Financial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
NewFinancial Reporting Manager x 130K - 155K + bonus x South Bay Vaco LLCFinancial Reporting Manager x 130K - 155K + bonus x South BayHawthorne, CA$130,000–$160,000Determining 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. ???????Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewSenior Financial Analyst x 150K - 170K x LA / flex Vaco LLCSenior Financial Analyst x 150K - 170K x LA / flexLos Angeles, CARemote$150,000–$180,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewStaff Accountant/Financial Analyst JobotStaff Accountant/Financial AnalystLos Angeles, CA$60,000–$90,000 / yearInformation 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceLos Angeles, CARemote$120,000–$145,000 / yearInformation 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
NewManager Financial Due Diligence JobotManager Financial Due DiligenceLos Angeles, CARemote$145,000–$190,000 / yearInformation 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
NewSr. Manager, Merchandise Planning- The Disney Store Disney ExperiencesSr. Manager, Merchandise Planning- The Disney StoreGlendale, CA$139,200–$186,600 / yearFrom toys to t-shirts, console games, books, and more, our team brings our beloved brands and franchises into the lives of families through products and experiences that can be found worldwide, such as the Disney Store e-commerce platform, Disney Parks, local and international retailers, and Disney Store locations around the world! You and your teams will drive a quarterly/annual financial strategy for an assortment across multiple categories, based on detailed knowledge of business insights and analytics, marketplace trends, and guest mix across channels.
NewFinancial Analyst V - Contract TalentBurst, Inc.Financial Analyst V - ContractCulver City, CA$78–$78.56 / hourGlobal Reporting & Insights: own weekly, monthly, and quarterly business reporting processes, providing leadership with clear, data-driven insights on marketing investments and outcomes Investment Strategy: drive the global marketing investment strategy, responsible for budget allocation, goal setting, and ensuring strategic alignment with business priorities across worldwide performance marketing campaigns. Financial Operations: oversee financial operations including budget forecasting, process management, and updates, ensuring all performance marketing investments are accurately tracked and aligned with company goals.
NewSr. Financial Analyst Advantex Professional ServicesSr. Financial AnalystRANCHO DOMINGUEZ, CAThis is an exciting opportunity to make a measurable impact in a dynamic organization, partnering closely with operational leaders and contributing directly to strategic business decisions. Partner with cross-functional teams, including operations, logistics, and supply chain, to provide actionable insights on cost structures, performance metrics, and profitability.
NewFinance Manager x 140K - 160K + bonus x LA / flex Vaco LLCFinance Manager x 140K - 160K + bonus x LA / flexLos Angeles, CA$140,000–$170,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewAccounting Manager JobotAccounting ManagerLos Angeles, CA$100,000–$125,000 / yearInformation 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. As a key member of our Accounting + Finance division, you will be responsible for providing expert advice and solutions to our clients in areas such as financial reporting, ledger management, financial analysis, and more.
NewFinance Manager x 145K - 160K + bonus x Eastside Vaco LLCFinance Manager x 145K - 160K + bonus x EastsideLos Angeles, CA$140,000–$160,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewController JobotControllerGardena, CA$190,000–$250,000 / yearInformation 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. Excellent communication skills, both verbal and written, with an ability to effectively communicate complex financial data and information to non-financial managers.
NewStaff Accountant JobotStaff AccountantLos Angeles, CA$35–$45 / hourThe successful candidate will be responsible for providing financial consultation and strategic support to senior management including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. 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.
NewMedical Assistant (Primary Care, Oncology, OB/GYN, Women's Health) JobotMedical Assistant (Primary Care, Oncology, OB/GYN, Women's Health)Los Angeles, CA$22–$25 / hourInformation 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. 3. Strong communication skills, both written and verbal, with the ability to effectively communicate with patients, healthcare professionals, and finance team members.
NewSenior Accountant JobotSenior AccountantLos Angeles, CA$32–$45 / hourInformation 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. The candidate will be responsible for providing financial advice and support to help our non-profit clients make sound business decisions.
