Financial Planning / Advising job openings in the Long Beach, California area
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Job listings, help wanted ads and employment postings (last updated on Saturday, November 21)
Student Finance PlannerMonster.com CA-Long Beach, WyoTech - Long Beach, CA Campus Req #: 09-1696 General Duties: Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses. Perform needs analysis, provide financing documents, and generate tentative award letter for all new s … MORE INFO |
Student Accounts RepresentativeMonster.com CA-Long Beach, WyoTech - Long Beach, CA campus Req#: 09-2503 General Duties: Advise students regarding their payment options and financial policies. Post student tuition and fees. Issue system generated receipts. Bill and collect payments from third party agencies for student tuition and fees. Prepare daily bank deposits, reconcile cash receipts, and complete Cash Receipts Journal for weekly submission to the Ca … MORE INFO |
State Farm Insurance Agent & Financial Services AdvisorMonster.com CA-Long Beach, State Farm Insurance is looking to establish new insurance agents in the following area: Long Beach , CA START YOUR OWN BUSINESS, BECOME A STATE FARM AGENT AND BUILD A SUCCESSFUL BUSINESS ON A WELL ESTABLISHED FOUNDATION (STATE FARM - RANKED 31st ON THE FORTUNE 500 LIST OF COMPANIES) Working hard for someone else’s gain? As a State Farm Agent, you run your own business, have your own staff, build r … MORE INFO |
Home Service Specialist IIIMonster.com CA-Huntington Beach, Job Description: In the consumer real estate fulfillment center. Makes the decision on loan applications up to the conforming loan limits typically one-unit properties; verifies customer income documentation; resolves routine title issues including, but not limited to the following: vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens reconveyances; processes s … MORE INFO |
Financial Analyst, Sr.Monster.com CA-Santa Ana, Everest Central Division, Santa Ana, CA Req #:09-2447 Assist in preparing annual budgets and monthly forecasts. Prepare variance reports and schedules. Perform moderate to complex projects involving the analysis of financial and operational data. Support the development, interpretation, and implementation of financial data utilized by management. Analyze financial information to determine present a … MORE INFO |
Controller - Direct Hire Opportunity in Santa Ana, CAMonster.com CA-Santa Ana, Superior career opportunity for a Controller with a premier architecture firm in South Orange County!!! Company is seeking a Controller that will be a key player in the organization, helping shape its vision and mission through excellent financial management practices. Compensation / Benefits / Info: Base salary: $65K to $85K (DOE) Benefits: Medical HMO equivalent (100% for employee); holidays, 2 w … MORE INFO |
Investment Consultant - CitigroupMonster.com CA-Los Angeles, Job Description Brief Description of the Organization Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the in … MORE INFO |
Performance Improvement Manager - Finance & Performance ManagementMonster.com CA-Los Angeles, Location: US-CA-Los Angeles Job Number: LOS0007R Employee Status : Regular Job Type : Experienced Schedule : Full-time Description Being part of a dynamic, growing organization offers an exciting career path full of opportunity. Ernst & Young Advisory Services is a $4 billion global practice, with 18,000 professionals. With an overall Advisory market of $150 billion, there's tremendous potential f … MORE INFO |
Financial Representative / Financial AdvisorMonster.com CA-Los Angeles, Financial Representative The offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial representatives with the Northwestern Mutual Financial Network provide expert guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rat … MORE INFO |
State Farm Insurance Agent & Financial Services AdvisorMonster.com CA-Los Angeles, State Farm Insurance is looking to establish new insurance agents in the following area: LOS ANGELES METROPOLITAN AREA START YOUR OWN BUSINESS, BECOME A STATE FARM AGENT AND BUILD A SUCCESSFUL BUSINESS ON A WELL ESTABLISHED FOUNDATION (STATE FARM - RANKED 31st ON THE FORTUNE 500 LIST OF COMPANIES) Working hard for someone else’s gain? As a State Farm Agent, you run your own business, have your own … MORE INFO |
Student Finance PlannerMonster.com CA-Alhambra, Everest College - Alhambra, CA campus Req #: 09-2631 General Duties: Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses. Perform needs analysis, provide financing documents, and generate tentative award letter for all … MORE INFO |
Financial Representative/ Financial AdvisorMonster.com CA-Newport Beach, Financial Representative The offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial representatives with the Northwestern Mutual Financial Network provide expert guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rat … MORE INFO |
*$17/hour* LOOKING FOR A TITLE EXAMINER/SEARCHER W/TSGMonster.com CA-Tustin, Job Description: We are looking to hire ASAP for this position for a large title company here in Orange County! If you are a Title Searcher with TSG, please respond to this posting! You must show this experience on your resume please. These jobs are recording clerk positions so you need to have some sort of Title experience knowledge of raw search documents (Vesting, Legal, etc). |
Student Finance PlannerMonster.com CA-West Los Angeles, Everest College - West Los Angeles, CA campus Req #: 09-2497 General Duties: Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses. Perform needs analysis, provide financing documents, and generate tentative award letter … MORE INFO |
