159
financial planner jobs in Los Angeles, CA
VC Financial —Sherman Oaks, 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
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
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
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
MUFG Bank, Ltd. —Los Angeles, CA
Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these…
$250,000 a year
4d
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
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
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
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
The Bank of New York Mellon Corporation —Los Angeles, CA
Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
$81,000 - $205,000 a year
Morgan Stanley —Sherman Oaks, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $58.1K - $73.6K a year
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
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
10d
Cetera Financial Group —El Segundo, CA
Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.
$75,000 - $90,000 a year
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
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
New York Life —Pasadena, CA
Join our dependable team. Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE…
Estimated: $74.5K - $94.4K a year
Quick Apply
EP Wealth Advisors, LLC —Pasadena, CA
Extensive knowledge of financial, investment, and risk management concepts. Participate in firm initiatives developing services, building firm relationships,…
Estimated: $141K - $178K a year
Quick Apply
New York Life —Pasadena, CA
Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and…
Estimated: $94.5K - $120K a year
Quick Apply
Trilogy Financial —Torrance, CA
Training consists of: Provide support to the Team through client service calls, preparing for client meetings, observe and take notes during client meetings,…
$27 an hour
Quick Apply
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