Financial Services Associate jobs in Woodland Hills, CA

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Manager - Wealth Management
Aspiriant - 2 reviews - Los Angeles, CA 90025
Certified Financial Planner designation. Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office...
Desired Experience: CPA, CFP, Enrolled Agent
Financial Consultant Program - Relationship Manager - Woodla...
Fidelity Investments - 2,842 reviews - Woodland Hills, CA 91365
1-3 years in financial services with an emphasis in customer service. Fidelity Investments is committed to delivering the best customer experience in the...
Senior Associate - Tax Services
Aspiriant - 2 reviews - Los Angeles, CA 90025
Prepare and review of client financial statements. As a member of the Tax Services Team, the Senior Tax Associate is primarily responsible for providing tax...
Desired Experience: CPA, Microsoft Office
Investment Management – Hedge Fund – Manager
Deloitte - 6,706 reviews - Los Angeles, CA
Certain services may not be available to attest clients under the rules and regulations of public accounting. You will conduct day-to-day management of accounts...
Desired Experience: CPA, Enrolled Agent, Financial Accounting, General Ledger Accounting

Financial Planning Associate

Kairos Wealth Partners - Woodland Hills, CA 91367
As a Financial Planning Associate you will be exposed to all areas of our financial planning operation. Inputting data into client written financial plans and...
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Associate Financial Representative

Northwestern Mutual - 2,132 reviews - Woodland Hills, CA
$15 - $17 an hour
The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her...
Desired Experience: Data Entry, Administrative Experience, Time Management
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Client Service Associate - Financial Services

NFP - 51 reviews - Los Angeles, CA
Lenox Advisors is a full-service, multi-faceted financial services firm. We have an immediate opportunity in our Los Angeles office for a Client Service...
Desired Experience: Microsoft Office
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California State University - 799 reviews - Los Angeles, CA
ASSOCIATE VICE PRESIDENT FOR FINANCIAL SERVICES. All financial services functions including business financial services, budget office, procurement and support...
Desired Experience: Management Experience, Microsoft Office, Auditing

Registered Client Service Associate

Edelman Financial Services - Woodland Hills, CA 91367
Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associate *for our...
Desired Experience: FINRA Series, Customer Service
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Finance Associate - Entry Level

Avenica - 11 reviews - Woodland Hills, CA
Avenica is currently recruiting for a Finance Associate position. All of our services are free of charge to job seekers....

Associate Financial Advisor

Kairos Wealth Partners - Woodland Hills, CA 91367
Financial Planning and Advice*. This team consists of bright professionals that serve their clients through a stream-lined process using a menu of services that...
Desired Experience: FINRA Series
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Associate, Financial Services

KPMG - 4,389 reviews - Los Angeles, CA 90071
KPMG is currently seeking a Senior Associate in Technology Enablement for our Management Consulting practice. Known for being a great place to work and build a...
Desired Experience: Project Management

Registered Associate

Morgan Stanley - 2,624 reviews - Woodland Hills, CA   +1 location
Input orders on behalf of Financial Advisor. The Registered Associate is responsible for understanding firm policies, procedures and digital capabilities that...
Desired Experience: FINRA Series, Microsoft Office

Registered Client Associate

Bank of America - 21,558 reviews - Century City, CA 90067   +2 locations
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's)....
Desired Experience: Microsoft Word, Time Management, FINRA Series
Financial Services Representative
New York Life - 1,625 reviews - Woodland Hills, CA
$65,000 - $75,000 a year
Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services....
Desired Experience: Time Management
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Visitor Services Associate
$14.43 - $17.32 an hour
Applies basic knowledge of visitor services to routine tasks. May be required to work with cash handling and financial transactions....
Desired Experience: Cash Handling, Bilingual, Driver's License