162
financial planner jobs in Los Angeles, CA
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
JPMorgan Chase & Co —Torrance, 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
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
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
2h
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
Cetera Financial Group —El Segundo, CA
Perform surveillance reviews of advisors, transactions, and client accounts to identify exceptions and detect patterns or trends that may be of concern.
$75,000 - $80,000 a year
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: $80.8K - $102K a year
1d
Sumitomo Machinery Corp of America —Los Angeles, CA
Must have the ability to sit for extended periods of time; exhibit manual dexterity to dial a telephone, to enter data into a computer terminal/typewriter; to…
From $91,198 a year
Quick Apply
Creative Artists Agency (CAA) —Los Angeles, CA
The Company also complies with the Americans with Disabilities Act and applicable state and local laws with regard to providing reasonable accommodation for…
Estimated: $45.2K - $57.2K a year
Bank of America —Los Angeles, CA
Responsible for driving new business development for target client segment ($3MM++ investable assets). Advocates for clients and prospects as their trusted…
$100,000 - $250,000 a year
5d
City National Bank —Los Angeles, CA
Updates department policies and procedures, including enhancement of documentation and implementation of updates and recommendations to liquidity stress…
$87,027 - $138,965 a year
3d
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…
Estimated: $77.5K - $98.2K a year
New York Life —Pasadena, CA
Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and…
Estimated: $82.2K - $104K a year
Quick Apply
14d
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: $73.6K - $93.2K a year
Quick Apply
Dimensional Fund Advisors —Santa Monica, CA
Our Independent Advisor Group (IAG) is responsible for working with fee-only, independent high-net-worth financial advisors (RIAs) across the country.
Estimated: $96.9K - $123K a year
8d
City National Bank —Beverly Hills, CA
This position is responsible for executing fixed income transactions by gathering relevant market information, performing market analysis, and leveraging broker…
$101,231 - $172,355 a year
Morgan Stanley —Sherman Oaks, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $55.8K - $70.6K a year
NKSFB —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.
$90,000 - $110,000 a year
Quick Apply
CIM Group, LP —Los Angeles, CA
Be the primary point of contact for CIM's existing investors to provide and maintain regular communication and client service through in-person meetings and/or…
Estimated: $133K - $168K a year
Quick Apply
USI Holdings Corporation —Los Angeles, CA
SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain. Includes phone calls, coordinating meetings, creating…
Estimated: $96.2K - $122K a year
4d
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