Financial Specialist Jobs in California
Financial Specialist jobs in California are concentrated in banking, insurance, corporate finance, and wealth management, with demand running from entry-level analysts to senior portfolio managers. Los Angeles, San Francisco, and San Jose lead hiring activity, anchored by employers like Wells Fargo, Charles Schwab, and Bank of America, all of which maintain major California operations. The most in-demand specialties right now are financial analysis, regulatory compliance, and retirement and investment planning. Find a role that fits below and apply directly.
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IN-OFFICE TRAINING STARTS 11/17/2026
At Simple Debt Solutions, we are helping Americans towards a debt free future by providing a multitude of financial products that's puts them on the path to success. We offer an opportunity to earn one of the highest commissions structures in the industry as well as competitive base pay. We are backed by some of the highest rated companies in the nation and provide a robust paid training to set you up for success.
All leads are vetted and qualified before hitting the floor. Absolutely no cold calling! With some of highest debt averages per client in the industry, your earning potential is unmatched.
Why Join the our team?
- Unlimited Earning Potential – Tiered commission structure + competitive base hourly pay. The more deals you close, the more you earn per deal!
- Top performers earn over $20,000 per month; average closers make $8K–$10k per month.
- High‑intent leads - Our in-house marketing engine delivers warm, qualified leads every day.
- Career growth & leadership opportunities – We promote from within!
- BBB‑accredited company – A trusted name within the industry.
- Comprehensive benefits – Medical, Dental, Vision coverage, 401k, plus other perks.
What You’ll Be Responsible for:
- Guiding clients toward financial freedom by offering specific financial products that benefits their situation.
- Building strong relationships through trust and becoming an expert in the financial services space.
- Using proven sales strategies to close high‑value deals.
- Join a competitive sales environment where effort equals higher earnings and opportunities for growth and promotion come from within.
Simple Debt Solutions is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non‑merit‑based factor.
Job Type: Full-time
Pay: $45,000.00 - $219,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Paid training
Work Location: In person
See All 36 Financial Specialist Jobs in California
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Find Financial Specialist JobsFinancial Specialist Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Specialist Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Education
What California Employers Look For
The qualifications that appear most often in financial specialist jobs across California.
- Bachelor's degree in finance, accounting, economics, or a related field required
- Active FINRA Series 7 or Series 65 license preferred or required for client-facing roles
- Two or more years of experience in financial analysis, planning, or advisory services
- Proficiency in Excel, financial modeling, and enterprise platforms such as SAP or Oracle
- Strong knowledge of federal and California state financial regulations and compliance requirements
- CFA, CFP, or CPA credential recognized as a competitive differentiator for senior positions
Financial Specialist Jobs in California: Frequently Asked Questions
How do you become a financial specialist in California?
Start with a bachelor's degree in finance, accounting, economics, or business. Roles involving securities advice or investment products typically require FINRA licensing, such as the Series 7 or Series 65, administered through FINRA and recognized by the California Department of Financial Protection and Innovation. Many employers also value the CFP or CFA designation. Gaining experience through an internship or entry-level analyst role at a California bank, credit union, or financial services firm is the most direct path.
Which companies hire financial specialists in California?
Employers hiring financial specialists in California right now include Alameda County, CA, City of Hope, and San Jose/Evergreen Community College District, based on current listings on Migrate Mate as of November 2026. California's concentration of major bank headquarters, insurance carriers, and technology-sector corporate finance teams keeps demand for the role consistently broad across the state.
Which California cities have the most financial specialist jobs?
Los Angeles, Oakland, and Irvine account for the largest share of financial specialist openings in California. Los Angeles draws volume from its sprawling corporate headquarters and entertainment-industry finance teams, San Francisco and San Jose from the fintech and venture capital ecosystem in the Bay Area, and Sacramento from state government finance offices and regional banking institutions serving the Central Valley.
Are there remote financial specialist jobs in California?
Yes, and financial specialist roles are reasonably well-suited to remote work given that much of the work involves analysis, reporting, and client communication rather than on-site operations. About 67% of financial specialist openings tied to California are remote or hybrid as of November 2026, reflecting employer flexibility introduced in recent years. Fully remote positions tend to cluster in financial analysis, financial planning, and compliance review rather than in roles requiring in-person client or branch interaction.
How can I get hired as a financial specialist in California with little or no experience?
The most realistic entry path is applying to financial analyst associate or junior financial specialist roles at large California-based institutions such as Wells Fargo, Bank of America, or CalPERS, which run structured new-graduate programs. Lateral moves from adjacent roles like bank teller, loan processor, or accounting clerk are common and recognized by California employers as relevant experience. Earning a FINRA Series 65 license or beginning a CFP designation before applying gives candidates a measurable edge over other entry-level applicants.
Where can I find and apply to financial specialist jobs in California?
You can find and apply to financial specialist jobs in California on Migrate Mate, which lists current openings tied to California employers. Search the listings, find roles that match your background and location preference, and apply directly to the ones that fit.
See All 36 Financial Specialist Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Specialist Jobs