Cfp Jobs in Los Angeles, CA

Insight Global - Los Angeles, CA, United States

with high-net-worth clients. Plusses : If they have worked for a phone center before, that is preferred! 66 or 65 License. CFP or CRPC Day in the Life: Hours are 8:00PM-5:00PM PST Fully remote (must be within

from: linkedin.com - 13 days ago

Judson Group - Los Angeles, CA, United States

preferred: CFP, CFA, CPA Must have Series 65 or be willing to obtain immediately up hire. Strong investment knowledge. Exceptional ability to create and present various financial plans. Successful business

from: linkedin.com - 8 days ago

JPMorgan Chase Bank, N.A. - Los Angeles, CA (+1 location)

* Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses

from: JPMorgan Chase Bank, N.A. - 6 days ago

Cooper White Group - Los Angeles, CA, United States

, Business, or a related field (advanced degrees and certifications such as CFP, CFA, or MBA are preferred). Minimum of 7 years of experience in financial planning, wealth management, or a related role

from: linkedin.com - 10 days ago

Pure Financial Advisors, LLC - Los Angeles, CA, United States

(Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP

from: linkedin.com - 11 days ago

JPMorgan Chase Bank, N.A. - Los Angeles, CA (+9 locations)

of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred INVESTMENT

from: JPMorgan Chase Bank, N.A. - 8 days ago

Avantax Planning Partners - Los Angeles, CA, United States

, and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification

from: linkedin.com - 9 days ago

Insight Global - Los Angeles, CA, United States

-worth clients. Plusses : If they have worked for a phone center before, that is preferred! 66 or 65 License. CFP or CRPC Day in the Life: Hours are 8:00PM-5:00PM PST Will take incoming calls from the tax

from: linkedin.com - 14 days ago

Healthcare Services Group, Inc. - Los Angeles, California (+1 location)

proof of or successfully complete an approved Conference of Food Protection (CFP) Food Protection Manager (FPM) course within the first 14 days of employment. Certified Dietary Manager (CDM) course

from: resume-library.com - 8 days ago

Atlas - Los Angeles, CA, United States

(s) as a CFP, CPWA, CFA or similar 5-8+ years experience in client-facing financial services roles Significant experience in delivering financial advice directly to consumers Exceptional investment

from: linkedin.com - 12 days ago