Top 90 Finance associate Jobs in Santa Ana Ca

Financial Associate
Castle Capital Management —Irvine, CA
- $65,000 - $120,000 a year
- Call employer
- Hybrid work
- Business development
- Bachelor's degree
- 1 year
Quick Apply
Finance Associate, EDV Program
Rivian —Irvine, CA
- Full-time
- Oracle
- Writing skills
- Finance
Quick Apply
Financial Analyst/Financial Analyst, Associate
Orange County Transportation Authority —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
Financial Analytics Associate
AIR Communities —Irvine, CA
- $75,000 - $90,000 a year
- Full-time
- Writing skills
- Pass drug screening
- Mid-level
- Commuter assistance
- Paid parental leave
Quick Apply
2026 Early Career Engineering Finance Associate
Anduril Industries —Costa Mesa, CA
- $68,000 - $90,000 a year
- Email
- Analysis skills
- Math
- Entry level
GLDP Associate - Finance Track
Advanced Sterilization Products —Irvine, CA
- $58,995 - $98,555 a year
- Finance
- Analysis skills
- Organizational skills
Finance Associate, Engineering
Anduril Industries —Costa Mesa, CA
- $99,000 - $130,000 a year
- Email
- 5 years
- Mid-level
- Office
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Artesia, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Investment Associate, Direct Equity - Irvine
Pathway Capital Management —Irvine, CA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Associate Banker
BMO Financial Group —Tustin, CA
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Associate, Office Asset Management
TIAA —Newport Beach, CA
- $102,000 - $143,000 a year
- Online Application
- Research
- Mid-level
- Office
Transportation Funding Analyst, Associate/Transportation Funding Analyst
OCTA —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
Associate Underwriter, Financial Institutions
Markel Service Inc. —Irvine, CA
- $33.15 - $45.58 an hour
- Email
- Hybrid work
- Customer service
- Mid-level
- Microsoft Office
- AD&D insurance
- Employee stock purchase plan
Quick Apply
5d
Asset Management Associate
MBK Real Estate Companies —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance
Power Markets Associate
TransGrid Energy —Irvine, CA
- $85,000 - $115,000 a year
- Overtime
- Computer Science
- Mid-level
- Finance
5d
Associate Banker
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- Office
- High school diploma or GED
- Opportunities for advancement
Associate - Portfolio Management, Real Estate Equity
BlackRock Investments —Newport Beach, CA
- $115,000 - $155,000 a year
- Hybrid work
- Mid-level
- Office
- Residential
- Health insurance
- Tuition reimbursement
ASSOCIATE
Ryan Wilson Group —Anaheim, CA
- CPA
- Mid-level
- Finance
Asset Management Associate
MBK Real Estate —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance
Quick Apply
Assistant, Associate or Full Faculty Professor of Finance & Data Analytics
Concordia University Irvine —Irvine, CA
- $66,000 - $98,000 a year
- Mid-level
- Finance
- Master's degree
Quick Apply

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finance associate jobs near santa ana ca

Financial Associate

Castle Capital Management
Irvine, CA

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Job Details

Contract
$65,000 - $120,000 a year

Qualifications

Bachelor's degree
Series 65
Life & Health Insurance License

Full Job Description

Job Title: Financial Associate – Path to Becoming a Financial Advisor

Job Type: Hybrid

Compensation: Commission and Fees | Licensing Support Provided

About This Opportunity

Castle Capital Management is looking for a motivated, coachable individual who is serious about building a career as a financial advisor. This is not a call-center or transaction-processing role it is a structured development path for someone who wants to learn financial planning from the ground up, build their own client base, and grow into a full-fledged advisor.

You will work directly with an experienced, CEPA®-designated advisor, CFP® Candidate with 13 years of experience , learning our planning process, developing prospecting skills, and earning the licenses required to serve clients independently.

What You'll Be Doing

Prospecting for new clients through referrals, networking, introductions, and outreach business development is a core part of this role from day one
Sitting in on and eventually leading client discovery and financial planning meetings
Learning and applying our comprehensive financial planning process from initial discovery through plan presentation and implementation
Building financial plans and recommendations under senior advisor guidance
Supporting client service and follow-up to build lasting relationships
Participating in ongoing training, study groups, and professional development
Progressing toward full advisor responsibilities as you hit licensing and performance milestones
THIS IS A FULL COMMISSION, FEE BASED ROLE. No Base Salary, 1099 income for someone looking to build their own practice.

Licensing Requirements

Must hold or obtain a state life & health insurance license before client-facing activity begins
Must pass the Series 65 (Investment Adviser Representative) exam within 12 months of hire
Study materials, exam fees, and licensing guidance are provided

Who We're Looking For

Genuine interest in financial planning as a long-term career you want to be an advisor, not just work around advisors
Entrepreneurial mindset you are comfortable prospecting, asking for referrals, and building a pipeline
Strong communicator with the ability to build rapport and trust with clients of all backgrounds
Coachable and process-oriented you follow a system and improve within it
Self-directed and accountable; you do not need to be micromanaged
1–3 years of experience in sales, financial services, insurance, or a client-facing professional role (preferred, not required)
Bachelor's degree preferred; relevant experience or licensure may substitute

Why Castle Capital Management

Direct mentorship from a CEPA®-credentialed, CFP® Candidate advisor with a defined training path
Clear progression to full advisor status no ambiguity about what the next step looks like
Training in a structured, repeatable financial planning process you can use for your entire career
Compensation model that rewards effort early and builds recurring income over time
Entrepreneurial culture you own your relationships and your book of business

To Apply

Submit your application through Indeed. Include a brief note or cover letter about why you want to become a financial advisor. Candidates with an active insurance license or prior financial services experience will be prioritized for early interviews.

Pay: $65,000.00 - $120,000.00 per year

Work Location: Hybrid remote in Irvine, CA 92612

Quick Apply

Refine Your Search

finance associate jobs in santa ana ca

Financial Associate

Finance Associate, EDV Program

Financial Analyst/Financial Analyst, Associate

Financial Analytics Associate

2026 Early Career Engineering Finance Associate

GLDP Associate - Finance Track

Finance Associate, Engineering

Associate Banker-Bilingual Chinese Preferred

Investment Associate, Direct Equity - Irvine

Associate Banker

Associate, Office Asset Management

Transportation Funding Analyst, Associate/Transportation Funding Analyst

Associate Underwriter, Financial Institutions

Asset Management Associate

Power Markets Associate

Associate Banker

Associate - Portfolio Management, Real Estate Equity

ASSOCIATE

Asset Management Associate

Assistant, Associate or Full Faculty Professor of Finance & Data Analytics

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