25 Financial Planning / Advising job postings in the El Monte, California area

« El Monte job listings index · Accounting - Finance & Insurance

Job listings, help wanted ads and employment postings (last updated on Friday, November 28)

Insurance Agent - Salary up to 48K


CA-San Gabriel, Job Description: AppleOne is excited to have partnered up with an well-established Insurance Agency in the San Gabriel Valley in search of an Insurance Agent. Our partners are looking for a bi-lingual Chinese speaker with a P & C license. Ideally the Insurance Agent would have personal lines experience. If this sounds like the right opportunity for you, please submit your resume ASAP. Our partners … MORE INFO

Financial Counselor - Glendale, CA


CA-Glendale, Description: Position Description: Optum360 is a dynamic new partnership formed by Dignity Health and Optum to combine our unique expertise. As part of the growing family of UnitedHealth Group, we'll leverage all our resources to bring financial clarity and a full suite of Revenue Management services to Healthcare Providers, nationwide. If you want to achieve more in your mission of healthcare, yo … MORE INFO

Assistant Controller


CA-Los Angeles, Growing luxury lifestyle brand based in Los Angeles is seeking an Assistant Controller to work closely with the Founder and become an integral mechanism in helping the company reach its fullest potential. This exciting, multi-faceted role requires more than a bookkeeper, it requires a self-motivator with a passion for fashion and a deep understanding of the industry. Please note that only Assistan … MORE INFO

Patient Financial Counselor, Anaheim, CA


CA-Anaheim, Description As a part of the Tenet and Catholic Health Initiatives family, Conifer Health Solutions is a leading healthcare business process management services provider working to improve operational performance for more than 600 clients so they can support financial improvement, enhance the patient experience, and drive value-based performance. Through our revenue cycle management , patient comm … MORE INFO

SR.Staff Accountant


CA-Los Angeles, The senior staff accountant will be responsible for: Essential Functions:
· Reconciling, analyzing and reviewing general ledger accounts in preparation for month end close
· Preparing documentation in support of external audit
· Perform monthly bank reconciliations for two companies
· Prepare daily cash reports
· Review A/P and A/R batches
· Maintain A/R ledger and send out statements to customers … 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

Bilingual Sales, Insurance & Financial Services - Spanish and/or Portuguese


CA-Los Angeles, Job Title: Bilingual Sales, Insurance & Financial Services - Spanish and/or Portuguese Job Description: Ambitious, financially motivated, and bilingual in English and Spanish and/or Portuguese A career with New York Life Insurance Company might be for you. We’re currently hiring professionals interested in providing a variety of insurance and other financial solutions to businesses and individuals … MORE INFO

Financial Services Professional


CA-Los Angeles, Financial Professional Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers … MORE INFO

Client Associate


CA-Beverly Hills, Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf … MORE INFO

Operations / Client Service Manager


CA-Beverly Hills, Boutique Beverly Hills investment advisor is seeking a highly motivated professional to act as Operations/Client Service Manager Key Responsibilities: • Supervise administrative staff of seven oversee, audit, train, and develop operations team • Assist with complex, strategic tasks and ensure deadlines and corporate policies are met • Communicate with clients as necessary primarily to help resolve … MORE INFO

Accounting Manager - Tour Accounting/Business Management


CA-Beverly Hills, Job Description: This Accountant/Account Manager (Tour Department) Position Features:
· Great pay of $85K+
· Great benefits and bonuses
· Amazing atmosphere & culture
· Work for one of the largest Premier Accounting Firms in Southern California Experience Required ? MUST have Accounting background/experience ? MUST have experience in Entertainment Industry ? MUST have experience providing full cycle a … MORE INFO

Financial Sales Professional-Los Angeles/Orange Counties


CA-Los Angeles, AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking for … MORE INFO

Intern - Intermediate Level (Internal Audit)


CA-Long Beach, Job Summary The Molina Healthcare Internship Program shares an objective to create a stepping stone for students and alumni who aim to be professionals and future leaders in the healthcare business profession. We aim to develop talent by providing students and alumni with experiential learning, formal training, and opportunities to interact with healthcare business professionals who will act as co … MORE INFO

Plan Administrator - 401k


CA-Los Angeles, Job Description: Plan Administrator. Perform duties to maintain non-qualified benefit plan accounts, fund investments and distributions. Work with trustee and trading desk, address call center inquires, act as a liaison with clients, verifying plan information is accurate. Bachelors Degree, and a minimum of 3years experience in the retirement arena is required. We are an equal employment opportunit … MORE INFO

