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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) designation preferred. Proven experience as a Financial Advisor, Investment Advisor, or similar role in the financial services industry. As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients based on their financial situation, objectives, and risk tolerance.
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Kayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office. The candidate will be responsible for assisting the Senior Financial Planner and Wealth Advisors in creating the financial plans (data entry into software), running tax analyses, reviewing, and summarizing client financial documents, collaborating on strategic opportunities for the firm’s clients, and participating in client meetings to deliver financial plans.
$137,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) designation. CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We’re looking for a Senior Merchandise Planner to help achieve the company’s overall inventory management objectives and financial results by ensuring that the right amount of the right product is available at the right time.
$128,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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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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Primary responsibilities will be to prepare tax returns, quarterly estimate projections, organize and manage the gathering of documents, reviewing bookkeeping, project management, cleaning up financial statements, client interaction and being a proactive and energetic member of the team.
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The Transportation Planner will support financial planning, analysis, and reporting activities within the Office of Management and Budget at Los Angeles at Los Angeles Metro. Experience demonstrating proficiency in business intelligence software (e.g. Power BI, Tableau) to create data visualizations and reports for financial analysis and transportation decision-making.
$98,176 a yearFull-timeExpandUpdated 3 days ago - UpvoteDownvoteShare Job
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We provide child development and early education, workforce development opportunities, child care financial assistance, Head Start preschool and Early Head Start services and more for close to 50,000 parents, children, and child care providers each month in Northern Los Angeles County, including Antelope Valley, and the entirety of San Bernardino County, including an office in Victorville, serving a total geographic area of 22,500 square miles.
$38.49 an hourExpandUpdated 5 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.
$62,400 a yearExpandUpdated 5 days ago - UpvoteDownvoteShare Job
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
$80,000 a yearFull-timeExpandUpdated 14 days ago
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