99 Results for

Certified Financial Planner Jobs in Silver Lake, CA

Jobs

New!

Santa Ana, CA1 day ago

$100,000–$120,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Los Angeles, CA2 days ago

$136,000–$165,000 Per Year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Irvine, CA10 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

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.

Irvine, CA9 days ago

Full-time

What you will be doing:HAEA is seeking an experienced Budget and Financial Planner to support Key Account Management by owning planning, forecasting, and monthly financial management for all IT OPEX and G&A budget items across the North America CBUs that HAEA provides services to. Create and maintain a CBU-level OPEX/G&A billing tracker as the single source of truth (budget, IO/coding, billing period, amount, invoice owner, status, and key dates), and institute a regular review cadence to ensure invoices are prepared, coded correctly, and submitted on time.

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.

Woodland Hls, California10 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.

Irvine, CA10 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

New!

Los Angeles, California6 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, CA13 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.

New!

Irvine, California3 days ago

$85,000–$100,000 Per Year

Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

Anaheim, California23 days ago

$23.59–$31.84 Per Hour

Job Posting Title: Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College 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. 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.

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.

Irvine, CA12 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.

Costa Mesa, CA15 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

New!

Los Angeles, CA5 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.

West Covina, California30+ days ago

$74,000–$75,000 Per Year

This role is responsible for translating the buyer’s vision into viable profitable results through developing and maintaining sales, inventory and margin plans that tie to financial targets. Plan all components (retail, cost, units, margin, etc.) for specific categories/departments pertaining to class or item level in order to maximize sales and profitability.

Garden Grove, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

New!

Costa Mesa, CA2 days ago

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

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.

Diamond Bar, California24 days ago

The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. In this role, you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus.

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.

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.

Pasadena, CA26 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.

New!

Redondo Beach, CA2 days ago

$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.

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.

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.

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.

Los Angeles, California23 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, California30 days ago

$28.53–$38.51 Per Year

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.

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 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.

Costa Mesa, CA30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

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.

Woodland Hls, California10 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.

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

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.

Irvine, CA10 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 .

Irvine, California30+ days ago

$120,000–$140,000 Per Year

The ideal candidate will have significant experience managing complex taxation matters, a proven ability to develop new tax-saving strategies, and strong leadership skills to supervise a team of tax professionals. Minimum Qualifications5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation.

New!

Irvine, California3 days ago

$70,000–$85,000 Per Year

Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the technical components of the client experience - ensuring every client interaction is accurate, organized, well-prepared, and actionable.

Irvine, California17 days ago

$20–$21 Per Hour

This role is more of an entry-level position and ideal for someone who enjoys interacting with people, has strong customer service skills, and is interested in building office and administrative experience within a stable, growing company. The chosen candidate will work alongside one other receptionist and support attorneys and financial advisors by managing front desk operations, phone calls, and general office coordination.

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, California27 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.

Westminster, 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. Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying, and evaluating new financial strategies, recommending changes in goals and plans.

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Certified Financial Planner Jobs in Silver Lake, CA

Jobs

Senior Financial AnalystVaco LLC

Tax Experienced Manager, Private Client Servicesbdo consulting

Financial Planner-Seattle, WARK Partners

Wealth Strategist (Financial Planner)City National Bank

10756 - Budget & Financial PlannerHyundai Autoever America

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

Financial AdvisorNorthwestern Mutual

Financial Advisor-SeattleRK Partners

Team Wealth PlannerRockefeller Capital Management

Financial AdvisorMassMutual Pacific

Financial Advisor, CFP ProfessionalFull Bloom Wealth

Financial Aid PlannerAmerican Career College

Senior Global Demand PlannerSprintRay

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

Financial AdvisorSagient

Financial AdvisorGoldBook Financial

Financial Advisor - Los AngelesLenox Advisors

Merchandise PlannerMINISO USA

Financial AdvisorFirst Command Financial Services, Inc.

Sales Manager - Financial ServicesGoldBook Financial

Personal Financial Planning Instructor - UCLA ExtensionUCLA Extension

Demand PlannerPharmavite

Financial Advisor (Sacramento CA)Pathways

Manager, Financial Planning and AnalysisRadwell International

Manager - Financial Planning and AnalysisAstrana Health, Inc.

Financial Aid Services AdvisorPaul Mitchell Schools

Senior Financial Analyst (FP&A)Impulse Space

Financial Planning Associate-West L.A.RK Partners

Financial Advisor SeniorCity National Bank

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

Financial Aid AdvisorWest Coast University, Inc.

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

Senior Manager, Financial Planning & AnalysisCarnival Global Brand

Financial ConsultantEast West Bank

VP, Financial Planning & Analysis - Panavision Woodland HillsPanavision

AVP, Treasury - Financial Planning and AnalysisSynchrony

Financial Analyst IIRocket Lab USA

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

College Financial Representative, Internship ProgramNorthwestern Mutual

Manager - Wealth ManagementRegal Executive Search

Regional DirectorBeacon Pointe Advisors LLC

Senior Wealth AdvisorColumbia Bank

Senior Tax AccountantRegal Executive Search

Senior Tax StrategistTax Alchemy

Client Service AssociateFull Bloom Wealth

ReceptionistUltimate Staffing Services

Planning SupervisorSafran Cabin

Business Sector Lead - PlanningBKF

Senior Manager, PlanningStellant Systems

Wealth Management AdvisorEast West Bank

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