Average salary: $97,600 /yearly

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  • $101.23k - $172.36k

     ...presentations ~ FINRA Series 7 and 63 or 66 licenses  ~ Ability to travel 40-50% of the time   Additional Qualifications CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) Highly competitive and goal-oriented A focus on sales... 
    Suggested
    Full time
    Remote work

    City National Bank

    California
    17 days ago
  • $112k - $180k

     ...~ Strong analytical skills with attention to detail is required. Desirable Qualifications CPA (or international equivalent), CFA or MBA are preferred but not required Expert-level GSuite skills, particularly Google Sheets, Google Docs and Google Slides Pigment... 
    Suggested
    Full time
    Work at office
    Local area
    3 days per week

    Aurora

    California
    a month ago
  •  ...provide accurate and updated information regarding the UWorld Accounting & Finance Review Products which focus on the CPA, CMA, CIA, CFA, and CMT  Exams, the 2024 CPA Exam Evolution and on-going updates to each of the aforementioned exams. Support and maintain existing... 
    Suggested
    Remote job
    Live in
    Local area
    Worldwide
    Night shift

    UWorld, LLC

    California
    more than 2 months ago
  • $135k - $165k

     ...conversions, and system integrations Qualifications Bachelor’s degree in accounting, finance, or a related field required CPA or CFA highly preferred At least 7+ years of progressive accounting/ finance experience, ideally with credit union, banking or financial services... 
    Suggested
    Full time
    Local area

    First Entertainment Credit Union

    Los Angeles, CA
    1 hour agonew
  •  ...initiatives. Train and mentor Associate Advisors. III. QUALIFICATIONS Experience and Education: Bachelor’s degree CFP® designation CPA and CFA designations are also welcome. 4+ years of experience as a client-facing financial advisor Leadership experience a plus Experience... 
    Suggested
    Work at office

    Valid8 Financial, Inc.

    Walnut Creek, CA
    1 day ago
  • $21 - $25 per hour

     ...expert. Qualifications Bachelor's degree in Finance, Accounting, or a related field. An MBA or a professional certification such as CFA/CPA is preferred. A minimum of 5 years of experience in financial analysis, financial modeling, budgeting, and forecasting,... 
    Suggested
    Hourly pay
    Contract work
    Flexible hours

    Jobot

    San Francisco, CA
    10 hours ago
  •  ...SAP Experience working with analytical reporting tools Familiar with SQL and relational databases Experience with budgeting and planning methodologies and tools Masters degree in finance, accounting, or related field CFA or CPA certification a plus #J-18808-Ljbffr Esri
    Suggested

    Esri

    Redlands, CA
    4 days ago
  • $185k - $200k

     ...Entrepreneurial attitude, intellectual curiosity, creativity to identify investment opportunities. Desired Qualifications Graduate degree and/or CFA designation preferred; or, equivalent work experience. This role requires candidates to work from a TCW office five days a week.... 
    Suggested
    Full time
    Work experience placement
    Work at office

    TCW

    Los Angeles, CA
    4 days ago
  •  ...Master's degree in Finance, Accounting, Economics, Business Administration or a related field. CTP (Certified Treasury Professional) or CFA designation is a strong plus. Experience: 4-6 years of progressive experience in corporate treasury, with a demonstrable focus on... 
    Suggested
    Temporary work
    Local area

    Anduril

    Costa Mesa, CA
    2 days ago
  • $125k - $150k

     ...other duties as deemed necessary or as directed. Required Qualifications ~ Bachelor's degree ~ Series 65 ~ Completion of CFP or CFA designation CPA, JD, CHFC, or another approved advanced designation/degree ~5+ years of industry experience Skills and... 
    Suggested
    Local area
    Flexible hours

    Cerity Partners

    Los Angeles, CA
    1 day ago
  •  ...visibility and decision-making Qualifications Education Bachelor’s degree in Finance, Accounting, Real Estate, or related field CPA, CFA, or MBA preferred Experience 5+ years of experience in real estate finance, investment analysis, or property accounting Experience... 
    Suggested
    Work at office

    Renowned Recruitment Group

    Newport Beach, CA
    1 day ago
  •  ...into business workflows It’s a bonus if: Familiarity with residential real estate, mortgage markets, or structured finance is a plus CFA Level I or comparable level of investment knowledge is a plus We recognize that people come with experience and talent beyond just the... 
    Suggested
    Work at office
    Local area

    SupportFinity™

    Mill Valley, CA
    1 day ago
  •  ...relationships Ability to work independently with strong analytical and problem‑solving capabilities Relevant certifications such as CFP®, CFA, or similar credentials are highly beneficial Bachelor's degree in Finance, Economics, Accounting, or a related field Experience in... 
    Suggested
    Full time
    Remote work

    Braypark Wealth Management

    Costa Mesa, CA
    10 hours ago
  •  ...internal departments (e.g., tax, compliance, finance) to ensure integrated audit coverage and risk mitigation. Candidate must have CFA Charterholder certification, as well as 36 months of experience using Excel, Word, and CCH ProSystem fx Engagement in audit and... 
    Suggested
    Full time
    Work at office

    TAAD LLP

    Diamond Bar, CA
    2 days ago
  •  ...analytical and problem solving skills, ability to influence and partner across teams to drive outcomes* Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.)* Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred* Strong... 
    Suggested
    Permanent employment
    Temporary work
    Work at office

    Corient Private Wealth LLC.

