San Diego, California, United States · On-site
$110k/yr
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Intelligence Ana…
Skills: SQL, Tableau, Power BI, Snowflake, Salesforce
Stockton, California, United States · On-site
At Horace Mann, we are motivated by educators taking care of our children's futures, and we believe they deserve someone to look after theirs. We are passionate about providing solutions to safeguard what they have today…
Skills: Insurance Sales, Prospecting, Relationship Building, Financial Planning, Public Speaking
San Diego, California, United States · On-site
Associate Director/Director, Business Development Location: On‑site | San Diego, CA or Boston, MA Employment Type: Full‑time Reports to: COO About the Role We are seeking an Associate Director / Director of Business Deve…
Skills: Business development, Strategic partnerships, Scientific literacy, Commercial assessment, Deal execution
Riverside County, California, United States · On-site
POSITION SUMMARY Complete end-of-day activities including posting charges to accounts, running night audit backup, and roll the date. Process all payment types such as room charges, cash, checks, debit, or credit. Proces…
Skills: Night Audit, Payment Processing, Guest Relations, Front Desk Operations, Cash Handling
Orange, California, United States · On-site
$20/hr–$22/hr
Come join our amazing team and work on-site in Orange, CA! The Loss Mitigation Post Closing Coordinator I will be responsible for receipt, monitoring, and delivery of modification collateral documents to appropriate agen…
Skills: Loss Mitigation, Post Closing Coordination, Document Fulfillment, Microsoft Word, Microsoft Excel
Los Angeles, California, United States · Remote OK
RESIDENTIAL LENDING LOAN OFFICER ASSOCIATE WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and submission of completed mortgage loan application packages, …
Skills: Mortgage Loan Processing, Customer Service, Loan Documentation, Analytical Skills, Written Communication
San Diego, California, United States · On-site
$60k–$75k/yr
Arrowhead Pharmaceuticals, Inc. (Nasdaq ARWR) is a commercial stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA…
Skills: Financial Systems Analysis, Procure-to-Pay (P2P), Order-to-Cash (O2C), Microsoft Power BI, Microsoft Power Apps
Riverside County, California, United States · On-site
POSITION SUMMARY Complete end-of-day activities including posting charges to accounts, running night audit backup, and roll the date. Process all payment types such as room charges, cash, checks, debit, or credit. Proces…
Skills: Night Audit, Guest Relations, Payment Processing, Front Desk Operations, Cash Handling
Corona, California, United States · Hybrid
$18/hr–$25/hr
About Monster Energy: Forget about blending in. That's not our style. We're the risk takers, the trailblazers, the gamechangers. We're not perfect and we don't pretend to be. We're raw, unfiltered, and a bit unconvention…
Skills: Accounts Payable, Invoice Processing, SAP, Advanced Excel, Customer Service
Corona, California, United States · On-site
$19/hr–$23/hr
About Monster Energy: Forget about blending in. That's not our style. We're the risk-takers, the trailblazers, the game-changers. We're not perfect, and we don't pretend to be. We're raw, unfiltered, and a bit unconventi…
Skills: Inventory Control, Cycle Counting, SAP, Microsoft Excel, Microsoft Word
Los Angeles, California, United States · On-site
Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people…
Skills: Structured Sales Process, Financial Guidance, Financial Literacy, Retail Banking Products, Customer Service
Los Angeles, California, United States · On-site
$100k–$200k/yr
Benefits: 401(k) Health insurance Paid time off 401(k) matching Pointwealth Capital Management – Investment Analyst / Trader (Portfolio Management Responsibilities) Base salary: $100,000 - $200,000, commensurate with exp…
Skills: Portfolio Management, Trading, Investment Analysis, Investment Research, Due Diligence
Mojave, California, United States · On-site
$28/hr–$39/hr
The Procurement Assistant will fulfill many administrative functions that align with the responsibilities of the Purchasing, Contracts, Accounting, and Shipping & Receiving teams. In this role, you will implement relevan…
Skills: Verbal Communication, Written Communication, Interpersonal Skills, Customer Service, Organizational Skills
San Francisco, California, United States · Hybrid
$136k–$170k/yr
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill…
Skills: Partnership Management, Closing Sales, Go-To-Market Strategy, Relationship Building, Consultative Selling
San Jose, California, United States · On-site
$28/hr–$35/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Retail Banking, Branch Operations, Cash Management, Client Relationship Management, Compliance
