127 Results for

Certified Financial Planner Jobs in Westchester, CA

Jobs

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Simi Valley, CA2 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Newport Beach, CA30+ days ago

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Newport Beach, CA30+ days ago

Specific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

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.

Anaheim, CA12 days ago

Full-time
Employee

budget/forecast; investigate variances and provide actionable insightsPrepare and distribute monthly and quarterly financial reporting packages for leadershipPartner with business leaders to align financial plans with operational goalsSupport full P&L analysis, including revenue and expense driversWork with large datasets from accounting and operational systems to derive key insights and KPIsAssist in preparing presentations for executive leadership, including board-level and strategic materialsSupport ad hoc financial analysis and strategic initiativesIdentify and implement opportunities for process improvements and reporting automation. Bachelor’s degree in Finance, Accounting, or related field2+ years of experience in Financial Planning & Analysis (FP&A)Strong understanding of full P&L and budgeting/forecasting processesUnderstanding of revenue recognition and deferred revenue conceptsAdvanced Excel skills (financial modeling, pivot tables, lookups)Strong analytical, problem-solving, and critical thinking skillsExcellent communication skills with the ability to present financial insights clearlyHighly detail-oriented and able to manage multiple priorities in a fast-paced environment.

Irvine, CA27 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.

South Bay, CA13 days ago

Full-time
Employee

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. Finance Lead – FP&A Lead – Financial Planning & Analysis Lead – Finance Manager – FP&A Manager – Financial Planning & Analysis Manager – Investment Banking – Strategic Finance – Financial Modeling – Advanced Excel.

Los Angeles, California27 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, CA27 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.

Los Angeles, California23 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 33 markets throughout the United States, as well as an office in London.

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

Pasadena, CA15 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.

Irvine, California20 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.

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.

Los Angeles, California7 days ago

$28.53–$38.51 Per Hour

Job Posting Title: Senior 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. Serving as VA Certifying Official for campus, including monitoring eligibility status for students receiving military education benefits, timely update of enrollment and eligibility details in VA Once software, and responding to student questions or requests for information.

Anaheim, California30+ 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, California13 days ago

Remote

$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. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

Newport Beach, CA30+ days ago

The Senior Tax Planner is responsible for implementing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Los Angeles, California12 days ago

$115,000–$162,000 Per Year

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. This person will be willing to learn how to merge 3D BIM models with CPM schedules to create visual schedules, integrate lean (pull planning) methodologies with the CPM schedule, and apply innovative techniques for production management using linear schedules and takt time analytics to improve process flows.

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.

Los Angeles, CA12 days ago

$115,000–$162,000 Per Year

Newport Beach, CA14 days ago

The Financial Planning & Project Coordinator primarily supports the Financial Planning department's internal projects and operational initiatives, including workflow improvement, automation support, documentation, testing, progress tracking, training support, and implementation coordination. The role also supports the department's longer-term goal of building a more centralized and scalable Financial Planning function through more consistent workflows, stronger documentation, and improved operational coordination.

El Segundo, CA14 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.

Torrance, CA26 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

Encino, CA21 days ago

You will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.

New!

Costa Mesa, CA2 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.

Los Angeles, CA7 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.

Studio City, CA30+ days ago

Some of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.

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.

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.

West Covina, California14 days ago

$75,000–$82,000 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.

Los Angeles, CA30+ days ago

$95,230–$142,566 Per Year

The actual salary offered for this position will vary depending on multiple factors including the candidate’s qualification, education, position knowledge, work experience, skills, ability, work location, and internal incumbent compensation for similar roles. Professional Development: LinkedIn learning access, business development training, supportive mentorship, company-paid ARE study materials, exam fees, and licensure completion bonuses.

Newport Beach, CA30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

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.

Burbank, CA30+ days ago

$125,000–$140,000 Per Year

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.

Manhattan Beach, CA14 days ago

Beyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.

Pasadena, CA30+ 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.

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.

Pasadena, California13 days ago

$90,000–$110,000

Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. Collect and organize detailed client financial information, including assets, income, expenses, and goals.

