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108 cfp jobs at 47 companies in Los Angeles, CA

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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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Financial Advisor, CFP Professional
Irvine, California, United States
$85k-$100k/yr RemoteFull Time
Tax Alchemy
Tax Alchemy: Premier tax strategy firm helping business owners and real estate investors reduce taxes.
3+ YOEActive Series 65/66 license; 3+ years client-facing financial planning & advisory experience; strong investments, tax-aware planning, retirement, risk management, and estate knowledge; ability to manage relationships independently.
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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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Financial Advisor
Newport Beach, California, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOEMinimum 5+ years securities industry and sales experience; Series 7 and 66 licenses; CFP preferred.
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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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2mo
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PWM Private Wealth Advisor
Rancho Cucamonga, California, United States
$150k-$176k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years in high net worth wealth management; bachelor's degree; CFA or CFP preferred; NMLS registration and background/credit checks required.
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2mo
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Wealth Planner
Irvine, California, United States
$78k-$113k/yr OnsiteFull Time
Sunflower Bank
Sunflower BankNASDAQ: FSUN: Provides full-service commercial, retail, and wealth management banking services.
3+ YOE2-3 years wealth management/financial planning; Bachelor's in Finance/Economics/Business; CFP preferred; additional certifications (CFA, ChFC, CPA) a plus.
Financial planning software, Microsoft Office
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3mo
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Retirement Plan Consultant II - Riverside County
Riverside or Remote
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
Bachelor's degree preferred; Series 7/66 and state licenses required; CFP/ChFC desirable; excellent presentation skills; bilingual Spanish/English a plus.
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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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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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1mo
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Portfolio Manager
Irvine or Orange County
$120k-$170k/yr HybridFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
7+ YOEBachelor's degree, Series 65, CFP/CFA or equivalent designation, 7+ years industry experience, investment research and portfolio construction expertise, strong communication and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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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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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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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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Senior Portfolio Manager
Palo Alto or Irvine
$165k-$220k/yr OnsiteFull Time
Mechanics Bank
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
7+ YOEMinimum 7 years investment/wealth management experience, in-depth investment and trust knowledge, Bachelor’s preferred, CFA/CFP/CIMA preferred, strong communication, analytical, and compliance skills.
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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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Financial Planner
Newport Beach, California, United States
$115k-$120k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
3+ YOECFP required, bachelor’s degree preferred in finance/business/economics, 3+ years financial planning experience, proficiency with Salesforce,eMoney and Microsoft Office, strong analytical and communication skills.
Salesforce, eMoney, Microsoft Office
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