- Nuveen Investments (Sherman Oaks, CA)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- City National Bank (West Hollywood, CA)
- …in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… more
- Columbia Bank (Los Angeles, CA)
- …assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel The pay range for this role is… more
- Magellan Health Services (Lompoc, CA)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Magellan Health Services (El Segundo, CA)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- JPMorgan Chase (Brea, CA)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred FEDERAL ... DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program… more
- Charles Schwab (Indian Wells, CA)
- …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …that elevates the client experience and strengthens firm-wide capabilities Requirements + CFP (R) or Series 65 required + Bachelor's degree in Finance or related ... field + Approximately 5-7+ years of hands-on experience delivering holistic financial planning solutions + Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management + Demonstrated experience… more
- City National Bank (Los Angeles, CA)
- …* Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities ... licenses preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …strongly encouraged to apply. + Credentials: Experience with eMoney or a CFP (R) designation is a strong advantage. + Mindset: Naturally curious, highly ... detail‑oriented, and committed to delivering exceptional work. + Professionalism: Client‑ready presence with strong relationship‑building skills. + Communication: Excellent verbal and written communication skills, essential for a highly client‑facing role.… more