Top 292 Financial planner Jobs in Pasadena, Ca

Custom Models Consultant
Capital Group Companies —Los Angeles, CA
- $179,273 - $286,837 a year
- Full-time
- Business development
- Travel
- Senior level
- Health insurance
- Benefits from day one
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
11d
Relationship Manager and Financial Planner
Pasadena Private Wealth —Pasadena, CA
- $100,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
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 Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- 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 Professional (Fast Track to Management)
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Business development
- Recruiting
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —San Gabriel, CA
- $20,000 - $60,000 a year
- Bilingual
- Bachelor's degree
- In-person
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
VP, Financial Consultant- Pasadena, CA
Charles Schwab —Pasadena, CA
- $75,000 - $120,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
9d
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Customer Service Agent
American Legacy Solutions —Arcadia, CA
- $75,000 - $120,000 a year
- Full-time
- Background check
- Office
- Finance
- On-the-job training
- Professional development assistance
Quick Apply
Financial Services Executive Fast Track to Management
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Financial Representative
Modern Woodmen of America —Los Angeles, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Wealth Advisor - California
Zions Bancorporation —Los Angeles, CA
- $75,000 - $125,000 a year
- Analysis skills
- Bachelor's degree
- Computer skills
- Profit sharing
- Paid training
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Management Opportunity
New York Life Southern California General Office —Glendale, CA
- $60,000 - $119,917 a year
- Full-time
- Hybrid work
- Office
- Business development
- US work authorization
- AD&D insurance
- Health insurance
Quick Apply
2d
Financial Advisor
Edward Jones —Pasadena, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training

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financial planner jobs near pasadena, ca

Custom Models Consultant

Capital Group Companies -
Los Angeles, CA

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Job Details

Full-time
$179,273 - $286,837 a year

Benefits

Health insurance
Benefits from day one
Retirement plan

Qualifications

Series 7
Experience practicing in the securities industry
Stakeholder management

Full Job Description

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Custom Models Consultant at Capital Group”

As a member of the Wealth Solutions team, you are responsible for facilitating custom model opportunities to support NACG’s efforts to raise and retain assets. Responsible for promoting the custom models program within Capital Group and also in market with financial advisors and registered investment advisors. Responsible for end-to-end facilitation of custom models opportunities including vetting, stakeholder coordination as part of the pipeline management, and ongoing support.

Primary responsibilities / essential functions:

Coordinate cross-functional group including product, marketing, investment, client teams and other stakeholders to facilitate and service custom model opportunities
Drive custom model workflows and pipeline management to facilitate full end-to-end advisor experience
Serve as Custom Models program expert to facilitate trainings and raise visibility to program, capabilities, and resources
Serve as industry expert with deep understanding of client needs and industry trends to identify enhancements to best serve clients
Drive growth of custom models program and prioritize business development through client facing engagements in both 1:1 and in large client group settings.

"I am the person Capital Group is looking for”

You demonstrate in-depth knowledge of wealth management and institutional retirement business, and applicable investment products and solution with emphasis on the models and custom models offerings
You demonstrate in-depth knowledge of Capital Group investment and portfolio construction processes
You demonstrate in-depth knowledge in policies, practices, trends, and technology affecting the product
You demonstrate in-depth knowledge of relevant subject matter, tools and resources

Core requirements:

Securities Industry Essentials, Series 7, Series 63/65 or 66 FINRA registrations
Ability to acquire CIMA, CFA, and/or CFP, or similar designations

Working conditions:

Travel up to 10% of the time

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎

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Southern California Base Salary Range: $179,273-$286,837

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Apply Now

Refine Your Search

financial planner jobs in pasadena, ca

Custom Models Consultant

Wealth Manager

Relationship Manager and Financial Planner

Financial Services Representative

Financial Professional/Fast Track to Management

Financial Professional

Financial Advisor

Lenox Advisors - Financial Advisor

Financial Professional (Fast Track to Management)

Financial Advisor

Compliance Specialist Senior Wealth Management

VP, Financial Consultant- Pasadena, CA

Financial Services Professional

Customer Service Agent

Financial Services Executive Fast Track to Management

Financial Representative

Wealth Advisor - California

Financial Advisor

Management Opportunity

Financial Advisor

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