Phoenix, Arizona, United States · Hybrid
$60k–$70k/yr
Job Description: The Job/What You'll Do: The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process s…
Skills: Sales Operations, Salesforce, CRM Analytics, PowerBI, Excel
Fresno County, California, United States · On-site
$95k–$120k/yr
Position Summary The Corporate Operations Strategist serves as the analytical bridge between Operations, Sales, and Accounting, transforming complex data into actionable business intelligence that drives operational effi…
Skills: Integrated Scheduling, Labor Forecasting, Data Analysis, Financial Planning, KPI Tracking
Burlingame, California, United States · On-site
$38/hr–$38/hr
Job DetailsJob Location: Burlingame, CA 94010Salary Range: $38.00 - $38.00 HourlyThe Claims Examiner is responsible for the daily review, audit, examination, investigation and adjudication of professional claims. Must ex…
Skills: Claims Adjudication, Medical Billing, Data Entry, Medical Terminology, Analytical Skills
San Jose, California, United States · Hybrid
$100k–$160k/yr
Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our…
Skills: Venture Banking, Deal Structuring, Underwriting, Portfolio Management, Financial Modeling
San Jose, California, United States · On-site
$97k–$208k/yr
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Portfolio Manager man…
Skills: Financial Analysis, Risk Assessment, Credit Underwriting, Portfolio Management, Credit Structuring
San Francisco, California, United States · Hybrid
$200k–$300k/yr
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldw…
Skills: Engineering Leadership, Software Architecture, System Design, People Management, Product Thinking
San Diego, California, United States · On-site
$71k–$77k/yr
Overview Position Summary KaiHonua, LLC has an immediate opening for a Jr Program Management Analyst to join our rapidly growing team. The Junior Program Management Analyst provides entry-level support to the Program Man…
Skills: Program Management, Project Coordination, Financial Management, Risk Management, Microsoft Office Suite
Laguna Niguel, California, United States · On-site
$18/hr–$25/hr
Description Now is the time to join Laguna Niguel Dental Group and Orthodontics. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next…
Skills: Financial Counseling, Case Acceptance, Patient Education, Insurance Pre-authorization, Interpersonal Communication
Cupertino, California, United States · On-site
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million c…
Skills: Wealth Planning, Financial Sales, Relationship Management, Needs Assessment, Asset Allocation
Newport Beach, California, United States · On-site
$50k–$91k/yr
Application Deadline: 08/30/2026 Address: 4400 MacArthur Blvd. Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and human resources administration and provides prof…
Skills: Administrative support, Financial administration, Human resources administration, Relationship management, Data analysis
Beverly Hills, California, United States · On-site
$92k–$145k/yr
About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In thi…
Skills: Team Leadership, Operational Risk Management, Compliance Oversight, Client Relationship Management, Process Improvement
San Jose, California, United States · On-site
$69k–$128k/yr
Application Deadline: 08/10/2026 Address: 890 N. First St. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understand…
Skills: Retail Banking, Team Leadership, Business Development, Financial Advising, Customer Relationship Management
Los Angeles, California, United States · Hybrid
$133k–$235k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Business Development, Client Management, Client Solutions Advisory, Customer and Client Focus
Los Angeles, California, United States · Hybrid
$133k–$235k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Business Development, Client Management, Client Solutions Advisory, Customer and Client Focus
Culver City, California, United States · On-site
$176k–$229k/yr
Overview Sony Pictures Entertainment is seeking a top-tier acquisitions executive to drive sourcing, evaluation, and deal execution for its Worldwide Acquisitions business. This role sits at the center of the global film…
Skills: Acquisitions, Deal Execution, Project Sourcing, Creative Evaluation, Commercial Judgment
Ontario, California, United States · On-site
$50k–$83k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service
Santa Clara, California, United States · Hybrid
$98k–$115k/yr
Position Title:Associate Director, Leadership Giving, School of Education and Counseling Psychology Position Type:Regular Hiring Range: $98,100.00 - $114,785.00 per year. Compensation will be based on education, experien…
Skills: Fundraising, Leadership Giving, Donor Stewardship, Portfolio Management, Strategic Planning
Los Angeles, California, United States · On-site
$24/hr–$26/hr
Job DetailsJob Location: SKYLINE TERRACE - LOS ANGELES, CA 90012Salary Range: $24.00 - $26.00 HourlyJob Shift: DayAs the Assistant Community Manager, you are a team builder and help provide support and direction to ensur…
Skills: Multi-family Property Management, Yardi Software, Bookkeeping, Leasing, Customer Service
Milpitas, California, United States · On-site
$23/hr–$30/hr
Job DetailsJob Location: Milipitas, CA 95035Position Type: Full TimeEducation Level: High SchoolSalary Range: $23.00 - $30.00 HourlyJob Shift: DaysTITLE: ACCOUNTS PAYBLE CLERK FLSA STATUS: NON-EXEMPT REPORTS TO: ACCOUNTI…
Skills: Accounts Payable Processing, Oracle Accounting Software, Microsoft Office, Invoice Reconciliation, Financial Reporting
Burlingame, California, United States · On-site
$38/hr–$38/hr
Job DetailsJob Location: Burlingame, CA 94010Salary Range: $38.00 - $38.00 HourlyThe Claims Examiner is responsible for the daily review, audit, examination, investigation and adjudication of professional claims. Must ex…
Skills: Claims Adjudication, Medical Billing, Medi-Cal Guidelines, Medicare Advantage, Medical Terminology
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role supports the sales organization by managing sales processes, quota measurement, forecasting, and system administration. Key tasks include maintaining Salesforce dashboards and delivering performance reporting to leadership.
Requires a bachelor's degree in Business, Finance, or a related field and at least 2 years of experience in sales operations or reporting. Strong analytical skills and proficiency in Excel and PowerPoint are essential.
The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administration. Success in this role requires exceptional multitasking and organizational skills, along with excellent communication and attention to detail. The ideal candidate thrives in a dynamic, fast-paced environment and demonstrates the ability to effectively manage competing priorities.
Compensation: The Base Salary range for this position is between $60,000-$70,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.assetmark.com.
Offices: 1655 Grant Street, 10th Floor, Concord, California 94520, US · 3200 N Central Ave, 10th Floor, Phoenix, Arizona 85012, US · 101 Marietta St NW, Suite 2330, Atlanta, Georgia 30303, US · 200 W Madison St, Suite 2220, Chicago, Illinois 60606, US · 16633 Ventura Blvd, Suite 1400, Los Angeles, California 91436, US
Based on 9592 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$210k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 16,464 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, Wells Fargo, JPMorganChase, Confie, U.S. Bank, among others. Browse the listings above to see every active employer.
Yes — 5819 of the 16464 open finance & accounting positions offer remote or hybrid work (1589 remote, 4230 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
