Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planner: Investments, Insurance & Retirement

Jobtailor

Jobtailor in Manhattan Beach, CA, seeks a client-focused financial advisor to understand client goals and develop comprehensive plans covering investments, insurance, and retirement. You will build trust with clients, monitor portfolios, and adjust strategies as needs evolve while expanding the client base through referrals and professional networks. Licensing sponsorship is available for Series 6, 63, and state insurance licenses. #J-18808-Ljbffr Jobtailor

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Planner: Investments, Insurance & Retirement in Manhattan Beach, CA vacancy
  • Engage with clients to understand their financial goals, aspirations, and concerns. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients... 
    Retirement
    Visa sponsorship

    Jobtailor

    Manhattan Beach, CA
    5 days ago
  • BMO U.S. seeks a professional to provide comprehensive financial and investment planning and advice. This role involves identifying client...  ...salary and benefits package, including health insurance and retirement plans, fostering teamwork and collaboration for impactful... 
    Retirement

    BMO U.S.

    Manhattan Beach, CA
    4 days ago
  • $90k - $121k

    Position Title Financial Planner (CFP®) - Private Banking Location Beverly Hills, CA 9021...  ...analyses, including cash flow modeling, retirement projections, education funding, and...  ...considerations. Collaborate with investment, insurance, and lending partners to support integrated... 
    Retirement
    Work at office
    Local area
    Day shift

    Flagstar Bank

    El Segundo, CA
    5 days ago
  •  ...advice tailored to suit their financial needs. Job Description You...  ...the firm Federal Deposit Insurance Act This position is subject...  ...health and wellness centers, a retirement savings plan, backup...  ...mortgages, auto financing, investment advice, small business loans... 
    Retirement
    Immediate start
    Afternoon shift

    JPMorganChase

    Manhattan Beach, CA
    1 day ago
  •  ...Experienced Financial Advisor Location: El Segundo, CA | Company...  ...the planning capabilities, investment resources, advanced-market...  ...across investments, protection, retirement, estate, and business-...  ...investment, advanced-planning, insurance, and practice-management... 
    Retirement

    Sagient

    El Segundo, CA
    2 days ago
  • $57.5k - $106.5k

     ...appointments, fee-based sales, and financial planning. Implements...  ...personal banking, lending, and investments). Implements a relationship...  ...6 licenses. Life and Health Insurance Producer's License....  ...accident and life insurance, and retirement savings plans. Equal Employment... 
    Retirement
    Local area

    BMO Harris Bank

    Torrance, CA
    4 days ago
  •  ...to build comprehensive financial plans. Consult with the...  ...including tax planning, retirement planning, estate planning, investment strategies, and more. Plan...  ...Certifications: Certified Financial Planner designation or...  ...Health services, Life Insurance, Long & Short-Term Disability... 
    Retirement
    Temporary work
    Flexible hours

    EP Wealth Advisors

    Torrance, CA
    5 days ago
  •  ...Benefits Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for...  ...Mutual Advisor: About the Financial Representative Role As a Financial...  ...financial plans that include investments, insurance, and retirement.... 
    Retirement
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    Salinas Financial Group

    Manhattan Beach, CA
    3 days ago
  •  ...Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance...  ...Vision insurance At Salinas Financial Group, we are committed to developing...  ...office, our team is deeply invested in giving back, proudly... 
    Retirement
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours
    Weekend work

    Salinas Financial Group

    Manhattan Beach, CA
    4 days ago
  •  ...Advisors is seeking a Wealth Advisor to deliver personalized financial advice and wealth management strategies to individual...  ...focusing on long-term relationships and tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal... 
    Retirement

    ep wealth advisors

    Torrance, CA
    5 days ago
  • $215k - $250k

     ...the risk-reward spectrum from investment grade to private equity with...  ...platform has served the financial return needs of our clients...  ...growth. Through Athene, our retirement services business, we specialize...  ...of their career.Apollo Insurance Solutions Group (“ISG”) is seeking... 
    Retirement
    Full time
    Work at office

    Apollo Global Management

    El Segundo, CA
    5 days ago
  • About the Financial Advisor Role As a Financial Advisor at Northwestern Mutual,...  ...financial goals through personalized insurance solutions and financial planning....  ...comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend... 
    Retirement
    Work from home
    Visa sponsorship
    Flexible hours

    The Fadil Group

    Torrance, CA
    2 days ago
  • $22.36 - $33.51 per hour

     ...manager to meet their needsPartner with financial advisors to understand appropriate...  ...address the needs of customers with investment or retirement needsProvide self-service digital banking...  ...immediate FINRA registrationState Insurance license(s)Customer service focus with... 
    Retirement
    Ongoing contract
    Temporary work
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Compton, CA
    4 days ago
  • $70k - $80k

