up with prospective clients on additional information and materials needed for timely completion of planning analysis and both insurance and investment materials. Generate, monitor, and submit all insurance applications (life, disability, long term care, and annuity), ensuring compliance with all relevant state-specific regulatory requirements and internal policies, including those established by Northwestern Mutual, to provide a seamless submission of all applications.

New!

Redondo Beach, CA2 days ago

$120,000–$150,000 Per Year

This position requires applicants to be either U.S. Persons (i.e., U.S. citizen, U.S. national, lawful permanent U.S. resident (green card holder), an individual granted asylum in the U.S., or an individual admitted in U.S. refugee status) or persons eligible to obtain an export license from the U.S. Departments of State, Commerce, or other applicable U.S. government agencies. They will provide functional leaders both detailed analysis and actionable business incites; the ideal candidate will be both analytically curios and operationally minded.

Encino, CA30+ days ago

This role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects.

Hawthorne, CA26 days ago

$32.25–$38 Per Hour

Your responsibilities will include processing transactions, updating accounts, opening new accounts, and managing new loan applications while diligently addressing all member inquiries about our diverse range of products and services. By identifying member needs and effectively matching them with valuable SkyOne solutions, you will be instrumental in fostering a culture of excellence, accountability, and innovation within our credit union.

Beverly Hills, CA30+ days ago

$70,000–$75,000

This role focuses on delivering structured financial education, supporting long-term planning conversations, and maintaining a professional, discreet client experience. We are seeking a Private Client Financial Education Specialist to support a growing financial services organization serving a high-expectation, relationship-driven clientele.

Valencia, California30+ days ago

Overview: The Brokerage Sales Associate or Associate Financial Consultant is a licensed position that supports multiple Financial Consultants with all aspects of client management, scheduling and managing the Financial Consultants’ appointments, contacting prospective clients to uncover new opportunities, handling new account administration and account servicing. Efficiently handles new business, including account opening, approvals, account transfers, follow up and tracking for completion and communicates with Financial Consultants as needed to complete processes.

Woodland Hills, California10 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Woodland Hills, CA25 days ago

This role partners closely with project managers, technology teams, and finance leadership to ensure accurate financial planning, forecasting, variance analysis, and business case development for large‐scale investments and initiatives. Farmers is headquartered in Los Angeles (CA) with additional offices in Austin (TX), Grand Rapids (MI), Warwick (RI), Kansas City (KS), Oklahoma City (OK), Seattle (WA), Wilmington (DE), Cleveland (OH), Plantation (FL), and Phoenix (AZ).

New!

Woodland Hills, California6 days ago

Chatsworth, CA30+ days ago

Full-time

Develop and maintain a good working rapport with other departments within the facility, and outside community health, welfare and social agencies, to assure that social service programs can be properly maintained to meet the needs of the residents. • Work with emotional problems including assisting resident/family with anxieties and stress caused by illness and admission to the facility, difficulties in coping with residual physical disabilities, fears related to helplessness and death, and the need for institutional and specialized care.

Inglewood, CA30+ days ago

Only in truly rare and exceptional circumstances, where an external candidate has experience, credentials or expertise that far exceed those required or expected for the position, would the NFL consider paying a salary or rate near the higher end of the range. The position contributes to maintaining compliance with accounting policies, supports internal and external audit requirements, and partners with finance teams to uphold effective and efficient record-to-report processes.

Woodland Hls, California10 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Malibu, CA30+ days ago

$80,000–$85,000

Prior financial services experience is not required; licensing and compliance training are provided. This position is well suited for professionals who value structure, accuracy, and ethical communication.

Santa Clarita, CA30+ days ago

While cruising paused worldwide, we laid the groundwork to take our company to even greater success, with fresh perspectives and new ways of working. Our highest responsibility, and therefore our top priorities, are always compliance; environmental protection; and the health, safety, and well-being of our guests, the people in places we visit, and our Carnival family, both shoreside, and shipboard.

West Hills, CA30+ days ago

7) Cross-Functional Collaboration: Collaborate with team members across departments to gather financial data, understand business operations, and provide financial insights. We are driven to use the power of our global network to connect businesses with the right people, and people with the right businesses without bias.

New!

El Segundo, California6 days ago

Century City, CA30+ days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

El Segundo, CA30+ days ago

Assist in creating reports (including Quality of Earnings reports) and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind profits and cash flows. In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have: Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment.

New!

Glendale, CA6 days ago

Under direction of the Director of Case Management, the Social Services Specialist (formerly titled as Discharge Planner) assists each resident and family in planning discharge for post-SNF stay in order tomaintain the highest practicable level of functioning in accordance with current federal and state regulations, as well as Company policies and procedures. Develops a working knowledge of federal and state regulations, as related to position, and reimbursement (Medicare, Medicaid and commercial) and provides support with applications and eligibility information requests.

New!

