Financial Director Jobs in California
Financial Director jobs in California are among the most active in the country, with concentrated demand across technology, entertainment, healthcare, and private equity in a market that ranges from senior managers stepping into their first director role through seasoned executives overseeing multi-billion-dollar operations. Los Angeles, San Francisco, and San Diego account for the largest share of openings, where established employers such as Kaiser Permanente, Wells Fargo, and Disney maintain significant finance leadership teams. The most in-demand specialties are FP&A leadership, corporate treasury, and healthcare finance. Find a role that fits below and apply directly.
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Pierson Wealth Management is a fiduciary, planning-first wealth management firm helping clients navigate retirement and other major life transitions. Using a proprietary process, the firm delivers comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
The Director of Financial Planning & Lead Servicing Advisor is a senior role built around four responsibilities: serving as the primary advisor for an established group of client relationships, leading financial planning across the firm, directly managing two Client Service Associates, and keeping the founder focused and prepared for every client meeting. This is the right role for an accomplished CFP® professional who brings deep expertise in fixed annuities and fixed income, loves working with clients, and finds genuine satisfaction in developing a team and running a practice at a high level, without the pressure of building a book of business from scratch.
Location: Santa Clarita, CA (full time in office)
What You'll Do
Client Advisory & Relationship Management
- Serve as the primary advisor for an established group of client relationships.
- Lead client meetings, identify planning opportunities, and translate complex strategies into clear, actionable recommendations.
- Ensure client recommendations and follow-up are executed accurately and consistently.
- Apply deep knowledge of fixed annuities and fixed income to deliver well-rounded, client-specific guidance.
Founder Meeting Preparation & Planning Support
- Look ahead at the founder's calendar two weeks out and identify every client meeting requiring preparation.
- Pull client records, prepare comprehensive meeting reports, surface planning opportunities, and flag annuity renewals ahead of each appointment.
- Prepare the founder fully for each meeting so she can walk in ready to deliver; the Director prepares, the founder delivers.
- Rely on the CSA team to have baseline reports and paperwork ready; coordinate and review their output as part of your prep workflow.
- Anticipate what the founder needs and keep the meeting pipeline moving without prompting.
Financial Planning Leadership
- Oversee the development and delivery of comprehensive financial plans across the firm.
- Provide expertise across retirement, investments, tax planning, insurance, estate planning, Social Security, and legacy planning.
- Review complex cases and provide planning guidance to the team.
- Stay current on planning strategies, tax law changes, annuity products, and fixed income markets.
- Continually improve the firm's planning processes and client deliverables.
CSA Team Management & Office Leadership
- Directly manage and develop two Client Service Associates, providing day-to-day direction, coaching, and accountability.
- Establish clear expectations around meeting preparation, paperwork, cash replenishment, and client follow-up.
- Work collaboratively with the CSA team, delegating effectively and reviewing their output to maintain quality.
- Identify and solve workflow or communication issues before they affect the client experience.
- Serve as the firm's consistent, in-office leadership presence and create a collaborative, high-performing team environment.
Requirements:
Experience
- 5+ years of financial planning or wealth management experience
- Demonstrated experience managing client relationships in an advisory capacity
- Experience leading, mentoring, or directly managing team members
- Experience serving affluent and high-net-worth clients preferred
- Experience within an independent RIA or wealth management firm preferred
- Experience managing Client Associates, paraplanners, or associate advisors preferred
Skills & Competencies
- Deep expertise in fixed annuities and fixed income; able to apply this knowledge confidently in client conversations and planning recommendations
- Strong comprehensive financial planning expertise across retirement, tax, insurance, estate, and investment strategy
- Excellent client communication and meeting leadership skills
- Proactive and forward-looking; anticipates what the founder and clients need before being asked
- Detail-oriented with strong organizational skills, sound judgment, and disciplined follow-through
- Confident manager who sets clear expectations, develops others, and holds the team accountable with warmth
- Looking for meaningful, long-term impact on a firm's clients, team, and future, not just a next advisor position
Technology & Tools
- Experience with eMoney or a comparable financial planning platform preferred
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, planning workflows, and client communication
Education & Licensing
- CFP® certification required
- Series 65 required
- Insurance licenses required
- Knowledge of fixed annuity products and fixed income markets required
Compensation:
$200,000
Company:
Pierson Wealth Management is a high-touch wealth management firm based in Santa Clarita, California. Using our proprietary process, we provide comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
We believe exceptional wealth management is both technical and personal. As our firm grows, we are intentionally building a strong leadership team, so our clients continue to receive an excellent level of advice and service.