NewSales Director (Finance and Accounting Consulting Staffing Agency) Vaco LLCSales Director (Finance and Accounting Consulting Staffing Agency)Los Angeles, CA$80,000–$100,000Determining 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. Travel: Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewSenior Recruiter (Finance and Accounting Consulting Staffing Agency) Vaco LLCSenior Recruiter (Finance and Accounting Consulting Staffing Agency)Los Angeles, CA$70,000–$80,000Determining 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. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
NewPR Operations & Finance Specialist - Contract TalentBurst, Inc.PR Operations & Finance Specialist - ContractCulver City, CA$83–$83.60 / hourReporting to the Director, PR Operations & Talent Relations for Apple TV+, provide strategic operational support to the financial management of the budgeting, reporting, forecasting, purchase orders and daily invoices across global Publicity, Studio Communications, Talent Relations, Awards and Events. — Collaborate across the team, as well as with internal and external teams, including Finance, Travel, Business Affairs and Legal, in the creation and vetting of budgets and strategically resolve issues to ensure an efficient process.
NewSenior Private Banker BMO FinancialSenior Private BankerLos Angeles, CA$122,400–$228,000 / yearApplication Deadline: 07/14/2026Address: 10250 Constellation BlvdJob Family Group: Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
Virtual Family Nurse Practitioner - CA License One MedicalVirtual Family Nurse Practitioner - CA LicenseLos Angeles, CA$59.10–$65.50 / hourIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Virtual Physician Assistant - CA Licensed One MedicalVirtual Physician Assistant - CA LicensedLos Angeles, CA$59.10–$65.50 / hourIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Financial Analyst, Financial Planning & Analysis Skechers USA IncFinancial Analyst, Financial Planning & AnalysisManhattan Beach, CA$71,000–$85,000 / yearWHO WE ARE: Headquartered in Southern California, Skechersthe Comfort Technology Companyhas spent over 30 years helping men, women, and kids everywhere look and feel good. Serving over 180 countries and territories, Skechers connects customers to products through department and specialty stores, e-commerce and digital stores, and through our more than 5,300 Skechers retail locations.
Financial Analyst, Financial Planning & Analysis SkechersFinancial Analyst, Financial Planning & AnalysisManhattan Beach, CaliforniaServing over 180 countries and territories, Skechers connects customers to products through department and specialty stores, e-commerce and digital stores, and through our more than 5,300 Skechers retail locations. WHO WE ARE: Headquartered in Southern California, Skechers—the Comfort Technology Company®—has spent over 30 years helping men, women, and kids everywhere look and feel good.
Financial Planning and Analysis (FP&A) Manager CreatorIQFinancial Planning and Analysis (FP&A) ManagerLos Angeles, CaliforniaIt’s been named a Fastest-Growing Company in North America on the Deloitte Technology Fast 500 for four years, was named a leader in IDC MarketScape: Worldwide Influencer Marketing Platforms for Large Enterprises in 2025, was named a Leader by The Forrester New Wave: Influencer Marketing Solutions, and has been consistently recognized by G2 as a Leader, and is rated 5 stars on Influencer MarketingHub. Trusted by more than 1,300 global brands and agencies—including Burson, Delta Air Lines, Google, LVMH, Nestlé, and Sephora—CreatorIQ unifies creator marketing across paid, owned, earned, commerce, and community into one seamless, enterprise-grade ecosystem.
Senior Director, Financial Planning and Analysis (GTM) Sprout Social IncSenior Director, Financial Planning and Analysis (GTM)CARemoteThis is a senior leadership role at the center of Sprouts go-to-market financial strategy, responsible for driving rigorous planning, executive-level insight, and scalable processes across a large and complex business. The minimum qualifications for this role include: 12+ years of FP&A experience, with significant experience supporting GTM or Sales functions in a SaaS or subscription-based business; exceptional candidates with 89 years of highly relevant experience will be considered.
Financial Planning Specialist Ultimate Staffing ServicesFinancial Planning SpecialistPasadena, California$90,000–$110,000Gather 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.
Financial Planning Specialist/Paraplanner Ultimate Staffing ServicesFinancial Planning Specialist/ParaplannerPasadena, California$90,000–$110,000Gather 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.
Manager, Financial Planning and Analysis - National Brand Sourcing Cardinal Health IncManager, Financial Planning and Analysis - National Brand SourcingCA$105,100–$150,100 / yearPay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Build process improvements to drive forecast accuracy, maximize margin capture, maximize supplier funding to drive distribution profitability, and provide insight to leadership on underdeveloped areas.
