Latest Financial Planning Qualifications jobs in Pasadena, CA

29 Financial Planning Qualifications Jobs in Pasadena, CA

Wealth Relationship Manager Advisor Launch Lab - Pasadena, CA, United States and credit union customers Work independently with minimal oversight Use basic financial planning tools and keep a CRM up to date Qualifications: Minimum one year of experience (ideally three or more 13 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA JPMorgan Chase Bank, N.A. - Pasadena, 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 7 days ago
Financial Analyst Killer Merch - Los Angeles, CA, United States : Participate in strategic planning initiatives and special projects as needed. Provide financial analysis and support for business initiatives, investments, and strategic partnerships. Evaluate the financial 7 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 9 days ago
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Senior Director, Finance Thermo Fisher Scientific - West Hills, California, United States of America of 10 years of experience in a senior finance leadership role, preferably within the life sciences industry. Strong expertise in financial analysis and effective planning abilities. Background of leading 2 days ago
VP of Finance (Head of Sports Division) @ Global Entertainment Company Coda Search│Staffing - Los Angeles, CA, United States Qualifications: Bachelor's degree required 10+ years of experience ideally within a media or entertainment company Prior experience preparing financial models, working capital planning, treasury Excellent 10 days ago
Senior Accounting Manager LHH - Los Angeles, CA, United States strategic planning. Conduct detailed financial analysis to support business decisions and identify opportunities for improvement. Qualifications: Bachelor’s degree in Accounting, Finance, or a related field 13 days ago
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A. - Los Angeles, CA adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial 5 days ago
Tax Business Manager Ignited Recruiting - Los Angeles, CA, United States handling sensitive financial information and personal matters for clients. Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, or related field required; CPA preferred. 5-10 16 days ago
Finance Manager LHH - Santa Monica, CA, United States regulatory filings and coordinate with external auditors as needed. · Financial Planning: Assist in the development of long-term financial plans and strategies. Provide insights and recommendations to support 9 days ago

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