Planner/Scheduler II Disneyland ResortPlanner/Scheduler IIAnaheim, CA$87,200–$106,400 / yearAs the Planner/Scheduler II, you will provide strategic and detailed planning, scheduling, and materials control to support Facility Shared Services planning within the Facilities and Operations Services (FOS) organization. Develop cogent business cases to improve team efficiency; able to develop, plan, and status complex projects, schedules, and presentations; able to support teams and projects with some guidance.
NewWealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Wealth Management Financial Planner One Capital Management, LLCWealth Management Financial PlannerWestlake Village, CA$70,000–$90,000The 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.
Financial Planner Flagstar Bank NAFinancial PlannerBeverly Hills, CA$63,251.25–$121,200 / yearFamily 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.
Financial Planner Beacon Pointe Advisors LLCFinancial PlannerNewport Beach, CABeacon 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.
Senior Financial Planner Beacon Pointe Advisors LLCSenior Financial PlannerNewport Beach, CASpecific 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.
Senior Financial Planner EP Wealth Advisors LLCSenior Financial PlannerLos Angeles, CA$95,000–$135,000 / yearMergers 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.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis 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.
Senior Financial Planner/Wealth Strategist - KAR Virtus Investment PartnersSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis 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.
Financial Planner Mercer AdvisorsFinancial PlannerWoodland Hills, CaliforniaPrepare 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. 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.
Financial Planner (Newport Beach, CA) Mercer AdvisorsFinancial Planner (Newport Beach, CA)Newport Beach, CaliforniaFor 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.*.
Financial Aid Planner American Career CollegeFinancial Aid PlannerAnaheim, California$23.59–$31.84 / hourFull timeJob 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.
Senior Financial Aid Planner American Career CollegeSenior Financial Aid PlannerLos Angeles, California$28.53–$38.51 / hourFull timeJob 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.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President - Private Wealth PlannerLos Angeles, CASeries7 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.
NewSenior Wealth Planner for UHNW Families Dormont Manufacturing CompanySenior Wealth Planner for UHNW FamiliesLos Angeles, CA$115,000–$140,000 / yearThis role involves designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow their wealth. Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century City, CA.
NewSenior Wealth Planner & UHNW Estate Strategist Virtus Investment PartnersSenior Wealth Planner & UHNW Estate StrategistLos Angeles, CA$125,000–$175,000 / yearVirtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes.
Wealth Management Planner One Capital Management, LLCWealth Management PlannerWestlake Village, CA$70,000–$90,000The 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.
Team Wealth Planner Rockefeller Capital ManagementTeam Wealth PlannerLos Angeles, California$75,000–$175,000 / yearFull timePosition: 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.
NewFinancial Advisor Northwestern MutualFinancial AdvisorHuntingtn Bch, California$61,000–$250,000 / yearFull timeNorthwestern 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.
Business Development Consultant, Planner Growth Edelman Financial Engines LLCBusiness Development Consultant, Planner GrowthCA$106,800–$150,000 / yearBlending 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.
Financial Solutions Advisor - Brentwood District Financial Center Bank of America CorpFinancial Solutions Advisor - Brentwood District Financial CenterLos Angeles, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewFinancial Solutions Advisor - Beverly Hills Main Financial Center Bank of AmericaFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Personal Financial Counselor, PFC - All Locations Magellan Health IncPersonal Financial Counselor, PFC - All LocationsCAServices 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.
Personal Financial Counselor; El Segundo, CA Magellan Health IncPersonal Financial Counselor; El Segundo, CAEl Segundo, CAServices 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.
Personal Financial Counselor, PFC Magellan Health IncPersonal Financial Counselor, PFCCAServices 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.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaCAServices 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.
Tax Planning Coordinator / Associate Tax Planner CareersTax Planning Coordinator / Associate Tax PlannerThousand Oaks, CaliforniaTax Prose is seeking a highly organized, client-focused, and detail-oriented professional to support our Senior Tax Planner in delivering exceptional tax planning services to business owners and high-income individuals. The ideal candidate enjoys working directly with clients, coordinating complex projects, learning advanced tax concepts, and helping clients understand and implement tax-saving strategies.
