Top 214 Finance associate Jobs in El Segundo, Ca

Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Banker-Bilingual Chinese
East West Bank —Palos Verdes Peninsula, CA
- $20.00 - $21.50 an hour
- Part-time
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA
Thrivent —Redondo Beach, CA
- $75,000 - $80,000 a year
- Background check
- Research
- Mid-level
Quick Apply
8d
Associate Chief Financial Officer
UCLA Health —Los Angeles, CA
- $268,400 - $566,400 a year
- 5 years
- Finance
- Master's degree
Private Wealth Associate Advisor
Strategic View Advisors —Manhattan Beach, CA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Paid holidays
- Health insurance
Quick Apply
Part Time (20 hours) - Associate Banker - JPM Financial Center Sepulveda and 6th - Manhattan Beach, CA
JPMorganChase —Manhattan Beach, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
2d
Portfolio Management Associate
Apollo —El Segundo, CA
- $150,000 - $175,000 a year
- Full-time
- Mid-level
- Office
- Finance
Finance Associate (Reporting & Operations)
Shine Residential LLC —El Segundo, CA
- $28 - $30 an hour
- Full-time
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate, Valuations
Bellwether —El Segundo, CA
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Health savings account
- Paid holidays
Quick Apply
Front Office Modeling Associate
Apollo —El Segundo, CA
- $175,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Residential
Associate, IG Credit Research
Apollo —El Segundo, CA
- $175,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Associate Vice President, Finance and Business Operations
Braille Institute of America —Los Angeles, CA
- $180,000 - $195,000 a year
- Online Application
- Hybrid work
- CPA
- Writing skills
- Office
- Opportunities for advancement
- Retirement plan
Quick Apply
Bilingual (Chinese - English) - Auto Finance Associate
Focus Auto Service —El Monte, CA
- $48,000 - $150,000 a year
- Full-time
- Customer service
- 11+ years
- English
- Opportunities for advancement
Quick Apply
Insurance Operations Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $70,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Associate Banker-Bilingual Chinese
East West Bank —Rosemead, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Senior Associate - Portfolio Valuation
KPMG —Los Angeles, CA
- $94,335 - $183,195 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
1d
Wealth Management Associate
Right Choice Resources —Calabasas, CA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
2d
Bridge Loan Associate
Leoforce —Long Beach, CA
- $52,000 - $65,000 a year
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
7d
Associate Underwriter - Commercial Lines
Amwins —Los Angeles, CA
- $70,304 a year
- Full-time
- Office
- Data entry
- Typing
- Paid holidays
- Health insurance
Real Estate Equity, Associate/Senior Associate
Barings —El Segundo, CA
- $110,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Paid holidays

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finance associate jobs near el segundo, ca

Financial Planning Associate

Northwestern Mutual - Los Angeles -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Investment
Teamwork
CFP
Bachelor's degree
Attention to detail

Full Job Description

Financial Planning Associate

Location: Downtown Los Angeles (in-office; hybrid 3 days/week) Company: Sage Capital Wealth Management & Insurance Solutions (under the Northwestern Mutual umbrella)

Our mission is to help clients articulate a clear financial plan and serve as their strategic partner to achieve their goals in the most efficient way possible. As a team, we commit to excellence, integrity, growth, and efficiency to deliver the best client experience.

Role Summary: We are seeking a Financial Planning Associate to operate as a “second chair” to our Wealth Management Advisor across planning and investments and help manage workflow and deliverables for the team. This role supports end-to-end plan creation, investment implementation, workflow management, and delivery of client-ready materials.

Key Responsibilities

Financial plan construction and updates
Create, finalize, and quality-check comprehensive financial plans (PX plans) for new and existing clients; ensure recommendations align with our planning visuals and client goals.
Integrate multiple planning areas into cohesive timelines and action steps: investments; retirement accumulation and income/distribution; estate planning concepts; risk management (life, disability, long-term care); cash flow and asset/liability management; tax implications; education funding; major purchases; business planning.
Client engagement (second chair)
Attend some client meetings (not primary client-facing), take notes, present portions of deliverables, and explain product/recommendation rationale in clear, client-friendly language.
Prepare advisor in advance with concise planning and investment updates.
Investments and qualified plans
Apply our investment philosophy to recommend and place clients into appropriate models; create/update investment proposals.
Support qualified plan management for existing clients; prepare 401(k) proposals and related plan deliverables.
Workflow and operations
Oversee case progression across the team: direct tasks related to opening accounts, submitting applications, and ensuring accurate documentation.
Build, refine, and deliver high-quality planning materials and visuals; ensure all client data is captured and tracked in the CRM.
Collaboration and continuous improvement
Partner with the President/Wealth Management Advisor and team to enhance client experience, improve processes, and optimize financial outcomes.

Qualifications

Bachelor’s degree required.
CFP designation preferred
Investment proficiency required: FINRA SIE, Series 7 and 63 (or comparable) OR 5+ years of hands-on financial planning experience within the industry.
Demonstrated experience building comprehensive financial plans and supporting investment implementation.
Strong attention to detail, high follow-through, and ability to manage multiple priorities.
Clear written and verbal communication skills; ability to present complex concepts simply.
Collaborative, client-focused mindset aligned with our values of excellence, integrity, growth, and efficiency.
Ability to be in our Downtown Los Angeles office at least three days per week.

Compensation

Base salary: $75,000–$95,000, commensurate with experience and credentials.
Typical ranges: CFP $90,000–$95,000; investment-licensed (non-CFP) $75,000–$85,000.

Equal Opportunity Sage Capital Wealth Management & Insurance Solutions is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all team members.

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Planning: 5 years (Required)

License/Certification:

CA Life & Health Insurance License (Preferred)
SIE, Series 6 or7, and Series 63 or 66 (Preferred)

Ability to Relocate:

Los Angeles, CA 90071: Relocate before starting work (Required)

Work Location: Hybrid remote in Los Angeles, CA 90071

Quick Apply

Refine Your Search

finance associate jobs in el segundo, ca

Financial Planning Associate

Associate Banker-Bilingual Chinese

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA

Associate Chief Financial Officer

Private Wealth Associate Advisor

Part Time (20 hours) - Associate Banker - JPM Financial Center Sepulveda and 6th - Manhattan Beach, CA

Portfolio Management Associate

Finance Associate (Reporting & Operations)

Associate, Valuations

Front Office Modeling Associate

Associate, IG Credit Research

Associate Vice President, Finance and Business Operations

Bilingual (Chinese - English) - Auto Finance Associate

Insurance Operations Associate

Associate Banker-Bilingual Chinese

Senior Associate - Portfolio Valuation

Wealth Management Associate

Bridge Loan Associate

Associate Underwriter - Commercial Lines

Real Estate Equity, Associate/Senior Associate

I want to receive the latest job alert for finance associate in el segundo, ca

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