financial planner jobs in Los Angeles, CA

New York Life —Glendale, CA3.7

Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.

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…

Thrivent —Los Angeles, CA3.7

We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…

HRC Fertility Management —Pasadena, CA

Provide back up support to front office coordinator- answering phones, checking in patients scheduling appointments as needed, this includes covering vacation…

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…

New York Life —Los Angeles, CA3.7

Manage their own work schedule and establish an attractive work/life balance. Develop and implement business and marketing plans.

Northwestern Mutual - West Los Angeles —Los Angeles, CA3.7

O California Life & Health license (or must obtain within 45 days of employment). O Assist in monitoring asset/security level variance including fixed income…

Angeles College —Los Angeles, CA1

A bachelor's degree with a strong background in administration or a related field. Planning, development, updating, and the ultimate implementation of the…

New York Life & NYLife Securities LLC —Glendale, CA3.7

Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. \*\* Headquartered in New York City, New York Life…

Farmers and Merchants Bank of Long Beach —Long Beach, CA3.3

This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.).

Deloitte —Los Angeles, CA3.9

Mentor and develop of engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.

MUFG Bank, Ltd. —Los Angeles, CA3.3

Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these…

Paulson Investment Company, LLC —Beverly Hills, CA3.3

Conduct meetings with clients/potential clients to evaluate financial needs and assist them in developing prudent long-term financial goals and plans.

Equitable Advisors —Los Angeles, CA

If you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams (other designations a plus).

Prudential Advisors: The Greater Los Angeles Financial Group —Sherman Oaks, CA

Establish financial plans for clients as a licensed financial planner. Consult with clients to create needs-based solutions to help clients meet their financial…

Northwestern Mutual —Los Angeles, CA3.7

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning,…

First Financial Consulting —Pasadena, CA

Manage and analyze client financial data to develop preliminary financial and investment plans. The role requires proficiency in financial planning software and…

Northwestern Mutual - West Los Angeles —Los Angeles, CA3.7

FINRA Series 7, Series 63, and California Life Insurance license. The Associate Wealth Management Advisor will help oversee the design, creation, and…

UCLA Health —Los Angeles, CA4

Working knowledge of third-party payer relationships as well as relevant state and federal health programs. Handling charity applications and credit assessments…