47 Cfp Jobs in West Covina, CA
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CDM-Qualified Dining Manager Healthcare Services Group, Inc. - West Covina, 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 Yesterday
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CDM-Qualified Dining Manager Healthcare Services Group, Inc - West Covina, California an approved Conference of Food Protection (CFP) Food Protection Manager (FPM) course within the first 14 days of employment. Certified Dietary Manager (CDM) course participant, or certification as required 29 days ago
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Senior Retirement Plan Consultant Insight Global - Los Angeles, CA, United States with high-net-worth clients. Plusses : If they have worked for a phone center before, that is preferred! 66 or 65 License. CFP or CRPC Day in the Life: Hours are 8:00PM-5:00PM PST Fully remote (must be within 13 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 8 days ago
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Wealth Manager MassMutual Greater Los Angeles - Arcadia, US relationships with clients. Nice-to-Haves: An advanced degree in Financial Planning or Business Administration. Certified Financial Planner (CFP) designation or willingness to pursue. Previous experience 2 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 10 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 11 days ago
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VP, Senior Wealth Consultant Charles Schwab - Pasadena, California, USA the ability to lead change within self and others positively What you have • Bachelor’s degree highly preferred • Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly $215,000 - $230,000 2 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 - 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 9 days ago
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Retirement Consultant Insight Global - Los Angeles, CA, United States -worth clients. Plusses : If they have worked for a phone center before, that is preferred! 66 or 65 License. CFP or CRPC Day in the Life: Hours are 8:00PM-5:00PM PST Will take incoming calls from the tax 14 days ago
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