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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This is an excellent opportunity to join the Information Technology Department at the County of Santa Barbara. Come and be a part of a team of talented individuals who are passionate about fostering a culture of teamwork, learning and respect!
In the IT Department our success is powered by people and technology. Our culture is what makes IT a fun and rewarding place to work! We establish, develop and nurture partnerships and open communication within our communities. We embrace a willingness to learn and accept new ideas, to actively listen and to be receptive to change. We strive to grow our talents and do our best in the service of others while taking pride in our work. We explore and deliver new and creative ways to pair technology with business needs.
The County of Santa Barbara’s Information Technology Department has one (1) part time, extra help vacancy for a Financial Office Professional II. The vacancy in located in Santa Barbara, CA.
Civil Service Rule 905. Extra Help Appointment.
This position is Extra Help and at-will and is governed by Civil Service Rule 905. An Extra Help appointment is defined as an appointment made to a non-regular, non-permanent position established on a temporary basis to meet peak loads, unusual work situations, seasonal and recurrent work, intermittent assignments, or emergencies. Such appointment, except emergency appointment, shall not exceed one thousand forty hours in the twelve-month period immediately following the first day of the first appointment of the incumbent, unless extended by prior approval of the Civil Service Commission.
The County of Santa Barbara's Information Technology Department (ITD) is seeking a Financial Office Professional II to support the fiscal operations behind the County's technology services. This position handles the day-to-day financial record keeping that keeps ITD's budget and procurement work on track. The incumbent works in the County's financial systems, including Workday ERP, uses intermediate-level Excel to organize and verify data, and applies established regulations and procedures while exercising judgment to resolve routine issues. The ideal candidate brings accuracy and thoroughness, clear and courteous communication and a customer-focused approach to keeping ITD's finances moving. This position works under general supervision and is well suited to someone who enjoys detailed fiscal work in a fast-moving technology environment.
This position is onsite with the potential to transition to a hybrid onsite/remote schedule, requiring weekly onsite work. It is approximately 20 hours per week, with a flexible schedule available during standard office hours, 8 AM to 5 PM, Monday through Friday.
Examples of Duties
- Review, verify, and process vendor invoices in compliance with governmental policies, procedures, and fund accounting requirements
- Ensure proper coding of expenditures
- Match invoices to purchase orders, contracts, and receiving documents while verifying budget availability in the appropriate fund
- Maintain accurate and organized vendor records, including W-9 forms, tax status, and contract documentation
- Respond to vendor inquiries and resolve discrepancies related to invoices, payments, and purchase orders
- Assist with monitoring encumbrances and verifying that expenditures align with approved budgets
- Reconcile accounts payable activity, including reviewing aging reports and following up on outstanding items
- Support month-end and year-end closing processes, including accruals, reporting, and documentation for audits
- Prepare and issue invoices for services, fees, and interdepartmental charges
- Coordinate with departments to resolve billing issues or discrepancies
- Maintain accurate records and documentation
- Ensure compliance with state and local laws, internal control standards, and fund accounting practices
- Assist with other fiscal projects as needed and other duties as assigned
Employment Standards
One year of financial clerical experience, or the equivalent. Please review the full job description here for a list of required competencies
Supplemental Information
- Review Application to determine applicants that meet the employment standards.
- Departmental Interview: The hiring department will review the list of qualified candidates and determine who to invite to selection interviews.
Conditional Job Offer: Once a conditional offer of employment has been made, candidate will be required to successfully complete a background check, which includes a conviction history check and satisfactory reference checks. This position is considered an “at-will” appointment.
REASONABLE ACCOMMODATIONS:
The County of Santa Barbara is committed to providing reasonable accommodation to applicants. Qualified individuals with disabilities who need reasonable accommodation during the application or selection process should contact the recruiter listed on the job posting. We require verification of needed accommodation from a professional source, such a Medical Provider or a learning institution.
Disaster Service Worker: Pursuant to Governmental Code section 3100, all employees with the County of Santa Barbara are declared to be disaster service workers subject to such disaster service. Activities as may be assigned to them by their superiors or by law.
Equal Employment Opportunity (EEO) Statement
The County of Santa Barbara provides equal employment opportunities to all employees and applicants and prohibits discrimination, harassment, and retaliation of any type with regard to any characteristic or status protected by any federal law, state law, or Santa Barbara County ordinance. The County continues to be committed to a merit-based selection process and to eliminating barriers to attracting and retaining top qualified candidates. The County has a long-standing practice of providing a work environment that respects the dignity of individual employees and values their contributions to our organization.
APPLICATION DEADLINE: Wednesday, September 30, 2026 at 4:59 p.m. PST, postmarks not accepted. You can view job postings and apply online 24 hours a day at www.sbcountyjobs.com.
Recruiters will correspond with applicants by email during each step of the recruitment process. Applicants are reminded to check spam filters continuously during the Selection Process steps to ensure they do not miss required deadlines.
For any questions, please contact Sabina Netto, ITD Human Resources Manager at snetto@countyofsb.org
- BENEFITS: Retirement Plans
Generous County Defined Benefit Plan
Eligible to participate in 457(b) Deferred Compensation Plan
Retirement Reciprocity with CalPERS, CalSTRS, and 1937 Act plans
For more information on our retirement plans, please visit: https://www.sbcers.org/ and http://www.santabarbara457.com
Health Benefits
Choice of dental, vision and medical plans. In addition to the Benefit Allowance noted above, the County contributes toward medical premiums and dental premiums
On-Site Employee Health Clinics in Santa Barbara and Santa Maria which provide ongoing and episodic services to eligible employees and their eligible dependents
Employee Assistance Program (EAP) offers free, confidential assistance with personal and workplace problems to employees and their immediate family members
Healthcare Advocacy Program to help employees navigate the complexities of health plan benefits
Available Health Care and Dependent Care Flexible Spending Accounts, Health Savings Account (HSA), Supplemental Term or Whole Life Insurance, Personal Accident Insurance, Critical Illness Insurance, Accident Insurance and more!
For more information on our health benefits, please visit: https://www.countyofsb.org/4012/Health-Benefits
Paid Time Off
Vacation Leave 12 to 25 days per year depending on length of public employment
Sick Leave 12 days annually with unlimited accumulation, one year of which can be converted to service credit upon retirement
Paid Holidays based on bargaining unit (view the compensation summary for this bargaining unit, link below)
Alternative Transportation Benefit (TDM) up to 2 days of additional vacation for using alternative methods of commuting
For more information on Paid Time Off please view the Compensation Summary for this bargaining unit (available below)
Miscellaneous Benefits
County Paid Term Life Insurance
County Paid Long Term Disability Insurance
Childcare and Employee Discounts
Relocation Assistance may apply
Flexible work schedule may apply
For more information on all of these benefits, please visit: https://www.countyofsb.org/4013/24636/WorkLife-Benefits
Compensation Summary
To view the Compensation Summary specific to the bargaining unit for this position (link to full Memorandum of Understanding also available at bottom of the summary), please visit: https://www.countyofsb.org/3085/SEIU-Local-620
*This benefits list is for convenience only; please refer to the Memorandum of Understanding for complete details of terms and conditions. Amounts are generally prorated for part-time employment.
See All 25 Financial Professional Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Professional JobsFinancial Professional Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Professional Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- New York Life14

- Bankers Life2

- County of Santa Barbara2

- Osaic1

- 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.
Find Financial Professional Jobs