157
financial planner jobs in Los Angeles, CA
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
Quick Apply
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
Quick Apply
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
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
8h
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 —Los Angeles, CA
Bachelor’s degree in business administration, finance, or other related field is recommended but not required.
$100,000 a year
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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
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2d
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
Intec BioPlastics —Santa Monica, CA
Achieve their sustainability goals of Net Zero Carbon FootPrint,Net Zero plastic and. Intec Bioplastics is seeking experienced Series 7 Licensed Stock Brokers…
$65,925 - $84,142 a year
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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
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North-West College —Long Beach, 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 - $24 an hour
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GFI Pros —Los Angeles, CA
You will work with clients to develop customized financial plans that fit their unique needs and goals. NO data entry/Marketing/Analyst Roles Needed-.
Estimated: $68K - $86.2K a year
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Morgan Stanley —Los Angeles, CA
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates.
Estimated: $92K - $116K a year
11d
Wedbush Securities —Los Angeles, CA
Bachelor's Degree from accredited university required, preferably in Business, Economics or other related field. Provide client reviews to management team.
Estimated: $83.8K - $106K a year
6d
Advisor Business Solutions —Pasadena, CA
Professional certification as a Chartered Financial Analyst (CFA), or similar qualification. Drafting market commentary, case studies, and market analysis.
$140,000 - $190,000 a year
Quick Apply
2d
Capstone Partners Financial and Insurance Services (LA) —Los Angeles, CA
Source client opportunities through referrals, networking and online social media marketing strategies. At Capstone Partners Financial and Insurance Services …
$55,000 - $60,000 a year
Quick Apply
12d
U.S. Bank National Association —Los Angeles, CA
The relationship manager will establish and maintain client interface with CFOs, Finance Directors, and Investment Committees, and others, in general, providing…
$95,455 - $123,530 a year
Royal Bank of Canada —El Segundo, CA
This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company…
$50,000 - $83,000 a year
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
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