159
financial planner jobs in Los Angeles, CA
New York Life —Glendale, CA
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$65,358 - $150,685 a year
Quick Apply
Sagient —Beverly Hills, CA
Bachelor's degree in Finance or related field. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term…
Estimated: $108K - $137K a year
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FUSE —Los Angeles, CA
Successful tools will be automated when possible, focusing on human-centered design that empowers frontline workers to excel.
$80,000 a year
TIAA —Pasadena, CA
Reviews client information, including financial statements, risk investment profile and cash availability. MoneyGuidePro, and or experience with other advice…
$75,000 - $105,000 a year
Consultative Search Group —Encino, CA
BSc/BA in business management, accounting, finance, or relevant field: MSc/MA, CFP and/or CPA is a plus. Oversee financial statements preparation and analysis.
$80,000 - $110,000 a year
Quick Apply
2d
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: $62.2K - $78.7K a year
12d
JPMorgan Chase & Co —Torrance, 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
CISTECH —United States
Areas of expertise include procure to pay, order to cash, costing, inventory control, close and consolidation, reporting, and budgeting.
From $120,000 a year
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11d
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…
$250,000 a year
4d
Farmers and Merchants Bank of Long Beach —Long Beach, CA
This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.).
$50,000 - $100,000 a year
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UCLA Health —Los Angeles, CA
Working knowledge 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
Charles Schwab —Pasadena, CA
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
$43,800 - $86,600 a year
9h
Northwestern Mutual Santa Monica —Santa Monica, CA
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. Gather and assess each client’s financial information to accurately determine…
$70,000 - $170,000 a year
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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: $249K - $315K a year
12d
Employee Benefits Group —California
Series 65/66 license (Preferred). Proficient with Technology (Including virtual meeting platforms, insurance software for client transactions, Microsoft Office-…
From $60,000 a year
Quick Apply
American Career College —Los Angeles, CA
In addition, you will put your technical financial aid skills to work ensuring proper eligibility and processing in accordance with federal, state, and…
$22.09 - $30.91 an hour
Quick Apply
6d
MUFG Bank, Ltd. —Los Angeles, CA
FINRA Series 7, 63 or 79 license. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age,…
Estimated: $240K - $304K a year
12d
Virtus Investment Partners, Inc. —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
Morgan Stanley —Beverly Hills, CA
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and…
Estimated: $100K - $127K a year
5d
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
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