5 Cfa Investment Jobs in Los Angeles, CA
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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 9 days ago
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Registered Investment Advisor - Vice President Ignited Recruiting - Los Angeles, CA, United States in Finance, Economics, Business Administration, or related field required; MBA, CFA, or CFP designation preferred. 10+ years of experience in investment advisory or wealth management. Strong knowledge 18 days ago
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Citizens Private Wealth - Advanced Tax & Estate Planning Advisor Citizens - Los Angeles, United States Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental Competitive 19 days ago
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Finance Manager LHH - Santa Monica, CA, United States strategic decision-making and business growth. Qualifications: · Bachelor's degree in Finance, Accounting, Economics, or related field. · CPA or CFA required. · Minimum of 5 years of experience in finance 11 days ago
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Senior Investment Associate Mozaic, LLC - Beverly Hills, CA, United States assignments. An ideal candidate will have a minimum of 3-5 years of prior investment-related experience and will have completed Level II of the CFA exam. The position offers a unique opportunity to meaningfully 18 days ago
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