Benefits and Compensation:
Salary: $200,000
- 401(k) with matching
- Profit sharing
- Annual bonus opportunities
- Paid time off
- Health, Vision, and Dental insurance
Pierson Wealth Management is a fiduciary, planning-first wealth management firm helping clients navigate retirement and other major life transitions. Using a proprietary process, the firm delivers comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
The Director of Financial Planning & Lead Servicing Advisor is a senior role built around four responsibilities: serving as the primary advisor for an established group of client relationships, leading financial planning across the firm, directly managing two Client Service Associates, and keeping the founder focused and prepared for every client meeting. This is the right role for an accomplished CFP® professional who brings deep expertise in fixed annuities and fixed income, loves working with clients, and finds genuine satisfaction in developing a team and running a practice at a high level, without the pressure of building a book of business from scratch.
Location: Santa Clarita, CA (full time in office)
What You'll Do
Client Advisory & Relationship Management
- Serve as the primary advisor for an established group of client relationships.
- Lead client meetings, identify planning opportunities, and translate complex strategies into clear, actionable recommendations.
- Ensure client recommendations and follow-up are executed accurately and consistently.
- Apply deep knowledge of fixed annuities and fixed income to deliver well-rounded, client-specific guidance.
Founder Meeting Preparation & Planning Support
- Look ahead at the founder's calendar two weeks out and identify every client meeting requiring preparation.
- Pull client records, prepare comprehensive meeting reports, surface planning opportunities, and flag annuity renewals ahead of each appointment.
- Prepare the founder fully for each meeting so she can walk in ready to deliver; the Director prepares, the founder delivers.
- Rely on the CSA team to have baseline reports and paperwork ready; coordinate and review their output as part of your prep workflow.
- Anticipate what the founder needs and keep the meeting pipeline moving without prompting.
Financial Planning Leadership
- Oversee the development and delivery of comprehensive financial plans across the firm.
- Provide expertise across retirement, investments, tax planning, insurance, estate planning, Social Security, and legacy planning.
- Review complex cases and provide planning guidance to the team.
- Stay current on planning strategies, tax law changes, annuity products, and fixed income markets.
- Continually improve the firm's planning processes and client deliverables.
CSA Team Management & Office Leadership
- Directly manage and develop two Client Service Associates, providing day-to-day direction, coaching, and accountability.
- Establish clear expectations around meeting preparation, paperwork, cash replenishment, and client follow-up.
- Work collaboratively with the CSA team, delegating effectively and reviewing their output to maintain quality.
- Identify and solve workflow or communication issues before they affect the client experience.
- Serve as the firm's consistent, in-office leadership presence and create a collaborative, high-performing team environment.
