div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Newport Beach, CA30+ days ago
p>CFP designation Four-year college degree, Bachelors degree in Finance, Business, or Economics preferred 3-5 years of financial planning experience Proficiency in Salesforce and eMoney is preferred Proficiency in Microsoft Office is required Strong analytical, investigative, and critical thinking skills and excellent written and verbal communication skills. Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
San Diego, CA30+ days ago
li>Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
Beverly Hills, CA30+ days ago
p>Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Newport Beach, CA30+ days ago
p>Specific responsibilities include, but are not limited to:
Newport Beach, CA30+ days ago
p>Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. - Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
Los Angeles, CA18 days ago
ul>Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
As a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.
Los Angeles, California12 days ago
p>This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
li style="font-weight:400">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, California12 days ago
p>This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Fresno, California28 days ago
Beyond career growth, we are deeply committed to giving back, proudly hosting the annual “Cure-Funding Golf Classic,” which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Newport Beach, CA30+ days ago
p>• Using our eMoney financial planning technology to input financial information • Link client accounts and deliver a personalized comprehensive planning experience • Working directly with clients to collect key documents for financial planning • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans • Partnering with clients to provide objective education to help them meet their goals and ensuring they follow up on suggested action items • Analysis of client portfolios using internal portfolio management database Tamarac as well as basic Excel functions • Frequent communication with clients and internal associates - both verbally and in writing • Participate in client meetings where needed • Other duties as assigned. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning investment and impact solutions as part of our allWEALTH experience.
Monterey, California28 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” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
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About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Woodland Hills, California19 days ago
ul>Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
San Francisco, California18 days ago
p>For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Newport Beach, California19 days ago
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Westlake Village, CA30+ days ago
p style="margin:0in 0in 10pt;line-height:115%;font-size:11pt;font-family:'calibri' , sans-serif">Specific responsibilities may include but not limited to:
San Francisco, California28 days ago
Industry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. 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” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
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San Francisco, CA30+ days ago
SKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's degree required 1 - 4 years of work experience FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork * Must be able to be innovative, pro-actively manage time and follow through to complete tasks ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Anaheim, California30+ days ago
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
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.
San Francisco, CA17 days ago
Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Los Angeles, CA30+ days ago
p>• Series7 and 66 required upon hire or must successfully obtain within 90 days from start date • Strong presentation skills in one-on-one and group meetings • Strong working knowledge of Microsoft Office suite • Excellent attention to detail with strong written and oral communication skills • Strong team player with a predisposition to service • Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
San Francisco, CA30+ days ago
p>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. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
San Francisco, CA30+ days ago
The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, 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
p style="margin:0in 0in 10pt;line-height:115%;font-size:11pt;font-family:'calibri' , sans-serif">Specific responsibilities may include but not limited to:
div>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts) .
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.
p>The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Irvine, California22 days ago
ul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1:
p>Blending business development, relationship management, and recruiting, this role is responsible for proactively sourcing, cultivating, and converting experienced planners by shaping articulating EFE's long-term planner value proposition. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Gather and compile client information to develop comprehensive wealth plans • Utilize financial planning software to create detailed financial models • Conduct independent analysis and quality control testing for financial planning outputs • Lead development, review, and completion of wealth plan summaries and illustrations • Prepare service agreements and manage confidential client information • Maintain metrics to measure outcomes of client engagements and manage the client pipeline • Develop and maintain strong relationships with clients, accountants, and attorneys • Serve as main point of contact with wealth partner teams and internal resources • Ensure effective communication and follow-up with clients • Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar • Perform independent research to understand financial planning concepts and solutions. • Proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint • Experience with financial planning software • Familiarity with investments, financial markets, and banking products • Knowledge of sophisticated planning concepts including estates and trusts, insurance, stock options, taxes, and cash flow planning • Strong analytical and technical abilities • Ability to manage multiple responsibilities under high pressure • Commitment to providing high-touch client service.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Sacramento, CA30+ days ago
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.