Financial Planning Advisor
Southern California Edison
Join the Clean Energy Revolution Become a Join the Clean Energy Revolution Become a Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you will conduct research and analyses to facilitate the effective management of the Company's financial assets. As part of the Corporate Finance – Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities. As a Financial Planning Advisor , your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future? Responsibilities Project manages efforts and coordinates and ensures the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise. Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed. Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results. Reviews spending projections and derives utility revenue requirements and related analyses. Assesses ongoing capital project business cases and assists in providing recommendations for funding approval to relevant stakeholders by assessing capital structures and performing cost of capital calculations. Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise. Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures. Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies. Develops cross functional relationships and interacts with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs. Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers. A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity. Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting. Preferred Qualifications Bachelor’s degree or higher in Finance, Economics, Business, Engineering, or related subject area. Experience with SAP or similar enterprise-wide system. Experience with data visualization tools, such as Power BI. Experience with forecasting and performing cost benefit/trend analysis. Experience with “utility” financial planning and accounting methodologies. Experience interpreting and applying General Accepted Accounting Principles (GAAP) and other regulatory requirements. Additional Information This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs. Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! There will be an assessment as part of the interview process. Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. About Southern California Edison The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world. Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at View email address on click.appcast.io or View phone number on click.appcast.io and select option 2. #J-18808-Ljbffr
- ...America is seeking a client advisory professional to provide comprehensive financial guidance, triage leads, and refer clients to suitable partners. You will meet with clients to review goals, build plans, and recommend brokerage products to help them achieve financial...SuggestedWork at office
- Southern California Edison (SCE) is seeking a Financial Planning Advisor in California to conduct research and analyses for managing financial assets within Corporate Finance - Operational Finance. You will develop forecasts, support regulatory filings, and assist with...Suggested
- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach... ...and meeting with clients to review goals and build a financial plan. Builds financial plans, recommends brokerage products, and...Suggested
- Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training...SuggestedMonday to FridayWeekend work
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market Join to apply for the Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market role at Bank of America. This range is provided by Bank of America. Your...SuggestedFull timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...Full time
$20k - $100k
5 days ago Be among the first 25 applicants Join to save Financial Advisor at Taos Global Group Inc. Get AI-powered advice on this job and more exclusive features. Has entrepreneurial spirit and a desire to be successful; Be eager to help people, and cultivates and...Full time$164k - $250k
Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role is a key... ..., including health and dental insurance, a 401(k) retirement plan, paid time off and other benefits. Responsibilities Manage...Full timeTemporary workFlexible hours$20k - $100k
Taos Global Group Inc. in San Gabriel, CA is looking for a Financial Advisor who can build enduring client relationships while promoting insurance and investment products to small and mid-size business owners. The ideal candidate is entrepreneurial, eager to help clients...Full time- ...YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to... ...you will be in the driver’s seat. You will empower people to plan their financial future while creating unlimited income potential...Full timeWork experience placementWork at office
$164k - $250k
Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve... ...managing client relationships, facilitating financial planning, and mentoring team members. The position requires a 4-year...$20.5 per hour
...role you will guide students through the financial aid process and counsel prospective and current... ...through funding options. Financial Advisors receive onboarding support through our On... ...paid time off, and a retirement savings plan. The hourly pay range for this position is...Hourly payWork at officeRemote workShift workAfternoon shift- ...Financial Services ProfessionalA career filled with possibilities. Have you ever considered a career where you help others prepare for life and unexpected moments?One that helps clients reach their financial goals so their children are able to attend college; so mortgage...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as...Full timeContract workFor contractorsWork at office- Principal Financial Group is seeking a full-time Financial Advisor in the Los Angeles Metropolitan Area. In this role, you'll provide personalized financial planning and advisory services to help clients achieve their financial goals. Key responsibilities include developing...Full time
$38 - $46 per hour
...private wealth advisory practice of Ameriprise Financial Services Location: Arcadia, California Build Financial Plans That Make a Lasting Impact At Angeles... ...investment strategies. Working alongside our advisors, you'll support every stage of the financial planning...Full timePrivate practiceWork at officeLocal area- ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals... ..., on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Los Angeles is launching the Advisory Mastery Program (AMP), a structured development path designed to train and mentor new Financial Advisors with education, licensing, and client-facing skills. Trainees will build a client pipeline, learn to assess client needs, recommend...Traineeship
- Bank of America in Alhambra and surrounding California centers seeks a licensed financial professional to provide comprehensive advisory services, build financial plans, and refer clients to suitable banking and brokerage products. You will engage with clients, secure...Work at office
$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- About the job Financial Services Advisor Job Title: Location: Los Angeles, CA (Hybrid / Remote Options Available) About Us Atlas Financial Solutions... ...scale their financial future. We specialize in retirement planning, insurance strategies, tax-efficient solutions, and long-...Full timePart timeRemote workFlexible hours
$70.3k - $75k
...AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and...TraineeshipWork experience placement$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and build foundational skills in client relationship management and financial solutions. Successful candidates will progress through...Work at office
- ...Insurance Matching 401K Job Summary We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate... ...understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s...
$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals and recommending investment strategies that suit client needs. Candidates should hold relevant...- Northwestern Mutual in Los Angeles is seeking an Entry-Level Financial Representative to help individuals and families reach their financial goals. You will learn to build personalized financial plans and forge lasting client relationships. You will receive comprehensive...
$61k - $250k
Northwestern Mutual is seeking Financial Advisors to help clients achieve their financial goals through personalized planning. This unique opportunity allows you to build a business aligned with your vision. The role includes client relationship growth, managing financial...$150k
...potential starting base up to $250,000 for advisors bringing an established book, subject to... ...-based earnings grow. Position Overview Financial Advisor An established Registered... ...business development, comprehensive financial planning, investment management, and long-term...Temporary workPrivate practiceLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Advisor. Be the first to apply!



