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Financial Planning Manager
EP Wealth Advisors
Torrance, CA US
Posted April 11, 2023
Our HQ office in Torrance is hiring for a Financial Planning Manager. The Financial Planning Manager will train and developing new team members, working with advisors to create customized and comprehensive financial plans for our clients with assets $5mm+, assist with the development of training material for our partnership integration, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Senior Financial Planner
EP Wealth Advisors
Torrance, CA US
Posted April 11, 2023
Our headquarters office in Torrance, CA is hiring for a Senior Financial Planner. As a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Licensed Financial Advisor
CAPSTONE PARTNERS FINANCIAL AND INSURANCE SERVICES (LA)
LOS ANGELES, CA US
POSTED March 1, 2023
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!