251 Results for

Financial Services Jobs in Riverside, CA

Jobs

New!

Rancho Cucamonga, CA3 days 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!

San Dimas, CAToday

$65,000–$150,000 Per Year

Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.

Orange, CA15 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, CA5 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, CA4 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!

Irvine, CAToday

Remote

$220,000–$300,000 Per Year

High-growth, profitable SaaS company transitioning into an AI infrastructure platform is seeking a highly technical and strategic engineering leader to oversee Engineering operations and partner cross-functionally with Product, Finance, and executive leadership. *The ideal candidate is a Director of Engineering who has been working for a Series A/B, $5-$25M annual revenue startup, whom has remained highly technical but has learned cross-functional management skills, as well - and whom is ready for a change and grow in a new startup environment.

New!

Ontario, CA5 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.

Irvine, CA9 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.

Laguna Woods, California30+ days ago

$23.11–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and 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.

Upland, California30+ 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.

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.

Santa Ana, 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.

Irvine, CA11 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.

Irvine, CA9 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.

Irvine, California9 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.

Diamond Bar, California23 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.

New!

Newport Beach, CA3 days ago

$50,000–$70,000 Per Year

If you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent.

New!

Irvine, California2 days ago

$85,000–$100,000 Per Year

Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

Irvine, CA9 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, California9 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.

Irvine, California7 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.

Ontario, California23 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, CA21 days ago

$19–$21 Per Hour
Full-time

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. Job Overview: The Financial Records Coordinator interacts with accounting staff/teams, community managers, CPAs and other management companies to compile, provide, or distribute financial documents or reports under a variety of circumstances.

March Air Reserve Base, CA30+ 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.

Irvine, CA25 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.

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.

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.

Ontario, California26 days ago

$98,454.61–$142,710.62 Per Year

Monitoring enrollment and retention activities and goals and evaluates key indicators to forecast upcoming work volume and necessary resources, establishes plans to meet those needs, and communicates same to campus Executive Director and VP, Student Financial Services to obtain necessary approvals and successful execution of plans. This includes collections on student payment plans, providing students with documentation for tuition reimbursement, VA (Veterans Affairs) billing and providing external partners student billing statements for repayment.

Newport Beach, CA11 days ago

Full-time

Perform key month-end close activities, including journal entries, account reconciliations, bank reconciliations, revenue invoicing, fixed assets, accounts payable, accruals, prepaids, depreciation, and variance analyses. Our storage projects provide major utilities with a multitude of important services including reliable fast-ramping capacity, energy and ancillary grid services including renewable energy integration support.

Newport Beach, CA30+ days ago

Selected candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. We are currently seeking an experienced, highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office.

Irvine, CA25 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, California30+ days ago

$118,378.93–$165,730.09 Per Year

The ideal candidate possesses deep expertise in business analysis methodologies, significant experience within a higher education financial environment, and a proven ability to guide project teams and senior leadership toward data-informed decisions that enhance financial accuracy, operational efficiency, regulatory compliance, and institutional effectiveness. • Lead various complex projects focused on the analysis and redesign of cross-functional financial operations (e.g., student billing, payment plan administration, receivables management, general ledger reconciliation, financial aid disbursement, application configuration) to identify bottlenecks, inefficiencies, compliance risks, and audit findings.

Glendora, CA30+ days ago

Ideal candidates will have: Compassion – Ability to offer empathy, understanding and support to grieving families Organizational skills – From paperwork to event coordination, accurate details are essential to our business Professionalism – Maintain a respectful attitude and provide service excellence, even in emotionally charged situations Embrace your meaningful career today! **As part of your pre-employment background check, your criminal conviction history will be verified, given that this role requires the following material job duties:** **_Working around and/or handling deceased and working around families and colleagues_** **Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in the withdrawal of a conditional job offer.**

Irvine, California9 days ago

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.

Irvine, CA30+ days ago

Responsibilities: Actively improve technical accounting skills by becoming a subject matter expert (SME) in a complex accounting area of your choice through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training. Complete the assigned internal control processes on 3-4 project teams, within the given budget with minimal supervision by: Creating process narratives, identifying key controls, and concluding on design and operating effectiveness of key controls.

Irvine, California10 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.

Orange, California29 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.

New!

Irvine, California4 days ago

Irvine, CA30+ days ago

Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. Why CBRE: When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive.