Big Data Analytics Manager


CA-Torrance, This position will be relocating to our new Headquarters in North Dallas (Plano), TX in early 2017. Some positions or groups of positions may relocate earlier based on business need Toyota Financial Services Our people are the driving force behind our success and we're moving forward!Join a dynamic company known for rapid growth and solid success. To make your mark as the Big Data & Analytics Manag … MORE INFO

Advisory Operations Representative


CA-El Segundo, National Planning Corporation (NPC ) has an opening for an Advisory Operations Representative. Job Purpose Provide support in processing Advisory Account set-up and maintenance. Provide customer service and billing processing support. Essential Job Duties & Responsibilities
· Provides customer service by answering inbound phone calls from registered representatives and sales assistants.
· Process … MORE INFO

Commercial Loan Servicing Specialist


CA-Manhattan Beach, Commercial Loan Specialist job in Manhattan Beach, CA Our client has an immediate opening for a temporary Commercial Loan Servicing Specialist job in Manhattan Beach, CA. The Commercial Loan Servicing Specialist is responsible for all servicing aspects of the commercial loan portfolio. This position performs a variety of tasks in servicing commercial loans including processing new loan boarding, p … MORE INFO

Financial Planning and Analysis Business Analyst - Santa Ana, CA


CA-Santa Ana, Description: Position Description: Positions in this function use advanced statistical and inferential analysis programs to provide specialized data analysis. Organizes, sorts and filters data in order to distinguish patterns and recognize trends. Develops and maintains data preparation and validation routines to support data mining and has experience in creating complex data mining algorithms. Se … MORE INFO

Loan Processor


CA-Ontario, Job Description: Well established financial company is offering a great opportunity to a qualified Loan Processor. The Loan Processor position will be: Responsible for performing a variety of loan documentation duties on moderately complex loans, using comprehensive knowledge of policies and procedures for loan products. Functions include: processing; closing and compliance for loan products; inte … MORE INFO

Cost Accountant


CA-Santa Monica, Actively interviewing cost accountants for growing company in Santa Monica. The ideal cost accountant will have experience with project budgeting, including analysis, understanding performance metrics, assisting in Month End Close, preforming weekly labor analysis, profitability reports, as well as reconciling. Cost accountant’s having experience in manufacturing, construction or in a costing role … MORE INFO

Tax Accountant


CA-Encino, Singer Burke Zimmer & Butler LLP is a well-established business management / accounting firm in the San Fernando Valley. We specialize in providing integrated investment, tax and financial services to high net worth individuals and their businesses. We are seeking an experienced Tax Accountant with 5-7 years of experience to join our Tax group. Essential Duties & Responsibilities Preparation of al … MORE INFO

Business Management Supervisor


CA-Encino, Prestigious business management firm located in Encino is seeking an energetic and experienced business management Supervisor/Manager. The firm specializes in business management, accounting, bookkeeping, tax, and wealth management. The firm was founded in 1972 and employs over 30 people. The clientele is mainly comprised of writers, producers, composers and actors. Requirements: 5 or more years o … MORE INFO

Manager of College Fiscal Services - Specially Funded


CA-Irvine, Irvine Valley College Manager of College Fiscal Services - Specially Funded Position ID: 5049 Job Open ID: 4514 PLEASE NOTE: In order to be considered for this opening, you must apply through the District website at https: //jobs. socccd. edu To organize, manage and implement fiscal services at a community college, with an emphasis on budget and cash control, in accordance with policies and procedure … MORE INFO

Relationship Manager - Pays up to $125k + Bonus


CA-Irvine, Job Description: This Relationship Manager Position Features: ? Great Benefits ? Great Pay to $125,000 + Bonus Responsible for a smaller to large C&I and CRE. Responsible for meeting the bank's loan goals and budget. Essential Duties and Responsibilities ? Makes and services a variety of business and individual loans and lines of credit, both secured and unsecured. ? Handles the more complex types … MORE INFO

Financial Consultant


CA-Porter Ranch, The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timely manner. Develops sales through prospecting, referrals, and marketing programs. Actively prospects t … MORE INFO

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More Accounting - Finance & Insurance jobs in and near El Monte, CA

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Credit Review/Analysis (31)

Financial Analysis/Research/Reporting (41)

Financial Control (38)

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Financial Products Sales/Brokerage

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General/Other: Accounting/Finance (29)

Investment Management (34)

Policy Underwriting (36)

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Real Estate Leasing/Acquisition (28)

Risk Management/Compliance (28)

Securities Analysis/Research (21)

Tax Accounting (32)

Tax Assessment & Collections (14)

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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 Sep 2014 unemployment rates