570 Results for

Financial Services Jobs in Montclair, 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%).

New!

Los Angeles, CA3 days ago

$75,000–$85,000 Per Year

Serves as organizational lead on timely preparation, prior year comparison, modification and finalization of annual census and budget reporting to federal and state agencies including UDS, OSHPD, and Section 330; work includes collection and compilation of offline data from various departments to complete the reports; works to continuously streamline and improve this process. Provides month end close assistance to Controller/Assistant Controller including but not limited to: Review of trial balance for accuracy, completeness, and consistency by assigned area Upload or data entry and recording of revenue and expenses as assigned.

Irvine, 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!

Los Angeles, CA4 days ago

$68,000–$150,000

Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools. To be successful in this role, we’re seeking the following: • Executive communication: Exceptional written and verbal skills; adept at toggling between deep analytical detail and high level narratives tailored to client sophistication.

New!

Pasadena, CA3 days ago

$80,000–$100,000 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. A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team.

New!

Los Angeles, CA3 days ago

$200,000–$340,000 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. The firm offers a collaborative environment, comprehensive benefits, merit bonuses, and case origination bonuses for all matters brought to the firm that the partnership approves.

New!

Los Angeles, CA3 days ago

$200,000–$380,000 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. The firm offers a collaborative environment, comprehensive benefits, merit bonuses, and case origination bonuses for all matters brought to the firm that the partnership approves.

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!

Monterey Park, CA6 days ago

$130,000–$135,000 Per Year

A successful candidate for this position will be assigned to the DACM contract with the Los Angeles Community College (LACCD) Build LACCD Facilities Construction Program. DACM Project Management, Inc. is a full service program, project, and construction management firm established in 1987.

New!

Los Angeles, CA3 days ago

$75,000–$105,000 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. Exceptional communication skills, both written and verbal, with the ability to effectively communicate with various stakeholders, including borrowers, legal counsel, and senior management.

New!

Los Angeles, CA3 days ago

$200,000–$275,000 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. We regularly serve clients in professional practices, real estate development, venture capital/financial services, winery and vineyard operations, entertainment, and high-tech industries.

New!

Los Angeles, CA3 days ago

$29–$41 Per Hour

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

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.

Los Angeles, CA22 days ago

Remote

Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

New!

Los Angeles, CA6 days ago

$140,000–$170,000

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.

Los Angeles, CA10 days ago

$52,000–$70,000

In this role, you’ll make an impact in the following ways: Conduct accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets.

New!

Los Angeles, CAToday

$44,300–$66,400 Per Year

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

New!

Irvine, CAToday

$43,100–$58,300 Per Year

Irvine, CA7 days ago

$106–$106 Per Hour
Temporary
Contractor
Full-time

You will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management across the client. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

New!

Brea, CAToday

$45,900–$75,900 Per Year

Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.

New!

Los Angeles, CAToday

Remote

$44,000–$80,000

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. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

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.

Los Angeles, CA13 days ago

This is an entry-level role with training provided, designed for candidates who are interested in developing a career in financial services while working directly with clients. We work with a range of established financial institutions to provide clients with guidance and access to financial solutions that support their long-term goals.

Pasadena, CA23 days ago

$22–$25 Per Hour

You will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.

Los Angeles, CA27 days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

Los Angeles, California20 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.

Los Angeles, CA18 days ago

$250,000–$400,000 Per Year

Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

Los Angeles, CA30+ days ago

Analysts who demonstrate advanced analytical modeling skills, as well as top-of-class customer service will have an opportunity to work on the team’s newest service offerings: (i) support of our partners in conducting client-related capitalization modeling which provides an opportunity to work with attorney deal teams as they advise start-up clients moving through early stage funding, IPO, or other financing events, and (ii) support of our practice groups in monitoring market opportunities and identifying viable prospects, which involves analyzing publicly available financial information from such sources as Bloomberg and CapIQ. The Senior Analyst will summarize large volumes of data in executive summary schedules and reports, develop financial models, engage in key strategic projects and initiatives, and provide billing statistics and analytical support to the firm’s leadership, attorneys, Finance & Accounting department management, committees, and other firm management as requested.

