180
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). Base salary + annual bonus.
$95,000 - $115,000 a year
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
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
Zions Bancorporation —El Segundo, CA
Track, answer or coordinate answers to deal questions from third-party lenders in consultation with senior members of the Loan Syndications Group and relevant…
$105,000 - $150,000 a year
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: $62.2K - $78.7K a year
12d
SystemsAccountants —United States
SystemsAccountants are currently working with a leading non-profit organization who are looking to bring on board an expert in financial consolidation to assist…
$110 - $130 an hour
12d
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: $249K - $315K a year
12d
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
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical,…
$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
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
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
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
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
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
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
Westmount Asset Management —Los Angeles, CA
Bachelor’s degree in Accounting, Finance, Marketing, Business Administration, Economics or related business field. There’s something else: our people.
Estimated: $92K - $116K a year
Quick Apply
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
Quick Apply
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
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
Quick Apply
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