182
financial planner jobs in Los Angeles, CA
New York Life —Glendale, CA
Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.
$36,027.27 - $126,775.01 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
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
Robert Half —Los Angeles, CA
We are offering a contract to permanent employment opportunity for a Patient Financial Counselor in the healthcare and social assistance industry.
$24.60 - $30.80 an hour
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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
10h
American Elite Accountants —Los Angeles, CA
Perform double entry bookkeeping to record financial data accurately. The ideal candidate will be responsible for maintaining financial records, managing…
Estimated: $73.3K - $92.8K a year
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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…
$250,000 a year
4d
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
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
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12d
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
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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 - $27 an hour
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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
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
Altruist Corp —Los Angeles, CA
FINRA Series 7 license or equivalent preferred. Translate complex customer issues for both technical and non-technical audiences. Los Angeles, CA salary range.
$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
Fidelity Investments —El Segundo, CA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. The Purpose of Your Role.
$45,000 - $75,000 a year
9d
Ares Management —Los Angeles, CA
Organize, plan and prepare materials for fundraising roadshows, meetings and calls with portfolio managers and senior leadership.
Estimated: $88.7K - $112K a year
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