163
financial planner jobs in Los Angeles, CA
Thrivent —Los Angeles, CA
_Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender…
Up to $150,000 a year
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Halbert Hargrove —Long Beach, CA
We are unable to accept direct inquiries about this position (i.e. phone calls, emails). Maintains a social presence in the community by volunteering and/or…
$75,000 - $100,000 a year
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7d
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
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2d
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
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
GPac —Los Angeles, CA
Bachelor's Degree in Finance or related field. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth…
$100,000 - $250,000 a year
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11d
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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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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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: $64.4K - $81.5K a year
7d
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: $101K - $128K a year
2h
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: $222K - $281K a year
7d
Blue Shield of California —Long Beach, CA
Collect and evaluate data, develop and maintain financial models, analyze results and conduct scenario analyses to forecast balance sheet, cash flow and…
$109,120 - $163,680 a year
Institute of Culinary Education (ICE) —Pasadena, CA
Ability to effectively communicate instruction in person, via email and telephone. Counsel and advise students and parents on financial aid application…
$23.08 - $26.44 an hour
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12h
PNC Financial Services Group —Los Angeles, CA
As a Relationship Manager I – Financial Wellness Consultant you will develop and uncover collaborative relationships with human resources decision-makers, or…
$72,000 - $127,400 a year
M&T Bank —Los Angeles, CA
Securities licensing, CFP, CTFA, CPA designation. Maintain M&T internal control standards, including timely implementation of internal and external audit points…
$151,722.54 - $252,870.91 a year
7d
Ross Wealth Management Group —Long Beach, CA
Series 6 or 7 registered representative license. Valid California life, health and variable contract insurance license. Series 66 or Series 63 and 65 licenses.
Estimated: $59.9K - $75.9K a year
7d
Fidelity Investments —Santa Monica, CA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
$103,000 - $174,000 a year
14d
The Segal Group, Inc. —Glendale, CA
§ Analyze and manage multiple projects simultaneously to develop, enhance and maintain pharmacy benefits-related financial tools. Travel: Yes, 20 % of the Time.
$124,500 - $165,000 a year
Cetera Financial Group —El Segundo, CA
Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients. Superior written and communication skills.
$49,000 - $57,000 a year
Quick Apply
PIH HEALTH —Los Angeles, CA
The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate…
$21.00 - $33.78 an hour
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