Financial Professional Jobs in California

Financial Professional jobs in California are concentrated in Los Angeles, San Francisco, and San Diego, where wealth management firms, investment banks, and insurance groups maintain large advisory and planning teams. Major employers with deep California roots include Wells Fargo, Charles Schwab, and Pacific Life, all of which hire financial professionals at both entry and senior levels. The most sought-after specialties are financial planning, investment advisory, and retirement and estate strategy. See the openings below and apply to the ones that match your experience.

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Overview

Open roles25
Top employerNew York Life
Top cityPasadena, CA
Cities hiring10
Work type63% Hybrid
Top industryInsurance

Showing 5 of 25+ Financial Professional jobs

County of Santa Barbara
Financial Office Professional (Part Time Extra Help)
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County of Santa Barbara
New 20h ago
Financial Office Professional (Part Time Extra Help)
County of Santa Barbara
Santa Barbara, California
Accounting
Bookkeeping & AP/AR
Finance
Procurement & Purchasing
$30.59 - $37.01/hr
Hybrid
1,001-5,000

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County of Santa Barbara
Financial Office Professional Senior
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County of Santa Barbara
Added 1d ago
Financial Office Professional Senior
County of Santa Barbara
Santa Barbara County, CA
Accounting
Business Analysis
Business Analyst
$38.84 - $47.59/hr
1,001-5,000

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Allied Universal
Security Professional - Financial Flex Officer
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Allied Universal
Added 1w ago
Security Professional - Financial Flex Officer
Allied Universal
Chico, California
Accounting
Corporate Development & M&A
High school diploma or GED
10,000+

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Osaic
Financial Professional
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Osaic
Added 1w ago
Financial Professional
Osaic
Fresno, California
Account Management
Business Development
Customer Success
Sales
$90k - $135k/yr
Bachelor's degree in finance
1,001-5,000

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S
Entry Level Financial Professional
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S
Added 2w ago
Entry Level Financial Professional
Strong By Sandra
Los Angeles, California
Healthcare Administration
Patient Services & Wellbeing
Physical Therapy
$40k - $150k/yr
Remote (US)

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See All 25 Financial Professional Jobs in California

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Financial Professional Jobs by City in California

Where California roles are concentrated, by current openings.

Pasadena
14 jobs
Los Angeles
2 jobs
Chico
1 job
Corona
1 job
Fresno
1 job
Irvine
1 job
San Diego
1 job
San Dimas
1 job
Burlingame
1 job

Financial Professional Job Market in California

A snapshot from current California openings, updated as new roles post.

Who's Hiring

  • New York Life
    New York Life14
  • Bankers Life
    Bankers Life2
  • County of Santa Barbara
    County of Santa Barbara2
  • Osaic
    Osaic1
  • MassMutual
    MassMutual1

Top Industries Hiring

  • Insurance

What California Employers Look For

The qualifications that appear most often in financial professional jobs across California.

  • Active FINRA Series 7 or Series 65 license required or expected at hire
  • Bachelor's degree in finance, economics, accounting, or a closely related field
  • Experience with financial planning software such as eMoney or MoneyGuidePro
  • Demonstrated ability to build and manage a client book of business
  • Proficiency with CRM platforms and client portfolio reporting tools
  • CFP designation preferred for financial planning and wealth management roles

Financial Professional Jobs in California: Frequently Asked Questions

How do you become a financial professional in California?

Becoming a financial professional in California typically starts with a bachelor's degree in finance, economics, or accounting, followed by passing FINRA licensing exams such as the Series 7 and Series 66, which are required for most advisory and brokerage roles. California-registered investment advisers must also register with the California Department of Financial Protection and Innovation. Many candidates pursue the CFP designation to stand out in the state's competitive planning market.

Which companies hire financial professionals in California?

Companies currently hiring financial professionals in California include New York Life, Bankers Life, and County of Santa Barbara, per current listings on Migrate Mate as of September 2026. California's large population of high-net-worth households and its concentration of technology and entertainment wealth create consistent demand for financial professionals at established firms and boutique wealth management practices alike.

Which California cities have the most financial professional jobs?

The cities with the most financial professional openings in California are Pasadena, Los Angeles, and Chico. Los Angeles dominates because of its sheer size and its concentration of entertainment, real estate, and family office wealth, while San Francisco anchors the tech-wealth advisory market and San Diego draws financial professionals tied to its biotech and defense sectors.

Are there remote financial professional jobs in California?

Yes, and more than most fields. About 88% of financial professional openings tied to California are remote or hybrid as of September 2026, reflecting the desk-based and analytical nature of much of the work. Financial planning, investment research, and portfolio analysis roles are the most consistently remote, while client-facing relationship and advisory roles tend to require in-office or hybrid schedules.

How can I get hired as a financial professional in California with little or no experience?

The most realistic entry path is applying for a financial advisor associate or client service associate role at a large California-based wirehouse or regional firm such as Wells Fargo Advisors or Raymond James, which run structured development programs that combine licensing support with supervised client work. Candidates who earn their Series 7 license before applying gain a clear edge. Moving laterally from banking or insurance customer service roles is also a well-worn path into financial professional positions at California's community banks and regional insurers.

Where can I find and apply to financial professional jobs in California?

You can find and apply to financial professional jobs in California on Migrate Mate, which lists current California openings. Search the listings by location or specialty, find the roles that fit your background, and apply directly to the ones that match.

See All 25 Financial Professional Jobs in California

Find roles in California that match your experience and apply in just a few clicks.

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