20 Best financial planner jobs in Los Angeles, CA (Hiring Now!)

Financial Solutions Advisor Registration Candidate â€“ Consumer Investments- Silverlake-Glendale Financial Center
Bank of America —Los Angeles, CA
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…
Estimated: $61.9K - $78.3K a year
Financial Counselor Hospital, Full Time, Onsite
Guidehouse —Los Angeles, CA
Experience: Medical terminology, data entry, prior admitting, entitlement, business office or physician office experience preferred. High School Diploma or GED.
$43,400 - $65,000 a year
Financial Advisor / Wealth Manager Experienced
Govic Capital, LLC —Los Angeles, CA
Must be Life and Health licensed, Series 6 licensed and Series 7 license preferred; CFP designation is strongly preferred.
$75,000 - $500,000 a year
Quick Apply
Associate Financial Representative
Northwestern Mutual - West Los Angeles —Los Angeles, CA
Life, Accident, and Health Insurance license (Required). Life, Accident, and Health Insurance licensed or obtain licensing within 3 months of employment.
$55,000 - $75,000 a year
Quick Apply
4d
Student Financial Aid Advisor
Casa Loma College —Sherman Oaks, CA
Package aid for incoming students according to federal, state, and accrediting rules and regulations. Repackage aid for continuing students in accordance with…
From $22 an hour
Quick Apply
Financial Advisor Trainee
VC Financial —Los Angeles, CA
Paid training to obtain life and health license as well as Securities Industry Essential, Series 7, and Series 66.
$50,000 - $85,000 a year
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Beverly Hills, CA
Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to…
$50,000 - $250,000 a year
Quick Apply
Regional Vice President of Sales
Fisher Investments —United States
As a Regional Vice President of Sales, you will cover a local territory within driving distance and manage the other parts of your business remotely.
Up to $100,000 a year
ER Financial Representative
Aya Healthcare —Los Angeles, CA
Aya provides paid sick leave in accordance with all applicable state, federal, and local laws. Strong typing skills 45 and up wpm is required.
$24.50 an hour
Quick Apply
11d
Financial Aid Advisor
Glendale Career College —Glendale, CA
Post Cal Grant payments quarterly and request refund if necessary. Provide daily support to Financial Aid Department campus wide with FA guidance and requests.
$21 - $25 an hour
Quick Apply
5d
Financial Representative
Northwestern Mutual —Santa Monica, CA
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$60,000 - $156,000 a year
Quick Apply
Investment and Client Service Associate
Erika Puzik & Associates, Ameriprise Financial —Los Angeles, CA
Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Effective and efficient time management.
$30 - $50 an hour
Quick Apply
6d
Patient Financial Representative (flex-hybrid)
UCLA Health —Los Angeles, CA
Additionally, all representatives will be responsible for answering incoming calls to the phone system and/or emails and providing excellent customer service to…
$35 an hour
4d
J.P. Morgan Wealth Management – Private Client Advisor - Manhattan Beach, CA and Surrounding Areas
JPMorgan Chase & Co —Manhattan Beach, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$66,576 a year
Financial Advisor
Hariri Financial Partners —California
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
Quick Apply
Intrepid Managing Director - Digital Media
MUFG Bank, Ltd. —Los Angeles, CA
Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these…
Estimated: $205K - $260K a year
Financial Counselor (on-site)
UCLA Health —Los Angeles, CA
Understanding of third-party payer relationships as well as relevant state and federal health programs. Handling charity applications and credit assessments.
$30.94 - $44.42 an hour
4d
Tax Manager - Business Tax Services - Federal/Corporate Tax (West Region Office Locations)
Deloitte —Los Angeles, CA
Bachelor's degree in accounting, finance, or related field. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
Estimated: $144K - $183K a year
Financial Counselor- Per Diem
Centinela Hospital Medical Center —Inglewood, CA
Screens and refers patients for possible linkage to state, county or other government assistance programs as well as Charity or Discounts as per the facility…
4d
Financial Planner
Kayne Anderson Rudnick (KAR) —Los Angeles, CA
The candidate will be responsible for assisting the Senior Financial Planner and Wealth Advisors in creating the financial plans (data entry into software),…
$100,000 - $137,500 a year

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Financial Solutions Advisor Registration Candidate â€“ Consumer Investments- Silverlake-Glendale Financial Center

Bank of America - Los Angeles, CA

Apply Now

Job Details

Full-time Estimated: $61.9K - $78.3K a year

Benefits

Opportunities for advancement

Qualifications

Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Computer skills
Financial services
1 year
Series 65
Series 63
FSA

Full Job Description

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor Stage I, you can look forward to

Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required Qualifications:

Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired Qualifications:

Strong computer skills with an ability to multitask in a demanding environment.
A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

financial planner jobs in Los Angeles, CA

Financial Solutions Advisor Registration Candidate â€“ Consumer Investments- Silverlake-Glendale Financial Center

Financial Counselor Hospital, Full Time, Onsite

Financial Advisor / Wealth Manager Experienced

Associate Financial Representative

Student Financial Aid Advisor

Financial Advisor Trainee

Private Equity Investment Sales Associate

Regional Vice President of Sales

ER Financial Representative

Financial Aid Advisor

Financial Representative

Investment and Client Service Associate

Patient Financial Representative (flex-hybrid)

J.P. Morgan Wealth Management – Private Client Advisor - Manhattan Beach, CA and Surrounding Areas

Financial Advisor

Intrepid Managing Director - Digital Media

Financial Counselor (on-site)

Tax Manager - Business Tax Services - Federal/Corporate Tax (West Region Office Locations)

Financial Counselor- Per Diem

Financial Planner

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