Certified Financial Planner Jobs in West Los Angeles, CA
UNAVAILABLE
Santa Monica, CA
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. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.
Northwestern Mutual
Santa Monica, CA
Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community.
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.
Synergy Management Group
Los Angeles, CA
Responsibilities: Lead Capital Raise: Spearhead a seed-stage fundraising round ($250K–$500K) by managing the entire capital raise cycle, from developing investor materials to closing deals. This role involves developing investor materials, targeting high-net-worth investors, and managing the entire capital raise process from start to finish in collaboration with the CEO.
Edward Jones
$45000 - $100000 undefined
Torrance, CA
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA
We specialize in comprehensive financial planning and wealth management services to assist clients in any stage of their lives to put them on track to attaining their financial goals. We have built a team of advisors with a mission to make a difference in their communities and around the world by providing financial advice, support, and education to their clients.
Edward Jones
$45000 - $100000 undefined
Calabasas, CA
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Edward Jones
$45000 - $100000 undefined
Thousand Oaks, CA
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
UBS Financial Services
Los Angeles, CA
The consultant will have a dedicated coverage region, be located in market and will spend much of their time meeting with FAs and Field Leaders to identify opportunities to drive value, educate and train Advisors, and meet with clients and prospects to represent our firm's advisory platform while engaging in portfolio and asset allocation discussions. • spend four days per week in branches presenting at sales meetings, engaging in one-on-one consultations with FA's addressing advisory education, case consultations, product implementation, and facilitating practice management thought leadership.
Sony Pictures Entertainment, Inc
Culver City, CA
The Culver City Corporate and Central Functions Finance department for Sony Pictures Entertainment keeps the divisional leaders apprised of all finance related matters for their group(s), primarily ensuring that a strong financial discipline and analysis is in place to support the division in achieving its goals and objectives. Accountable for the full P&L development of global annual budgets, quarterly forecasts, and monthly results analysis at the departmental and divisional level.
Mitsubishi UFJ Financial Group
Los Angeles, CA
Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Vaco LLC
$200000 - $260000 YEAR
Los Angeles, CA
This position will lead debt capital markets including compliance with credit agreement, strategy and execution for addressing debt maturities, financing for acquisitions and proactive management of company’s capital structure as well as creating and maintaining the company’s foreign exchange program. 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.
IDEMIA
Not Available, CA
We are a distributed company leveraging the latest technologies to deliver world-class products in the private and public sectors of finance, telecom, identity, security, retail, sports entertainment, commercial, government, and IoT. Utilize effective listening skills to understand project requests and implement creative solutions, as well as identify and communicate problems diplomatically to Management and Project Managers.
Tesla, Inc.
Bitch, CA
The Associate will play a central role in Tesla’s investment management activities, including transaction operations, investment analytics, security valuations, performance reporting, compliance, and audit activities for Tesla’s investment portfolios. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Aetna PPO and HSA plans > 2 medical plan options with $0 payroll deduction.
Promote Project
Los Angeles, CA
s financial results to internal and external stakeholders by providing technical accounting guidance on business initiatives, product and feature launches, and ensuring timely delivery of consolidated financial statements and note disclosures. The Accounting Team at Super.com is dedicated to maintaining the integrity of the General Ledger, reporting applications, and related data warehouse tables while providing accurate and timely financial reports and analyses.
Tesla, Inc.
Los Angeles, CA
The Associate will play a central role in Tesla’s fixed income investment activities, including transaction operations, investment analytics, security valuations, performance reporting, compliance, and audit activities for Tesla’s portfolios. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Aetna PPO and HSA plans > 2 medical plan options with $0 payroll deduction.
TUMIL HOLDINGS. All
Not Available, LA
Identify financial risks and develop strategies to mitigate them, including currency risks, interest rate risks, credit risks, and operational risks. Oversee financial operations, including accounts payable, accounts receivable, payroll, and procurement, to maintain accurate financial records and internal controls.
Bevel Financial
Los Angeles, CA
Recent notable representations include high-profile cases such as Hertz car rental and the Official Committee of Creditors to Celsius Networks, LLC. The ideal candidate will be a team player with strong communication and research skills, ready to engage in both debtor and creditor representations in complex situations.