Certified Financial Planner

3 weeks ago


El Segundo, United States Bookman Consulting Full time

Our client is a wealth management firm who's currently looking to hire a CFP. No biz dev experience needed for this role -- just solid financial planning exposure. Long term you can stay in financial planning, move into client management, or even a lead advisor role. You choose the level of client management and biz dev you'd like in your career


**hybrid options available**


CFP (El Segundo):

  • Must have exposure to hands-on financial planning (a completed CFP is required)
  • This role will have some hybrid work potential, but must be within commutable distance
  • Will help build presentations and plans from the ground up, and explain results to clients
  • Series 7 required (unless you're working at an RIA)
  • Must have a clean U4 (no disclosures)
  • Opportunities for growth and development in a number of directions are available (financial planning director, client management, lead advisor/production, etc.)
  • Salary range is likely to be around $105k-$135k all in + benefits, PTO, etc


This firm has been around for a long time, has a great corporate culture, and provides their team with terrific work/life balance. This is a stable and financially healthy environment at a company that truly invests in their people and promotes from within. They're hiring purely due to growth as they've grown over 2x recently. More growth on the way, too


If interested, please attach a WORD DOC version of your resume in your reply. We look forward to chatting with you soon. Thanks for your time



  • El Segundo, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner (CFP)Location: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: We are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional...


  • el segundo, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner (CFP)Location: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: We are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional...


  • El Segundo, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner (CFP)Location: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: We are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional...


  • El Segundo, United States Talently Recruiting Full time

    Job Title: Certified Financial Planner (CFP)Location: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: We are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional...


  • El Segundo, California, United States Talently Recruiting Full time

    Job Title: Certified Financial PlannerLocation: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout the OpportunityWe are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional for a...


  • El Segundo, California, United States Talently Recruiting Full time

    Job Title: Certified Financial PlannerLocation: Remote OpportunitySalary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity:We are a leading financial services firm seeking a seasoned CFP professional for a client-facing relationship management role. Our...


  • El Segundo, California, United States Talently Recruiting Full time

    Job Title: Certified Financial PlannerLocation: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: Talently Recruiting is seeking a seasoned CFP professional for a client-facing relationship management role. Our firm...


  • el segundo, United States Bookman Consulting Full time

    Our client is a wealth management firm who's currently looking to hire a CFP. No biz dev experience needed for this role -- just solid financial planning exposure. Long term you can stay in financial planning, move into client management, or even a lead advisor role. You choose the level of client management and biz dev you'd like in your career!**hybrid...


  • El Segundo, United States Bookman Consulting Full time

    Our client is a wealth management firm who's currently looking to hire a CFP. No biz dev experience needed for this role -- just solid financial planning exposure. Long term you can stay in financial planning, move into client management, or even a lead advisor role. You choose the level of client management and biz dev you'd like in your career!**hybrid...

  • Financial Planner

    2 weeks ago


    El Segundo, California, United States Bookman Consulting Full time

    Advisor Opportunity at Bookman ConsultingWe are seeking a skilled Advisor to join our team at Bookman Consulting, a wealth management firm with a strong presence in the industry. As an Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Manage client relationships and provide personalized financial...

  • Financial Planner

    3 weeks ago


    El Segundo, California, United States Bookman Consulting Full time

    Advisor Opportunity at Bookman ConsultingWe are seeking a skilled Advisor to join our team at Bookman Consulting, a wealth management firm with a strong presence in the industry. As an Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Manage client relationships and provide personalized financial...


  • El Segundo, California, United States Mattel, Inc Subsidiaries Full time

    Job Title: Demand PlannerJoin Mattel, Inc Subsidiaries as a Demand Planner and play a key role in aligning, submitting, and tracking performance of the DTC customer shipments plan for local fulfillment in EMEA. As a Demand Planner, you will coordinate and communicate how demand plan is being defined with Commercial, Financial, and Operational...


  • El Segundo, California, United States OMNI Consulting Solutions Full time

    Financial Manager SME Job DescriptionOMNI Consulting Solutions is seeking a highly skilled and experienced Financial Manager/Lead who is a subject matter expert in their field. The ideal candidate will have a deep understanding of financial management principles, budget execution, and program management processes.Key Responsibilities:Financial Management and...


  • El Segundo, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Financial Planner

    4 days ago


    El Paso, Texas, United States WallStJobs Full time

    Job OverviewWallStJobs is seeking a highly motivated and dynamic Financial Advisor to join their team. As a Financial Advisor, you will work closely with individuals, families, and businesses to develop comprehensive financial plans, make informed investment decisions, and build lasting relationships based on trust and transparency.Key ResponsibilitiesBuild...


  • El Segundo, California, United States United States Space Force Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Supervisory Financial Services Manager at the United States Space Force. As a key member of our organization, you will be responsible for overseeing the financial operations of our Resource Management Section, ensuring that all financial activities are conducted in...


  • El Paso, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Community Planner

    4 weeks ago


    El Portal, United States U.S. Department of the Interior Full time

    Clarification from the agency U.S. Citizens; Interagency Career Transition Assistance Program (ICTAP) and Career Transition Assistance Program (CTAP). Career Transition Assistance Program (CTAP) eligibles in the local community area of El Portal, Yosemite National Park (YOSE). Duties Duties may include but are not limited to the following:...

  • Supervisory Auditor

    4 weeks ago


    El Segundo, California, United States Defense Contract Audit Agency Full time

    Job SummaryThis Supervisory Auditor position is responsible for leading a team of auditors in conducting financial and compliance audits of government contracts. The ideal candidate will have a strong background in auditing and a proven track record of leading teams to achieve high-quality results.Key ResponsibilitiesLead a team of auditors in conducting...


  • El Segundo, California, United States Career Consulting Partners Full time

    Job Title: Trust and Estate AttorneyCareer Consulting Partners is seeking an experienced Trust and Estate Attorney to join our team in El Segundo, California. As a key member of our team, you will be responsible for providing expert legal advice and representation in trust and estate administration, including probate matters, trust distribution, and asset...