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

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Job listings, help wanted ads and employment postings (last updated on Saturday, August 1)

Wealth Planning Analyst Program


CA-Los Angeles, The Wealth Planning Analyst Program provides the opportunity to rapidly learn the fundamentals of the wealth management business in a fast-paced, challenging, and collaborative environment. The Wealth Planning Analyst (WPA) Program is a structured 24-month development program designed to provide you with the knowledge and skills necessary to succeed as a Financial Advisor. During each phase of the … MORE INFO

Client Service Associate


CA-Los Angeles, 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

CCAR Consultant


CA-Los Angeles, RESPONSIBILITIES: Kforce has a client seeking a CCAR Consultant in Los Angeles, CA. Responsibilities: Assist with coordination of the Company's annual capital planning, management and quarterly capital adequacy reporting processes, in coordination with other Company-wide forecasting, stress testing, capital adequacy, and risk efforts. These responsibilities include supporting, creating and documen … MORE INFO

Licensed Financial Services Representative


CA-Los Angeles, Are you an experienced financial service professional looking to spend more time selling and less time prospecting? Become a Personal Financial Representative with Allstate! We are looking for reps to partner with established P&C agents to sell Financial Service products to our already established customer base. Who we are We are looking for the best and brightest industry talent - proven professi … 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

Tax Senior (Fed/State - Work Life Balance!)


CA-Los Angeles, CyberCoders Matching Great People with Great Companies Learn more about CyberCoders Tax Senior (Fed/State - Work Life Balance!) Los Angeles, CA Full-Time $85,000 - $120,000 Apply Apply Tax Senior (Fed/State - Work Life Balance!) Los Angeles, CA Full-Time $85,000 - $120,000 Apply Job Details If you are a Tax Senior seeking a firm with a better work-life balance and culture that rewards your experti … MORE INFO

Budget and Forecasting Analyst - Buena Park, CA


CA-Buena Park, Description: If you want to achieve more in your mission of health care, you have to be really smart about the business of health care. Our finance professionals at UnitedHealth Group are engaged in the important work of making health care more affordable, simpler and easier for people to access. And you can join us in achieving these goals as a Financial Consultant. You will collaborate with an e … 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

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

Relationship Account Manager


CA-Burbank, Washington National Insurance Company's largest American marketing partner, PMA USA, is looking for the right individuals who have the desire to earn a good living, work a flexible schedule and help hundreds of our clients and their employees by educating, advising and servicing them to improve their quality of life. This is a business-to-business sales position helping employers find health care … MORE INFO

Finance Manager


CA-Beverly Hills, Manager/Director Finance - $105-$130K + 20% bonus (title DOE) Private Equity firm located on the West Side. They leverage internal operating expertise and an extensive network of executives to create value in control transactions in the lower middle market. They work actively in partnership with its portfolio company management teams to create sustainable and scalable infrastructure and to grow or … MORE INFO

Commercial Loan Document Processor - UP to 65K!


CA-Ontario, Job Description: With minimal direct supervision of the Loan Documentation Supervisor and/or Manager, this position is responsible for providing uncompromised, high service quality, accurate and consistent loan documentation within the stated service limits. A thorough working knowledge of the LaserPro/LawyerPro and Encompass Documentation system software is essential. This individual possesses th … MORE INFO

Escrow Assistant - $37,500


CA-Los Angeles, Job Description: With the market heating up and home buying on the rise, our growing, stable escrow company needs an awesome assistant. Your duties are critical to our success. If you have experience in preparing escrow agreements, executing contracts, holding funds, familiar with mortgages and securing financing. then we want you!! We are looking for a driven, self-starter who has worked on Micro … MORE INFO

Sr. Financial Planning & Analysis Analyst


CA-North Hollywood, Job Summary: The Analyst’s primary function is to provide financial support and analysis to business operations of OPI Products Inc. Responsibilities will include, but are not limited to, financial planning, financial presentations preparations, variance analysis and operational reporting & analysis, including cash flow analysis. This role also provides various ad hoc analyses in support of key bu … MORE INFO

Finance Manager


CA-Long Beach, Please include resume and salary history. Finance Manager Manages Global Client financial transactions: billing, reporting and forecasting. Primarily responsible for financial coordination among Designory/eg+ Worldwide Production Centers and Global Hub. Primary Responsibilities: (3-5 bullet points of what he/she will do) Maintain job files for Global projects Manage financial transactions between … MORE INFO

Mortgage Collector


CA-Van Nuys, Job Description: Mortgage Servicing Collectors contact members in an attempt to obtain payment for delinquent First Mortgage Accounts, maintain necessary documentation, and meet deadlines as required by several state and federal regulations. Our Mortgage Servicing Collectors provide respectful and resourceful assistance to our Members who are experiencing financial difficulty and assist in counsel … MORE INFO

commercial loan document specialist - Stable Company


CA-Ontario, Job Description: This Commercial Loan Document Specialist Position Features: ? Stable Company ? Growth Potential ? Friendly Environment ? Great Pay to $60K Immediate need for commercial loan document specialist seeking stable company, growth potential and friendly environment. Detail oriented, accurate and organized will be keys to success in this growing, prestigious, dynamic organization. Will b … 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

Sales Representative


CA-Sherman Oaks, Job Purpose: Serves customers by selling products; meeting customer needs. Duties: - NO cold-calling - Pre-Qualified inbound calls come to you! - Effectively deliver presentations to inbound caller while maintaining and exceeding performance expectations. - Effectively manage client pipeline through proper lead management. - Effectively communicate to prospects, clients, and marketing. What it is … 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 Officer and Escrow Assistant Needed Today!!!


CA-Sherman Oaks, Job Description: Our client is looking to hire an experienced Escrow Officer and Escrow Assistant to join their growing national operations. We are looking for a customer service professionals who strives for excellence. Our client prides themselves on having happy customers after every closing. Our client has a very fast paced office with very little drama and happy employees. Salary is negotiabl … 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

Cost Analyst


CA-Fountain Valley, At Hyundai, we’ve rethought our business and created cars that combine performance, quality, design and innovation into a complete package. It’s time you rethink what you expect from an employer. At Hyundai, we understand you're not just building a career — you're building a life. We believe in our people and realize that our success is a direct result of our commitment in offering you great oppor … MORE INFO

Order Management Specialist


CA-Costa Mesa, Environmental company is looking for an Order Management Specialist to start immediately. Job duties are to include: Receive, reviews and processes inbound purchase orders accurately and timely, including but not limited to confirming contact and billing information and Purchase Order and Letters of Intent terms and conditions, full order process entry into ERP, change order process, commission wo … MORE INFO

Investor Relations Assistant


CA-Irvine, In this position, you will help develop and maintain long-lasting relationships with investors, financial representatives, custodians and our Transfer Agent through the delivery of both verbal and written communications. You will provide investor relations support services and contribute to a variety of special projects. This opportunity is ideal for a bright, energetic and resourceful professiona … MORE INFO

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Updated to reflect Oct 2014 unemployment rates