82 Results for

Certified Financial Planner Jobs in Market, CA

Jobs

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Los Angeles, CA30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

Woodland Hls, California8 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Los Angeles, CA30+ days ago

$95,000–$160,000 Per Year

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Westlake Village, CA30+ days ago

$100,000–$125,000 Per Year

Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.

Westlake Village, CA30+ days ago

$70,000–$90,000

New!

Los Angeles, California4 days ago

$75,000–$175,000 Per Year

Position: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London.

Pasadena, CA11 days ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

Los Angeles, California30+ days ago

$145,000–$160,000

Without a written agreement signed by an officer of SprintRay: a) SprintRay does not accept resumes from recruiting agencies, headhunters, or any other party expecting payment in the event SprintRay speaks with or hires a candidate from such submitted resume; b) SprintRay is not responsible for any fees related to unsolicited resumes or related Terms of Service, and c) Unsolicited resumes received will be considered the property of SprintRay and will be processed accordingly. This role partners closely with Executive Leadership, Sales, Marketing, Finance, Product, and Operations to translate business strategy into actionable, financially aligned demand and supply plans that support growth, service, margin, and working capital objectives.

Los Angeles, CA30+ days ago

Full-time

You will play a key role in ensuring product availability, managing imported supply timelines, and supporting business growth by partnering closely with Sales, Operations, and Finance. Align supply plans with warehouse capacity, shelf-life considerations, and food safety requirements, Establish and monitor inventory targets (safety stock, cycle stock) to balance service levels, costs, and working capital.

El Segundo, CA10 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

New!

Los Angeles, CA3 days ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

Los Angeles, CA30+ days ago

UCLA Extension is considered one of the top programs of its kind, offering to more than 35,000 students per year approximately 4,500 classes and non-degree certificate programs to meet the professional development, continuing education, and personal enrichment needs of the full spectrum of nontraditional students as well as companies and organizations throughout and beyond the Los Angeles region. Including activities to engage the students, work on real world examples, cases-based exercises and engaging the student’s critical thinking skills are a must.

West Hills, CA30+ days ago

$91,000–$151,000 Per Year

The Demand Planner is responsible for developing, maintaining, and improving demand forecasts at the account level to support accurate financial revenue planning and supply chain decision-making. For candidates in California and the New York metro, the Target Base Pay Range is $101,000.00 - $167,000.00, to reflect the cost of living and market conditions in those areas.

Alhambra, California30+ days ago

$120,000–$140,000 Per Year

About the Role:The Manager, Financial Planning & Analysis (FP&A) is responsible for leading financial planning activities including budgeting, forecasting, financial modeling, and performance analysis to support strategic decision-making across the organization. Financial Planning, Budgeting & ForecastingLead annual budgeting, monthly forecasting, and multi-year financial planning, including development of financial models for strategic and operational decision-making.

New!

Redondo Beach, CAToday

$120,000–$150,000 Per Year

This position requires applicants to be either U.S. Persons (i.e., U.S. citizen, U.S. national, lawful permanent U.S. resident (green card holder), an individual granted asylum in the U.S., or an individual admitted in U.S. refugee status) or persons eligible to obtain an export license from the U.S. Departments of State, Commerce, or other applicable U.S. government agencies. They will provide functional leaders both detailed analysis and actionable business incites; the ideal candidate will be both analytically curios and operationally minded.

Remote CA, California30+ days ago

Remote

$145,000–$150,000 Per Year

Regional Directors cover strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, active ETFs, money funds and DCIO business at all broker dealers and RIAs. Regional Director sales achievement success will be driven by several factors such as: client service model, segmentation strategy, effectiveness at point of sale, consistency, and focusing on the right products, advisors, and firms.

Pasadena, CA24 days ago

$22–$25 Per Hour

You will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.

Los Angeles, CA30+ days ago

$90,000–$100,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.

Burbank, CA30+ days ago

Familiarity with financial planning and analysis (FP&A) processes, including budgeting, forecasting, and variance analysis, as well as key performance indicators (KPIs) and metrics used to measure financial performance. This role involves conducting financial analysis, forecasting financial performance, and evaluating strategic initiatives to help stakeholders understand business performance and identify opportunities for improvement.

Westlake Village, CA30+ days ago

$120,000–$135,000

West Los Angeles, CA30+ days ago

Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, including but not limited to: Follow up with prospective clients on additional information and materials needed for timely completion of planning analysis and both insurance and investment materials. Generate, monitor, and submit all insurance applications (life, disability, long term care, and annuity), ensuring compliance with all relevant state-specific regulatory requirements and internal policies, including those established by Northwestern Mutual, to provide a seamless submission of all applications.

Woodland Hills, CA30+ days ago

Full-time

As Panavision evolves and leads in this dynamic era of storytelling, you’ll be joining a company that blends deep heritage with forward-momentum — offering you the chance to make meaningful impact, help shape strategy and scale growth across an exceptional global business. Panavision is the global partner of choice for filmmakers, story-creators, and production teams — delivering end-to-end innovation from lens and camera rentals to grip & lighting, stage facilities, dailies, visual-effects, and final color-grading services.

Santa Clarita, CA30+ days ago

Our corporate offices are located in beautiful Southern California in downtown Santa Clarita (about 30 miles north of downtown Los Angeles), conveniently located to many neighboring cities within an easy “reverse commute” distance. Engage and communicate with all levels of management and cross functional teams (including Brand Presidents and Executive Management) in coordination of the plan presentations.

Los Angeles, California21 days ago

$28.53–$38.51 Per Hour

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.

