708 Results for

Financial Services Jobs in Walnut, CA

Jobs

Los Angeles, CA14 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.

New!

Rancho Cucamonga, CA2 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%).

Los Angeles, CA14 days ago

$180,000–$280,000 Per Year

Examines complex deal related issues and provide 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. The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.

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.

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.

New!

Newport Beach, CA1 day ago

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.

Laguna Hills, 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.

Los Angeles, CA14 days ago

$220,000–$250,000 Per Year

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

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.

Los Angeles, CA14 days ago

$250,000–$350,000 Per Year

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New!

Pasadena, CA4 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.

Upland, CA12 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.

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!

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!

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.

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.

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!

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!

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.

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.

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.

Rialto, CA12 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, 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!

Newport Beach, CA3 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, 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.

Los Angeles, CA24 days ago

We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. The Associate Director, Real Estate Operations will assist in managing the accounting team servicing Real Estate Fund Administration clients using the firms core Real Estate applications (e.g.

Los Angeles, CA28 days ago

$150,000–$225,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Los Angeles, CA11 days ago

Remote

As we continue accelerating our growth, we are seeking a highperforming enterprise seller who excels at positioning business outcomes, building trusted relationships, and partnering with large, complex client organizations. You will be provided with an established list of enterprise accounts including existing customers with active pipelines and targeted new logos where we have strong brand alignment.

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.

Los Angeles, CA14 days ago

$190,000–$269,000 Per Year

Documents, reviews, and analyzes schedules, contracts, change orders, correspondence, daily reports, meeting minutes, monthly reports, and any additional documents related to the project/file . The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Torrance, CA14 days ago

Remote

$75,500–$100,000

Active FINRA registrations (Series 7 or 1; Series 24 or 9/10; Series 63/65 or 66; Series 53) with the ability to obtain and maintain required state licenses, IAR registration, principal registration, and bonding. Strong working knowledge of FINRA, SEC, and MSRB rules, with the ability to analyze sales activity, exception reports, and investigations to ensure regulatory and firm compliance.

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.

Newport Beach, CA24 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, 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

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.

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, 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.

Anaheim, California8 days ago

Anaheim, California28 days ago

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.

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, California21 days ago

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Financial Services Jobs in Walnut, CA

Jobs

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

Counselor, Disability Programs and Services (DPS)Chaffey College

Director, Transaction Advisory Services - Healthcare Financial Due Diligencebdo consulting

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

Financial AnalystJobot

Financial Compliance Associate ($25/hr)ProPivotal

Financial Consultant - Brea, CAFidelity Investments

Managing Director, Risk Advisory Servicesbdo consulting

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

Tax Managing Director, Transaction Advisory Services (M&A)bdo consulting

Client AssociateJobot

VP, Financial ConsultantCharles Schwab

Employment Litigation AssociateJobot

Commercial Litigation AssociateJobot

Financial ConsultantFame Financial | WFG

Audit SeniorJobot

PartnerJobot

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

Administrative AssistantJobot

Client Service RepresentativeBeacon Hill Staffing Group, LLC

Physician - Psychiatry (Behavioral Health) - Mesa Counseling ServicesVituity

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

Senior Family Wealth StrategistBeacon Pointe Advisors LLC

Customer Service Associate, eCommerceGoodwill Southern California

Specialist, Fund/Client Accounting IIBNY

Associate Director Real EstateVistra - Property Management

Capital ESOP Advisory Vice Presidentbdo consulting

Business Development Manager - RemoteGP Strategies Corporation

Finance LeadSolugenix Corp

Director, Forensics - Building Property Claims Recoverybdo consulting

Regional Supervisory PrincipalMutual of Omaha

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

Sales Manager - Financial ServicesGoldBook Financial

Financial Services AssociateDavis Family Financial

Operations Associate (Financial Services)The Bahnsen Group LLC

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

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

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

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

Financial Services Officer - WilmingtonBanc of California

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

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

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