Certified Financial Planner Jobs in California
Pacific Coast Regional Small Business Development
$60 - $65 HOUR
Los Angeles, CA
Pacific Coast Regional Small Business Development Corporation (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. Documents for presentation typically include Business Plans, applicants personal and business Financial Statements, Cash Flow Projections, Bank Statements, Tax Returns, Collateral, Permits, and Insurance.
Pacific Coast Regional Small Business Development
$85280 HOUR
Los Angeles, CA
SBDC advisors provide problem-solving assistance to help small businesses access capital, develop and exchange new technologies, and improve business planning, strategy, operations, financial management, personnel administration, marketing, export assistance, sales and other areas required for small business growth and expansion, management improvement, increased productivity, and innovation. The Advisor is expected to be knowledgeable about and have experience with addressing topics such as: launching and scaling small business growth, business financing and loan packaging, financial literacy, new product development, business technology, market research, and marketing strategies including social media and digital marketing techniques, organizational development, business analysis/business process improvement, and exit strategies.
New York Life - Roseville
$85000 - $125000 YEAR
Sacramento, CA
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
New York Life - Northern California
$75000 - $250000 YEAR
Roseville, CA
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
New York Life - Northern California
$75000 - $250000 YEAR
Roseville, CA
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
New York Life - San Diego
San Diego, CA
Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs. Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals.
Beacon Pointe Advisors LLC
Campbell, CA
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
Peterson CAT
$110000 - $130000 YEAR
San Leandro, CA
Additional responsibilities include assisting with underwriting and placing lines of credit, researching economic trends and investment opportunities, determining procurement of funds, monitoring investments and collections, performing credit underwriting, and performing treasury-related accounting tasks. Bachelor's Degree from a fully accredited college in Finance, Accounting, Economics, Data Science, or other related field; and a minimum of five (5) years of directly related experience in treasury services, or an equivalent combination of education and work experience.
Peterson CAT
$125000 - $153000 YEAR
San Leandro, CA
Bachelor's Degree from a fully accredited college in Business with an emphasis in Accounting or other closely related field; and a minimum of seven (7) years of directly related experience with financial reporting/general ledgers, preferably in a heavy industrial environment; or an equivalent combination of education and work experience. Primary responsibilities include overseeing accounting software implementation and process improvements, managing project plans, configuring systems, migrating data, training, and collaborating with departments throughout Peterson on various projects as a subject matter expert on company accounting systems processes, and procedures.
Solugenix Corp
$130000 - $155000 YEAR
Santa Ana, CA
After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. You will also lead other treasury activities such as managing credit card fees, conducting the Request for Proposal (RFP) process for treasury services, implementing financing programs, and preparing financial schedules.
Jobot
$125000 - $160000 YEAR
Milpitas, CA
The base pay range that the Company reasonably expects to pay for this position in California is $125,000 - $150,000+; the pay ultimately offered may vary based on business considerations, including job-related knowledge, skills, experience, and education. Managing accounting and periodic review and assessments for certain complex accounting areas including business combinations, debt, impairment assessments, restructuring, investments, consolidation, stock-based compensation, and lease accounting.
Jobot
$110000 - $140000 YEAR
Irvine, CA
We are a large Real Estate & Service organization looking for a FP&A Manager who will work closely with our VPs, Finance and Accounting Org Chart, Executive Management team and will be responsible for the day to day operations in Financial Reporting, Budgeting, Planning, Forecasting and Analysis. The Finance Manager will also play a key role in ERP implementation, ensuring the successful integration of new systems and processes.
Jobot
$120000 - $150000 YEAR
Mammoth Lakes, CA
Lead in the completion, review and presentation of monthly forecasts, annual operating and capital budgets and business plans prepared by hotel management team to provide stakeholders with reasonable and achievable guidelines of performance aligned with the Company’s and brand’s strategic direction. Prepare accurate, timely and complete monthly financial statements with detailed workpapers and schedules in accordance with the company’s policies and procedures, applicable hotel management agreements, and Generally Accepted Accounting Principles (GAAP).
Jobot
$175000 - $200000 YEAR
Fresno, CA
Support company-wide strategic initiatives by modeling various business scenarios, assessing risks, and advising on the financial implications of new projects, partnerships, or market expansions. This is a high-impact role that requires a strategic thinker with exceptional leadership skills and the ability to communicate complex financial information to stakeholders at all levels.
Jobot
$160000 - $190000 YEAR
Fresno, CA
Job Details: Our dynamic and rapidly expanding manufacturing firm is seeking an experienced and dedicated Director of Finance to join our team. Engage with the senior leadership team to develop short, medium, and long-term financial plans and projections.
Jobot
$90000 - $122000 YEAR
Los Angeles, CA
Manage organizational cash flow forecasting by working in partnership with the program vice presidents; continuously collaborate with program vice presidents to assess the financial efficacy of program operations and establish finance and administrative systems to support program operations. Responsibilities: Oversee and lead the annual budgeting and planning process in conjunction with the senior leadership team; administer and review all financial plans and compare to actual results with a view to identify, explain, and correct variances as appropriate.
Jobot
$100000 - $130000 YEAR
Modesto, CA
PLEASE SEND ANSWERS TO THE FOLLOWING APPLICATION QUESTIONS TO https://apply.jobot.com/jobs/finance-manager/582026443/?utm_source=Monster Requirements: BA/BS in accounting, finance, or business with 10 years of experience, including 5 years of supervisory experience preferred.
Jobot
$120000 - $185000 YEAR
South Lake Tahoe, CA
The ideal candidate will have a minimum of 5 years of experience in a senior financial leadership role working for a hotel brand. Competitive compensation, positive work culture, very fun work environment, exceptional benefits, career growth opportunities, great location w/ relocation & housing assistance available.