Top 56 associate planner Jobs in los angeles, 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
Estate Planning Associate
Robert Half —Los Angeles, CA
- $115,000 - $250,000 a year
- Mid-level
- US work authorization
- Fair chance
- Disability insurance
- Health insurance
Quick Apply
14d
Associate Production Manager, Fashion Apparel
Future Form Brands —Los Angeles, CA
- $65,000 - $80,000 a year
- Full-time
- Google Workspace
- Mid-level
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
7d
Associate Merchandise Planner
VICI —Los Angeles, CA
- $80,000 - $90,000 a year
- Full-time
- Remote
- Merchandising
- Mid-level
- Finance
Quick Apply
Associate Planner (Part Time)
Willdan —Los Angeles, CA
- $37.50 - $45.00 an hour
- Part-time
- Construction site
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Quick Apply
Associate Planner
City of Pasadena, CA —Pasadena, CA
- $95,272 - $119,089 a year
- Urgently hiring
- Customer service
- Writing skills
- Mid-level
Associate Planner (Community Planning)
City of Pasadena, CA —Pasadena, CA
- $95,272 - $119,089 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
8d
Project Management Associate - Events
Mattel —El Segundo, CA
- $38.20 - $47.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
Quick Apply
Assistant Associate Planner
Interwest Consulting Group —Los Angeles, CA
- $69,000 - $110,000 a year
- Customer service
- Mid-level
- Office
- Paid training
- Paid holidays
Quick Apply
14d
Associate, NOC Relations & Planning
LA28 —Los Angeles, CA
- $69,000 - $79,000 a year
- Weekends as needed
- Writing skills
- Mid-level
- Office
Associate, NOC Relations & Planning
LA28 (Web) —Los Angeles, CA
- $69,000 - $79,000 a year
- Weekends as needed
- Writing skills
- Mid-level
- Office
Associate, Accommodations Stakeholder Relations
LA28 —Los Angeles, CA
- $30.29 - $35.00 an hour
- Microsoft Excel
- Mid-level
- Office
Associate Manager, Brand Activation & Experiences - So Cal
Moët Hennessy —Los Angeles, CA
- Full-time
- Hybrid work
- Clean driving record
- 5 years
- Mid-level
- Commuter assistance
- Paid parental leave
7d
Associate, Out of Home
Omnicom Media US —Los Angeles, CA
- $34,000 - $60,000 a year
- Microsoft Excel
- Research
- Office
- Paid parental leave
- Disability insurance
9d
Associate, Planning
Omnicom Media —Los Angeles, CA
- $50,000 a year
- Analysis skills
- In-person
- Communication skills
- Employee stock purchase plan
- Health insurance
Senior Associate, Venue Look of the Games
LA28 (Web) —Los Angeles, CA
- $73,000 - $95,000 a year
- Weekends as needed
- Maintenance
- Mid-level
- Office
Senior Associate, Venue Look of the Games
LA28 —Los Angeles, CA
- $73,000 - $95,000 a year
- Weekends as needed
- Maintenance
- Mid-level
- Office
Associate, Broadcast Services
LA28 —Los Angeles, CA
- $30 - $35 an hour
- Weekends as needed
- Mid-level
- Office
- Fair chance
22h
Production Planning Associate
Misfits Market —Walnut, CA
- $80,000 - $85,000 a year
- Mid-level
- Bachelor's degree
- 2 years
- Commuter assistance
- Paid holidays
Quick Apply
Associate Demand Planner
Sun Pharmaceutical Industries, Inc (USA) —Hawthorne, CA
- $85,000 - $94,500 a year
- Oracle
- Mid-level
- Office
- Disability insurance
- Health insurance

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associate planner jobs near los angeles, 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

associate planner jobs in los angeles, ca

Financial Planning Associate

Estate Planning Associate

Associate Production Manager, Fashion Apparel

Associate Merchandise Planner

Associate Planner (Part Time)

Associate Planner

Associate Planner (Community Planning)

Project Management Associate - Events

Assistant Associate Planner

Associate, NOC Relations & Planning

Associate, NOC Relations & Planning

Associate, Accommodations Stakeholder Relations

Associate Manager, Brand Activation & Experiences - So Cal

Associate, Out of Home

Associate, Planning

Senior Associate, Venue Look of the Games

Senior Associate, Venue Look of the Games

Associate, Broadcast Services

Production Planning Associate

Associate Demand Planner

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