- TIAA (Sherman Oaks, CA)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Magellan Health Services (Port Hueneme, CA)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Magellan Health Services (Mountain View, CA)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... their families. + Assists service members in establishing a spending plan for extended absences. + Develops and makes available informational financial materials to… more
- Charles Schwab (Los Angeles, CA)
- …Series 7 license + _(May be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified ... interpersonal, communication and presentation skills, attention to detail **In addition to the salary range, this role is also eligible for bonus or incentive… more
- City National Bank (Los Angeles, CA)
- …license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary : $90,000-$100,000 per year. This role ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting ... business development efforts. This role is ideal for advisors with 5+ years of experience who are...client records. Compensation & Benefits (Both Roles) + Competitive salary and performance-based incentives. + 401(k) plan with company… more
- Guardian Life (Sacramento, CA)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit... for Results + Information Seeking + Respect for Diversity + Self-Assurance ** Salary Range:** $116,350.00… more
- Guardian Life (Sacramento, CA)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... wholesaling + Professional designation such as CLU, ChFC or CFP preferred. ** Salary Range:** $90,000 - $105,000...and abilities of the successful candidate. In addition to salary , this role may also be eligible for… more
- TIAA (Walnut Creek, CA)
- …Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets ... firm-wide collaboration. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs. + Create and… more
- TIAA (Sherman Oaks, CA)
- …Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering ... and client retention initiatives. + Maintain accurate records and documentation for audits and client reporting. **Educational Requirements** + University (Degree)… more