164
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: $110K - $140K a year
Quick Apply
New York Life —Los Angeles, CA
Manage their own work schedule and establish an attractive work/life balance. Develop and implement business and marketing plans.
$75,000 - $150,000 a year
Quick Apply
2d
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
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
GPac —Los Angeles, CA
Bachelor's Degree in Finance or related field. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth…
$100,000 - $250,000 a year
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11d
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
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
3h
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
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12h
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
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
IMA Financial Group —Los Angeles, CA
Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design…
$100,000 - $125,000 a year
Quick Apply
6d
Career Consulting Partners —El Segundo, CA
Promptly and that all case/business-related materials (records, letters, legal documents, case files, correspondence, financial reports, invoices, etc.).
$150,000 - $215,000 a year
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
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: $65K - $82.3K a year
Morgan Stanley —Pasadena, CA
10+ years of work experience in a field relevant to the position required. Advanced degree or professional certification or industry experience required.
Estimated: $170K - $215K a year
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
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
Cerity Partners —Los Angeles, CA
Coaching teams work both in the field and from our offices. They must have strong disciplined skills driving follow-up with clients.
$60,000 - $80,000 a year
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