49 Cfp Jobs in El Segundo, CA
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Wealth Management Solutions Consultant Cetera Financial Group - El Segundo, CA, United States Microsoft Office skills (Word, Excel and Power Point) Really catch our eye with: Industry Credentials such as CFP, CLU, ChFC, CIMA, and CAIA. Strong aptitude for technology. Ability to solve complex problems 16 days ago
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Director, Investment Solutions Cetera Financial Group - El Segundo, CA, United States change and evolving priorities Undergraduate degree from an accredited four-year college or university; Master’s degree or other relevant designations (CFP, CFA) highly desirable; Securities licenses 29 days ago
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U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A. - El Segundo, CA * 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 4 days ago
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Financial Advisor Northwestern Mutual - Manhattan Beach, CA, United States for insurance licensing, SIE, Series 7, CFP®, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right 14 days ago
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Financial Advisor Northwestern Mutual - Manhattan Beach, CA, United States & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 7, Series 63, CFP®, and more Retirement Package 22 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - Manhattan Beach, CA and Surrounding Areas JPMorgan Chase Bank, N.A. - Manhattan Beach, CA 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 6 days ago
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Senior Retirement Plan Consultant 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 13 days ago
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Lead Client Advisor - Wealth Management 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 8 days ago
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CDM-Qualified Dining Manager Healthcare Services Group, Inc. - Torrance, California and nutrition is required. Must show 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 6 days ago
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Senior Financial Advisor - USA (SVP/Principal) 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 10 days ago
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