421 financial associate jobs at 195 companies in Los Angeles, CA
2w
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Financial Services Associate
Lancaster, California, United States
$20-$28/hr OnsiteFull Time
Counsel students on financial aid, perform tuition and aid calculations, package Title IV and non-Title IV awards, track documentation, and ensure compliance with federal and institutional regulations.
Microsoft Office
2w
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Financial Services Associate
Lancaster, California, United States
$20-$28/hr OnsiteFull Time
Associate degree required, eligibility for NSLDS professional access, Microsoft Office and database skills, excellent communication, multitasking; 2+ years financial advising/training preferred.
Microsoft Office, Internet applications, database software, Student Financial Aid software applications, National Student Loan Data System (NSLDS)
1mo
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Financial Planning Associate
Irvine, California, United States
RemoteFull Time
0+ YOEBachelor's degree in finance or related field, 0–3 years financial services experience, proficiency with financial planning software, strong analytical and communication skills.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Associate Financial Advisor
Irvine, California, United States
$75k-$91k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2mo
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Financial Analytics Associate
Irvine, California, United States
$75k-$90k/yr OnsiteFull Time
Bachelor's in Accounting/Finance/Economics, advanced Microsoft Excel and financial modeling, 2-4 years financial analysis experience preferred, strong analytical and presentation skills.
Microsoft Excel, Hyperion PBCS, Visual Basic for Applications (VBA), SQL, Power BI
1mo
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Associate Financial Advisor II
Torrance, California, United States
$82k-$137k/yr FieldFull Time
5+ YOEFINRA Series 7 and Series 66 (or 63 and 65), 5+ years in financial services, bachelor’s degree, Microsoft Office and CRM proficiency, strong communication and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2mo
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Sr Financial Mgmt Associate
El Segundo or Los Angeles Air Force Base
$125k-$150k/yr HybridFull Time
10+ YOEMaster's in a related field (or +4 yrs experience), 10+ years DoD financial management experience, Secret clearance, space program support experience preferred, proficiency with CCaR, FM-Suite, WAWF, and Microsoft Office.
Microsoft Office, GAFS, MOCAS, FM-Suite, WAWF, Electronic Document Access (EDA), Standard Contract Reconciliation Tool (SCRT), Shared Data Warehouse (SDW), CCaR, CRIS, Live Link, Integrated Accounts Payable System (IAPS)
2w
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Associate Financial Advisor II
Encino, California, United States
$82k-$137k/yr FieldFull Time
Bachelor's degree or equivalent experience; FINRA Series 7 and 66 (or 63 and 65) obtainable within 120 days; strong financial planning knowledge; Microsoft Office and CRM proficiency; client-facing communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software, eMoney
1mo
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Associate Financial Planner
Los Angeles, California, United States
$70k-$80k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent, 1+ year in financial services, FINRA licenses or designations depending on office, proficiency with Microsoft Office, Morningstar, Salesforce, and Workday.
Morningstar, BRT (Kettley), Microsoft Office, Salesforce, Workday
6d
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Financial Advisor Associate
Los Angeles, California, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organization, and problem-solving skills; U.S. work authorization required.
3mo
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Financial Consultant Associate
Torrance or Palos Verdes Peninsula
$20-$26/hr OnsiteFull Time
2+ YOE2 years administrative support experience; strong Microsoft Office skills; excellent communication, organizational ability; ability to obtain Series 7 and 63 within 6 months.
Microsoft Office
2w
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Personal Financial Associate - Lakewood, CA
Lakewood, California, United States
$22-$27/hr OnsiteFull Time
1+ YOE1+ year retail sales/service experience, strong communication, cash-handling, basic computer skills, ability to analyze member financial needs; completion of Kinecta internal certification programs preferred.
3mo
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Los Angeles Branch - Financial Analyst Associate/AVP
Los Angeles, California, United States
$65k-$150k/yr OnsiteFull Time
3+ YOEBachelor’s degree in Business/Finance/Accounting/Economics; 3+ years credit underwriting/portfolio management for Associate; 5+ years for AVP; strong financial analysis and credit risk skills; proficient with MS Office.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
3mo
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Los Angeles Branch - Financial Analyst Associate/AVP
Los Angeles, California, United States
$65k-$150k/yr OnsiteFull Time
3+ YOEBachelor's in business/finance/accounting/economics required; 3+ years credit underwriting experience (Associate) or 5+ years (AVP); strong financial analysis, loan structuring, credit risk, due diligence, and MS Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Associate Financial Strategist (Employee Benefits)
Anaheim or Pasadena
$75k-$90k/yr OnsiteFull Time
3+ YOERequires active life & health license, bachelor\u0002s degree, 3+ years relevant experience, basic financial modeling, understanding of funding models, carrier dynamics, and self-funded plans.
2mo
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Associate Financial Advisor - Irvine, CA
Irvine, California, United States
OnsiteFull Time
High school diploma required (Bachelor's preferred). Series 7 and Series 66 required (registrations may be obtained during training). FINRA and state insurance licenses required within three months. 3-5 years securities experience preferred. Must complete ongoing training.
1mo
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Financial Systems Associate Director
Los Angeles, California, United States
$110k-$130k/yr HybridFull Time
5+ YOE5+ years with cloud-based ERP systems (Sage Intacct preferred), proven ERP implementation and roadmap experience, leadership of teams, strong finance and ERP configuration knowledge, and stakeholder partnership skills.
Sage Intacct, ERP, AI-driven finance tools, AI finance agents
1mo
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Financial Planning & Analysis Associate
Los Angeles, California, United States
$94k-$117k/yr OnsiteFull Time
3+ YOE3+ years FP&A or related experience; strong Excel and modeling skills; experience with large datasets; analytical mindset and strong communication; familiarity with BI tools or SQL preferred.
Microsoft Excel, SQL, BI tools
2mo
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Senior Associate, Financial Due Diligence
El Segundo, California, United States
OnsiteFull Time
3+ YOE3+ years experience in accounting/advisory/transaction roles, Bachelor's in Accounting or CPA eligible, strong GAAP/transaction knowledge, Microsoft Excel/PowerPoint skills, and ability to travel.
Microsoft Excel, PowerPoint
1mo
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Energy Marketing & Trading Financial Analyst, Associate Specialist
Rosemead, California, United States
$79k-$119k/yr HybridFull Time
1+ YOEExperience in financial planning/modeling, R/Python/SQL development, Excel and data visualization, knowledge of power markets and GHG policy; Bachelor’s in a quantitative field preferred.
R, Python, SQL, Microsoft Excel, ArcGIS, PowerBI, Tableau, VBA
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