Hawthorne, CA1 day ago

$80,000–$90,000

We use our engineering expertise to provide our clients with cutting edge components with industry leading reliability, advanced intelligence, and superior value, service, and support. Fulham is a global manufacturer of innovative, high quality and cost competitive lighting components and specialty lighting solutions.

LA, CA30+ days ago

$60–$63 Per Hour

ExperienceRequired: A minimum of 5 years of experience performing claims audits or claims processing related to Medi-Cal, Cal MediConnect, and/or other managed care product lines similar to PASC-SEIU programs. Job SummaryThe Financial Compliance Auditor III, Claims is responsible for various tasks within the Financial Compliance Unit, including the audit of claims processed by medical groups and health plans contracted with Client.

Torrance, California16 days ago

Remote

$85,000–$110,000 Per Year

Develop and maintain positive relationships with internal stakeholders, external clients and marketing partners to advance the KPPC growth and client retention strategy; have a clear understanding of client needs, goals and objectives, and provide strategic pharmacy management options in support of each; analyze pharmacy utilization data and provide clients with consultative solutions to manage and control costs. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Oxnard, California19 days ago

This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams]. Operational ExcellenceLead, mentor, and develop high-performing client service teams, including Account Managers, Account Executives, and support staff.

New!

TORRANCE, California5 days ago

Must obtain Food Protection Manager (FPM), Food Service Manager (FSM), Long-Term Care Food Service (LTC-FSM), and CDM,CFPP (where required by state regulations) certifications during the development program. Additional Pay Information: Pay wage will vary based on objective factors, including location, years of experience, staffing needs, and other business reasons.

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Financial Services Jobs in Agoura Hills, CA

Jobs

Financial Reporting Manager x 130K - 155K + bonus x South BayVaco LLC

Financial Consultant - Brea, CAFidelity Investments

Acute Dialysis Services Program Manager - RNFresenius Medical Care

Audit SeniorJobot

SSC SN - Senior Acquisition Business Analyst (Los Angeles Air Force Base, CA)Integrated Data Services

SSC - Business Analyst (Los Angeles Air Force Base, CA)Integrated Data Services

Regional Supervisory PrincipalMutual of Omaha

Financial Services RepresentativeMission Valley Bank

Bank Financial Services Representative (Personal Banker)First Citizens Bank

Work From Home - Entry-Level Financial Services Consultant IIVirgo & Aries LLC

Financial Services AI Automations InternSalt Ai

Tax Senior - Financial ServicesRegal Executive Search

Financial Services Officer - WilmingtonBanc of California

Web Content Manager (Financial Services | AEM | SEO)Veterans Sourcing Group

Financial/Pricing Analyst for a Global Professional Services FirmVertical Careers, Inc.

Financial Services Officer I- Newbury Park-Full TimeLogix Federal Credit Union

Financial Services Officer ILogix Federal Credit Union

Entry Level Remote Financial Services RepPrimerica - Karina Mendoza

Financial AdvisorSagient

Financial AdvisorNorthwestern Mutual

Wealth Management Financial PlannerOne Capital Management, LLC

Client Services Coordinator - Thousand Oaks / Newbury Park, CA (On-site)Brett Fisher Group

Patient Financial NavigatorKandu, Inc.

Financial Planning DirectorOne Capital Management, LLC

Financial Planner (Director)One Capital Management, LLC

Financial Aid Advisor(temporary)West Coast University, Inc.

Financial Planning Associate-West L.A.RK Partners

Senior Financial Analyst (FP&A)Impulse Space

Financial Sales RepresentativeHire Up Staffing Services

Member Services LeadSkyOne Federal Credit Union

Private Client Financial Education SpecialistAll Financial Freedom

Associate Financial Consultant II-Woodland Hills areaLogix Federal Credit Union

Risk Advisory Services PrincipalBaker Tilly Advisory Group, LP

Accounting Finance - Financial Analyst IIIVeterans Sourcing Group

Senior Manager, Transactions Advisory ServicesBaker Tilly Advisory Group, LP

Social Services Asst-Full TimeStoney Point Healthcare Center

Associate, Shared Services - Record to Report (Accounting) (External Staffing Agency)The National Football League

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial Compliance & Education SpecialistAll Financial Freedom

Senior Financial AnalystCarnival Global Brand

Financial AnalystLancesoft

Senior Consultant Transactions Advisory ServicesBaker Tilly Advisory Group, LP

VP, Financial ConsultantCharles Schwab

Vice President, Financial Due DiligenceRegal Executive Search

Social Services SpecialistRoyal Palms Post Acute

Senior Financial AnalystFulham Co.

Financial Compliance Auditor III, ClaimsGTT

Senior Account Executive, Pharmacy ServicesGallagher

Director, Client Services - Property & CasualtyAlera Group

Dining Services - Manager in TrainingHealthcare Services Group, Inc.

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