Vice President, Financial Planning & Analysis The Oncology Institute of Hope and InnovationVice President, Financial Planning & AnalysisCerritos, CA$230,000–$280,000 / yearPartners closely with senior leaders across Finance, Business Development, Operations, and Clinical Services to guide data-driven decisions, strengthen financial performance, and improve processes that support our expanding footprint. TOI offers cutting-edge, evidence-based cancer care to a population of approximately 1.9 million patients, including clinical trials, transfusions, and other care delivery models traditionally associated with the most advanced care delivery organizations.
Financial Planning & Analysis Analyst III Kaiser PermanenteFinancial Planning & Analysis Analyst IIIDowney, CA$82,800–$107,140 / yearFor-jobs-where-work-will-be-performed-in-unincorporated-LA-County,-the-employer-provides-the-following-statement-in-accordance-with-the-Los-Angeles-County-Fair-Chance-Ordinance.-Criminal-history-may-have-a-direct,-adverse,-and-negative-relationship-on-the-following-job-duties,-potentially-resulting-in-the-withdrawal-of-the-conditional-offer-of-employment: Consistently-supports-compliance-and-the-Principles-of-Responsibility-(Kaiser-Permanente's-Code-of-Conduct)-by-maintaining-the-privacy-and-confidentiality-of-information,-protecting-the-assets-of-the-organization,-acting-with-ethics-and-integrity,-reporting-non-compliance,-and-adhering-to-applicable-federal,-state,-and-local-laws-and-regulations,-accreditation,-and-licensure-requirements-(where-applicable),-and-Kaiser-Permanente's-policies-and-procedures. Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
VP Financial Planning & Analysis & Business Support AltaMed Health Services CorpVP Financial Planning & Analysis & Business SupportCA$239,668.41–$299,585.52 / yearWith oversight of AltaMed's Corporate Financial Planning & Analysis (FP&A) function, the VP will lead the development and execution of the annual budget, financial planning and forecast models, operating results analyses, and develop strategies to improve financial performance. This role will support AltaMed's value-based care transformation by implementing reporting, budgeting, and forecasting solutions that enable integrated managed care financial monitoring.
Vice President, Financial Planning & Analysis Scope3 IncVice President, Financial Planning & AnalysisCARemoteThe company secured $20M in Series B funding led by GV in October 2023, additional investors include Venrock, Rucker Park, Room40 Ventures, and Craft Ventures, and we are thrilled to be the recipient of an additional round of $25M in October 2024. At Scope3, as part of developing the go-forward finance tech stack, you will have a unique opportunity to collaborate with in-house development resources to design and build internal tools and data assets that support reporting and forecasting needs.
NewFinancial Planning Specialist Ameriprise FinancialFinancial Planning SpecialistCalabasas, CaliforniaThis role is responsible for coordinating the financial planning process from data gathering through implementation by preparing planning materials, maintaining accurate client information, creating and tracking deliverables, communicating with clients throughout the planning process, and ensuring advisors have the resources they need to deliver comprehensive financial advice. This position offers the opportunity to deepen your financial planning knowledge, gain hands-on experience supporting sophisticated planning strategies, and work alongside experienced advisors dedicated to delivering exceptional client service.
Financial Planning & Analysis Manager/Senior Manager Exploding Kittens IncFinancial Planning & Analysis Manager/Senior ManagerLos Angeles, CA$140,000–$160,000 / yearThis individual will be responsible for developing and delivering clear and compelling financial narratives at the executive level by building strong relationships cross-functionally to support strategic initiatives, operational decision-making, and budget accuracy. This role requires the ability to operate both strategically and tactically, connecting financial results to business performance and helping leadership understand the financial implications of operational decisions.
Manager Financial Planning and Analysis RADWELL INTERNATIONAL INC.Manager Financial Planning and AnalysisBurbank, CA$125,000–$140,000 / yearManager, Financial Planning and Analysis Category Accounting/Finance Job Location Burbank, CA, US Position Type Full-Time/Regular JOB SUMMARY The Manager, Financial Planning & Analysis is responsible for analyzing financial data, preparing reports, and providing insights to support strategic decision-making and financial planning within an organization. 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.
Manager, Financial Planning and Analysis Radwell InternationalManager, Financial Planning and AnalysisBurbank, CAFull timeFamiliarity 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.
