Top 945 Planner Jobs in Pico Rivera, Ca

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
14d
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
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4d
Planning Advisor* (Outside Sales)
Forest Lawn —Arcadia, CA
- From $27 an hour
- Weekends as needed
- Pass drug screening
- Driver's License
- US work authorization
- Paid training
- Mileage reimbursement
Production Manager
Electric Mirror LLC —Los Angeles, CA
- $120,000 - $140,000 a year
- Full-time
- Office
- Ability to lift 50 pounds
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
6d
Custom Upholstery Production Manager
Emblem —Chino, CA
- $85,000 - $105,000 a year
- Full-time
- Spanish
- English
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Supervisor, Stage Integration, Second Shift
Relativity Space —Long Beach, CA
- $118,000 - $178,000 a year
- Supervising experience
- Organizational skills
- Senior level
- Opportunities for advancement
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Planning Advisor* (Outside Sales)
Forest Lawn —Glendale, CA
- From $27 an hour
- Weekends as needed
- Bilingual
- Pass drug screening
- Driver's License
- Paid training
- Mileage reimbursement
Planning Advisor* (Outside Sales)
Forest Lawn —Covina, CA
- From $27 an hour
- Weekends as needed
- Bilingual
- Pass drug screening
- Driver's License
- Paid training
- Mileage reimbursement
Project Planner
RimePro Inc —Fullerton, CA
- $140,000 - $165,000 a year
- Full-time
- 5 years
- Senior level
- Construction Management
- Paid holidays
- Health insurance
Quick Apply
Estate Planning Attorney - Spanish
Adams & Martin Group —Downey, CA
- $110,000 - $160,000 a year
- Spanish
- Mid-level
- Fair chance
- 401(k) matching
Quick Apply
13d
Material Planner-Forge Level 1 (1st shift)
Precision Castparts Corp. —South Gate, CA
- $23 - $32 an hour
- Weekends as needed
- Mid-level
- US work authorization
- In-person
- Paid holidays
- Health insurance
Quick Apply
CNC Milling Mastercam Programmer / Setup / Planner
Jaco Engineering —Anaheim, CA
- From $40 an hour
- Overtime
- Microsoft Excel
- 5 years
- Computer literacy
- Paid holidays
- Relocation assistance
Quick Apply
Load Planner
Ledgent Technology —Placentia, CA
- $23.00 - $26.42 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Quick Apply
13d
Production Manager
Cadre Staffing Inc. —Carson, CA
- Overtime
- 5 years
- Mid-level
- Assembly
- Paid holidays
- Dental insurance
Production Planning Engineer
Advanced Ground Systems Engineering —Santa Fe Springs, CA
- $90,000 - $120,000 a year
- Full-time
- Oracle
- Office
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
3h
Machine Shop Supervisor
Valtra Inc. —Santa Fe Springs, CA
- $40 - $50 an hour
- 8 hour shift
- 5 years
- Engineering
- Driver's License
- Health insurance
- 401(k)
Quick Apply
7d
Planning Advisor* (Outside Sales)
Forest Lawn —Cypress, CA
- From $27 an hour
- Weekends as needed
- Bilingual
- Pass drug screening
- Driver's License
- Paid training
- Mileage reimbursement
Plant Manager
CP Flexible Packaging —Placentia, CA
- $180,000 - $200,000 a year
- Senior level
- Leadership
- Communication skills
Quick Apply
Manager, Global Paid Media & Analytics
Ultimate Staffing Services —Santa Monica, CA
- $30 - $36 an hour
- Full-time
- Management
- Research
- Office
Quick Apply
Load Planner - Fullerton, CA
Ledgent Technology —Fullerton, CA
- $24.00 - $26.42 an hour
- Contract
- Mid-level
- Bachelor's degree
- Fair chance
Quick Apply
4d

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planner jobs near pico rivera, ca

Wealth Manager

LourdMurray
Los Angeles, CA

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Job Details

Full-time
$85,000 - $145,000 a year
14 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

CFP
Bachelor's degree

Full Job Description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

COMPENSATION

$85,000 - $145,000 annually, + discretionary annual bonus

RESPONSIBILITIES

· Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.

· Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.

· Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.

· Works with the client services and portfolio operations team in supporting the client needs.

· Special projects as assigned.

SKILLS/EXPERIENCE

· 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.

· Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.

· Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.

· Familiarity with eMoney or similar portfolio accounting systems.

· Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.

QUALIFICATIONS

· CERTIFIED FINANCIAL PLANNER (CFP®) designation.

· Bachelor’s degree (MBA is a plus).

· A general understanding of personal tax issues.

· Thorough, attentive to the details, and accountable to deadlines and clients.

· Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Pay: $85,000.00 - $145,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Los Angeles, CA 90024

Quick Apply

Refine Your Search

planner jobs in pico rivera, ca

Wealth Manager

Relationship Manager and Financial Planner

Planning Advisor* (Outside Sales)

Production Manager

Custom Upholstery Production Manager

Supervisor, Stage Integration, Second Shift

Planning Advisor* (Outside Sales)

Planning Advisor* (Outside Sales)

Project Planner

Estate Planning Attorney - Spanish

Material Planner-Forge Level 1 (1st shift)

CNC Milling Mastercam Programmer / Setup / Planner

Load Planner

Production Manager

Production Planning Engineer

Machine Shop Supervisor

Planning Advisor* (Outside Sales)

Plant Manager

Manager, Global Paid Media & Analytics

Load Planner - Fullerton, CA

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