Latest Cfp jobs in Los Angeles, CA - JobisJob United States Mobile

58 Cfp Jobs in Los Angeles, CA

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 13 days ago
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) 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 3 days ago
Investments Operations Consultant Fidelity Investments - Los Angeles, 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 11 days ago
Internal Wholesaler CION Investments - Los Angeles, CA, United States personally and professionally - and feel valued for the work you do · Provide full financial support to pursue professional designation credentials including CIMA, CFA, CAIA, and CFP designations · Brand new 3 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 9 days ago
Financial Consultant - Woodland Hills, CA Fidelity Investments - Los Angeles, 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 11 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 11 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 12 days ago
Financial Planner Fidelity Investments - Los Angeles, 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 29 days ago
Senior Wealth Advisor 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 13 days ago

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