Senior Financial Planning Specialist

3 weeks ago


Brea, California, United States California Wealth Transitions Full time

California Wealth Transitions (CWT) is a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with a strong presence in the financial industry.

As a rapidly growing firm with over $800 million in assets under management, CWT provides highly personalized financial planning and wealth management services to over 600 families.

Our approach is to compensate our employees fairly, invest in their professional development, and strive to have a firm culture that results in happy employees who stay for the long term.

The Associate Financial Advisor will provide technical and client relationship management support to seasoned members of the Advisory Team.

The ideal candidate will have a CFP designation or be a candidate, with financial services or consultative sales experience.

Experience with CRM, financial planning, and portfolio management software is preferred.

Benefits include: 401k with match, health/dental/vision insurance, opportunities to attend conferences and additional training.



  • Brea, California, United States True Find Staffing (TFS) Full time

    Senior Financial Analyst Job DescriptionAt True Find Staffing (TFS), we are seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for performing monthly product revenue reporting and analysis, analyzing trends to develop hypotheses, and preparing and reporting Actual vs. Budget variances to...


  • Brea, California, United States Evriholder Products Full time

    As a Financial Planning and Analysis Specialist at Evriholder Products LLC, you will play a critical role in supporting the company's financial planning and analysis functions. Your primary responsibilities will include conducting financial analysis and forecasting to support budgeting and planning processes, developing financial models to evaluate business...


  • Brea, California, United States Evriholder Products Full time

    Financial Analyst Job DescriptionEvriholder Products, LLC is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in providing data-driven insights to support business decisions.Key Responsibilities:Develop and maintain financial models to evaluate business performance and identify areas for...


  • Brea, California, United States Colas Full time

    Join Our Team at ColasWe are committed to the well-being of our employees, through compensation, work-life balance, benefits, and career development. Our Brea office is seeking an experienced Senior Accountant who aspires to be a future financial leader.About the RoleWe are looking for a highly skilled Senior Accountant to join our team. The ideal candidate...


  • Brea, California, United States Champions Group Holdings Full time

    Job OverviewChampions Group Holdings is a leading provider of home services, and we are seeking a skilled Senior Financial Analyst to join our finance team. The ideal candidate will have expertise in financial planning, analysis, and forecasting, as well as experience with financial software and systems.This is an exempt, at-will position in an office...


  • Brea, California, United States Jobot Full time

    Job Title: Senior AccountantWe are seeking an experienced Senior Accountant to join our team in Brea. As a Senior Accountant, you will be responsible for managing the financial operations of our senior living facilities.About UsOur company is headquartered in North Orange County and manages dozens of skilled nursing facilities. We are dedicated to providing...


  • Brea, California, United States Jobot Full time

    Senior Accountant Job DescriptionWe are seeking an experienced Senior Accountant to join our team in Brea. As a Senior Accountant, you will be responsible for managing the financial operations of our senior living facilities. This includes contributing to the month-end close process, preparing and reviewing journal entries, and performing balance sheet and...


  • Brea, California, United States True Find Staffing Full time

    As a Senior Financial Analyst at True Find Staffing, you will play a critical role in supporting informed financial decisions through comprehensive analysis and insights.The role involves assisting with financial planning, data analysis, and strategic direction across various products and operations. This position requires building financial models, managing...


  • Brea, California, United States True Find Staffing Full time

    Job OverviewTrue Find Staffing is seeking a highly skilled Senior Financial Analyst to support critical financial decisions through comprehensive analysis and insights.Key ResponsibilitiesConduct in-depth monthly revenue analysis and reporting for various productsIdentify trends, develop hypotheses, and perform thorough research to confirm findingsMonitor...


  • Brea, California, United States California Wealth Transitions Full time

    pbAbout California Wealth Transitions/b/ppWe are a Hybrid Broker Dealer/Registered Investment Advisory firm with offices in Brea, CA and San Diego, CA. Our focus is on providing highly personalized financial planning and wealth management services to families going through a wealth transition./ppbJob Summary/b/ppThe Financial Planning Assistant will...


  • Brea, California, United States True Find Staffing (TFS) Full time

    Senior Financial AnalystTrue Find Staffing (TFS) is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will be responsible for providing critical financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models to forecast...


  • Brea, California, United States Jobot Full time

    Job Summary: We are seeking an experienced Accountant to join our team in Brea. As a Senior Accountant, you will be responsible for managing the financial aspects of our skilled nursing facilities.Key Responsibilities:Contribute to the month-end close process and general ledger for assigned facilitiesPrepare, review, and record journal entries by compiling...


  • Brea, California, United States Kinecta FCU Full time

    Kinecta Federal Credit Union is a leading financial institution that values community giving and diversity. We are seeking a Senior Financial Relationship Manager to join our team and help our members achieve their financial goals.This role involves building and deepening financial relationships with our members, providing exceptional customer service, and...


  • Brea, California, United States California Wealth Transitions Full time

    About California Wealth TransitionsWe are a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with two offices in Brea, CA and San Diego, CA. Our focus is on providing highly personalized financial planning and wealth management services to over 600 families going through a wealth transition.About the RoleThe Paraplanner will collaborate with...


  • Brea, California, United States MethodHub Full time

    Senior Financial Systems ArchitectMethodHub is seeking a highly experienced Senior Financial Systems Architect to join our team. As a key member of our financial operations team, you will be responsible for designing and implementing financial solutions in complex environments.Key Responsibilities:Develop and document functional specifications, system...


  • Brea, California, United States Vets Hired Full time

    About the RoleWe are committed to the success of our employees through competitive compensation, work-life balance benefits, and career development opportunities. We are seeking an experienced Senior Accountant to join our Brea office who aspires to be a future financial leader.Key HighlightsCompetitive salary range of $85-$105K annually, plus annual...


  • Brea, California, United States Kinecta FCU Full time

    Unlock Your Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community and diversity. We're seeking a talented Personal Financial Advocate III to join our team and help our members achieve their financial goals.As a Senior Banker, you will be responsible for building and deepening financial relationships...


  • Brea, California, United States The People Brand Full time

    About Our FirmWe are a well-established CPA firm with over 30 years of experience, providing a range of financial services to our clients. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Senior Accountant to join our team. The...


  • Brea, California, United States True Find Staffing Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at True Find Staffing. As a key member of our financial planning and analysis team, you will play a critical role in supporting critical financial decisions through comprehensive analysis and insights.The ideal candidate will have a strong background in financial planning...


  • Brea, California, United States Vets Hired Full time

    About the RoleWe are committed to fostering a positive work environment that supports the well-being of our employees. As a Senior Accountant at Vets Hired, you will play a key role in shaping the financial future of our organization.Key ResponsibilitiesPrepare and review financial information to ensure accuracy and integrityAssist with monthly, quarterly,...