Latest Cfp jobs in Long Beach, CA - JobisJob United States Mobile

53 Cfp Jobs in Long Beach, CA

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
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
J.P. Morgan Wealth Management - Private Client Advisor - South Bay Market (CA) JPMorgan Chase Bank, N.A. - Torrance, 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
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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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 11 days ago
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
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) 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 9 days ago
Financial Advisor (Industry-Changers Welcome!) Northwestern Mutual - Irvine, CA, United States allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning 8 days ago
Financial Planner Fidelity Investments - Brea, United States building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills Competitive 18 days ago
Retirement Consultant 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 14 days ago

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