    Newport Beach, CA
    2 days ago
  • $77.07k - $175.5k

     ...~ Licensed Attorney ~ Enrolled Agent ~ Certifications: ~ Project Management Professional (PMP) ~ Chartered Financial Advisor (CFA) ~ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred... 
    Full time
    Work at office
    Local area
    2 days per week
    3 days per week

    Deloitte

    Los Angeles, CA
    4 days ago
  •  ...build lasting client relationships Ability to work collaboratively and thrive in an in-person team environment Relevant certifications or licenses (e.g., CFP, CFA) are a plus Bachelor’s degree in Finance, Business, or a related field #J-18808-Ljbffr Northwestern Mutual
    Full time

    Northwestern Mutual

    San Francisco, CA
    3 days ago
  •  ...preferred. Able to pivot from granular financial discussions with accounting to high-level strategy meetings with the CEO and Managing Directors. MBA, MSRE, or professional certifications (ARGUS, CPM, CFA a plus) Equal Opportunity Employer #J-18808-Ljbffr Career Strategies

    Career Strategies

    Beverly Hills, CA
    1 day ago
  •  ..., authenticity, credibility, and character Experience in managing funds in 20+ currencies, across multiple corporate entities CTP, CFA, or equivalent certification in Treasury or Analysis Proficiency in spreadsheets and financial modeling Experience with enterprise... 
    Local area
    Remote work
    Worldwide

    Canonical

    Sacramento, CA
    3 days ago
  • $94k - $147k

     ...annuities. This position reports to the LOB Controller for Group and Individual Retirement and works closely with the Business Unit CFO and CFA teams, Actuarial and the Core Controllers team. Responsibilities Ownership of the Group Retirement and Individual Retirement Line... 
    Work at office
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Los Angeles, CA
    2 days ago
  •  ...required Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred Obtained, or progress towards, CFA required CAIA or CFP is a plus Ability to do independent research and strong attention to detail Excellent written and verbal... 
    Work experience placement

    Empirical Wealth Management

    Newport Beach, CA
    2 days ago
  • $75k - $95k

     ...annual bonus 401(k) retirement savings plan with employer match Hybrid work environment - 2 days in Santa Monica office required CFA and educational expense reimbursement Location: This position is located in our Santa Monica, CA office. Angeles offers work from home... 
    Work at office
    Local area
    Work from home
    Relocation

    ANGELES INVESTMENT ADVISORS

    Santa Monica, CA
    2 days ago
  •  ...Investment Director at Dymon Asia Capital, he managed the long short book across Asia.Prashant holds a PGDM from IIM Ahmedabad, is a CFA charter holder, and earned his master's from Shri Ram College of Commerce. A certified life and executive coach, he shares guidance rooted... 
    Work experience placement
    Work at office

    Alt Alpha

    Berkeley, CA
    4 days ago
  •  ...disabilities in performing essential functions. Bachelor’s degree in finance, Accounting, Economics, or a related field required; MBA, CPA, or CFA preferred. 5-8+ years of progressive experience in FP&A, corporate finance, or accounting, preferably within consumer, beauty,... 
    Temporary work
    Summer work
    Casual work
    Remote work
    Flexible hours

    ONE/SIZE

    Los Angeles, CA
    4 days ago
  • $150k - $180k

     ...’s degree in Finance, Accounting, Economics, or a related field Preferred Qualifications: CTP (Certified Treasury Professional) or CFA designation Experience building or scaling a treasury function at a startup or scale‑up Familiarity with international payments, cross... 
    Local area

    Fluidstack

    San Francisco, CA
    10 hours ago
  •  ...business processing Dedicated support staff so you can focus on clients Practice growth and sophistication, with access to CFP®, CPA, JD, CFA® specialists to deepen your planning capabilities Affiliation with one of the largest broker‑dealers in the industry, providing... 
    Local area
    Home office

    Tax & Financial Group

    Newport Beach, CA
    10 hours ago
  • $75k - $200k

     ...certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). Series 65 required, unless any of the above designations qualify for an exemption in the... 
    Work at office
    Local area
    Remote work
    Monday to Friday

    Mercer Advisors

    San Francisco, CA
    3 days ago
  • $115k - $182k

     ...experience in a public accounting or professional services firm environment required; Insurance knowledge preferred CFP preferred or CFA maybe be considered Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at... 
    Local area
    Immediate start
    Worldwide

    CFA Institute

    San Francisco, CA
    1 hour agonew
  •  ...Less, AI Education: Bachelor's degree What are the qualifications? Bachelor's degree in Finance, Accounting, or related field; CPA/CFA preferred; What skills are required? Financial Reporting, Project Management, Cross-functional, Microsoft Excel, Documentation, Optimization... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work

    jobr.pro

    San Jose, CA
    4 days ago
  •  ...infrastructure project finance, including closing tax equity transactions . Bachelor’s degree in Finance, Accounting, or related field (MBA or CFA preferred). Strong understanding of energy markets, renewable technologies, and project finance structures. Advanced proficiency in... 
    Work at office

    Green Recruitment Company

    Dana Point, CA
    1 day ago