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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Fidelity Investments is a privately heldpany with a mission to strengthen the financial well-being of our clients.
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Certified Financial Planner (CFP) designation. First City Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pasadena, CA area.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
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Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) If you're a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team.
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A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their new Certified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible for maintaining existing clients and helping to grow and expand the firm.
$125,000 - $150,000ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Senior Convention Services Manager would be responsible for ensuring the successful execution of banquet and catering events in the hotel's continuing effort to deliver outstanding guest service and financial profitability.
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Excellent communication skills along with the ability to engage with clients and team members effectively via video (MS Teams, Zoom) Software Experience Desired, but not required Quickbooks Online, SurePrep, UltraTax, Planner CS, Canopy, MS Excel.
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Quickbooks Online, SurePrep, UltraTax, Planner CS, Canopy, MS Excel. Ability to look at financial statements in QuickBooks Online and make needed adjustments via journal entries to clean up financials for tax preparation.
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Certified Financial Analyst (CFA), Certified Financial Planner (CFP) or MBA preferred. With over $3.8 billion in assets under management and approximately 950 high net worth and institutional clients, Clifford Swan is committed to providing objective investment management based on rigorous investment research and financial advice with personalized, responsive client service.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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8+ years in experience as a financial planner/advisor at an RIA or similar organization with direct experience planning and interfacing with high net worth private clients. We are seeking a Certified Financial Planner™ to join our firm’s Wealth Management team.
$80,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Key words: banking, credit union, financial advisor, wealth advisor, financial planner. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
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As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small.
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Fashion Nova is seeking a Senior Merchandise Planner to join the team. Senior Merchandise Planner. 4-5+ years of experience in merchandise planning, inventory management, financial planning, or a similar role.
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CERTIFIED FINANCIAL PLANNER (CFP) designation or progress towards completion. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients financial standing by creating tailored financial solutions based on their distinctive facts and circumstances.
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financial planner jobs in Los Angeles, CA
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