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US - CA - Alhambra - 160 E Main St - ALHAMBRA MAIN OFFICE (CA8108), US - CA - Alhambra - 444 E Valley Blvd - VALLEY-ALMANSOR BC (CA8156), US - CA - Altadena - 735 E Altadena Dr (CA9155), US - CA - Arcadia - 1234 S Baldwin Ave - WEST ARCADIA BC (CA9107), US - CA - El Monte - 10426 Lower Azusa Rd - MIDWAY CENTER BC (CA8147), US - CA - El Monte - 11138 Main St - EL MONTE BC (CA8110), US - CA - Monterey Park - 110 W Garvey Ave - MONTEREY PARK BC (CA8163), US - CA - Monterey Park - 300 N Atlantic Blvd - ATLANTIC-GARVEY BC (CA8201), US - CA - Pasadena - 145 W California Blvd - CALIF AND PASADENA BC (CA9183), US - CA - Pasadena - 3555 E Foothill Blvd - FOOTHILL-ROSEMEAD BC (CA8151), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - Rosemead - 8856 Valley Blvd - ROSEMEAD BC (CA8154), US - CA - San Gabriel - 102 E Las Tunas Dr - SAN GABRIEL BC (CA8132), US - CA - San Marino - 2180 Huntington Dr - SAN MARINO BC (CA8170), US - CA - South Pasadena - 929 Fair Oaks Ave - SOUTH PASADENA BC (CA9164), US - CA - Temple City - 9545 Las Tunas Dr - TEMPLE CITY BC (CA8162). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Bank of America

Financial Solutions Advisor - West San Gabriel Valley

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Financial Solutions Advisor - East San Gabriel Valley Region

US - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 11911 San Vicente Blvd - BRENTWOOD DISTRICT BC (CA8127), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Los Angeles - 930 Westwood Blvd - WESTWOOD VILLAGE BC (CA8106), US - CA - Malibu - 23717 Malibu Rd - MALIBU BC (CA8149), US - CA - Marina Del Rey - 4625 Admiralty Way (CA8217), US - CA - Pacific Palisades - 15150 W Sunset Blvd - Palisades Relo Temp Trailer (CA0057), US - CA - Santa Monica - 1301 4th St (CA8115), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134), US - CA - Santa Monica - 287 26th St - WEST BRENTWOOD BC (CA8192), US - CA - Venice - 121 Windward Ave - VENICE BC (CA8189), US - CA - West Los Angeles - 11501 Santa Monica Blvd - WEST LOS ANGELES BC (CA8101). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Financial Solutions Advisor - Beverly West Region

Financial Solutions Advisor - Northwest Houston Area

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

YEAR

Bank of America Corp

Financial Solutions Advisor - Central LA

Back to search results Financial Solutions Advisor- Los Angels Metro Los Angeles, California; Los Angeles, California; Los Angeles, California; Culver City, California; Compton, California; South Gate, California; Walnut Park, California; Compton, California; Montebello, California; Carson, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Bell, California; Culver City, California; Inglewood, California; Lynwood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Inglewood, California; Los Angeles, California; Los Angeles, California; Gardena, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Gardena, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.

Financial Solutions Advisor- Los Angels Metro

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

Financial Solutions Advisor- Valley Crest Market

Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents. Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team.

Morton Wealth

Financial Planning Associate

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Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

Director, Financial Planning

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines LLC

You will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning. This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.

GoldBook Financial

Financial Advisor

JobScore

This position is a key role that manages the supply chain core functions from planning analysis, part review, supplier bids/negotiations, delivery, and quality assurance support that results in best value to meet critical assembly, development testing, and race team activities. The purpose of this position is to plan production requirements, provide forecasts to key suppliers, source parts and services, and purchase parts and materials (both internally, within HRC shops, and externally via outside suppliers) to support production, development, and race component requirements.

