Director financial planning Jobs in Los Angeles, CA
Last updated: 1 day ago
This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies.
This position covers a wide range of responsibilities includ...Show moreLast updated: 22 days ago
EssenceMediacom is a new breed of media agency.Grounded in analytics & insights and powered by data & technology, we believe in the power of media and creative to drive breakthroughs for the world'...Show moreLast updated: 3 days ago
EssenceMediacom is a new breed of media agency.Grounded in analytics & insights and powered by data & technology, we believe in the power of media and creative to drive breakthroughs for the world'...Show moreLast updated: 3 days ago
Take on a significant leadership role within a world-class health organization.Help ensure the financial health of a complex health system.
Take your professional expertise to the next level.You can...Show moreLast updated: 1 day ago
At GOAT Group, the Finance team is responsible for managing the company's financial profile.Through analysis, reporting, long-range planning and partnering with business leaders, our Finance team e...Show moreLast updated: 3 days ago
We're an employee-owned, vertically-integrated builder of some of America's most popular health & wellness brands.With over 1,400 team members across multiple companies, we create best-in-class pro...Show moreLast updated: 16 days ago
This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies.
This position covers a wide range of responsibilities includ...Show moreLast updated: 15 days ago
Take on a significant leadership role within a world-class health organization.Help ensure the financial health of a complex health system.
Take your professional expertise to the next level.You can...Show moreLast updated: 30+ days ago
At GOAT Group, the Finance team is responsible for managing the company's financial profile.Through analysis, reporting, long-range planning and partnering with business leaders, our Finance te...Show moreLast updated: 14 days ago
We’re an employee-owned, vertically-integrated builder of some of America’s most popular health & wellness brands.With over 1,400 team members across multiple companies, we create best-in-class pro...Show moreLast updated: 14 days ago
Williams Homes is a privately held homebuilder based in Southern California.Williams Homes was founded in 1997 and built on the principles of integrity, trust, and partnership.Over the past 10 year...Show moreLast updated: 2 days ago
A global professional services firm seeks a Senior Financial Planning Analyst to join their dynamic team.The Senior Financial Planning Analyst is an integral part of the firm's Financial Accoun...Show moreLast updated: 30+ days ago
MGA Entertainment is one of the largest privately held toy and entertainment companies in the world, known for its commitment to creativity, quality, and innovation.
Headquartered in Los Angeles wit...Show moreLast updated: 27 days ago
Financial Planning analyst Remote, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, K...Show moreLast updated: 30+ days ago
A company is looking for a Director of FP&A.Key ResponsibilitiesPrepare timely and accurate reporting while analyzing financial performance through variance and KPI analysisDevelop and maintain fin...Show moreLast updated: 14 days ago
Director of Financial Planning & Analysis.Dynamic insurance solution provider.The Company is seeking a dynamic and highly analytical Sr.
Manager / Director of Financial Planning and Analysis (FP&A) to...Show moreLast updated: 1 day ago
The Samsung global services team is responsible for driving Smart TV and mobile services businesses by building intelligent, integrated, cross-platform services that delight and entertain users.Sam...Show moreLast updated: 3 days ago
Director, Financial Planning & Analysis (Hybrid Role).Connected by creativity and driven by purpose.Hourglass Cosmetics is a vegan and cruelty-free beauty brand, redefining luxury cosmetics with hi...Show moreLast updated: 4 days ago
MGA Entertainment is one of the largest privately held toy and entertainment companies in the world, known for its commitment to creativity, quality, and innovation.
Headquartered in Los Angeles wit...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning Strategist
Pure Financial Advisors, LLCLos Angeles, CA, United StatesFull-time
- Promoted
Director, Media Planning
EssenceMediacomLos Angeles, CA, United States$100,000.00–$230,000.00 yearly
Full-time
- Promoted
Director, Media Planning
EssenceMediacom LimitedLos Angeles, CA, United States$100,000.00–$230,000.00 yearly
Full-time
- Promoted
Assistant Director of Financial Planning (Hybrid)
University of California - Los Angeles HealthLos Angeles, CA, United States$102,500.00–$227,700.00 yearly
Full-time
- Promoted
Director, Financial Planning & Analysis Remote US
Tbwa Chiat / Day IncLos Angeles, CA, United States$165,000.00–$206,500.00 yearly
Remote
Full-time
- Promoted
Director, Financial Planning & Analysis (FP&A)
Golden HippoLos Angeles, CA, US$153,000.00–$205,000.00 yearly
Full-time
- Promoted
Financial Planning Strategist
Pure Financial AdvisorsLos Angeles, CA, United StatesFull-time
Assistant Director of Financial Planning (Hybrid)
UCLA HealthLos Angeles, CA, US$95,900.00–$222,100.00 yearly
- Promoted
Director, Financial Planning & Analysis
GOAT GroupLos Angeles, CA, US$165,000.00–$206,500.00 yearly
Full-time
- Promoted
Director, Financial Planning & Analysis (FP&A)
GoldencustomercareLos Angeles, CA, United States$153,000.00–$205,000.00 yearly
Full-time
- Promoted
Forward Planning Director
Williams HomesSylmar, CA, United StatesFull-time
- Promoted
Senior Financial Planning Analyst
Consultative Search GroupLos Angeles, CA, USFull-time
- Promoted
Director, Marketing Planning
MGA EntertainmentLos Angeles, CA, United States$150,000.00–$200,000.00 yearly
Full-time
Financial Planning analyst
Indotronix International CorporationCalifornia$60.00–$65.00 hourly
Remote
- Promoted
Director of Financial Planning
VirtualVocationsVan Nuys, California, United StatesFull-time
- Promoted
Director of Financial Planning & Analysis
ConfidentialLos Angeles, CA, United StatesFull-time
- Promoted
Sr. Director, Strategic Operations, Financial Planning (Samsung TV Plus)
Samsung Electronics AmericaLos Angeles, CA, USFull-time
- Promoted
Sr. Director, Financial Planning & Analysis
Hourglass CosmeticsWest Hollywood, CA, United StatesFull-time
- Promoted
Director, Marketing Planning
MGA Entertainment, Inc.Los Angeles, CA, United States$150,000.00–$200,000.00 yearly
Full-time
Financial Planning Strategist
Pure Financial Advisors, LLCLos Angeles, CA, United States22 days ago
Job type
- Full-time
Job descriptionAnalyze & create financial plans by looking at client financial data (e.g. cash flow, risk management, estate planning, investments, and tax). Partner with Advisors to determine appropriate financial planning recommendations. Review tax, insurance, estate planning documents. Update financial plans for clients, as needed. Bachelor’s degree in business, finance, or similar field. Additional certifications and / or education a plus. CFP® designation required (or obtain CFP designation with 18 months of hire into position). 5+ years of industry-related experience (preferred); however, 2 years of industry-related experience is required. Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization. Competency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.). Ability to effectively and accurately complete detailed work with a sense of urgency. Able to prioritize time and complete projects in a timely manner. Strong communication skills, both written and verbal, with the ability to effectively convey information to clients and others. Ability to collaborate with others. Capable of adapting to changing priorities, situations, and / or demands.
Responsibilities :
This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This position covers a wide range of responsibilities including, but not limited to :
- Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.
- Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).
Job Duties :
Qualifications :
Competencies :