159
financial planner jobs in Los Angeles, CA
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). What’s in it for you.
$95,000 - $115,000 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
Halbert Hargrove —Long Beach, CA
Maintains a social presence in the community by volunteering and/or joining a charitable organization. Prepares all financial planning deliverables by focusing…
$75,000 - $100,000 a year
Quick Apply
7d
Thrivent —Glendale, CA
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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
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
1h
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: $211K - $267K a year
7d
City National Bank —Los Angeles, CA
This includes completing new account paperwork, answering client and colleague investment products/services related inquiries, resolving account-related issues,…
$65,296 - $104,304 a year
3d
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
Quick Apply
11h
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
Oppenheimer & Co. Inc. —Los Angeles, CA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
$55,000 - $65,000 a year
Quick Apply
U.S. Bank National Association —Beverly Hills, CA
Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend…
$83,980 - $108,680 a year
LourdMurray —Los Angeles, CA
Working closely with our Wealth Advisors, the Senior Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored…
From $135,000 a year
Quick Apply
Miller Kaplan —North Hollywood, CA
BS/BA in business management, accounting, finance, or relevant field: MSc/MA, CFP and/or CPA is a plus. Oversee financial statements preparation and analysis.
$125,000 - $150,000 a year
Quick Apply
6d
Vista Del Mar —Los Angeles, CA
Provides leadership in the assessment, development, implementation, and evaluation of individual child and family plans; Up to 12 Paid Holidays.
$26 an hour
Quick Apply
The Bank of New York Mellon Corporation —Los Angeles, CA
At the guidance of the Team Leader, the Associate Wealth Manager may also have independent responsibility for managing some client relationships with the Wealth…
Estimated: $96.6K - $122K a year
Ares Management —Los Angeles, CA
Organize, plan and prepare materials for fundraising roadshows, meetings and calls with portfolio managers and senior leadership.
Estimated: $95.7K - $121K a year
EP Wealth Advisors, LLC —Pasadena, CA
Extensive knowledge of financial, investment, and risk management concepts. Participate in firm initiatives developing services, building firm relationships,…
Estimated: $140K - $178K a year
Quick Apply
Morgan Stanley —Pasadena, CA
5+ years of work experience in a field relevant to the position required. Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall…
Estimated: $82.2K - $104K a year
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