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

Financial Planner

$36.2k

Equitable Advisors LLC

A leading financial services firm is seeking an entry-level Financial Planner in Los Angeles, CA. You will build relationships with clients, develop personalized financial strategies, and have access to comprehensive training and support for licensing. This role offers a base pay of $36,200 annually along with commissions and bonuses. Join us to make a positive impact in the lives of clients and achieve your career goals in wealth management. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Los Angeles, CA vacancy
  • $100k

     ...Mission Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence... 
    Suggested
    Full time
    Part time
    Immediate start

    New York Life

    Los Angeles, CA
    4 days ago
  • $51.45k - $84k

     ...Associate Financial PlannerWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives...  ...visit have an exciting opportunity for an Associate Financial Planner! This role provides centralized support to Financial Advisors and... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Los Angeles, CA
    2 days ago
  • $150k

     ...Mutual, Aaa rated by Moody’s Key Responsibilities Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and... 
    Suggested
    Work at office
    Remote work
    Work from home
    Flexible hours
    3 days per week

    Beer Financial Group, Inc.

    Los Angeles, CA
    4 days ago
  • $80k - $90k

    Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible... 
    Suggested
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday

    Mercer Advisors

    Los Angeles, CA
    3 days ago
  • $81.6k - $96k

     ...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,...  ...communication abilities. Essential Job Functions The Financial Planner’s responsibilities include, but are not limited to: Preparing... 
    Suggested
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Merceradvisors

    Los Angeles, CA
    3 days ago
  • $70k - $80k

    Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves building financial plans using various brokerage products, as well as mitigating risks and managing client needs strategically. The... 

    Bank of America

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

    Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client relationships, and meeting financial goals through various products. Qualifications include holding Series 7 & 66 licenses and... 

    Bank of America

    Los Angeles, CA
    4 days ago
  • $200k - $300k

     ...of clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business which have significant financial implications.* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.* Build... 
    Full time

    Citibank (Switzerland) AG

    Los Angeles, CA
    1 day ago
  •  ...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build... 

    Citigroup Inc.

    Los Angeles, CA
    1 day ago
  • $22 - $25 per hour

     ...and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers... 
    Full time
    Flexible hours
    Weekend work

    Cathay Bank in

    Monterey Park, CA
    2 days ago
  •  ...applying for any new position.** Acknowledge ( **Job Description:** At 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 by driving Responsible Growth and delivering for our clients,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bell Gardens, CA
    4 days ago
  •  ...BMO Financial Group is seeking a customer-focused Banking Advisor to deliver exceptional service at our branches in California. You will identify customer needs, advise on financial solutions, and guide clients through banking channels to address everyday banking, lending... 

    BMO U.S.

    Los Angeles, CA
    1 day ago
  • $25 - $26.77 per hour

     ...Bank Of America Job OpportunityAt 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... 
    Hourly pay
    Work at office
    Weekend work
    Day shift

    Bank of America

    Glendale, CA
    8 hours ago
  • $27 - $41 per hour

     ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Los Angeles, CA
    4 days ago
  • First Bank is seeking a Banking Specialist III focused on operations to support branch profitability and customer service. You will supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships...
    Shift work

    FirstBank

    Alhambra, CA
    1 day ago
  •  ...Engage clients to educate and assist with transactions Process cash transactions for clients accurately Build relationships to meet financial needs Follow established processes and guidelines Requirements Strong work ethic and intense focus on results Effective... 
    Weekend work

    Jobtailor

    Burbank, CA
    3 days ago
  • $22.36 - $33.51 per hour

     ...opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needsPartner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needsProvide self... 
    Ongoing contract
    Temporary work
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Compton, CA
    3 days ago
  •  ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful... 
    Immediate start
    Afternoon shift

    Chase

    Los Angeles, CA
    3 days ago
  • $41.71k - $69k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Part time
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    Los Angeles, CA
    2 days ago
  • Cathay Bank is hiring for a Relationship Banker II (Administrative) to open new accounts and cross-sell bank products while delivering exceptional customer service. The role supports the Beverly Hills branch opening and involves processing teller transactions and operational...
    Weekend work

    Cathay Bank in

    Monterey Park, CA
    2 days ago
  •  ...Third Bank is seeking a Personal Banker I in Los Angeles to deliver an exceptional customer experience and help customers address financial needs through teller transactions and consultative sales across the lifecycle. You will work within a team to ensure customer solutions... 

    Fifth Third

    Los Angeles, CA
    2 days ago
  • $24 - $27 per hour

    East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...
    Hourly pay

    East West Bank

    Los Angeles, CA
    2 days ago
  • $25 - $27.88 per hour

     ...Bank Of America Job Opportunity At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Monica, CA
    4 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services Group

    Glendale, CA
    4 days ago
  • $27.02 - $39.18 per hour

    SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...
    Hourly pay
    Part time

    SchoolsFirst FCU

    Pico Rivera, CA
    4 days ago
  • SchoolsFirst FCU in California is seeking a Personal Banker (Member Service Representative II) to deliver World Class service at branch locations. You will promote credit union products, process transactions, and support daily branch operations, including notary tasks ...

    SchoolsFirst Federal Credit Union

    Gardena, CA
    2 days ago
  •  ...-service resources, and assist with transactions. You will build relationships, process cash transactions, and connect clients to financial solutions to meet their goals. Responsibilities include handling client flow, adhering to regulations, and participating in a team... 
    Weekend work

    Bank of America

    Glendale, CA
    2 days ago
  • $127.63k - $237.01k

     ...relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall... 

    City National Bank

    Beverly Hills, CA
    1 day ago
  • SchoolsFirst FCU in Pasadena, CA is seeking a Personal Banker (Member Service Representative II) to deliver world-class member service, promote credit union products, and process transactions across savings, loans, and auxiliary services. Responsibilities include account...

    SchoolsFirst Federal Credit Union

    Pasadena, CA
    2 days ago
  • Citi in Los Angeles, CA is seeking an entry-level Personal Banker to support sales and service activities with the customer service team. The role aims to foster client loyalty and grow relationships with individual consumer clients. You will participate in small business...
    Full time

    Citi

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!