25 Financial Planning / Advising job ads & opportunities in the El Monte, California area

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Job listings, help wanted ads and employment postings (last updated on Wednesday, July 1)

Financial Advisor


CA-Pasadena, Financial Consultant PasadenaWest Covina Branch Full-Time POSITION SUMMARY: As part of the Wescom Financial Services team, this position sells financial products and services to members by supporting and promoting our full service investment platform. ESSENTIAL POSITION FUNCTIONS: As a Financial Consultant, you become part of the credit union environment providing investment services to members an … MORE INFO

Account Manager, Qualified Retirement Plan Division for a Boutique Financial Services Firm


CA-Pasadena, Our client is a leading Financial Services Group located in beautiful Pasadena searching for an Account Manager for their qualified retirement plan division. Responsibilities: Management and oversight of qualified retirement plan book of business. Create marketing presentations for sales department (strategy, design, funding) Prepare reports to monitor plan participation, performance and costs. Co … MORE INFO

Assistant Operations Manager


CA-Los Angeles, As an Assistant Operations Manager in a branch is to:
· Serve as deputy to the Operations Manager to assist in managing branch operations
· Escalate client issues and complaints on operational matters to higher-level management, when necessary
· Communicate and implement firm operational guidelines and policies to Support Staff
· Monitor and manage operational costs
· Oversee the branch operationa … MORE INFO

Operations Manager


CA-Los Angeles, The Operations Manager leads the daily operational activities and approvals (e. g. , new accounts, funds received and delivered, trade processing, etc. ) in the complex/branch and ensures that activities run smoothly, efficiently and meets service excellence standards. As the Operations Manager you will lead all BSAs within the complex/branch and provide guidance, training and coaching needed to ensu … MORE INFO

Municipal Fixed Income Sales & Strategy Specialist


CA-Los Angeles, Responsibilities:
· Track and analyze the municipal bond markets and provide proactive and timely market strategies to Financial Advisors and their clients.
· Extensive understanding of fixed income portfolio analysis and an ability to interact effectively with the credit research department.
· Develop strong relationships with top Financial Advisors and cover them proactively assist them in manag … MORE INFO

Complex Supervisory Officer


CA-Los Angeles, The Complex Supervisory Officer is responsible for performing delegated supervisory functions for the complex/branch and ensuring that the complex is in compliance with firm risk management guidelines and policies. As the Complex Supervisory Officer, you may be responsible for performing as delegated certain operation's functions for the complex. In addition, you may be responsible for managing a … MORE INFO

Senior Finance Manager-Marketing/Brand Finance


CA-Los Angeles, Large, reputable company in Los Angeles is looking for a sharp Senior Finance Manager. As a Finance Business Partner, you will be responsible for both budgeting and financial reporting, as well as playing a key role in partnering with your business partner to drive the business forward. The individual in this role will be responsible for supporting, developing and improving the financial processes … MORE INFO

Accounts Payable & General Services Supervisor


CA-Los Angeles, Oversees all areas of Accounts Payable and General Services Department including supervision of the General Services Specialists. Plans and coordinates budget-related activities including acting as liaison between all related departments and Head Office. Assists with office services, purchasing, facilities management, insurance policies, off-site document storage, fixed assets and monitoring of im … MORE INFO

Mortgage Service Specialist Jobs in Brea, CA


CA-Brea, Ajilon Professional Staffing is recruiting for Mortgage Service Specialist Jobs in Brea, California. Our client is a very stable, nationally known leader in the Mortgage industry, and continues to add to their team due to growth. Responsibilities for the Mortgage Service Specialist: -Review and understand a loan application, appraisal, title, escrow, HUDs, W2 income, bank statements -Work with bot … MORE INFO

Financial Advisor


CA-Glendale, Company: New York Life Location: Glendale Position: Sales and Sales Management positions available Average income in 2012 for the Greater Pasadena General Office: Top 10 Agents: $260,829 All Agents: $164,247 Company Description: New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, … MORE INFO

FFS Licensing And Registration Manager


CA-Los Angeles, Job Summary Oversees licensing and registration of FFS registered representatives. Oversees all activities related to Federal and State regulatory filings, relating to the Farmers Financial Solutions Broker/Dealer. Oversees database accuracy of all records for FINRA audits. Oversees supervisory assignments and reassignments of registered representatives. Maintains accounts necessary to pay FINRA f … MORE INFO

New Business Manager


CA-Los Angeles, Job Location Los Angeles, CA Job Description Provides administrative support to an insurance and financial services sales agency. Functional Responsibilities: Responsible for the proficiency of office operations for a firm with over 40 producers and a minimum of $3 million FY GDC’s in sales annually . Assists management with developing systems and processes to streamline operations. Manages daily … MORE INFO

Financial Advisor


CA-Los Angeles, Financial Advisor Description The Relationship Manager I Financial Advisor is successful if the revenue they manage is growing through a successful relationship development (sales and service) effort. The officer is expected to succeed through personal sales efforts to achieve specific goals. Revenue growth and client satisfaction will be the primary results goals. Business development activities … MORE INFO



