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Financial Planning Analysis Advisor

Los Angeles,CA

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Title
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800 Financial Planning Analysis Advisor jobs in Los Angeles,CA

New, Posted 1 day ago
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Work From Home Benefits Advisor - Entry Level

Hire Standard Staffing

Los Angeles, CA

$120,000/yr
RemoteHealth Insurance

  • Must be a U.S. or Canadian citizen
SmartExplore AI is experimental.
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New, Posted 6 hours ago
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Swing Shift Alarm Monitor

eCam

Carson, CA 90749

$20/hr
~ 20 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • Authorized to work in the United States
  • A high school diploma or equivalent (GED)
  • Able to pass an extensive screening process
  • Must always remain alert during working hours.
  • Ability to sit for long periods of time.
  • Proficiency in video monitoring software, Microsoft Office, and Google Maps is essential.
  • Experience with Microsoft Office Word, Excel.
  • Strong typing skills, 40 wpm – minimum.
  • Multitask across various computer programs,
SmartExplore AI is experimental.
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Financial Consultant

Fidelity Investments

Reseda, CA 91335

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Portfolio Manager Associate

City National Bank

Beverly Hills, CA 90210

$92,114-$156,880/yr
~ 15 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Bachelor's Degree
  • Minimum 4 years of experience in Investment Management
  • FINRA Series 65, or the ability to obtain
SmartExplore AI is experimental.
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New, Posted 1 day ago

Property Adjuster Specialist - Field

USAA

Los Angeles, CA 90004

RemoteHealth InsurancePaid Time OffRetirement Benefit

  • High School Diploma or General Equivalency Diploma required.
  • 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
  • Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
  • Proficient knowledge of residential construction.
  • Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
  • Proficient negotiation, investigation, communication, and conflict resolution skills.
  • Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
  • Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
  • Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
  • May require travel to resolve claims, attend training, and conduct in-person inspections.
  • May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
  • May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
  • May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
  • May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
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Vice President, Client Service Lead - Investment Performance and Risk Services

BNY

Los Angeles, CA 90079

$68,000-$150,000/yr
iHire

Project Accountant

AC Martin

Los Angeles, CA 90017

$65,000-$85,000/yr
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Regional Supervisory Principal

Mutual of Omaha

Torrance, CA 90501

Hybrid~ 24 minUrgently HiringPaid Time OffRetirement Benefit

  • 5+ years of experience in a securities supervision, compliance, or related role within the financial services industry.
  • Active FINRA registrations (Series 7 or 1; Series 24 or 9/10; Series 63/65 or 66; Series 53) with the ability to obtain and maintain required state licenses, IAR registration, principal registration, and bonding.
  • Strong working knowledge of FINRA, SEC, and MSRB rules, with the ability to analyze sales activity, exception reports, and investigations to ensure regulatory and firm compliance.
  • Travel up to 10% with flexibility across time zones.
  • Ability to work at our home office located in Omaha, Nebraska or a listed location, in a hybrid environment.
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VP, Portfolio Manager - Commercial Real Estate

BMO Financial

Los Angeles, CA 90079

OnsiteEducation AssistanceHealth InsuranceRetirement Benefit

  • Completion of a major corporate credit training program (or equivalent experience) and prior lending authority.
  • 7 or more years of underwriting and portfolio management experience, preferably in a commercial real estate lending environment for loan sizes > $15MM.
  • In-depth understanding of commercial banking products, commercial real estate lending, loan structuring, legal documentation, and all supporting processes and technology.
  • Deep understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent rolls, commercial leases, third party reports and deal structuring across property types (multifamily, industrial, office, retail, land).
  • Experience underwriting transactions for or in partnership with institutional real estate investors such as REITs, pension funds, life insurance companies, family office or private equity sponsors.
  • Assess guarantor financial strength by analyzing personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk.
  • Proficient with MS Office products (Word, Excel, Power Point).
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Treasury Lead

Aspire Bakeries

Los Angeles, CA 90045

OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • Bachelor's degree in Accounting, Finance, or a related field
  • 3–5 years of relevant accounting or treasury experience
  • Intermediate proficiency in Microsoft Excel
  • Working knowledge of U.S. GAAP
  • Strong organizational, analytical, and attention‑to‑detail skills
  • Effective interpersonal, verbal, and written communication skills
  • Ability to work overtime or weekends as needed to meet deadlines
  • This role requires you to be onsite
  • At our Los Angeles Headquarters four days per week
SmartExplore AI is experimental.
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  1. Los Angeles,CA Jobs
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  3. Financial Planning Analysis Advisor Jobs

What companies are hiring Financial Planning Analysis Advisor jobs in Los Angeles,CA?

  1. Hire Standard Staffing
  2. eCam
  3. Fidelity Investments
  4. City National Bank
  5. USAA
  6. BNY
  7. AC Martin
  8. Mutual of Omaha
  9. BMO Financial
  10. Aspire Bakeries

What is the hourly salary range for Financial Planning Analysis Advisor jobs in Los Angeles,CA?

The hourly salary range is $20 - $20.

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