Valencia, CA

Finance Jobs in Valencia, CA

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Financial Consultant

Logix Federal Credit Union Valencia, CA

Valencia, CA

Today

$53k+/yr Full time Marketing Business Development Client Relations

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Job Description

Logix Federal Credit Union is hiring a Financial Consultant to support client goals and drive investment sales through LFCU Brokerage & Insurance Services. This onsite role in Valencia, CA focuses on meeting monthly sales targets by connecting with members, identifying financial needs, and delivering guidance across investment products.

Reporting to the credit union’s sales and advisory functions, the Financial Consultant will also handle key operational tasks, coordinate educational seminars, and ensure all activity follows applicable regulatory requirements. The position offers USD 52,728 per year.

Key Responsibilities

Actively prospect the credit union membership to identify potential clients.
Develop member leads through marketing and referral programs for sales staff.
Comply with all regulatory FINRA and State Insurance laws and regulations.
Process new account applications.
Coordinate and present financial information seminars at the credit union or other locations.
Process ticket orders and other operational paperwork in a timely manner.
Cross-sell products and services offered at the credit union.
Generate a minimum of $20,000 gross commissions monthly or meet an assigned goal.
Meet with members to explain the features and benefits of mutual funds, annuities, and other investment related products.
Ensure risk profiles, goals, objectives, and asset allocations are aligned and accurately reflected for each client.
Deliver a full range of investment products and services aligned to client goals and strategies, leveraging specialists and applicable investment management tools where appropriate.
Provide prompt, efficient, and courteous service to both members and co-workers.
Adhere to the member experience standards defined by management.
Work closely with other credit union departments and maintain positive relationships.
Report to work consistently, on time, as scheduled.

Requirements

4 Year / Bachelors Degree (bachelors degree preferred).
Minimum of 3 years of experience in the securities industry.
At least three years recent sales experience offering mutual funds, annuities, and insurance products.
Thorough knowledge of financial markets as they relate to securities and insurance sales and marketing.
Ability to collect and analyze data and analyze periodic financial and insurance-related products.
Community involvement is considered a plus.
California Life Only Insurance agent’s and variable contract licenses are required.
NASD series 7, 63, 65 and/or 66 licenses are required.
Series 6 and 63 may be considered with extensive experience.
Advanced industry accreditation such as CFP, CRPC, or AAMS is required.
Qualified candidates without required credentials must be able to obtain them within six (6) months of hire.
Working experience using the Microsoft Office suite of products.

Tools & Technologies

Microsoft Office

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1d ago

Financial Services Representative

New York Life & NYLIFE Securities LLC Valencia, CA

Valencia, CA

1d ago

$50k - $226k/yr Full time Client Relations Client Service Financial Planning

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Job Description

New York Life & NYLIFE Securities LLC is hiring a Financial Services Representative for a hybrid role based in Valencia, CA. In this position, you partner with clients to support retirement planning, college funding, life insurance needs, and investment strategies, while also helping drive business through planning, marketing, and client prospecting.

You will work through training from New York Life to build product knowledge and professional skills, then apply that knowledge to present appropriate solutions. Depending on your goals, the role offers an option to obtain licenses needed to sell investments and other securities products related to wealth management and advanced planning.

What you’ll do

Develop and implement business and marketing plans
Prospect for potential clients to discuss their financial needs and concerns
Present potential solutions using the company’s suite of products and services
Grow professional skills and knowledge through the New York Life training curriculum

What you’ll need

Location: Valencia, CA 91355 (required)
Relocation before starting work (required)
W2 position with full benefits
Optional licenses are sponsored and paid for by the company

Compensation and pay

Pay range: $50,000.00 to $226,000.00 per year
First-year average in this branch: $76,000 to $80,000/year
Third-year average in this branch: $151,733/year
Compensation includes both fixed and variable components

Benefits

401(k) and 401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Licensing and sales conditions

Optional licenses may be obtained to sell investments and other securities products related to wealth management and advanced planning
Variable products can only be sold by registered representatives holding the appropriate securities licenses

Job type: Full-time. Work setup: Hybrid remote in Valencia, CA 91355. Management opportunities: Management opportunities are available.

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1mo ago

Financial Planning and Analysis Manager (FP&A Manager)

The Franklin Company Valencia, CA

Valencia, CA

1mo ago Closed

$110k+/yr Full time Manager Senior Accounting

This position is no longer accepting applications (closed Aug 29, 2026).

Job Description

The Franklin Company seeks an experienced Financial Planning and Analysis Manager to lead corporate consolidation, budgeting, forecasting, strategic planning, cost accounting, and financial analysis to drive margin improvements and efficient resource allocation. This on-site role is based in Valencia, CA, offering a salary of USD 110,000 per year and requires a bachelor’s degree in Finance, Accounting, or a related field, with at least five years of FP&A experience.

Responsibilities

Consolidate financial statements for all divisions using the ERP system in conjunction with Power BI.
Prepare financial reports and analyses to monitor performance against budget and forecast.
Support the budgeting and forecasting processes aligned with strategic initiatives.
Maintain the weekly Short Range Outlook forecasting cycle.
Provide Part Level Profitability (PLP) analysis support to local sites.
Lead automation initiatives and adopt AI within planning processes.
Support ERP system implementation activities.
Close monthly books within three days using Flash, and complete corporate consolidation by day four with accompanying commentary.
Cost accounting responsibilities: maintain accurate product costing and reconcile actual versus standard cost variances.
Monitor COGS and inventory movements to identify opportunities for cost reductions and margin improvements.
Enhance gross margin by developing or refining cost models through agile financial modeling.
Perform profitability analyses by product, customer, or project to identify margin levers.
Partner with operations, purchasing, and production to manage overhead and manufacturing costs.
Provide financial input on pricing, capital investments, and process improvements to boost margins.
Perform ad hoc administrative tasks to support ongoing financial and manufacturing operations.

Requirements

Bachelor’s degree in Finance, Accounting, or related field.
Aerospace experience is a strong plus.
5 to 10 years of experience in FP&A, cost accounting, financial analysis, or related roles.
Demonstrated understanding of costing, variance analysis, and inventory accounting.
Proficiency in QuickBooks, Power BI, SQL queries, and data tools; experience with FP&A specific AI tools such as Claude and Claude Co-Work.
Experience with Global Shop ERP system is preferred.
ERP implementation experience is expected; excellent attention to detail and organizational skills.
Ability to work independently and collaboratively in a fast-paced environment.
Prior experience as FP&A Manager or finance leadership role with durable goods manufacturing background.
U.S. citizenship required.

Technologies

Power BI
SQL
QuickBooks
Claude
Claude Co-Work
Global Shop ERP
Flash

Benefits

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Working Conditions

Office environment with normal conditions for on-site work. Local travel may be required, and some evening or weekend work may be necessary.

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Finance Jobs in Valencia, CA

Financial Consultant

Financial Services Representative

Financial Planning and Analysis Manager (FP&A Manager)

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