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, California14 days ago

$100,000–$115,000 Per Year

The Senior Planner will develop strategic merchandise plans and targets for key portions of our ecommerce business to maximize sales, optimize inventory, and increase margin through the analysis of historical sales trends, current in-season patterns, and future forecasts. Contribute to monthly sales and receipt plans in partnership with the Director of Planning to support company revenue and margin objectives, and reforecast monthly to ensure we are tracking to targets, identifying any opportunity, and mitigating any risk.

Westlake Village, CA30+ days ago

$120,000–$135,000

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.

Redondo Beach, CA19 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.

Newport Beach, CA30+ days ago

Selected candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. We are currently seeking an experienced, highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office.

Los Angeles, California30+ 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.

Los Angeles, California30+ days ago

Demonstrated skills in performing advanced accounting and financial management functions, including budget preparation, account reconciliation, financial analysis, financial report preparation, fiscal projection, variance analysis, internal control, compliance audit, fiscal and strategic planning. Ability to making budgetary assumptions, developing accounting treatments, determining financial trends, creating business breakeven models, and applying technical knowledge in problem solving.

Los Angeles, California30+ days ago

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

Newport Beach, CA30+ days ago

$80,000–$90,000

This role works closely with PE ownership, Finance & Executive leadership, and the accounting team to maintain forecast models, develop executive and Board-level reporting, and analyze clinic and service-line performance. This role is ideal for candidates with accounting, corporate finance, consulting, or investment banking experience looking to grow into a strategic FP&A function.

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Certified Financial Planner Jobs in Westchester, CA

Financial Consultant - Thousand Oaks, CA Fidelity Investments

Financial Planner Beacon Pointe Advisors LLC

Senior Financial Planner Beacon Pointe Advisors LLC

Wealth Management Financial Planner One Capital Management, LLC

Financial Analyst Company Confidential

Financial Planner-Irvine, CA RK Partners

Strategic Finance Manager x 165K - 190K + stock x South Bay Company Confidential

Financial Advisor Northwestern Mutual

Financial Advisor-Seattle RK Partners

Team Wealth Planner Rockefeller Capital Management

Financial Planner (Director) One Capital Management, LLC

Wealth Management Planner One Capital Management, LLC

Financial Advisor MassMutual Pacific

Financial Advisor, CFP Professional Full Bloom Wealth

Personal Financial Planning Instructor - UCLA Extension UCLA Extension

Senior Financial Aid Planner American Career College

Financial Aid Planner American Career College

Financial Advisor Senior City National Bank

Senior Tax Planner Beacon Pointe Advisors LLC

Planner Suffolk Construction Company, Inc.

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

Planner UNAVAILABLE

Financial Planning & Project Coordinator (Part-Time) Beacon Pointe Advisors LLC

Financial Advisor Sagient

Financial Advisor with Sales Background The Fadil Group

Financial Advisor Pointwealth Capital Management

Financial Advisor GoldBook Financial

Financial Advisor - Los Angeles Lenox Advisors

Financial Advisor with Strong Tax Background LMW Financial LLC

Financial Advisor First Command Financial Services, Inc.

Demand Planner Pharmavite

Merchandise Planner MINISO USA

Healthcare Planner HMC Architects

Financial Advisor - Licensed RK Partners

Sales Manager - Financial Services GoldBook Financial

Manager, Financial Planning and Analysis Radwell International

Entry-Level Financial Representative Salinas Financial Group

Financial Aid Services Advisor Paul Mitchell Schools

Financial Planning Associate-West L.A. RK Partners

Financial Planning Specialist/Paraplanner Ultimate Staffing Services

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

Senior Planner SKIMS

Financial Planning Director One Capital Management, LLC

Manager - Financial Planning and Analysis Astrana Health, Inc.

Senior Financial Analyst (FP&A) Impulse Space

CFO Regal Executive Search

Financial Aid Advisor West Coast University, Inc.

FINANCIAL ANL MGR 1 The Regents of the University of California on behalf of their Los Angeles Campus

Financial Services Advisor Atlasfinancialsolutions Co

Financial Planning & Analysis Analyst NakedMD

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