     ...help them achieve their financial goals. The role includes...  ...to review financial and investment goals, building a financial...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills... 
    Retirement
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Manhattan Beach, CA
    3 days ago
  • $70k - $80k

     ...position provides comprehensive financial advice and customized...  ...clients to review financial and investment goals, building financial...  ...as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills Account... 
    Retirement
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Gardena, CA
    5 days ago
  • $45.9k - $75.9k

     ...advice and guidance regarding financial solutions that are in the...  ...g. everyday banking, retail investments, lending solutions, home financing...  .... BMO also offers health insurance, tuition reimbursement,...  ...accident and life insurance, and retirement savings plans. To view more... 
    Retirement
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Compton, CA
    4 days ago
  • $70k - $80k

     ...help them achieve their financial goals. Key responsibilities...  ...to review financial and investment goals, building a financial...  ...as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account... 
    Retirement
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Redondo Beach, CA
    4 days ago
  • $45.9k - $75.9k

     ...advice and guidance regarding financial solutions that are in the...  ...g. everyday banking, retail investments, lending solutions, home financing...  .... BMO also offers health insurance, tuition reimbursement,...  ...accident and life insurance, and retirement savings plans. To view more... 
    Retirement
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    Compton, CA
    2 days ago
  • $75k - $80k

    ## Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CAApplylocations...  ...generosity at the center of saving and investing. Here, you’ll make an impact in the...  ...through purpose-based advice, investments, insurance, banking and generosity. South Bay Wealth... 

    Thrivent Financial

    Redondo Beach, CA
    2 days ago
  • $75k - $80k

     ...Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives...  ...through purpose‑based advice, investments, insurance, banking and generosity. South Bay Wealth... 
    Local area

    Thrivent

    Redondo Beach, CA
    2 days ago
  • Affinex Capital seeks an Estate Planning & Insurance Advisor to meet local clients in person, review living trusts, and propose retirement income solutions. You will present risk-...  ...outcomes. Prior license and closing experience preferred. #J-18808-Ljbffr Affinex Financial
    Retirement
    Contract work
    Local area

    Affinex Financial

    Torrance, CA
    2 days ago
  • $70k - $80k

    Bank of America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients....  ...triaging client leads, reviewing financial goals, and recommending investment strategies. Candidates must have at least one year of... 

    Bank of America

    Torrance, CA
    4 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice...  ...7 & 66 licenses, have at least one year of experience in the investments industry, and be capable of building strong client connections... 

    Bank of America

    Redondo Beach, CA
    4 days ago
  • $70k - $80k

    Bank of America is seeking a dedicated financial advisor in Manhattan Beach to provide comprehensive financial advice tailored to clients...  ...candidate will have at least one year of experience in the investment and financial service industries, with required Series 7 & 66... 

    Bank of America

    Manhattan Beach, CA
    4 days ago
  • $169.38k - $207.02k

     ...to make better and smarter financial decisions and enabling the communities...  ...team of Banking, Trust and Investment professionals around client...  ...401(k) and employer-funded retirement planPaid vacation (from two...  ...19 of the Federal Deposit Insurance Act (FDIA). In addition,... 
    Retirement
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Beverly Hills, CA
    3 days ago
  • $80k - $100k

    KEB Hana LA Financial Corp. is a wholly owned subsidiary of Hana Bank in Seoul...  ...several subsidiaries including Banks, Insurance, Credit Card Companies, Investment groups and others. We, KEB Hana...  ..., Medical Leave, Paid Vacation, Retirement (401k) and many more. Competitive... 
    Retirement

    KOREA RADIO INC

    Santa Monica, CA
    2 days ago
  • $120k - $160k

     ...enabling human life on Mars.SR. FINANCIAL ANALYST, INVESTOR RELATIONSWe...  ...years of experience in finance or investment banking/asset management....  ...dental coverage, access to a 401(k) retirement plan, short and long-term disability insurance, life insurance, paid parental... 
    Retirement
    Permanent employment
    Full time
    Temporary work
    Remote work
    Shift work
    Weekend work

    SpaceX

    Hawthorne, CA
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern...  ...• Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...  ...for growth, insurance for protection, and annuities...  ...more Certified Financial Planner licensing support... 
    Retirement
    Work at office

    Unavailable

    Santa Monica, CA
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming...  ...· Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business...  ...for growth, insurance for protection, and annuities...  ...Financial Planner® licensing support2Fully... 
    Retirement
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Santa Monica, CA
    4 days ago
  • $113.9k - $168k

     ...this individual will focus on leading financial and analytical analysis for all of...  ...and strategic opportunities (M&A, investments and capital structure related...  ...package, including healthcare benefits, retirement benefits, pet insurance, paid holidays, paid Scopely free days... 
    Retirement
    Local area
    Immediate start
    Worldwide

    Scopely

    Culver City, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner: Investments, Insurance & Retirement. Be the first to apply!