Financial Planner (Woodland Hills / Los Angeles, CA)
Mercer Advisors
Woodland Hills, CA
Hospitality
Vision Insurance
Parental Leave
Financial Advisor
GoldBook Financial
Los Angeles, CA
Health Insurance
Dental Insurance
Vision Insurance
$50k - $150k / year
‌
Wealth Manager
CivicMinds
Los Angeles, CA
Hybrid
‌
Sr. Media Planner, Investment & Strategy
IW Group
Los Angeles, CA
‌
Financial Consultant - Burbank, CA
Fidelity
🌎 Remote
Remote
Education
Parental Leave
$60k - $75k / year
‌
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Bank of America
Los Angeles, CA
Hourly
Diversity Leader
Eco-Friendly
$38.46 - $43.27 / hour
‌
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Bank of America Corp
Los Angeles, CA
Hourly
Diversity Leader
Eco-Friendly
$38.46 - $43.27 / hour
‌
Financial Solutions Advisor - Beverly West Region
Bank of America Corp
Santa Monica, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor - Central LA
Bank of America
Beverly Hills, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Tax Manager - Private Wealth
Deloitte Touche Tohmatsu Ltd
Los Angeles, CA
$100.4k - $205k / year
‌
Financial Solutions Advisor- Valley Crest Market
Bank of America Corp
Burbank, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor- Valley Crest Market
Bank of America
Burbank, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
MassMutual Pacific
Pasadena, CA
$71k - $260k / year
‌
Financial Solutions Advisor- Los Angels Metro
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Advisor
Roklyn Consulting
Thousand Oaks, CA
‌
Senior Wealth Planner
Cerity Partners
Pasadena, CA
PTO
Dental Insurance
Vision Insurance
Parental Leave
$95k - $130k / year
‌
Experienced Financial Advisor
Sagient
Los Angeles, CA
$150k - $500k / year
‌
Director, Financial Planning
Edelman Financial Engines
El Segundo, CA
Health Insurance
Dental Insurance
$125k - $350k / year
‌
Financial Services Advisor
Atlasfinancialsolutions
Los Angeles, CA
Part-Time
Flexible Schedule
‌
Financial Consultant
East West Bank
Los Angeles, CA
$71k - $71k / year
‌
Financial Advisor Los Angeles
Sagient
Los Angeles, CA
Health Insurance
$100k - $300k / year
‌
Financial Advisor
Paul Mitchell Schools
Pasadena, CA
Hourly
Dental Insurance
$22 - $25 / hour
‌
Senior Wealth Strategist
Rockefeller Capital Management
Los Angeles, CA
Parental Leave
$225k - $275k / year
‌
Financial Services Consultant
Atlasfinancialsolutions
Los Angeles, CA
Part-Time
Health Insurance
Flexible Schedule
‌
Financial Planner
MassMutual Oregon
🌎 Remote
Remote
$50k - $5550k / year
‌
Certified Financial Planner
Sales Match
🌎 Remote
Remote
Hourly
$40 - $55 / hour
‌
Entry-Level Financial Investment Planner (Remote)
Traction Forge Financial
🌎 Remote
Part-Time
Remote
‌
Client Service Associate
Financial Planner Recruiting
Burbank, CA
PTO
Health Insurance
$85k - $90k / year
‌
Wealth Market Manager
M&T Bank
Los Angeles, CA
New
$182.7k - $339.3k / year
Job Description
Working as a Financial Planner in Santa Monica, CA
There are 6,320 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.