Irvine, California30+ days ago

15+ years of progressive financial leadership experience, including 7–10 years in a senior executive finance role (CFO, VP Finance, Controller) within a complex, multi‑site, or service‑based organization. Proven track record working effectively with Boards, Finance Committees, and executive leadership, including the ability to present complex financial topics to non‑financial stakeholders.

Irvine, CA22 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.

Santa Ana, CA30+ days ago

$103,300–$165,000 Per Year

We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. As an Associate Director, you will provide leadership and guidance for your team as well as evaluate client situations and partner with the expense area experts to analyze and negotiate pricing for PRP clients.

Corona, California9 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.

New!

Irvine, California3 days ago

$31.36–$42.34 Per Hour

Further, duties will vary based on team assignment but include from conducting file reviews, ISIR reviews, approving financial aid awards, managing state-based funds such as Cal Grant, completing tuition obligation and R2T4 calculations, processing stipends, monitoring, and resolving title IV credit balances, processing refunds, NSLDS reporting, import/export file processing, resolving disbursement and origination errors, evaluating, and approving institutional aid, SEOG and private loan batches, completing various reports as direct. While this position is not student-facing, customer service is a critical aspect of this role as it supports all WCU and/or ACC campuses and works closely with various internal departments for resolution of issues and completion of multi-step processes.

New!

Santa Ana, California5 days ago

Join Allied Universal at a professional financial institution location as a Front Desk Officer, where you will greet visitors, manage access, monitor lobby activity, and support security-related procedures with strong customer service and communication. Provide customer service to clients, visitors, and/or employees by carrying out site-specific procedures, front desk protocols, and when appropriate, emergency response activities at a financial institution location.

Orange, California30+ days ago

Upland, CA30+ days ago

o 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. o Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

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Financial Services Jobs in Riverside, CA

Jobs

Counselor, Disability Programs and Services (DPS)Chaffey College

Financial Services Management TraineeNew York Life - Greater Los Angeles

Financial Consultant - Brea, CAFidelity Investments

PartnerJobot

Financial ConsultantFame Financial | WFG

Director of Engineering (*startup experience req'd) - 100% REMOTEJobot

Audit AssociateJobot

Finance LeadSolugenix Corp

Bank Financial Services Representative (Personal Banker)First Citizens Bank

Director, Patient Financial ServicesSan Antonio Regional Hospital

CFO Services SupervisorRegal Executive Search

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

Financial AdvisorSagient

Financial Advisor-SeattleRK Partners

Financial AdvisorNorthwestern Mutual

Financial Advisor (Sacramento CA)Pathways

Farmers Financial Sales RepJoseph McCain Farmers Insurance

Financial Advisor, CFP ProfessionalFull Bloom Wealth

Financial Planner-Seattle, WARK Partners

Managing Director - CFO Accounting AdvisoryBaker Tilly Advisory Group, LP

Program Financial SpecialistUltimate Staffing Services

Financial Aid AdvisorWest Coast University, Inc.

Financial Records CoordinatorFirstService Residential

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

Fractional CFOVessel Advisors

Fractional CFO for Construction CompanyVessel Advisors

Financial Specialist 2Primerica

Campus Director, Financial AidAmerican Career College

Senior Financial AccountantesVolta

CFORegal Executive Search

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

Senior Financial Business Analyst (Onsite)West Coast University, Inc.

Funeral Services Assistant (part-time)SCI Shared Resources, LLC

Risk Advisory Services PrincipalBaker Tilly Advisory Group, LP

Chief Financial OfficerAlliance Resource Group

Senior Associate - Accounting and Transaction Advisory ServicesRegal Executive Search

Sr. Financial Reporting AssociateHyundai Capital America

Transplant Financial Coordinator - Kidney Acquisition - FT, DaysUniversity of California, Irvine

Senior Manager, Transactions Advisory ServicesBaker Tilly Advisory Group, LP

Client Services CoordinatorCBRE

Chief Financial OfficerWest Coast University, Inc.

Financial Aid OfficerStanbridge University

Associate Director, Business Optimization (Office Services)Profit Recovery Partners

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial Aid SpecialistWest Coast University, Inc.

Security Officer Financial BuildingAllied Universal

System Director, Lab Services - Full Time, DaysUniversity of California, Irvine

VP, Financial ConsultantCharles Schwab

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