63 Cfp Jobs in Los Angeles, CA - page 2
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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 22 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 7 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 24 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 25 days ago
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Tax Manager, Alternative Investments BDO Consulting - Los Angeles, California, USA CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases, preferred $112,000 - $150,000 12 days ago
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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 26 days ago
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Tax Senior Manager, Alternative Investments BDO Consulting - Los Angeles, California, USA Attorney, or Internal Revenue Service Enrolled Agent, required CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat $146,000 - $200,000 12 days ago
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Financial Services Representative 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 7 days ago
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Wealth 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 7 days ago
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Associate Director - Institutional Wealth Management (West) Principal Financial Group - Los Angeles, California of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. Salary Range Information: This position offers a competitive compensation package consisting of a base salary 12 days ago
Top locations
- Brea, CA (25)
- Thousand Oaks, CA (17)
- Burbank, CA (15)
- Seal Beach, CA (13)
- Rancho Cucamonga, CA (8)
- Irvine, CA (5)
- El Segundo, CA (2)
- Manhattan Beach, CA (2)
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