32 Cfp Jobs in Newport Beach, CA
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Market Director Capstone Partners Financial and Insurance Services - Newport Beach, CA, United States Other duties as assigned Qualifications: Must have Series 7 and Series 65 or 66 (IA-Rep with MMLIS) Certified Financial Planner (CFP) preferred No disclosures or issues with FINRA that would require 19 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA JPMorgan Chase Bank, N.A. - Newport 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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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
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Irvine, 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 14 days ago
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U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A. - Irvine, 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 5 days ago
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Private Wealth Analyst DJM Financial | Northwestern Mutual Private Client Group - Irvine, CA, United States , and ensure a strong client experience; implement or oversee the implementation of these improvements. Qualifications o Bachelor’s degree preferred o Financial planning credential preferred (CFP, CPWA, ChFC 16 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - Irvine, 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 27 days ago
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Monetary Strategy and Planning Consultant Fidelity Investments - Mission Viejo, 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 4 days ago
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Financial Services Representative Fidelity Investments - Mission Viejo, 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 4 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
Top locations
- Brea, CA (39)
- Los Angeles, CA (23)
- Mission Viejo, CA (15)
- Seal Beach, CA (10)
- Irvine, CA (7)
- Pasadena, CA (5)
- El Segundo, CA (3)
- Manhattan Beach, CA (3)
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