Financial Planner Jobs in Santa Monica, CA (1,205)
Oracle Financial Accounting Hub Consultant
Accenture
Culver City, CA
Diversity Leader
Eco-Friendly
Dental Insurance
Vision Insurance
$70.4k - $196k / year
Senior Director, Local Business Leadership
WSP
Los Angeles, CA
Dental Insurance
Vision Insurance
Parental Leave
$218.9k - $367.2k / year
Director, Financial Planning
Edelman Financial Engines
El Segundo, CA
Health Insurance
Dental Insurance
$125k - $350k / year
Wealth Relationship Manager - Sunset Doheny
Citigroup
Los Angeles, CA
Wealth Management Associate - CA, Irvine, LA, Ventura (2248)
Equitable Advisors
Los Angeles, CA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
Financial Professional - CA, Los Angeles (5228)
Equitable Advisors
Los Angeles, CA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Wealth Management Associate - CA, Los Angeles (3458)
Equitable Services
Los Angeles, CA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Wealth Management Associate - CA, Los Angeles (3458)
Equitable Holdings
Los Angeles, CA
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Financial Professional - CA, Los Angeles (5228)
Equitable Services
Los Angeles, CA
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Wealth Relationship Manager SAFE Act - FOUNTAIN VALLEY
Citigroup
Los Angeles, CA
New
Dental Insurance
$83.9k - $125.9k / year
‌
Career Services Advisor, Senior - Financial Services Practice
Marshall School of Business
Los Angeles, CA
New
$80k - $103.8k / year
‌
Entry-Level Financial Strategy Planner (Remote) - KC
Global Financial Impact
🌎 Remote
Part-Time
Remote
Flexible Schedule
‌
Service Advisor
Boeckermann Grafstrom and Mayer
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Business Solutions Advisor - Westchester Financial Center
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor
Northwestern Mutual
Los Angeles, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Solutions Advisor - Beverly West Region
Bank of America
Pacific Palisades, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor- Los Angels Metro
Bank of America
Culver City, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor
Bank of Montreal
Long Beach, CA
Part-Time
Health Insurance
Education
$55k - $120k / year
‌
Private Wealth Advisor
Blue Trust
Los Angeles, CA
‌
Team Wealth Planner
Rockefeller Financial
Los Angeles, CA
Parental Leave
$75k - $175k / year
‌
AMP Financial Advisor Trainee
Raymond James Financial Services
Beverly Hills, CA
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$70.3k - $75k / year
‌
Senior Officer, Planned Giving & Philanthropic Development
California Community Foundation
Los Angeles, CA
403(b)
Dental Insurance
Vision Insurance
Education
$132k - $138k / year
‌
Merrill Advisor Development Program - Financial Advisor: Pasadena Central Market
Bank of America
Pasadena, CA
New
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Aid Advisor
Success Education Colleges
Glendale, CA
New
Part-Time
Hourly
Flexible Schedule
$23 - $26 / hour
‌
Advisor Financial Aid
Universal Technical Institute
Long Beach, CA
New
$18 - $26 / hour
‌
Financial Advisor- Training Provided
True Path Financial
Los Angeles, CA
Entry-Level
$50k - $150k / year
‌
Financial Advisor - BMO Bank
LPL Financial
Manhattan Beach, CA
‌
Sr. Trade Financial Analyst
GT's Living Foods
Los Angeles, CA
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$105k / year
‌
Senior Medical Equipment Planner 2
IMEG Corp
Pasadena, CA
Part-Time
PTO
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$125k - $150k / year
‌
Asset & Wealth Management Tax Senior Manager
PwC (US)
Los Angeles, CA
‌
Investment Executive (Financial Advisor) Greater Los Angeles, CA
Fifth Third Bank, N.A
Los Angeles, CA
‌
Hybrid Occupancy Planner Sr
CBRE
Santa Monica, CA
Hybrid
Diversity Leader
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$115k / year
‌
Wealth Planner
Huntington
🌎 Remote
Remote
$1 - $10 / hour
Job Description
Working as a Financial Planner in Santa Monica, CA
There are 1,205 Financial Planner opportunities available in Santa Monica, CA all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
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