Certified Financial Planner - Los Angeles

++Our client is an established wealth management firm that provides a boutique, · high-touch experience for high-net-worth individuals and families.+Bachelor's degree required · Certified Financial Planner (CFP) designation strongly preferred · ...

The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. · Work with our other in-house specialists in investments, tax, estate planning, and insurance sol ...

Mercer Advisors worked with families to help them amplify and simplify their financial lives by integrating financial planning investment management tax estate insurance and more all managed by single team Today they proudly serve over 31300 families in more than 90 cities across ...

Mercer Advisors works with families to help them amplify and simplify their financial lives. We integrate financial planning investment management tax estate insurance and more managed by a single team. · Prepare comprehensive financial plans for prospective clients as well as cl ...

Symonds Wealth Management is looking for a Portfolio Trader to help families multiply, manage and enjoy wealth. · Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning · Responsib ...

This is a full-time hybrid role for a Certified Financial Planner located in the Los Angeles Metropolitan Area, · Provide expert advice on financial planning. · ...

We are actively seeking to expand our financial planning team as Senior Financial Planner who is passionate about working with high-net-worth clients. · ...

KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm's extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Ta ...

KAR is actively seeking to expand its financial planning team and is looking to hire a Senior Financial Planner who is passionate about working with high-net-worth and ultra-high net-worth clients.This individual will work primarily with the firm's Director of Financial Planning ...

+ Job summary: We strive to surround ourselves with good people that share our values, that work hard... · + Qualifications:Certified Financial Planner (CFP) designation required; additional credentials such as CPA... · + Responsibilities:Create personalized financial plans... · ...

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. · Provide comprehensive financial planning and wealth management services. · ...

As a Senior Financial Planner at EP Wealth Advisors (EPWA), you will work with advisors to create customized and comprehensive financial plans. You will also assist with training of advisors and provide additional support to the Financial Planning Director. · ...

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. · Bachelor's degree in finance, business, accounting or a related field (Master's degree preferred). · CFP (Certified Financial Planner) required; CFA CPA or other relevant designations ar ...

We are seeking an experienced Senior Financial Planner to join our team dedicated to supporting high-net-worth individuals and families in building preserving and growing multigenerational wealth through comprehensive financial planning. · Design comprehensive personalized financ ...

We are seeking an experienced Senior Financial Planner to join our team, dedicated to supporting high-net-worth individuals and families. · This role offers direct engagement with sophisticated clients eager for creative, tailored strategies that reflect their unique goals and as ...

KAR is actively seeking to expand its financial planning team and is looking to hire a Senior Financial Planner who is passionate about working with high-net-worth and ultra-high net-worth clients. · Create personalized financial plans, estate reviews and tax analyses for the fir ...

We are seeking an eager strategic and definitive financial advisor to fill an entry level position that offers room for growth and a promising job outlook. · Seek identify and secure strong relationships with new clients by serving as their trusted financial advisor. · Work direc ...

We're looking for a CFP professional who wants to do what they actually got certified to do: create exceptional retirement plans. · What You WON'T Do:Chase prospects or cold call · Worry about where your next client is coming from · ...

We are adding experienced Certified Financial Planner professionals to meet increasing client demand.Apella Wealth is growing—and our Huntington Beach office is adding experienced Certified Financial Planner professionals to meet increasing client demand. · ...

We are hiring a Senior Financial Planner to work with advisors to create customized financial plans. · As a senior financial planner you will join a team of dynamic professionals who are focused on delivering core values: Integrity Entrepreneurial Inclusion Connection. · ...