181
financial planner jobs in Los Angeles, CA
Charles Schwab —Los Angeles, CA
Must have an Active and valid FINRA Series 7. Must have an Active and valid FINRA Series 66 (may be obtained with a 120-day COE). Base salary + annual bonus.
$95,000 - $115,000 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
4d
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
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
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
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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
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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
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
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2d
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: $83.8K - $106K a year
6d
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
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
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…
$50,000 - $83,000 a year
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
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
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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
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
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
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
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