187
financial planner jobs in Los Angeles, CA
VC Financial —Pasadena, CA
Paid training to obtain life and health license as well as Securities Industry Essential, Series 7, and Series 66.
$50,000 - $85,000 a year
Quick Apply
10d
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
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
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
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
Quick Apply
NYL —Pasadena, CA
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$52,309 - $125,523 a year
Quick Apply
4d
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
PIH HEALTH —Downey, CA
The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate…
$21.00 - $33.78 an hour
3d
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
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
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
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
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
U.S. Bank National Association —Beverly Hills, CA
Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend…
$83,980 - $108,680 a year
Fidelity Investments —Los Angeles, CA
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to…
$115,000 - $200,000 a year
10d
Ameriprise Financial - California —Pasadena, CA
Proven analytical and independent problem-solving skills. This position will work closely with our clients and financial advisors to assist with creating…
$65,000 - $90,000 a year
Quick Apply
Flagstar Bank —Hollywood, CA
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden…
Estimated: $47.2K - $59.7K a year
Pacific Oaks College & Children's School —Pasadena, CA
Program Knowledge: Familiarity with CFP, HD, SOE programs, and state licensure requirements. TRAVEL: (% of total time): Up to 5% of total time.
$20.00 - $21.50 an hour
JPMorgan Chase & Co —Los Angeles, CA
You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with…
$92,150 - $155,000 a year
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