Home Service SpecialistMonster.com CA-Rowland Heights, Job Description: Make loan decision on loan applications up to the conforming loan limits typically one unit properties. Verifies and handles income documentation, title issues, vesting issues, liens, judgements, reconveyances; process of subordinations. Maintain high level of customer service when dealing with banking center, realtors and customers. FHA/GOVERNMENT PROCESSING EXPERIENCE REQUIRED! J … MORE INFO |
State Farm Insurance Agent & Financial Services AdvisorMonster.com CA-Hancock Park, State Farm Insurance is looking to establish new insurance agents in the following areaS: LOS ANGELES - HANCOCK PARK - MID CITY START YOUR OWN BUSINESS, BECOME A STATE FARM AGENT AND BUILD A SUCCESSFUL BUSINESS ON A WELL ESTABLISHED FOUNDATION (STATE FARM - RANKED 31st ON THE FORTUNE 500 LIST OF COMPANIES) Working hard for someone else’s gain? As a State Farm Agent, you run your own business, have … MORE INFO |
Financial AdvisorMonster.com CA-South Pasadena, Professionals from a variety of backgrounds have found new success at ICM. By becoming an Independent Financial Advisor, you can run your business, determine your compensation, and redefine your future all with the support, training, and mentorship of a leader in the Financial service industry. We take a personal approach to business and wealth management that starts with a face-to-face meeting be … MORE INFO |
Client Relationship ManagerMonster.com CA-Los Angeles, Los Angeles-based investment advisory firm is seeking a Client Relationship Manager to work closely with new and existing clients. Clients include high-net-worth individuals and families, retirement plans and non-profits. Westmount Asset Management is one of the oldest and largest independent RIA firms in Los Angeles, with approximately $1 billion in assets under management. You can learn more abo … MORE INFO |
Cuso Financial & LA Federal Credit Union-Licensed Financial Advisor needed!Monster.com CA-Glendale, Financial Advisors! Do Mergers and Takeovers have you concerned about your future?? If so, CUSO Financial Services, L. P. (“CFS”) would like to hear from you before you make any career decisions! CFS is a broker/dealer and RIA with a stable, 13 year track record of serving the investment needs of credit unions and their members. Over one-third of our registered representatives generated an average … MORE INFO |
Financial Utility Consultant - PasadenaMonster.com CA-Pasadena, Company Description: Raftelis Financial Consultants, Inc. is a growing firm with a strong reputation in the water and wastewater industry. RFC consultants possess extensive credentials and technical skills. Come join a team that strives to provide the highest quality services to public and private sector clients. Job Qualifications: The ideal candidate possesses the following: Bachelors degree (fi … MORE INFO |
CA/Escrow Assistant/30070Monster.com CA-Pasadena, Job Description: Escrow / Professional In the REO Escrow closing, performs various administrative and support functions including adherence to RESPA, preparation and distribution of escrow sale transaction files, processing of fees and invoices, and distribution of incoming/outgoing mail. Escrow Officer or Senior Escrow Assistant experience required. Works under immediate supervision. Typically re … MORE INFO |
CA/TITLE CLERK SPECIALIST/30095Monster.com CA-Pasadena, Job Description: THIS IS NOT A PROCESSING POSITION Escrow and Title experience, this is for REO department who works on and handles FHA/Govt loans. Preparation and distribution of escrow sales transactions and files, processing fees, dist of incoming and outgoing mail as needed, Sr. Escrow Assistant experience required Job Experience: |
Cuso Financial & California Credit Union are seeking a Licensed Financial ConsultantMonster.com CA-Glendale, Financial Advisors ! Do Mergers and Takeovers have you concerned about your future?? If so, CUSO Financial Services, L. P. (“CFS”) would like to hear from you before you make any career decisions! CFS is a broker/dealer and RIA with a stable, 10 year track record of serving the investment needs of credit unions and their members. Over one-third of our registered representatives generated an averag … MORE INFO |
Financial Advisor,Insurance,Sales, Management Trainee, Entry LevelMonster.com CA-Irvine, Description DEVELOP A CAREER IN FINANCIAL SERVICES Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth through career growth and development. As a full-service financial advisory and management development firm, we are dedicated to providing training and support to successful in … MORE INFO |
Fund ControllerMonster.com CA-Glendale, A Los Angeles area based real estate investment manager is seeking a Fund Controller to join its team in their Los Angeles, California office. Fund Controller is responsible for direct supervision of all financial and accounting functions for both open ended and closed-ended, commercial real estate value funds which are private and not publicly traded (“Funds”). The Funds invest primarily in highe … MORE INFO |
Shown below: Long Beach financial planning / advising area jobs provided by ![]() |
Senior Associate, Int'l Strategic PlanningMattel, Inc. – El Segundo, CA – Indeed.com line financial growth; -Analyze Mattel's financial... Finance Financial Analysis/Research/Reporting Financial Planning/Advising Industry: Consumer... … MORE INFO |
Financial AdvisorWaddell & Reed, Inc. – Costa Mesa, CA – Indeed.com Occupations: Financial Planning/Advising Career... financial advisor, you will provide your clients with comprehensive financial planning and advice to help... … MORE INFO |
Financial Planner 2U.S. Bank – Los Angeles, CA – Indeed.com planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning... … MORE INFO |
ControllerFinancial Additions – Orange County, CA – Indeed.com Job Purpose: Maximizes return on financial assets by establishing financial policies, procedures, controls... filing financial reports; advising management on... … MORE INFO |



Fort Worth, TX