183
financial planner jobs in Los Angeles, CA
New York Life —Glendale, CA
Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.
$36,027.27 - $126,775.01 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
Thrivent —Los Angeles, CA
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. Team Sponsored Launch provides stability of income…
12d
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
10h
California FAIR Plan Association —Los Angeles, CA
Bachelor’s Degree in Organizational Development, Human Resources, or related field preferred. The Engagement Specialist is responsible for the development,…
$53,995 - $117,080 a year
Quick Apply
American Elite Accountants —Los Angeles, CA
Perform double entry bookkeeping to record financial data accurately. The ideal candidate will be responsible for maintaining financial records, managing…
Estimated: $73.3K - $92.8K a year
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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
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2d
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
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
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
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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
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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
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
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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
Fidelity Investments —El Segundo, CA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
$45,000 - $75,000 a year
9d
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
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
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
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