Financial Planner Jobs in Los Angeles, CA

1 to 10 of 22 vacancies

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Sr. Financial Planner (MST or PST ONLY)  

Facet - Los Angeles, CA, United States

As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach

from: linkedin.com (+1 source) - 6 days ago

Financial Planner  

Creative Planning - Los Angeles, CA, United States

The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients on a daily basis to gather information

from: linkedin.com - 24 days ago

Financial Planner  

Fidelity Investments - Los Angeles, United States (+1 location)

The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized... Competitive

from: efinancialcareers.com - 3 days ago

Paraplanner  

Nexus Wealth Partners - Westlake Village, CA, United States

. Educated and Ambitious: You've earned a bachelor's or graduate degree and are either a Certified Financial Planner (CFP) or are on the path to becoming one. Your commitment to client success matches

from: linkedin.com - 17 days ago

Financial Advisor  

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 - 19 days ago

Senior Tax Accountant  

Jobot - Los Angeles, CA

estimates and extensions. Assist with IRS audit support as needed Participate in income tax research and planning Track flow of work using internal systems Work with Financial Planner and Account $70,000 - $90,000/Year

from: careerbuilder.com - 2 days ago

Financial Advisors  

Manhattan West - Los Angeles, CA, United States

of the job with or without reasonable accommodation Preferences: Certified Financial Planner™ designation is preferred but not required Compensation: This is an incentive-based compensation position. As such, the pay scale

from: linkedin.com - 19 days ago

Wealth Management Associate  

Equitable Advisors - Beverly Hills, CA, United States

the licensing required for hire · Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other

from: linkedin.com - 22 days ago

Financial Aid Planner  

American Career College - Anaheim, California

Meets with students and prospective students to review required forms and applications needed for FA file. Reviews documents for completion...

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from: resume-library.com - 2 days ago

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Wealth Management Associate  

Equitable Advisors - Santa Monica, CA, United States

marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

from: linkedin.com - 23 days ago


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