Financial Planner Jobs in Los Angeles, CA
Company Confidential
Rowland Heights, CA
Financial Planner Manage financial plans; analyze financial data, Mail resume to job site: Benson Bincheng Liao, 17506 Colima Road, Suite 200, Rowland Heights, CA 91748 No calls
CohnReznick LLP
Los Angeles, CA
Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.
American Honda Motor Co Inc
Torrance, CA
The Senior Analyst of CFS Planning and Reporting will support the company’s sales growth and performance initiatives by forecasting, monitoring, and reporting on the operational sales performance of AHFC’s consumer financial services portfolio. Forecasting: Analyze business conditions, then develop the monthly, fiscal year, and long-range forecasts for AHFC’s consumer finance loan and lease contract business.
CohnReznick LLP
Los Angeles, CA
Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.
New York Life
Glendale, CA
Training, Support and Professional Development: New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.
Foothill Credit Union
Arcadia, CA
The Member Services Representative Il (MSR Il) embraces the Credit Union's mission of Exceeding Members' Expectations and demonstrates support of its core values by always representing the Credit Union (CU) in a professional, friendly, helpful, and timely manner. The MSR ll will be responsible for continually enhancing their familiarity with all credit union products, services, operations, and compliance matters, actively pursuing opportunities for advanced training to achieve this.
EisnerAmper LLP
Pasadena, CA
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Client asset management, including coordination of clients’ complete relationship and financial plan execution (analysis, estate planning, tax strategies for assets under management and portfolio management).
Foothill Credit Union
Covina, CA
We focus on providing quality member service to our 300+ SEGs, including six hospitals, fourteen school districts, two colleges, seventeen private schools, businesses, and municipalities in the San Gabriel Valley. · A valid California Class C Driver's License, a method of transportation when needed to carry out job-related essential functions, and at least minimum automobile insurance coverage as required by the State of California.
HR Advantage, LLC
Los Angeles, CA
Excellent written and oral communication skills using clear, concise language appropriate for financial reporting and ability to summarize and present complex financial data in a clear, organized, concise manner. The Reporting Manager will assist in the preparation of periodic filings with the SEC, coordination and compilation of monthly and quarterly internal reporting, budgeting and forecasting, financial analysis and technical accounting research.