Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningEl Segundo, California$125,000–$350,000 / yearRecognized 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 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Tax Planning Coordinator / Associate Tax Planner one missionTax 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-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Financial Solutions Advisor - Central LA Bank of AmericaFinancial Solutions Advisor - Central LALos 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. 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.
Financial Solutions Advisor - West Hills Region Bank of AmericaFinancial Solutions Advisor - West Hills RegionRedondo Beach, CaliforniaUS - CA - El Segundo - 835 N Pacific Coast HWY - EL SEGUNDO BC (CA8188), US - CA - Inglewood - 330 E Manchester Blvd - INGLEWOOD MAIN OFFICE (CA8107), US - CA - Long Beach - 2240 N Bellflower Blvd - LOS ALTOS CENTER BC (CA7156), US - CA - Long Beach - 3804 Atlantic Ave - BIXBY-ATLANTIC BC (CA7126), US - CA - Manhattan Beach - 1200 Highland Ave - MANHATTAN BEACH BC (CA8103), US - CA - Manhattan Beach - 3016 N Sepulveda Blvd - Manhattan Village BC (CA8175), US - CA - Montebello - 700 W Whittier Blvd (CA9149), US - CA - Redondo Beach - 1603 Hawthorne Blvd - SOUTH BAY GALLERIA BC (CA8141), US - CA - Redondo Beach - 222 N Catalina Ave - REDONDO BEACH BC (CA8116), US - CA - San Pedro - 800 N Western Ave - EAST VIEW BC (CA7143), US - CA - Torrance - 1255 Sartori Ave - TORRANCE-SARTORI BC (CA8112), US - CA - Torrance - 25435 Crenshaw Blvd - CRENSHAW PACIFIC COAST HIGHWAY BC (CA8150). 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 OC Bank of AmericaFinancial Solutions Advisor - Central OCIrvine, CaliforniaUS - CA - Fountain Valley - 16192 Harbor Blvd - HARBOR-EDINGER BC (CA6163), US - CA - Garden Grove - 9591 Chapman Ave - GARDEN GROVE MAIN OFFICE (CA7125), US - CA - Irvine - 18622 Macarthur Blvd - IRVINE BC (CA6203), US - CA - Los Alamitos - 11262 Los Alamitos Blvd - LOS ALAMITOS BC (CA7150). 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 - South Bay Bank of AmericaFinancial Solutions Advisor - South BayLong Beach, CaliforniaUS - CA - El Segundo - 835 N Pacific Coast HWY - EL SEGUNDO BC (CA8188), US - CA - Long Beach - 2240 N Bellflower Blvd - LOS ALTOS CENTER BC (CA7156), US - CA - Long Beach - 3804 Atlantic Ave - BIXBY-ATLANTIC BC (CA7126), US - CA - Long Beach - 5101 E 2nd St - BELMONT SHORE BC (CA7113), US - CA - Manhattan Beach - 1200 Highland Ave - MANHATTAN BEACH BC (CA8103), US - CA - Manhattan Beach - 3016 N Sepulveda Blvd - Manhattan Village BC (CA8175), US - CA - Montebello - 700 W Whittier Blvd (CA9149), US - CA - Redondo Beach - 1603 Hawthorne Blvd - SOUTH BAY GALLERIA BC (CA8141), US - CA - Redondo Beach - 222 N Catalina Ave - REDONDO BEACH BC (CA8116), US - CA - San Pedro - 800 N Western Ave - EAST VIEW BC (CA7143), US - CA - Torrance - 1255 Sartori Ave - TORRANCE-SARTORI BC (CA8112), US - CA - Torrance - 21700 Hawthorne Blvd - DEL AMO CENTER BC (CA8169), US - CA - Torrance - 25435 Crenshaw Blvd - CRENSHAW PACIFIC COAST HIGHWAY BC (CA8150). 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 - Gateway Cities Bank of AmericaFinancial Solutions Advisor - Gateway CitiesLos 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. 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.
Financial 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.
Financial Solutions Advisor - CA Coastal Region Bank of AmericaFinancial Solutions Advisor - CA Coastal RegionMoorpark, 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.
Financial Solutions Advisor- Los Angels Metro Bank of AmericaFinancial Solutions Advisor- Los Angels MetroCulver City, 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. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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.
NewFinancial Solutions Advisor - Beverly West Region Bank of AmericaFinancial Solutions Advisor - Beverly West RegionSanta Monica, CaliforniaUS - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO BC (CA6106), US - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 11911 San Vicente Blvd - BRENTWOOD DISTRICT BC (CA8127), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Los Angeles - 930 Westwood Blvd - WESTWOOD VILLAGE BC (CA8106), US - CA - Malibu - 23717 Malibu Rd - MALIBU BC (CA8149), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Maria - 2060 S Brdway - South Broadway (CA0269), US - CA - Santa Monica - 1301 4th St (CA8115), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134), US - CA - Venice - 121 Windward Ave - VENICE BC (CA8189), US - CA - West Los Angeles - 11501 Santa Monica Blvd - WEST LOS ANGELES BC (CA8101). 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 - East San Gabriel Valley Region Bank of AmericaFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, 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.
Financial Solutions Advisor - OC West Bank of AmericaFinancial Solutions Advisor - OC WestNewport Beach, 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. Responsibilities: • 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.
Financial Solutions Advisor - West San Gabriel Valley Bank of AmericaFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, ArizonaKey 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.
Financial Solutions Advisor- Valley Crest Market Bank of AmericaFinancial Solutions Advisor- Valley Crest MarketSherman Oaks, 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. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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.
Planner BelcanPlannerIrvine, CA$25–$32 / hourJob Title: Planner Pay Rate: $25-$32/hr Location: Irvine, CA Area Code: 949, 714 ZIP Code: 92618 Start Date: Right Away Shift: 1st Shift, 5AM, 6AM,7AM or 8AM start Keywords: #PlannerJobs #IrvineJobs Job Description: SUMMARY: Ensures performance to the master production schedule to achieve division objectives for customer service, inventory levels, and configuration management. QUALIFICATIONS: * Professional entry level position at least 1 year of experience * Bachelor"s degree in business administration or a related field; * CPIM Ceritification a plus * Knowledge of general manufacturing and business operations and key manufacturing resources planning theories and principles including continuous improvement methods (e.g., pull systems, process mapping, JIT).
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.
Wealth Planner Cerity PartnersWealth PlannerPasadena, CaliforniaExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Planner, Ecommerce True ReligionPlanner, EcommerceEl Segundo, CA$90,000–$100,000 / yearSupport Ecommerce Execution and Marketing Alignment: Work alongside the Ecommerce team to ensure promotions are executed correctly, product pages support all promotional activity, and the site and marketing strategy are aligned to achieve financial sales goals. The ideal candidate will play a key role in translating historical data and market trends into actionable buy and assortment strategies, and contribute to True Religion’s continued growth by ensuring inventory, sales, and receipt plans are consistently aligned with both financial goals and customer demand.