Requirements:
Experience
- 5+ years of financial planning or wealth management experience
- Demonstrated experience managing client relationships in an advisory capacity
- Experience leading, mentoring, or directly managing team members
- Experience serving affluent and high-net-worth clients preferred
- Experience within an independent RIA or wealth management firm preferred
- Experience managing Client Associates, paraplanners, or associate advisors preferred
Skills & Competencies
- Deep expertise in fixed annuities and fixed income; able to apply this knowledge confidently in client conversations and planning recommendations
- Strong comprehensive financial planning expertise across retirement, tax, insurance, estate, and investment strategy
- Excellent client communication and meeting leadership skills
- Proactive and forward-looking; anticipates what the founder and clients need before being asked
- Detail-oriented with strong organizational skills, sound judgment, and disciplined follow-through
- Confident manager who sets clear expectations, develops others, and holds the team accountable with warmth
- Looking for meaningful, long-term impact on a firm's clients, team, and future, not just a next advisor position
Technology & Tools
- Experience with eMoney or a comparable financial planning platform preferred
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, planning workflows, and client communication
Education & Licensing
- CFP® certification required
- Series 65 required
- Insurance licenses required
- Knowledge of fixed annuity products and fixed income markets required
Compensation:
$200,000
Company:
Pierson Wealth Management is a high-touch wealth management firm based in Santa Clarita, California. Using our proprietary process, we provide comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
We believe exceptional wealth management is both technical and personal. As our firm grows, we are intentionally building a strong leadership team, so our clients continue to receive an excellent level of advice and service.
Benefits and Compensation:
Salary: $200,000
- 401(k) with matching
- Profit sharing
- Annual bonus opportunities
- Paid time off
- Health, Vision, and Dental insurance
See All 62 Financial Director Jobs in California
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Find Financial Director JobsFinancial Director Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Director Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
- Energy
- Retail
- Manufacturing
- Telecommunications
What California Employers Look For
The qualifications that appear most often in financial director jobs across California.
- CPA license issued or recognized by the California Board of Accountancy required
- Bachelor's degree in finance, accounting, or a related business discipline
- Eight or more years of progressive finance experience including management responsibility
- Demonstrated leadership of financial planning, reporting, and budget cycles for complex organizations
- Advanced proficiency in ERP platforms such as SAP, Oracle, or Workday Financials
- Strong working knowledge of California regulatory requirements and GAAP reporting standards
Financial Director Jobs in California: Frequently Asked Questions
How do you become a financial director in California?
The most direct path is earning a CPA license through the California Board of Accountancy, which requires passing the Uniform CPA Exam, completing a bachelor's degree with qualifying accounting units, and fulfilling supervised experience hours. From there, candidates typically build toward a director role through progressive positions in accounting, FP&A, or corporate finance. An MBA from a California institution strengthens competitiveness for senior leadership tracks at the state's largest employers.
Which companies hire financial directors in California?
Employers hiring financial directors in California right now include California State University, RSM, and Unitek Learning, based on current listings on Migrate Mate as of September 2026. California's density of publicly traded companies, large health systems, and venture-backed technology firms means demand for finance director talent is distributed across a broad range of industries.
Which California cities have the most financial director jobs?
San Francisco, Los Angeles, and San Diego have the most financial director openings in California. Los Angeles drives volume through its entertainment, real estate, and private equity sectors, San Francisco and the Bay Area are anchored by technology and venture-backed companies, and San Diego benefits from a growing cluster of biotech and defense employers with active finance leadership needs.
Are there remote financial director jobs in California?
Yes, and more than many senior leadership roles, since financial directors whose work centers on analysis, reporting, and strategic planning can operate effectively off-site. About 85% of financial director openings tied to California are remote or hybrid as of September 2026, reflecting broader adoption across the technology and professional services sectors. Roles that require hands-on oversight of accounting operations or close coordination with executive teams tend to remain on-site.
How can I get hired as a financial director in California with little or no experience?
The most realistic entry point is securing a senior manager or controller position at a mid-size California company and building toward the director title from within. Large California health systems such as Kaiser Permanente and Dignity Health run structured finance leadership development programs that advance high-performing managers into director roles. Earning a California CPA license and pairing it with an MBA accelerates promotion timelines, and candidates who move laterally from senior financial analyst or accounting manager positions often make the transition within three to five years.
Where can I find and apply to financial director jobs in California?
You can find and apply to financial director jobs in California on Migrate Mate, which lists current openings tied to the California market. Search the available roles, find the ones that fit your background and target location, and apply directly through each listing.
See All 62 Financial Director Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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