164
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
12h
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
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
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
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
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
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
5d
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
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
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
14d
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
Altruist Corp —Los Angeles, CA
Assist in the development and implementation of our compliance policies and procedures in accordance with SEC, FINRA, and state rules and regulations.
$62,000 - $90,000 a year
14d
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
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
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
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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