155
financial planner jobs in Los Angeles, CA
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
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
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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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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6d
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
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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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: $240K - $304K a year
12d
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
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
Pinnacle Fertility Inc. —Los Angeles, CA
Provide back up support to front office coordinator- answering phones, checking in patients scheduling appointments as needed, this includes covering vacation…
$32 - $40 an hour
Quick Apply
Capstone Partners Financial and Insurance Services (LA) —Los Angeles, CA
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients…
$80,000 - $95,000 a year
Quick Apply
12d
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
JPMorgan Chase & Co —Los Angeles, CA
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly. Extensive knowledge of products and services.
$115,000 - $145,000 a year
14d
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
Altruist Corp —Los Angeles, CA
FINRA Series 7 license or equivalent preferred. Translate complex customer issues for both technical and non-technical audiences.
$68,000 - $90,000 a year
Dimensional Fund Advisors —Santa Monica, CA
The position also will develop familiarity with Dimensional’s investment philosophy and implementation process to support clients in the context of our overall…
Estimated: $65.9K - $83.5K a year
Mechanics Bank —Beverly Hills, CA
Maintains an appropriate balance between mitigating risks and meeting the needs of clients. Authorizes discretionary and non-discretionary payments and gathers…
$110,000 - $165,000 a year
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
13d
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