Director, Financial Planning & Analysis - TV Production Consolidation Sony Pictures Entertainment IncDirector, Financial Planning & Analysis - TV Production ConsolidationCulver City, CA$150,000–$190,000 / yearLead cross-functional projects including commercial, operational, & finance teams to leverage innovative technology, drive process efficiency, improve working capital, & manager risk across the TV studio. Drive communication of bi-weekly forecast changes and performance trends to executive leadership, highlighting key business drivers and influencing decision-making where appropriate.
NewDirector, Financial Planning & Analysis - TV Production Sony Pictures EntertainmentDirector, Financial Planning & Analysis - TV ProductionCulver City, CaliforniaLead cross-functional projects including commercial, operational, & finance teams to leverage innovative technology, drive process efficiency, improve working capital, & manager risk across the TV studio. Drive communication of bi-weekly forecast changes and performance trends to executive leadership, highlighting key business drivers and influencing decision-making where appropriate.
Financial Planning & Analysis Manager/Senior Manager Exploding KittensFinancial Planning & Analysis Manager/Senior ManagerLos Angeles, California$140,000–$160,000 / yearThis individual will be responsible for developing and delivering clear and compelling financial narratives at the executive level by building strong relationships cross-functionally to support strategic initiatives, operational decision-making, and budget accuracy. This role requires the ability to operate both strategically and tactically, connecting financial results to business performance and helping leadership understand the financial implications of operational decisions.
NewVice President, Financial Planning and Analysis OaktreeVice President, Financial Planning and AnalysisLos Angeles, CaliforniaPartner with senior leadership in ensuring strong financial stewardship through budgeting, financial forecasting, strategy-level profitability, trend analysis and various ad hoc analyses. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.
Senior Manager of Financial Planning & Analysis CohereSenior Manager of Financial Planning & AnalysisLos Angeles, CAKPI Architecture: Define, track, and socialize critical SaaS/Tech metrics (e.g., CAC, LTV, Magic Number, Net Retention, and Burn Multiple) to drive data-driven decision-making. We're training and deploying frontier models for developers and enterprises who are building AI systems to power magical experiences like content generation, semantic search, RAG, and agents.
VP, Global Supply Chain & Financial Planning Funko IncVP, Global Supply Chain & Financial PlanningBurbank, CA$200,000–$266,000 / yearDevelop proactive profit optimization strategies\u2014including global clearance, liquidation, and channel-specific exit plans\u2014that protect gross margin and preserve brand value.\n \nCross-Functional & Regional Collaboration\n\n Serve as the central connector between Planning, Finance, Product, Commercial, Operations, and regional business units, ensuring enterprise-wide alignment of plans.\n Manage long-range global planning (LRP) in partnership with regional leaders, ensuring Product, Sales, Sourcing, Logistics, and Operations align with enterprise goals.\n \nFinancial Integration Across Geographies\n\n Own the design and governance of global Open-to-Buy (OTB) processes, ensuring consistency across categories, channels, and regions while aligning with corporate financial targets.\n
Financial Planning Director One Capital Management, LLCFinancial Planning DirectorWestlake Village, CA$120,000–$135,000Specific 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.
Senior Director of Financial Planning and Analysis BJ's RestaurantsSenior Director of Financial Planning and AnalysisHuntington Beach, California$185,000–$215,000 / yearFull timeThis is a high-visibility role that partners closely with our CFO and executive leadership team to influence key decisions that drive growth, profitability, and shareholder value. This role is ideal for a finance leader who thrives in a fast-paced environment, enjoys connecting strategy to execution, and wants to make a measurable impact on a nationally recognized brand.
Director, Financial Planning and Analysis - Remote - Nationwide CEP America LLCDirector, Financial Planning and Analysis - Remote - NationwideCARemote$153,380–$199,395 / yearPresents detailed annual budgets and subsequent rolling forecasts for approval by Medical Group clients' board of directors and MedAmerica's board of directors. Works with Accounting team on the monthly closing process to assure that site-specific and department-specific reports are available to end users in a timely fashion.
Healthcare Financial Planning & Analytics Kforce Inc.Healthcare Financial Planning & AnalyticsCommerce, CA$41–$43Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Financial Planning Associate-West L.A. RK PartnersFinancial Planning Associate-West L.A.West Los Angeles, CADeliver 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.
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.