Latest Financial Planner jobs in Santa Monica, CA

16 Financial Planner Jobs in Santa Monica, CA

Wealth Management Associate Equitable Advisors - Santa Monica, CA, United States by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia 5 days ago
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 6 days ago
Financial Planner Fidelity Investments - Los Angeles, United States The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized... Competitive 4 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 5 days ago
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Financial Advisors Manhattan West - Los Angeles, CA, United States of the job with or without reasonable accommodation Preferences: Certified Financial Planner™ designation is preferred but not required Compensation: This is an incentive-based compensation position. As such, the pay scale 5 days ago
Financial Planner Fidelity Investments - Burbank, United States Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth... Competitive 4 days ago
Wealth Advisor SageView Advisory Group - Westlake Village, CA, United States , economics, or equivalent experience. Series 65 required and Certified Financial Planner® required, or a willingness to complete upon onboarding in a timely manner. Formal sales training in a financial service 13 days ago
Wealth Management Associate Equitable Advisors - Beverly Hills, CA, United States the licensing required for hire · Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other 29 days ago
Financial Planner Top Flight Financial - Los Angeles, CA As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. You... Pay range: $28,397.89 - $92,890.47 28 days ago
Regional Insurance Strategist - Remote Crump Life Insurance Services - Los Angeles, CA, United States Executive to address defined planning/insurance needs 3. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers 4 19 days ago

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