159
financial planner jobs in Los Angeles, CA
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
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
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
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
Quick Apply
Capital Group Companies —Los Angeles, CA
As the field-based SMA-focused sales associate, this person will be responsible for delivering point of sale expertise in representing Capital Group/American…
Estimated: $103K - $130K a year
Northern Trust Corp. —Los Angeles, CA
Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client…
$180,000 - $210,000 a year
3d
LIDO ADVISORS, LLC —Los Angeles, CA
Ensures correct ticket entry and order routing. Ensures all trades are booked to front office position keeping system on the day they are executed.
Estimated: $107K - $136K a year
8d
Capital Group Companies —Los Angeles, CA
You will provide guidance to internal stakeholders from the business, sales, and marketing on the applicability of rules and regulatory requirements, internal…
$148,045 - $236,872 a year
MUFG Bank, Ltd. —Los Angeles, CA
FINRA Series 7, 63 or 79 license. Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M & A transactions, etc.).
$130,000 a year
1d
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
10d
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
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…
$55,000 - $63,000 a year
Quick Apply
2d
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
B. Riley Financial —Los Angeles, CA
Prepare written correspondence to regulatory inquiries. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end…
$66,560 a year
Quick Apply
Neuberger Berman —Los Angeles, CA
The role will involve one-on-one and group presentations, conference calls, and coordination and preparation of strategy materials and white papers.
$225,000 - $275,000 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…
Estimated: $70.9K - $89.8K a year
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
6d
Equitable —Los Angeles, CA
Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support…
$85,000 a year
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
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
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