162
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
VC Financial —Pasadena, CA
Paid training to obtain life and health license as well as Securities Industry Essential, Series 7, and Series 66.
$50,000 - $85,000 a year
Quick Apply
10d
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
Quick Apply
MUFG Bank, Ltd. —Los Angeles, CA
FINRA Series 7, 63 or 79 license. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age,…
Estimated: $240K - $304K a year
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
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
PIH HEALTH —Downey, 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
3d
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
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
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
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: $90.8K - $115K a year
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: $79.3K - $100K a year
Westmount Asset Management —Los Angeles, CA
Bachelor’s degree in Accounting, Finance, Marketing, Business Administration, Economics or related business field. Strong proficiency in Microsoft Office.
Estimated: $92K - $116K a year
Quick Apply
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
Quick Apply
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
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
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
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
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