NewSenior Financial Analyst Vaco LLCSenior Financial AnalystSanta Ana, CA$100,000–$120,000Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewEstate Planning Paralegal JobotEstate Planning ParalegalIrvine, CA$85,000–$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. Excellent written and verbal communication skills, with the ability to explain complex legal and financial matters to a non-technical audience.
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.
NewEstate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / 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. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
Sr. 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.
NewJunior Financial Analyst Vaco LLCJunior Financial AnalystIrvine, CA$60,000–$90,000Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
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.
NewFinancial Analyst V Epitec, IncFinancial Analyst VCulver City, CAThis position is well suited for a professional with experience in financial planning, purchase order management, and budget tracking, ideally within media, entertainment, publicity, or marketing environments. This role sits at the intersection of finance, publicity, and production operations, supporting high-volume budgeting, reporting, and vendor management activities.
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.
NewFinancial Services Management Trainee New York Life - Greater Los AngelesFinancial Services Management TraineeSan Dimas, CA$65,000–$150,000 / yearManage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.
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.
NewMedical Assistant (Primary Care, Oncology, OB/GYN, Women's Health) JobotMedical Assistant (Primary Care, Oncology, OB/GYN, Women's Health)Glendale, CA$23–$27 / 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. Providing clinical assistance by performing routine tasks such as taking vitals, preparing patients for examinations, administering medication under the direction of a physician, and maintaining patient records.
NewDirector of Finance Corporate FP&A Vaco LLCDirector of Finance Corporate FP&ASanta Ana, CA$150,000–$250,000Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Accountant JobotSenior AccountantPomona, CA$90,000–$115,000 / 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. 2. Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
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.
NewBusiness Development Manager Phoenix MecanoBusiness Development ManagerChino, CAIn this role, you will play a key part in developing new business opportunities, aligning technical solutions with customer needs, strengthening customer and partner relationships, and supporting revenue growth through strategic, solution-oriented selling. High-visibility leadership role with meaningful interaction across operations, engineering, sales, customers, suppliers, partners, and senior leadership both domestic and international.
Engineering Operations Manager Phoenix MecanoEngineering Operations ManagerChino, CAWe are seeking a hands-on site leadership professional who enjoys building teams, launching production, solving technical challenges, and helping a new manufacturing operation scale successfully. · Bachelor’s degree in Mechanical Engineering, Electrical Engineering, Industrial Engineering, or a related technical field required; Master’s degree in Engineering, Operations Management, or Business preferred.
Senior Associate, HMNA Financial Planning Hyundai Motor AmericaSenior Associate, HMNA Financial PlanningFountain Valley, CA$63,800–$88,000 / yearPrepare, analyze, and present monthly financial reports reflecting actual performance against budget and forecast, including variance analysis and executive-ready reporting for Regional Headquarters leadership. Develop financial models and scenario analysis for strategic and operational cases to support internal stakeholders and executive decision-making.
NewSr. Financial Analyst, Corporate Financial Planning ($98,700.00 - $128,000.00) The Irvine Company LLCSr. Financial Analyst, Corporate Financial Planning ($98,700.00 - $128,000.00)Newport Beach, CA$97,900–$126,800 / yearWithin the SP&A group, the Corporate Financial Planning team coordinates the budgeting and forecasting process for all of the Company's business lines, and is also responsible for executive and board reporting, enterprise-level analytics (cash, capital allocation, financial ratios, scenario analyses, etc.), and business intelligence initiatives. Complete enterprise-wide annual business plans, quarterly forecasts, exhibits, and analyses to accompany business plans and forecasts, monthly financial reporting, variance analyses, and special/ad-hoc projects.
10288 - Financial Analyst II (Financial Planning & Analysis) Hyundai Autoever America10288 - Financial Analyst II (Financial Planning & Analysis)Irvine, CAFull timeFinancial Analyst (Financial Planning & Analysis) defines and maintains HAEA Financial forecast; manages and takes leadership on the annual budgeting process implementing industry best practices; supports the business, manage budget utilization, and provides HAEA management and clients with insightful analysis to support decision making. Perform analysis on data from various sources to facilitate budgeting, forecasting, variance analysis, IT optimization, and other corporate initiatives # Support monthly accounting close (accruals, variance analysis, sales recognition, etc.).
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.
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.
Senior Manager Financial Planning & Analysis Nihon KohdenSenior Manager Financial Planning & AnalysisIrvine, CA$135,000–$185,000 / yearManager works closely with Sales & Marketing, Operating, and Service business leaders, delivering key performance metrics and analysis, overseeing all financial activities of the organization, ensuring sound financial management, strategic planning, and operational efficiency. Manager extracts and analyzes complex datasets to provide timely, accurate business intelligence, partners with cross-functional teams, and identifies opportunities to enhance performance across the organization.
