184
financial planner jobs in Los Angeles, CA
New York Life —Los Angeles, CA
Manage their own work schedule and establish an attractive work/life balance. Develop and implement business and marketing plans.
$75,000 - $150,000 a year
Quick Apply
7d
Charles Schwab —Los Angeles, CA
Must have an Active and valid FINRA Series 7. Must have an Active and valid FINRA Series 66 (may be obtained with a 120-day COE). Base salary + annual bonus.
$95,000 - $115,000 a year
Charles Schwab —Los Angeles, CA
Active and valid FINRA Series 7 license. Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment).
$145,000 - $190,000 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
Zions Bancorporation —El Segundo, CA
Track, answer or coordinate answers to deal questions from third-party lenders in consultation with senior members of the Loan Syndications Group and relevant…
$105,000 - $150,000 a year
JPMorgan Chase & Co —Gardena, 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
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
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2d
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
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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
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
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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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
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
Selby Jennings —United States
BS or MS in an analytical or technical degree. Advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable…
$150,000 - $500,000 a year
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Atria Wealth Solutions —Los Angeles, CA
Undergraduate Degree in Business, Finance, or related field. Identifies and evaluates customer needs for financial services, assess the objectives and goals of…
Estimated: $70.6K - $89.4K 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: $249K - $315K a year
12d
NYL —Pasadena, 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…
$52,309 - $125,523 a year
Quick Apply
4d
Principal Financial Group —Los Angeles, CA
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now…
$63,750 - $100,000 a year
Core Talent —Los Angeles, CA
Evaluate clients' risk tolerance and develop strategies to mitigate potential financial risks. Bachelor's degree in Finance, Business, or a related field.
$100,000 - $200,000 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: $246K - $311K a year
12d
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