Financial Planner Jobs in Valencia, CA (2,713)
LA Financial Planner & Retirement Strategy Advisor
Principal Financial Group
Los Angeles, CA
New
Eco-Friendly
Strategic Financial Advisor & Wealth Planner
Ehuntcpa
Los Angeles, CA
New
401(k)
Senior Financial Planner
Kayne Anderson Rudnick
Los Angeles, CA
Dental Insurance
Vision Insurance
Education
$125k - $175k / year
Entry Level - Financial Planner
Equitable Advisors
Los Angeles, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
Financial Planner (Los Angeles, CA)
Mercer Advisors
Los Angeles, CA
New
Hospitality
Vision Insurance
Parental Leave
$81.6k - $96k / year
Senior Financial Planner/Wealth Strategist - KAR
Virtus Investment Partners
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
$115k - $140k / year
‌
Senior Financial Aid Planner
American Career College
Los Angeles, CA
New
‌
Senior Financial Planner for UHNW Clients
Virtus Investment Partners
Los Angeles, CA
New
$100k - $121k / year
‌
Financial Advisor
Northwestern Mutual
Los Angeles, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Los Angeles, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Lenox Advisors
Los Angeles, CA
‌
Financial Solutions Advisor: Client Investment Planner
Bank of America
Los Angeles, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Senior Financial Planner - KAR
Virtus Investment Partners
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
$100k - $121k / year
‌
Senior Financial Planner - KAR
Dormont Manufacturing
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
‌
Financial Planner
New York Life
Los Angeles, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$100k / year
‌
Financial Planner (Director)
VALID8 Financial
Westlake Village, CA
New
PTO
$100k - $125k / year
‌
Senior Financial Planner/Wealth Strategist - KAR
Kayne Anderson Rudnick
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
$125k - $175k / year
‌
Financial Planner & Wealth Advisor - Training Path
New York Life
Los Angeles, CA
New
Dental Insurance
$100k / year
‌
Senior UHNW Wealth Strategist & Financial Planner
Virtus Investment Partners
Los Angeles, CA
New
‌
Senior Financial Planner - Los Angeles / Valencia (hybrid)
EP Wealth Advisors
Los Angeles, CA
New
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Flexible Schedule
$95k - $135k / year
‌
Financial Planner with Athletic Background
Beer Financial Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$150k / year
‌
Entry-Level Financial Planner - Remote & Growth
Beer Financial Group
🌎 Remote
New
Remote
Entry-Level
‌
Financial Planner: Flexible Schedule, High Earnings
Beer Financial Group
Los Angeles, CA
New
Part-Time
Flexible Schedule
‌
Entrepreneurial Financial Planner: Build Your Practice
Northwestern Mutual Life Insurance
Los Angeles, CA
New
‌
Senior UHNW Tax-Focused Financial Planner
Kayne Anderson Rudnick
Los Angeles, CA
$115k - $140k / year
‌
Entry-Level Financial Planner: Build Your Wealth Career
Equitable Advisors
Los Angeles, CA
New
Entry-Level
$36.2k / year
‌
Senior Financial Aid Planner & VA Benefits Lead
American Career College
Los Angeles, CA
New
‌
Financial Advisor
Principal Financial Group
Los Angeles, CA
New
Eco-Friendly
‌
Manager - Wealth Management
Regal Executive Search
Los Angeles, CA
New
‌
Merrill Experienced Financial Advisor
Bank of America
Westlake Village, CA
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Remote Financial Advisor: Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Job Description
Working as a Financial Planner in Valencia, CA
There are 2,713 Financial Planner opportunities available in Valencia, 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.
Financial Planner jobs near Valencia, CA
Financial Planners in Valencia, CA Resume Data
Average Experience for Financial Planners in Valencia, CA
- More than 10 years: 72%
- 6-10 years: 20%
- 3-5 years: 4%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Planners in Valencia, CA
- Bachelors: 49%
- Masters: 20%
- Diploma: 16%
- Associates: 12%
- Doctorate: 3%
Top Skill for Financial Planners in Valencia, CA
- Attention to detail: 16%
- Customer focus & orientation: 13%
- Spreadsheets with Microsoft Excel: 13%
- Administrative assistant/receptionist: 9%
- Filing & organization: 9%
- Management & leadership skills: Impact & influence: 8%
- Work style: Reliability: 8%
- Sales skills: 8%
- Scheduling: 8%
- Customer service: 7%
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