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70 cfp jobs at 36 companies in Lancaster, CA

1w
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Financial Planner (CFP®) - Private Banking
Beverly Hills or San Francisco or Palo Alto or Walnut Creek or El Segundo or Newport Beach
$63k-$121k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
4+ YOEUndergraduate degree, 4+ years in financial planning or wealth management, CFP certification or progress toward designation, and experience with financial planning software and CRM tools.
eMoney, MoneyGuidePro, CRM
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2mo
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Associate Director, Wealth Management
Los Angeles, California, United States
$135k-$175k/yr OnsiteFull Time
IEQ Capital
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
3+ YOE3-5+ years wealth management; strong organization and communication; CFA/ CFP/ CAIA a plus; CFA/ CFP/ CAIA and Fidelity experience a plus; bachelor’s degree required.
Salesforce, Fidelity Investments
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3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
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2mo
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Chief Financial Officer
Nashville or Miami or West Hollywood
$71k-$150k/yr OnsiteFull Time
Tri Star Sports and Entertainment Group: Business and financial management for athletes and entertainers.
15+ YOE5+ MgmtLead finance, accounting, reporting; drive profitability; 15+ years in finance, entertainment/music preferred; CPA/CFP/CMA preferred.
ERP systems, Accounting software, Excel
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3mo
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Financial Planner (Los Angeles, CA)
Los Angeles, California, United States
$80k-$90k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
1+ YOEBachelor’s degree; CFP coursework; 1 year financial industry experience preferred; proficiency in Microsoft Office; experience with financial planning software.
eMoney, Morningstar, SS Analyzer, Excel, CRM, Salesforce
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2w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
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1w
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
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3mo
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J.P. Morgan Wealth Management – Private Client Advisor - North Inland Empire, CA (including the High Desert)
Rancho Cucamonga or Upland or Fontana or Glendora or La Verne or Ontario or Rialto or Claremont or Hesperia or Apple Valley or Victorville
$70k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years as Financial Advisor or similar; Series 7 and Series 66; Life/Health/Long Term Care licenses; CFP preferred; Bachelor's degree preferred.
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2mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
7+ YOEBachelor's in Finance/Accounting/Law (or related), 7+ years trust & estate administration experience, CTFA/CFP preferred, fiduciary expertise, strong communication, Microsoft Office proficiency.
Microsoft Office Suite
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6d
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Financial Advisor Senior
West Hollywood, California, United States
OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOERequires 5+ years of investment experience, 3+ years in investment sales, FINRA Series 7 and 63, Series 65 or 66, and a state insurance license; CFP is preferred.
Investment Policy Statement
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2w
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Executive Wealth Services Advisor
Boston or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
7+ YOEAdvanced wealth and executive compensation planning expertise; 7+ years planning-related experience desired; JD/CPA/CFP preferred; strong technical, communication, and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
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1mo
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Wealth Planner
Pasadena, California, United States
$85k-$125k/yr HybridFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
4+ YOEBachelor's degree, Series 65, 4+ years financial planning/estate/tax planning experience, pursuing or CFP®, strong client communication and financial planning software skills.
Salesforce, eMoney
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1mo
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
2+ YOEBachelor's degree, 2+ years relevant experience, SIE/Series licenses preferred, CFP preferred, strong client service, Excel and PowerPoint skills, experience with financial planning software.
Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles
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2mo
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Associate Advisor - Glendora, CA
Glendora, California, United States
$70k-$95k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
2+ YOEBachelor’s degree; active Series 65/66; Life license; 2–4 years in financial planning; CFP coursework/designation a plus; CRM experience; strong client-facing communication.
eMoney, MoneyGuidePro, RightCapital, CRM
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3mo
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Advisor - Los Angeles
Los Angeles, California, United States
OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
4+ YOE4+ years of financial planning/wealth management experience; undergraduate degree; CFP®, CPA, CFA, or JD required; proficient with Microsoft Office; able to manage multiple client relationships.
Microsoft Office
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1mo
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SVP, Advisor
Los Angeles, California, United States
$170k-$200k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
10+ YOE10+ years in wealth management or financial services, bachelor’s degree preferred, CFP/CFA preferred, strong communication, Microsoft Office and CRM proficiency, entrepreneurial mindset and client service focus.
Microsoft Office, CRM
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1w
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Executive Wealth Services Advisor
Boston or Dallas or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
7+ YOE7+ years planning-related experience desired; advanced knowledge of tax, trust, estate, equity and executive compensation planning; JD/CPA/CFP desired; strong communication and critical thinking.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
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2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Kayne Anderson Rudnick
Kayne Anderson RudnickNYSE: VRTS: Provides investment management and wealth advisory services to clients.
5+ YOEBachelor's in finance/economics required, 5+ years in financial services/wealth advisory, Series 65 or 66 (or CFP/CFA), proficiency with eMoney, Salesforce, and Microsoft platform, strong communication and judgment.
Microsoft operating platform, eMoney financial planning platform, Salesforce CRM platform
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2mo
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Wealth Advisor (Los Angeles)
Los Angeles, California, United States
$40k-$65k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
2+ YOEUndergraduate degree required; Series 65 or equivalent; 2+ years relationship management/sales in financial services; pursuing CFP preferred; CRM and MS Office proficiency; strong communication and collaboration.
CRM, Microsoft Office
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Private Wealth Consultant – OAS
Los Angeles or United States
$130k-$210k/yr FieldFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor's degree and Series 65 required. Requires HNW market and financial advisor expertise, sales leadership, relationship-building, executive presence, and collaboration; CIMA, CFP, CFA, or CPWA preferred.
LinkedIn, Instagram, YouTube, Glassdoor
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