Honda Motor Co Ltd

Contingent Buyer/Planner

They will partner closely with Product Development, Merchandising, Buying, Raw Materials, Production, Logistics, and global vendor partners to deliver seasonal collections and replenishment programs on time. Monitor supply chain performance metrics, including forecast accuracy, lead-time adherence, vendor service level (VSL), on-time performance (OTP), and drive corrective actions when performance falls below target.

Alo Yoga

Supply Planner

Alo LLC

OTHER

They will partner closely with Product Development, Merchandising, Buying, Raw Materials, Production, Logistics, and global vendor partners to deliver seasonal collections and replenishment programs on time.   . Monitor supply chain performance metrics, including forecast accuracy, lead-time adherence, vendor service level (VSL), on-time performance (OTP), and drive corrective actions when performance falls below target.   .

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Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

Cerity Partners

Wealth Planner

IRecruitee

End-to-End MIN MAX Ownership: Own the MIN MAX process from beginning to end, including collecting and reviewing customer requirements, coordinating directly with customers and internal stakeholders, validating assumptions, resolving demand input discrepancies, and ensuring demand signals are translated into actionable supply and production requirements. Inventory Optimization: Lead and support inventory reduction and optimization initiatives focused on reducing excess, obsolete, slow-moving, and otherwise inefficient inventory while protecting material availability and customer service.

Howmet Aerospace Inc

Planner, you will provide space planning, data mining, reporting, and interpretation of space planning metrics for large and high-profile clients' needs. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people.

<p> CBRE Group, Inc., a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (in terms of 2014 revenue). The Company has more than 70,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 400 offices (excluding affiliates) worldwide. CBRE offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting.  <br/><br/>  As an employee at CBRE, you have the freedom to make your own path. Your career is in your own hands; there’s no need to wait to be shown the way. "It’s about how well you perform, not just how long you’ve worked here and you're encouraged to take intelligent risks and explore new ideas and innovations. Our scale gives you mobility and a broader choice of opportunities. You'll always have a team behind you. </p>

CBRE Group Inc

Senior Occupancy Planner

Process Alignment: Align Buying and Merchandising strategies with overall e-commerce business plans, identifying custom reporting needs and process improvements. The ideal candidate brings proven e-commerce planning experience within the fashion industry, sharp analytical skills, and a knack for creative problem-solving.

Fashion Nova

Assistant Merchandise Planner

The brand’s name has been featured in chart-topping hit songs by Cardi B, Drake, 21 Savage, Saweetie, The Game, Tyga and Offset and its styles have been worn by many celebrities, artists and athletes including Meg The Stallion, Ice Spice, Chris Brown, Floyd Mayweather, Rick Ross, Kourtney Kardashian, and Kylie Jenner. After multiple store openings, Saghian launched the e-commerce website for Fashion Nova in 2013, pioneering a disruptive social commerce model of affordable, on-trend, size-inclusive clothing online – powered by an innovative, social media-first marketing strategy.

Financial Planner Jobs in Los Angeles, CA

Financial Solutions Advisor - West San Gabriel Valley Bank of America

Financial Solutions Advisor - East San Gabriel Valley Region Bank of America

Financial Solutions Advisor - Beverly West Region Bank of America

Financial Solutions Advisor - Northwest Houston Area Bank of America

Financial Solutions Advisor - Central LA Bank of America Corp

Financial Solutions Advisor- Los Angels Metro Bank of America Corp

Financial Solutions Advisor- Valley Crest Market Bank of America

Financial Planning Associate Morton Wealth

Director, Financial Planning Edelman Financial Engines

Director, Financial Planning Edelman Financial Engines LLC

Financial Advisor GoldBook Financial

Contingent Buyer/Planner Honda Motor Co Ltd

Supply Planner Alo Yoga

Supply Planner Alo LLC

Supply Planner ALO

Wealth Planner Cerity Partners

Supply Planner Howmet Aerospace Inc

Senior Occupancy Planner CBRE Group Inc

Assistant Merchandise Planner Fashion Nova

Senior Merchandise Planner Fashion Nova

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