286 Results for

Financial Services Jobs in Cucamonga, CA

Jobs

New!

Rancho Cucamonga, CA1 day ago

$91,216–$132,571 Per Year

To support the diverse needs of these populations and their intersections, the College has developed a variety of robust equity-driven efforts in and out of the classroom including the Center for Culture and Social Justice, Panther Care, Rising Scholars, Success Centers, Guiding Panthers to Success (GPS) Centers, and Bringing Light to Ourselves and Others Through Multiculturalism (BLOOM) training. As a federally recognized Hispanic Serving Institution (HSI) Chaffey’s student population includes over 64% identifying as Latinx, 13% White, 7% African-American/Black, 6%Asian, multi-racial/other (5%) and smaller percentages of Filipino and Pacific Islanders (2%), Native American (0.40%), or decline to state (2.6%).

Orange, CA13 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.

New!

Irvine, CA3 days ago

Remote

$180,000–$300,000 Per Year

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. 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.

New!

Glendora, CA2 days ago

$80,000–$160,000 Per Year

The financial industry is constantly evolving, and we seek independent contractors who are results-driven, passionate, and motivated individuals looking to build a rewarding career. Client Consultation: Conduct in-depth consultations to understand clients' unique financial needs, goals, and risk tolerance.

New!

Ontario, CA3 days ago

$60,000–$80,000 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. They have a state-of-the-art office with the newest technology available where everyone works together to achieve our common goal: to provide the best in tax, accounting, and consulting services.

Rialto, CA11 days ago

With a growing economy, friendly neighborhoods, and a mix of urban and suburban amenities, Rialto offers a well-rounded, dynamic lifestyle making it a great place to call home. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities.

Orange, CA7 days ago

$40,000–$48,000 Per Year

Coordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

New!

Irvine, CA6 days ago

$51,370–$92,060 Per Year

The legal work performed differs by practice area and area of specialty such as insurance, banking, investments, financial services, litigation, general corporate, ecommerce/marketing, government relations or labor/employee relations. Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact.

Costa Mesa, CA13 days ago

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

Anaheim, California7 days ago

Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Anaheim, California27 days ago

Anaheim, California7 days ago

Anaheim, California10 days ago

Huntington beach, CA30+ days ago

Remote

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

Anaheim, California30+ days ago

Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. Depending on the unit the Collections Representative is assigned to, the incumbent may be required to perform any or all of the following duties: work billing editing error report(s) prior to the submittal of claims to ensure that claims are billed cleanly and free of errors, leading to prompt and maximum pro-fee reimbursement; collecting on insurance invoices/accounts with balances as generated and outlined on assigned account receivable worklists, aging reports, system target files and correspondence received and assigned.

Anaheim, California16 days ago

Anaheim, California30+ days ago

Anaheim, California7 days ago

Irvine, CA30+ days ago

This individual will be responsible for working alongside the Director of CFO Services to ensure the delivery of high-quality work product and the management of client relationships. Ability to prioritize and manage client engagements through the entire life-cycle: planning, executing, directing, managing the budget and communicating with the manager and partner group.

Anaheim, California7 days ago

Upland, CA30+ days ago

$76.91–$115.37 Per Hour

Responsible for developing and maintaining systems which support efficient, accurate, innovative and compliant revenue cycle processes used to collect appropriate and sustainable revenues from patients and third parties. Directs the work of the PFS management team to ensure the department meets or exceeds departmental goals, and supports overall hospital goals.

Anaheim, California7 days ago

Anaheim, 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.

Santa Ana, CA30+ days ago

$94,700–$155,000 Per Year

This role will consult directly with CFOs and CIOs at some of the largest companies in North America and is responsible for managing expense reduction projects from the initial assessment of our client's existing product usage, pricing, vendor contracts, and agreements all the way through expense reduction strategy development and vendor negotiations. Profit Recovery Partners is a professional services firm that develops, implements and manages cost-reduction solutions for FORTUNE 1000 companies, law firms, private equity firms and private companies throughout North America.

Irvine, CA30+ days ago

Full-time

We’re also looking for attorneys with experience in structuring discovery plans, taking and defending depositions, managing document-intensive cases, drafting dispositive motions, and preparing for trial. Klinedinst is seeking an attorney with at least one year of experience in general litigation (GL), business litigation, and/or financial services to join our expanding team in Irvine, with the opportunity to handle matters throughout the state.

Anaheim, California30+ days ago

Costa Mesa, CA12 days ago

$50,000–$150,000 Per Year

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). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

Garden Grove, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Diamond Bar, California21 days ago

The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. In this role, you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus.

Irvine, CA7 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Corona, California7 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.

Costa Mesa, California30+ days ago

$115,000–$145,000 Per Year

The Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.

Irvine, California7 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.

New!

Irvine, California5 days ago

$33–$36 Per Hour

This role contributes to the development, maintenance, and execution of financial processes that support Employee Benefits Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA). Support the annual renewal process by drafting, configuring, and testing client letter templates, ensuring accuracy of financial data and timely distribution.

Costa Mesa, California30+ days ago

$155,000–$170,000 Per Year

The Requirements: Knowledge and Skill Requirements: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential; At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Knowledge of M&A markets, including corporate, private equity, and investment banking; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

Costa Mesa, CA18 days ago

$220,000–$250,000 Per Year

The Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.