NewFinancial Planning & Analysis Manager - Office Division ($119,700 - $155,500) The Irvine Company LLCFinancial Planning & Analysis Manager - Office Division ($119,700 - $155,500)Irvine, CA$119,700–$155,500 / yearDrives collaboration with Business Intelligence, Innovation Technologies, Accounting, Leasing, Operations groups to implement strategic initiatives and internal process improvements, including automation and efficiency, data management, data integrity, software implementations, and business intelligence platform development. About Us: Irvine Company Office Properties (a division of Irvine Company) offers a portfolio that includes more than 550 office buildings in premier locations: Orange County, Los Angeles, San Diego, Silicon Valley, Chicago and New York.
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 & 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.
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.
Senior Manager - Corporate Financial Planning & Analysis ShimmickSenior Manager - Corporate Financial Planning & AnalysisIrvine, California$135,000–$185,000 / yearFull timeIn the event a recruiter or agency submits a resume or candidate without a previously signed agreement, Shimmick explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. As project delivery models, regulatory frameworks, supply chains, and technology continue to evolve, our ability to stay flexible and agile in our business development approach is essential to our success.
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.
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.
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.
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.
Sr. Director, Financial Planning & Analysis Boldyn NetworksSr. Director, Financial Planning & AnalysisIrvine, CaliforniaIt’s a role with a lot of variety, and day-to-day, you’ll mainly be involved with: Strategic Oversight: oversee strategic long-term planning forecast updates, internal reporting, and performance management. We’re on the lookout for an enthusiastic and personable Senior Director of Financial Planning and Analysis who can oversee strategic and annual operating plans for the US growing digital communications business.
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.
Senior Manager Financial Planning & Analysis Nihon Kohden CorpSenior Manager Financial Planning & AnalysisIrvine, CA$135,000–$185,000 / yearManager works closely with Sales & Marketing, Operating, and Service business leaders, delivering key performance metrics and analysis, overseeing all financial activities of the organization, ensuring sound financial management, strategic planning, and operational efficiency. Manager extracts and analyzes complex datasets to provide timely, accurate business intelligence, partners with cross-functional teams, and identifies opportunities to enhance performance across the organization.
Manager, Financial Planning and Analysis Radwell InternationalManager, Financial Planning and AnalysisBurbank, CA$125,000–$140,000 / yearFamiliarity 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.
Senior Financial Planning & Analysis, Digital Health Solutions AbbottSenior Financial Planning & Analysis, Digital Health SolutionsLake Forest, CaliforniaOur location in Lake Forest, IL has an open opportunity for a Senior Financial Planning & Analysis supporting the global Digital Health Solutions business unit within the Core Diagnostics business. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.
Financial Planning & Analysis Asst. Manager, bilingual Korean Cesna RecruitmentFinancial Planning & Analysis Asst. Manager, bilingual KoreanBrea, CA$75,000–$100,000Manager, you will be responsible for maintaining financial management reports, coordinating communication with subsidiaries, projecting monthly and annual sales against budgets, and contributing to monthly and annual period-end close processes. The role involves proactively managing the preparation of the annual budget between subsidiaries and headquarters, providing comprehensive operational and financial analyses to support and guide strategic planning at HQ.
Financial Planning & Analysis Analyst NakedMDFinancial Planning & Analysis AnalystNewport Beach, CA$80,000–$90,000This role works closely with PE ownership, Finance & Executive leadership, and the accounting team to maintain forecast models, develop executive and Board-level reporting, and analyze clinic and service-line performance. This role is ideal for candidates with accounting, corporate finance, consulting, or investment banking experience looking to grow into a strategic FP&A function.
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
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.
Director of Financial Planning & Analysis MemorialCare Health SystemDirector of Financial Planning & AnalysisFountain Valley, CAExamples include physician enterprise value (PEV), downstream margin analyses, network integrity analyses, revenue integrity analyses, Medicare equivalency (MEQ) analyses, FFS and HMO revenue analyses, physician compensation-related analyses, P&L analyses of service lines and business segments, etc. 2) Supports monthly financial close processes through analyses of KPIs, including fee-for-service (FFS) revenue, managed care (HMO) enrollment, revenue, and expenses, visit volumes, fixed fee revenue, etc.
Financial Planning Analyst CPK Management CompanyFinancial Planning AnalystCosta Mesa, CaliforniaFounded in 1985, former federal prosecutors Rick Rosenfield and Larry Flax combined their fervor for food and fresh ingredients to create innovative, hearth-baked pizzas such as The Original BBQ Chicken, California Club and Thai Chicken that are created in a lively open kitchen. At California Pizza Kitchen, we bring the biggest and best parts of ourselves to work and to our communities, and are guided by our ROCK philosophy (Respect, Opportunity, Communication, and Kindness).
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.