Financial Advisor AmeripriseFinancial AdvisorLos Angeles, CaliforniaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Planning Associate Morton WealthFinancial Planning AssociateCalabasas, CaliforniaWork alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents. Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team.
NewSenior Wealth Planner & UHNW Estate Strategist Kayne Anderson RudnickSenior Wealth Planner & UHNW Estate StrategistLos Angeles, CAThe ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients.
Financial Solutions Advisor - South Bay Bank of America CorpFinancial Solutions Advisor - South BayRedondo Beach, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - South Bay Long Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Redondo Beach, California; San Pedro, California; Long Beach, California; Torrance, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Los Angels Metro Bank of America CorpFinancial Solutions Advisor- Los Angels MetroCulver City, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Acknowledge Job Description:Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listedThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Financial Solutions Advisor- Valley Crest Market Bank of America CorpFinancial Solutions Advisor- Valley Crest MarketCA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Acknowledge Job Description:Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listedThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Financial Solutions Advisor - Beverly West Region Bank of America CorpFinancial Solutions Advisor - Beverly West RegionSanta Monica, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Beverly West Region Santa Monica, California; Santa Monica, California; Malibu, California; West Los Angeles, California; Santa Barbara, California; Venice, California; Los Angeles, California; Camarillo, California; Los Angeles, California; Santa Maria, California; Los Angeles, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of America CorpFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - West Hills Region Bank of America CorpFinancial Solutions Advisor - West Hills RegionRedondo Beach, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - CA Coastal Region Bank of America CorpFinancial Solutions Advisor - CA Coastal RegionMoorpark, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - West San Gabriel Valley Bank of America CorpFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Central LA Bank of America CorpFinancial Solutions Advisor - Central LALos Angeles, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Central LA Los Angeles, California; South Pasadena, California; Los Angeles, California; Beverly Hills, California; Los Angeles, California; El Monte, California; Alhambra, California; San Gabriel, California; Hollywood, California; Pasadena, California; Monterey Park, California; Arcadia, California; Monterey Park, California; West Hollywood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Pasadena, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Gateway Cities Bank of America CorpFinancial Solutions Advisor - Gateway CitiesGardena, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Gateway Cities Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Central OC Bank of America CorpFinancial Solutions Advisor - Central OCLos Alamitos, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeLos Angeles, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
NewFinancial Solutions Advisor - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Northwest Houston AreaCypress, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Production Scheduling Planner See’s CandiesProduction Scheduling PlannerCarson, CaliforniaThe pay range for this position at commencement of employment is expected to be between $34-$38 per hour; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The Planner plays a critical role in daily execution using Ross ERP and PlanetTogether (or similar advanced planning systems), ensuring accurate scheduling, material readiness, and On-Time, In-Full (OTIF) delivery performance.
Financial Advisor MassMutual PacificFinancial AdvisorPasadena, CA$85,000–$350,000 / yearAbout 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.
Production Scheduling Planner See's Candy Shops IncProduction Scheduling PlannerCarson, CA$34–$38 / hourThe pay range for this position at commencement of employment is expected to be between $34-$38 per hour; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The Planner plays a critical role in daily execution using Ross ERP and PlanetTogether (or similar advanced planning systems), ensuring accurate scheduling, material readiness, and On-Time, In-Full (OTIF) delivery performance.
Senior Planner, Climate Adaptation and Resilience Brown and Caldwell IncSenior Planner, Climate Adaptation and ResilienceLos Angeles, CA$129,000–$177,000 / yearThis role focuses on leading overall project delivery teams, solving complex problems, and providing guidance and training to less experienced colleagues, with minimal direct supervision and limited oversight from management. The role will support ongoing Climate Readiness and OneWater plans with emphasis in the Pacific Area and broader Western Business Unit, as well as supporting company-wide opportunities that advance BC's Climate Strategy.
Financial Services Specialist Farmers Group, Inc.Financial Services SpecialistLos Angeles, CARemote5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace.
AI Financial Planning Analyst SoFi Technologies IncAI Financial Planning AnalystCATo be successful in this role, you'll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team! The AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences.