581 Results for

Financial Services Jobs in Palms, CA

Jobs

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.

New!

Hawthorne, CA6 days 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.

New!

Newport Beach, CAToday

Review and monitoremployee personal brokerage/investment activityto ensure alignment with internal ethics and personal trading policies (including pre-approval workflows and conflict checks). Youll sit at the center of a firms ethics and employee trading controls at a reputable firm whilehelping protect the organization, its employees, and its clients.

La Puente, 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!

Simi Valley, CA5 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!

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!

Burbank, CA3 days 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.

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!

Los Angeles, CA3 days ago

$200,000–$250,000 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. 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.

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.

El Segundo, CA16 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, CA16 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.

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.

New!

Newport Beach, CA2 days ago

The candidate must possess at least 10 years’ experience in trust and estate planning or administration and in-depth technical expertise in multiple areas, including, but not limited to, estate planning, tax optimization, philanthropy, multigenerational wealth transfer, retirement planning, business succession, and insurance planning. Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required.

New!

Los Angeles, CA4 days ago

$45,000–$54,000 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.

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!

Manhattan Beach, CAToday

$41,714–$50,500 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!

Los Angeles, CAToday

$44,300–$66,400 Per Year

New!

Rowland Heights, CAToday

$41,714–$69,000 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.

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.

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.

Newport Beach, CA23 days ago

The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 95 employees. Since that inception, the company has grown at over +29% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

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, 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, 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.

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, CA16 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, 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

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.

New!

Los Angeles, CA5 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.

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.

Anaheim, California7 days ago

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 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

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.

Anaheim, California10 days ago

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.

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Financial Services Jobs in Palms, CA

Jobs

Financial AnalystJobot

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

Financial Compliance Associate ($25/hr)ProPivotal

Financial Consultant - Brea, CAFidelity Investments

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

Acute Dialysis Services Program Manager - RNFresenius Medical Care

Client AssociateJobot

Employment Litigation AssociateJobot

Commercial Litigation AssociateJobot

Audit SeniorJobot

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

PartnerJobot

Client Service RepresentativeBeacon Hill Staffing Group, LLC

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

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

Senior Family Wealth StrategistBeacon Pointe Advisors LLC

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

Specialist, Fund/Client Accounting IIBNY

Associate BankerBMO Financial

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

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 RepresentativeMission Valley Bank

Financial Services AssociateDavis Family Financial

Operations Associate (Financial Services)The Bahnsen Group LLC

Financial Aid Services AdvisorPaul Mitchell Schools

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

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

Bank Financial Services Representative (Personal Banker)First Citizens Bank

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

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

Tax Senior - Financial ServicesRegal Executive Search

Financial Services AI Automations InternSalt Ai

Financial Services Officer - WilmingtonBanc of California

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

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

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

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

Financial Services ProfessionalTraction Forge Financial

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

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

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