682 Results for

Financial Services Jobs in San Gabriel, CA

Jobs

New!

Los Angeles, CA4 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.

Hawthorne, CA7 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.

La Puente, CA14 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, CA5 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!

Los Angeles, CA2 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, CA4 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. This role is ideal for an attorney seeking a long-term platform to manage sophisticated litigation matters, maintain and expand client relationships, and contribute to the continued growth of a dynamic litigation practice.

New!

Los Angeles, CA4 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!

Los Angeles, CA4 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!

Burbank, CA4 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!

Irvine, CA4 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!

Los Angeles, CA4 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, CA4 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, CA4 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, CAToday

$24–$28 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. Join us in this exciting role where you will be a crucial part of our team, assisting in the delivery of top-notch financial consulting services to our esteemed clients.

New!

Glendora, CA3 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.

Monterey Park, CA7 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!

Ontario, CA4 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.

Los Angeles, CA23 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, CA17 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, CA17 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.

Los Angeles, CA7 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!

Los Angeles, CAToday

The Customer Service Associate utilizes point-of-sale systems, supports donation initiatives, and collaborates with operations and shipping teams to ensure accurate, efficient, and professional service delivery. Join our mission to transform lives through the power of work — while growing your career with a purpose-driven retail organization making a lasting impact in Southern California communities.

Los Angeles, CA11 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.

Irvine, CA8 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.

Anaheim, California8 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.

Costa Mesa, CA14 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.

Los Angeles, CA14 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.

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, California21 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, CA28 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, CA19 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.

Pasadena, CA24 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.

Inglewood, CA17 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.

Anaheim, California8 days ago

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.

Los Angeles, California21 days ago

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.

Anaheim, California8 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.

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, California28 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.

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.

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, California30+ days ago

Anaheim, California8 days ago

Los Angeles, CA30 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.

Anaheim, California17 days ago

Anaheim, California11 days ago

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Financial Services Jobs in San Gabriel, CA

Jobs

Financial AnalystJobot

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

Financial Consultant - Brea, CAFidelity Investments

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

Client AssociateJobot

Non-Equity Partner – Multiple Practice AreasJobot

Commercial Litigation AssociateJobot

Employment Litigation AssociateJobot

Audit SeniorJobot

PartnerJobot

Special Assets Collection OfficerJobot

High Net Worth Family Law AttorneyJobot

Front Desk Receptionist - Wealth Management firmJobot

Administrative AssistantJobot

Financial ConsultantFame Financial | WFG

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

Audit AssociateJobot

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

Customer Service Associate, eCommerceGoodwill Southern California

Specialist, Fund/Client Accounting IIBNY

Finance LeadSolugenix Corp

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

Sales Manager - Financial ServicesGoldBook Financial

Financial Services AssociateDavis Family Financial

Financial Services RepresentativeMission Valley Bank

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

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

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

Financial Aid Services AdvisorPaul Mitchell Schools

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

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

Bank Financial Services Representative (Personal Banker)First Citizens Bank

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

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

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

Tax Senior - Financial ServicesRegal Executive Search

Financial Services Officer - WilmingtonBanc of California

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

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

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

Medical Collector - PB 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

Financial Services ProfessionalTraction Forge Financial

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

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

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

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