Rancho Cucamonga, CA30+ days ago

Full-time

Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community . Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact.

Irvine, CA7 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Irvine, CA30+ days ago

As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find a Fractional CFO who aligns with our core values and is ready to drive excellence in our clients’ financial endeavors.

Irvine, CA23 days ago

At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.

Huntington Beach, CA30+ days ago

Full-time

This position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts, posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of commercial and business account maintenance. Collaborates with commercial lending, small business team and retail partners to ensure product development for the commercial and business segments are effectively being offered to understand where enhancements are needed and the retention of the commercial and business membership is kept at the highest level.

CERRITOS, California30+ days ago

Organization : Name: GREATER LOS ANGELES AGENCY CA Default: Location : City: CERRITOS Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust.

Ontario, California21 days ago

$28.53–$38.51 Per Hour

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.

Irvine, CA23 days ago

$70,000–$90,000 Per Year

The ideal candidate brings strong analytical capabilities, hands-on experience managing accounts receivable and trade spend, and the ability to translate financial data into actionable insights. This role sits at the intersection of Finance, Sales, and Operations, providing end-to-end financial oversight across the Order-to-Cash (OTC) cycle while driving accuracy, efficiency, and business performance.

Irvine, California8 days ago

2. Support annual audit and quarterly review activities with external auditors by preparing requested documentation, drafting/maintaining support for key accounting positions and policies, coordinating audit requests, responding to inquiries, and tracking open items through resolution. Support the production of quarterly and annual IFRS and U.S. GAAP financial statements, including footnotes and related supporting schedules/analyses; partner with internal stakeholders, leadership, and external auditors to ensure accurate, complete, and timely reporting.

March Air Reserve Base, CA29 days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Corona, CA30+ days ago

The CFO will play a critical role in shaping financial strategy, driving operational performance, and supporting long-term value creation for employee-owners. A rapidly growing, mid-sized construction services company is seeking a strategic and hands-on Chief Financial Officer to join its executive leadership team.

Riverside, CA26 days ago

This role plays a critical part in student success by providing accurate guidance, maintaining compliant records, and supporting the administration of Title IV and other financial aid programs. Stanbridge University is seeking a detail-oriented and student-focused Financial Aid Officer to support students through the financial aid process while ensuring full compliance with federal, state, and institutional regulations.

Irvine, California7 days ago

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Services job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Services Jobs in Cucamonga, CA

Jobs

Counselor, Disability Programs and Services (DPS)Chaffey College

Financial Consultant - Brea, CAFidelity Investments

PartnerJobot

Financial ConsultantFame Financial | WFG

Audit AssociateJobot

Physician - Psychiatry (Behavioral Health) - Mesa Counseling ServicesVituity

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemSHARP HEALTHCARE

Legal Assistant (BI/UM)USAA

Sales Manager - Financial ServicesGoldBook Financial

Director, Patient Financial Services - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Biller IV - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Patient Billing & Collection Manager - PB Financial Services - FT DaysUniversity of California, Irvine

Biller I - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Biller III - HB Patient Financial Services - FT-DaysUniversity of California, Irvine

Financial Services / Remote WorkAmerican Income Life Insurance Company

Medical Collector - PB Financial Services - FT DaysUniversity of California, Irvine

Denial Management Supervisor - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Medicare Collections/Billing Supervisor - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Administrative Assistant II - PB Financial Services - FT Days (piggyback 122788)University of California, Irvine

CFO Services SupervisorRegal Executive Search

Biller III - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Director, Patient Financial ServicesSan Antonio Regional Hospital

Biller II, Commercial Collections - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Entry Level Remote Financial Services RepPrimerica - Karina Mendoza

Senior Manager, Business Optimization (Financial Services)Profit Recovery Partners

Business Litigation/Financial Services/General Liability Attorney - IrvineKlinedinst PC

Biller III-HB Patient Financial Services-FT-DayUniversity of California, Irvine

Financial AdvisorGoldBook Financial

Financial AdvisorFirst Command Financial Services, Inc.

Financial Advisor (Sacramento CA)Pathways

Financial Advisor-SeattleRK Partners

Financial AdvisorNorthwestern Mutual

Senior Associate - Transaction Advisory / Financial Due DiligenceAndersen

Managing Director - CFO Accounting AdvisoryBaker Tilly Advisory Group, LP

Program Financial SpecialistUltimate Staffing Services

Manager - Transaction Advisory / Financial Due DiligenceAndersen

Managing Director, Risk Advisory Servicesbdo consulting

Financial Specialist 2Primerica

Financial Planner-Seattle, WARK Partners

Fractional CFO for Construction CompanyVessel Advisors

Fractional CFOVessel Advisors

Commercial Business and Financial Officer - Full Time - Onsite (So.CA)Nuvision Federal Credit Union

Financial RepresentativeWestern & Southern Life

Financial Aid AdvisorWest Coast University, Inc.

Senior Financial Analyst (On-site, Irvine, CA)TTE Technology Inc

Sr. Financial Reporting AssociateHyundai Capital America

Personal Financial Counselor, March ARB, CAMagellan Health Services, Inc.

Chief Financial OfficerAlliance Resource Group

Financial Aid OfficerStanbridge University

Risk Advisory Services PrincipalBaker Tilly Advisory Group, LP

Resume Resources