CA-Burbank, Average will earn $50K, Excellent will earn $250K. Please read this entire ad very thoroughly before you apply. Please do not even apply unless you are an outstanding Salesperson. You must be highly motivated to succeed, be extremely client oriented, self-driven and never give up. You can develop deep and meaningful rapport with people, and communicate with piercing persuasiveness. You want to dev … MORE INFO

Analytics, Financial Consultant - Office locations


CA-Cypress, Description: The Analytics, Financial Consultant will be part of the Medicare & Retirement A&G team. This person will act as the M&R Analytical and Process Improvement lead and will provide analytic oversight to support Medicare and Retirement A&G STAR Rating, operational analytics, Audit compliance and process improvements. Primary Responsibilities: Lead CMS Plan STAR Ratings Analytics - elements … MORE INFO

Financial Advisor


CA-Anaheim, Financial Advisor Entry-Level or Experienced Company and Career Overview John Hancock Financial Network evolved from John Hancock's rich tradition of outstanding insurance and investment products and services, a tradition that has been growing for more than 140 years. The merger of John Hancock and Manulife Financial builds on this tradition, forming one of the most innovative and recognized finan … MORE INFO

Credit Analyst - Excellent Compensation


CA-Gardena, Job Description: This Credit Analyst Position Features: ? Excellent Compensation ? Salary & Benefits ? Paid Vacation ? Great Pay to $60,000. 00 Immediate need for credit analyst seeking excellent compensation, salary & benefits with paid vacation. Proficient in analyzing business and individual tax forms, performs thorough due diligence and background to mitigate risk and prevent fraud. Experienced … MORE INFO

Insurance Sales Producer


CA-Beverly Hills, Insurance Sales Producer Are you looking for a new opportunity to maximize your skills and help others? Working directly with an Farmers Exclusive Agent independent contractor might be your answer. Farmers agencies strive to provide excellent service to customers by assisting them with their insurance and financial services needs. Insurance Sales Producer opportunities are for true sales and custo … MORE INFO

Management Trainee - insurance/securities/sales/consulting


CA-Beverly Hills, Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As an advisor with Independent Capital Management, Inc. , you will help individuals and businesses accumulate wealth and protect their hard-earned assets. Whether you are new to t … MORE INFO

Insurance Sales Producer


CA-Beverly Hills, Insurance Sales Producer Are you looking for a new opportunity to maximize your skills and help others? Working directly with an Allstate Exclusive Agent independent contractor might be your answer. Allstate agencies strive to provide excellent service to customers by assisting them with their insurance and financial services needs. Insurance Sales Producer opportunities are for true sales and cus … MORE INFO

Compliance Manager


CA-Los Angeles, Strategic Development Solutions (SDS) develops innovative market-driven approaches to economic development and has built and capitalized more than $2 billion of Double and Triple Bottom Line private-equity funds with its affiliated partner Economic Innovation International, Inc. The two firms also jointly manage the $372 million National New Markets Fund (NNMF). SDS provides day-to-day operations … MORE INFO

Internal Sales Specialist


CA-El Segundo, Job Description Reporting to the Supervisor of Internal Sales, the Advisory Business Specialist, will provide support for a designated territory working in partnership with an external Advisory Consultant collaborating to provide the highest quality service and support for financial advisors that are committed to the fee based advisory business model. The primary objective of the position is to dr … MORE INFO

Golden Opportunity for a great Loan Processor!!!!!


CA-Manhattan Beach, Job Description: A fantastic banking institution in the south bay area is currently looking for a sharp, sold and dynamic mortgage loan processor. This processor will have a solid background understanding FHA/VA/Conventional lending policies and procedures. Responsibilities: Maintain a thorough working knowledge of lending policies, procedures, underwriting guidelines, rate pricing, and requiremen … MORE INFO

Loan Processor - 5+ years experience required


CA-Sherman Oaks, Job Description: The primary function of the Loan Processor selected will be to ensure the timely and accurate packaging of all loans originated by our loan officers. Responsibilities of the Loan Processor include: - Gathering information and taking each file from pre-approval to closing. - Inputting proper loan information into the system for processing. - Ensuring that all loan documentation is … MORE INFO

Escrow Assistant - 40k


CA-Hermosa Beach, Job Description: Well known company is looking for a qualified Escrow Assistant. Great salary with benefits and paid vacation. High energy individual who is interested in a great career with learn on the job opportunity. Background in Real Estate ideal! Apply for this great position as a Escrow Assistant today! We are an equal employment opportunity employer and will consider all qualified candida … MORE INFO

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Employment information for El Monte, CA

5 year unemployment rate for
Los Angeles, CA (includes Los Angeles, Long Beach, and Santa Ana metro areas) - continue for more info


Updated to reflect Oct 2014 unemployment rates