Los Angeles, California20 days ago

Anaheim, California27 days ago

Anaheim, California7 days ago

Los Angeles, CA30+ days ago

The Senior Financial Analyst – Pricing & Profitability is an integral part of the firm’s Financial Analysis team and will be responsible for providing financial, analytical, and business support to drive success towards the firm’s goals and objectives, while providing pricing expertise and advisory services to attorneys and other business functions through quantitative (i.e. profitability analysis) and qualitative (i.e. negotiation tactics) support. Leading pricing response for the pursuit of new opportunities by developing competitive, innovative, and profitable fee proposals that align to the firm’s strategic and financial goals.

Anaheim, California7 days ago

Anaheim, California10 days ago

Los Angeles, CA29 days ago

Remote

We at Traction Forge Financial ( a GFI Affiliate) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future. As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.

Los Angeles, CA30+ days ago

The Senior Pricing Analyst will play a key role in the firm’s annual rate formulation process, pricing strategies, managing billing activity against client expectations in partnership with attorneys including creating budgets, and responding to competitive requests for proposal. The Senior Pricing Analyst will participate in the annual rates process improvements, take the lead in certain aspects of the annual rates process and participate in developing pricing tools and templates to boost accuracy in future budgeting.

Los Angeles, CA29 days ago

Ability 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.

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.

Los Angeles, CA30+ days ago

$20.28–$30.42 Per Hour

Specific roles will include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation. The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds.

Los Angeles, CA27 days ago

Full-time

Meeting education requirement for CPA certification in the state where you are applying forThe salary range is $ 100,000-$150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team.

Anaheim, California16 days ago

Anaheim, California7 days ago

Anaheim, California30+ 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.

Los Angeles, CA30+ days ago

A global law firm based in California, New York or Washington D.C. is searching for a Senior Financial Analyst who will be responsible for analyzing and visualizing business data to support decision-making across various departments of the firm. Strong interpersonal and communication (verbal and written) skills are required to build and maintain effective relationships with senior management, attorneys and staff.

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Financial Services Jobs in Montclair, CA

Jobs

Counselor, Disability Programs and Services (DPS)Chaffey College

Financial AnalystJobot

Financial Consultant - Brea, CAFidelity Investments

Vice President, Client Service Lead - Investment Performance and Risk ServicesBNY

Client AssociateJobot

Employment Litigation AssociateJobot

Commercial Litigation AssociateJobot

PartnerJobot

Financial ConsultantFame Financial | WFG

Business Analyst (Business and Financial Operations)DACM Project Management, Inc

Special Assets Collection OfficerJobot

High Net Worth Family Law AttorneyJobot

Front Desk Receptionist - Wealth Management firmJobot

Audit AssociateJobot

Physician - Psychiatry (Behavioral Health) - Mesa Counseling ServicesVituity

Client Service RepresentativeBeacon Hill Staffing Group, LLC

Finance Manager x 140K - 160K + bonus x LA / flexVaco LLC

Specialist, Fund/Client Accounting IIBNY

Associate Banker - Los Angeles, CA (Hollywood)BMO Financial

Associate BankerBMO Financial

Finance LeadSolugenix Corp

Retail Relationship BankerBMO Financial

Client Support Specialist – Greater Los Angeles, CA Area (REMOTE)Fidelity Investments

Sales Manager - Financial ServicesGoldBook Financial

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

Financial Services AssociateDavis Family Financial

Financial Aid Services AdvisorPaul Mitchell Schools

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Manager, CFO Advisory - Financial ServicesBaker Tilly Advisory Group, LP

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligencebdo consulting

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

Senior Manager, CFO Advisory - Financial ServicesBaker Tilly Advisory Group, LP

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

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

Sr. Financial/Pricing Analyst for prestigious global Professional Services firmVertical Careers, Inc.

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

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

Financial Services ProfessionalTraction Forge Financial

Sr. Financial Analyst | Sr. Pricing Analyst [Hybrid Work Model] for reputable and growing Professional Services firmVertical Careers, Inc.

Sr. Financial Analyst for reputable and growing Professional Services FirmVertical Careers, Inc.

Financial Services / Remote WorkAmerican Income Life Insurance Company

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

BIS - Financial Services Operations Analyst- Part TimeCity National Bank

PEPI: Senior Associate, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)Alvarez & Marsal Private Equity Performance Improvement Group, LLC

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

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

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

CFO Services SupervisorRegal Executive Search

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

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