San Francisco, California, United States · Hybrid
Associate, Business Development and Mergers & Acquisitions (San Francisco, CA) Leverage advanced knowledge of mechanical and energy systems engineering principles to lead the acquisition and merger activities of various …
Skills: Financial Modeling, Mergers & Acquisitions, Renewable Energy Engineering, Valuation, Discounted Cash Flow
Los Angeles, California, United States · Hybrid
$91k–$159k/yr
At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportuni…
Skills: Information Security Program Management, Cybersecurity Strategy, Business Continuity Planning, Risk Assessment, Incident Response
Los Angeles, California, United States · On-site
$22/hr–$25/hr
At Riboli Family Wines, we've spent over a century perfecting our craft—and we're just getting started. As a four-generation, family-owned winery and one of America's fastest-growing wine producers, we create brands that…
Skills: Accounts Payable, Invoice Processing, Data Entry, Vendor Relations, Financial Documentation
Concord, California, United States · On-site
$50k–$300k/yr
Company Description Concord Toyota is one of the fastest growing brands within the automotive industry. We are building a business based on doing things the right way. From the way we treat our guests, take pride in our …
Skills: Finance and Insurance (F&I), Sales Forecasting, Negotiation, Lending Practices, Compliance
Costa Mesa, California, United States · On-site
$166k–$193k/yr
Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century…
Skills: Program Management, Financial Systems Implementation, Change Management, Cross-functional Leadership, Governance Framework Design
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The role focuses on translating business questions into trusted metrics and dashboards to support decision-making for leadership and advisors. Key duties include standardizing KPI definitions, managing the analytics roadmap, and enabling self-service reporting across the firm.
Candidates must have a bachelor's degree and 3+ years of experience in a data or business analyst role. Proficiency in SQL and modern BI tools like Tableau or Power BI is required, with experience in Snowflake or Salesforce highly valued.
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Intelligence Analyst to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!
As a Business Intelligence Analyst, you will turn business questions into clear metrics, trusted dashboards, and self-service analytics that help advisors, operators, and leadership make confident decisions. You will sit at the intersection of the business and our data platform—gathering requirements, defining what our numbers mean, and making sure the reporting people rely on is accurate, consistent, and easy to use.
Partnering closely with the Data & Analytics, Operations, Finance, M&A, and Advisor teams, you will own metric definitions and documentation, build and maintain dashboards, and drive stakeholder alignment on a shared source of truth. This is a hands-on role that blends analysis, communication, and enablement; less about building pipelines and more about making data usable, understood, and trusted across the firm.
You’ll play a key role in professionalizing how Mission Wealth measures itself—standardizing definitions, reducing conflicting reports, and helping teams answer their own questions through well-designed, governed dashboards. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Job Type: Full-time, salaried exempt
Location: This position is based out of our San Diego office. This is an in-office position only.
Salary: $90,000 base salary; $20,000 annual bonus paid in quarterly increments
This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
Your goals. Our mission. For advisory services, please visit our website missionwealth.com.
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives. __________________________________________ Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
Offices: 1111 Chapala St, Floor 3, Santa Barbara, California 93101, US · 1212 Broadway Plz, Suite 17 & 20, Walnut Creek, California 94596, US · 1100 Glendon Ave, Floor 17, Los Angeles, California 90024, US · 2128 W 32nd Ave, Floor 2, Denver, Colorado 80211, US · 12555 High Bluff Dr, Suite 215, San Diego, California 92130, US
Based on 9424 listings with disclosed salaries, most finance & accounting jobs in California pay between $79k–$212k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 16,246 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Confie, among others. Browse the listings above to see every active employer.
Yes — 5764 of the 16246 open finance & accounting positions offer remote or hybrid work (1589 remote, 4175 hybrid).
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