Top 310 Financial planner Jobs in Anaheim, Ca

Tax Planner Associate
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
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Entrepreneurial Financial Advisor
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
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12d
Financial Professional
New York Life —Newport Beach, CA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
Edward Jones —Laguna Niguel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor (Wealth Mgmt and Insurance)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
New York Life —Newport Beach, CA
- $65,358 - $150,685 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —San Dimas, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- No experience needed
- Business development
- Disability insurance
- Health insurance
Quick Apply
5d
Financial Advisor
Northwestern Mutual - Anaheim Hills —Anaheim, CA
- $103,192 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Newport Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor (Commission-Based)
Northwestern Mutual - Huntington Beach —Huntington Beach, CA
- $97,521 - $347,677 a year
- Full-time
- Background check
- Sales
- Military
- Disability insurance
- Health insurance
Quick Apply
Management Fast Track
New York Life / NYLIFE Securities / Eagle Strategies —Newport Beach, CA
- $66,560 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Mentoring
- Recruiting
- Health savings account
- Health insurance
Quick Apply
VP, Financial Consultant- Mission Viejo, CA
Charles Schwab —Mission Viejo, CA
- $70,000 - $120,000 a year
- Business development
- Senior level
- Communication skills
- Paid parental leave
- Employee stock purchase plan
3d

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financial planner jobs near anaheim, ca

Tax Planner Associate

Pure Financial Advisors, LLC
Irvine, CA

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Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in anaheim, ca

Tax Planner Associate

Financial Advisor - Orange County

Financial Advisor

Entrepreneurial Financial Advisor

Financial Professional

Financial Advisor

Financial Advisor (Wealth Mgmt and Insurance)

Financial Advisor - Greater Los Angeles and Surrounding area

Financial Services Management Trainee/ Southern California Applicants Only

Financial Advisor

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Lenox Advisors - Financial Advisor

Financial Advisor

Financial Professional/Fast Track to Management

Financial Services Professional

Financial Advisor

Accelerated Path to Management Program

Financial Advisor (Commission-Based)

Management Fast Track

VP, Financial Consultant- Mission Viejo, CA

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