183
financial planner jobs in Los Angeles, CA
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
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
NFP Corp —Los Angeles, CA
Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios,…
$100,000 - $140,000 a year
Fidelity Investments —Torrance, CA
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
$60,000 - $100,000 a year
9d
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
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
Citi —Los Angeles, CA
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its…
$70,000 a year
UCLA Health —Los Angeles, CA
Some post-secondary experience in a field related to research. ANSI-CFP food safety certification required (ServSafe, Prometric, NRFSP, 360 Training).
$33.52 an hour
JPMorgan Chase & Co —Los Angeles, CA
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies…
$245,000 - $400,000 a year
Equitable Advisors —Los Angeles, CA
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$24,000 a year
Global Atlantic Financial Group Opportunities —Los Angeles, CA
The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.
$55,000 - $105,000 a year
BMO US —Alhambra, CA
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk…
$56,000 - $104,000 a year
Bank of America —Los Angeles, CA
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days of start date).
$140,000 - $235,000 a year
Global Atlantic Financial Group —Los Angeles, CA
The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.
$55,000 - $105,000 a year
Deloitte —Los Angeles, CA
A bachelor's degree in accounting, finance or related field. Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a…
Estimated: $157K - $198K a year
Pacific Oaks College & Children's School —Pasadena, CA
Participate in MFT adjunct faculty meetings once per academic year while teaching. Graduate teaching experience and/or a minimum of 3 years clinical experience.
Estimated: $54K - $68.4K a year
9d
Deloitte —Los Angeles, CA
5+ years of experience in related field (exception applies for master's degree with 2+ years of experience). Licensed CPA in state of practice/primary office if…
Estimated: $131K - $166K a year
Deloitte —Los Angeles, CA
Bachelor's degree in accounting, finance, law, business administration, economics, or related field. 3+ years' experience in related field.
Estimated: $115K - $146K a year
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