North Hollywood, California28 days ago

$28.53–$38.51 Per Year

Pasadena, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.

Woodland Hls, California8 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Long Beach, CA30+ days ago

$75,000–$95,000 Per Year
Full-time

Important information: FOR CANDIDATES SEEKING TO WORK IN US OFFICES ONLY: To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), Rocket Lab Employees must be a U.S. citizen, lawful U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum, or be eligible to obtain the required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce, as applicable. Our Space Systems business designs and builds our extensive line of satellites, payloads, and their components, including spacecraft that have been selected to support NASA missions to the Moon and Mars and components used on the James Webb Space Telescope.

Los Angeles, CA30+ days ago

Remote

$60,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

West Los Angeles, CA30+ days ago

Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management. We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements.

Los Angeles, CA30+ days ago

Remote

Los Angeles, CA30+ days ago

We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area. The Regional Director will also be responsible for coordinating and leading members of his/her assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches.

Los Angeles, CA8 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Sherman Oaks, CA30+ days ago

Experience in taxation issues related to high net worth individuals and families, real estate investors, executive stock options, tax-exempt organizations and owners of closely-held businesses is preferred. Demonstrate knowledge and proficiency in technical income tax areas focused on Trust (Form 1041), Gift, S-corporation, LLCs and multi-state individual taxation .

Garden Grove, California30+ days ago

$105,000–$115,000

advantages, specificities, etc.) | • Ensure planners execute essential functions including BOM analysis, material planning, timely requisition delivery to purchasing, work order release and management, revision control, ERP data accuracy, and on-time fulfillment of aftermarket customer requirements. Oversee all aftermarket planning activities, including workload balance, prioritization, and queue management for PPO, initial commitment dates and recovery dates, ensuring accuracy, timeliness, and ownership of all lines.

Los Angeles, CA30+ days ago

With a strong understanding of planning services across a range of markets including Transportation, Water, Land Development, and Energy, the Business Sector Lead of Planning ensures excellence in project delivery, client service, talent development, and financial performance. The Business Sector Lead of Planning provides strategic, operational leadership and market growth across several service areas, including Agency Staffing, Community Planning, Environmental Compliance, Housing, and Natural Resources.

Torrance, California25 days ago

$150,000–$170,000 Per Year

Develop and publish planning KPIs — schedule adherence, kit delivery, MRP exception rates, material shortages and availability, EACs (estimate at completion), proposal material analysis — and create dashboards that provide leadership visibility into planning health. This is a key position that oversees the planning organization for The Stellant Torrance, CA facility focusing on leading a team of planning professionals and will be responsible for developing and executing to drive on-time delivery, material readiness, and schedule execution across our manufacturing enterprise.

San Gabriel, CA30+ days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Los Angeles, CA30+ days ago

Beverly Hills, CA30+ days ago

Westlake Village, CA30+ days ago

Los Angeles, CA30+ days ago

Long Beach, CA30+ days ago

Northridge, CA30+ days ago

Rancho Palos Verdes, CA30+ days ago

Los Angeles, CA30+ days ago

Seal Beach, CA30+ days ago

Glendale, CA30+ days ago

Buena Park, CA30+ days ago

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Certified Financial Planner Jobs in Market, CA

Jobs

Wealth Management Financial PlannerOne Capital Management, LLC

Wealth Strategist (Financial Planner)City National Bank

Financial AdvisorNorthwestern Mutual

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning SpecialistJPMorgan Chase

Financial Planner (Director)One Capital Management, LLC

Wealth Management PlannerOne Capital Management, LLC

Team Wealth PlannerRockefeller Capital Management

Financial AdvisorMassMutual Pacific

Senior Global Demand PlannerSprintRay

Supply Chain Planner/Buyer - (Distribution Center) Commerce, CAConexus Food Solutions

Financial AdvisorSagient

Financial Advisor - Los AngelesLenox Advisors

Personal Financial Planning Instructor - UCLA ExtensionUCLA Extension

Demand PlannerPharmavite

Manager - Financial Planning and AnalysisAstrana Health, Inc.

Senior Financial Analyst (FP&A)Impulse Space

Regional Director (Northern California/Nevada)Allspring Global Investments Holdings, LLC

Financial Aid Services AdvisorPaul Mitchell Schools

Financial Advisor SeniorCity National Bank

Manager, Financial Planning and AnalysisRadwell International

Financial Planning DirectorOne Capital Management, LLC

Financial Planning Associate-West L.A.RK Partners

VP, Financial Planning & Analysis - Panavision Woodland HillsPanavision

Senior Manager, Financial Planning & AnalysisCarnival Global Brand

Financial Aid AdvisorWest Coast University, Inc.

Financial Aid Advisor(temporary)West Coast University, Inc.

Financial ConsultantEast West Bank

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial Analyst IIRocket Lab USA

Entry-Level Financial Planning (Remote)Davis Family Financial LLC

Manager - Wealth ManagementRegal Executive Search

Entry-Level Financial Planning (Remote)Traction Forge Financial

Regional DirectorBeacon Pointe Advisors LLC

Senior Wealth AdvisorColumbia Bank

Senior Tax AccountantRegal Executive Search

Planning SupervisorSafran Cabin

Business Sector Lead - PlanningBKF

Senior Manager, PlanningStellant Systems

J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Seventh and Fig)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Gage Center)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Rancho Palos Verdes, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Glendale, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Buena Park, CA (Buena Park Valley View St.)JPMorgan Chase

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