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Life Planner Jobs in California (NOW HIRING)

Planner

Torrance, CA · On-site

$71K - $96K/yr

​​ Planner Broadata Communications, Inc. (BCI) - Torrance, CA On-site Company Overview Broadata ... Group life insurance Powered by JazzHR IbNdhqLOQx

Coordinates Life Time in-center event logistics by collaborating with internal audiences and coordinating external vendors * Delivers desired event results by providing documentation and reporting ...

Planner

Torrance, CA · On-site

$71 - $96/hr

Planner Broadata Communications, Inc. (BCI) - Torrance, CA On-site Company Overview Broadata ... Group life insurance #J-18808-Ljbffr

New

Medical Planning Lead HOK is a collective of future-forward thinkers and designers who are driven ... HOK offers comprehensive medical, dental, and vision coverage, free mental wellness resources, life ...

Planner

Pomona, CA · On-site

$20 - $24/hr

Prior Injection Molding experience or planning experience is needed. IQMS (Preferred ... Benefits Medical, Dental, Vision, 401K with company match, Life Insurance, PTO, and Holiday Pay.

Lead the medical planning effort toward the successful completion of complex healthcare facilities ... HOK offers comprehensive medical, dental, and vision coverage, free mental wellness resources, life ...

Medical Planner

Los Angeles, CA · On-site

$115K - $135K/yr

Lead the medical planning effort toward the successful completion of complex healthcare facilities ... HOK offers comprehensive medical, dental, and vision coverage, free mental wellness resources, life ...

Planner

Pomona, CA · On-site

$20 - $24/hr

... planning experience is needed. IQMS (Preferred ... Benefits Medical, Dental, Vision, 401K with company match, Life Insurance, PTO, and Holiday Pay.

Planner

Pomona, CA · On-site

$20 - $24/hr

Prior Injection Molding experience or planning experience is needed. IQMS (Preferred ... Benefits Medical, Dental, Vision, 401K with company match, Life Insurance, PTO, and Holiday Pay.

Planner

Pomona, CA · On-site

$20 - $24/hr

... planning experience is needed. IQMS (Preferred ... Benefits Medical, Dental, Vision, 401K with company match, Life Insurance, PTO, and Holiday Pay.

Medical Planner

Los Angeles, CA · On-site

$115 - $130/hr

Lead the medical planning effort toward the successful completion of complex healthcare facilities ... HOK offers comprehensive medical, dental, and vision coverage, free mental wellness resources, life ...

Planner

Pomona, CA · On-site

$20 - $24/hr

Prior Injection Molding experience or planning experience is needed. IQMS (Preferred ... Benefits Medical, Dental, Vision, 401K with company match, Life Insurance, PTO, and Holiday Pay.

Planner

Pomona, CA · On-site

$20 - $24/hr

... planning experience is needed. IQMS (Preferred ... Benefits Medical, Dental, Vision, 401K with company match, Life Insurance, PTO, and Holiday Pay.

Planner 2

Simi Valley, CA · On-site

$83.25 - $138.55/hr

Comprehensive coverage for medical, prescription drugs, dental, vision, voluntary optional life ... planning assistance are provided at no cost to you. * Supplemental benefit programs including ...

New

FUOPS Planner

El Segundo, CA · On-site

$87 - $198/hr

FUOPS Planner The Opportunity: Space has evolved from a peaceful environment into a contested and ... life, disability, financial, and retirement benefits, as well as paid leave, professional ...

FUOPS Planner

El Segundo, CA · On-site

$86K - $198K/yr

FUOPS Planner The Opportunity: Space has evolved from a peaceful environment into a contested and ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

As the Associate Planner, you will be responsible for supporting the planning and buying teams ... Familiar with Merchandise systems YOUR LIFE AND CAREER AT SAKS GLOBAL: * Opportunity to work in a ...

Forward Planner

San Ramon, CA · On-site

$110 - $150/hr

- Forward Planner (2603102) D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in ... Life & Disability Insurance. * Vacation, Sick, Personal Time and Company Holidays. * Multiple ...

Life safety requirements * Specifications * Construction contract administration * Construction Techniques * Knowledge of LEAN concepts or accredited. * OSPHD knowledge (CA specific) * Certificate of ...

Medical Planner

San Francisco, CA · On-site

$111K - $125K/yr

Life safety requirements * Specifications * Construction contract administration * Construction techniques * Knowledge of LEAN concepts or accredited * OSPHD knowledge (CA specific) * Certificate of ...

Showing results 21-40

Life Planner information

What is a life planner?

A Life Planner is a professional who helps individuals set and achieve their financial and personal goals. They provide guidance on insurance, investments, retirement planning, and wealth management. Life Planners assess clients' needs, recommend financial solutions, and support long-term financial security. They often work for insurance companies or financial institutions, building lasting relationships with clients to ensure financial well-being.

What does a life planner do?

A typical day for a Life Planner involves meeting with clients to assess their current financial situations, discussing their personal goals, and developing tailored action plans. Life Planners frequently review and update client portfolios, collaborate with internal team members such as investment advisors or insurance specialists, and stay informed on the latest industry regulations and products. Throughout the day, they may also conduct research, attend training, and respond to client inquiries or life changes. The role blends independent work with interactive client sessions, providing a dynamic and fulfilling work environment.

What skills and qualifications are needed to thrive as a life planner?

To thrive as a Life Planner, a strong foundation in financial planning, client needs assessment, and goal-setting strategies is essential, often supported by certifications such as CFP (Certified Financial Planner) or equivalent qualifications. Experience with financial planning software, CRM systems, and risk analysis tools is highly valuable in this field. Strong interpersonal communication, active listening, and problem-solving abilities help Life Planners build trust and maintain long-term client relationships. These skills are critical for effectively guiding clients through complex life decisions and ensuring their financial and personal objectives are met.

How to become a life planner?

To become a life planner, you typically need strong interpersonal and organizational skills, and some roles may require certification or training in coaching or counseling. Gaining experience in related fields such as counseling, social work, or financial planning can be beneficial, and staying informed about industry tools and best practices is important.

What are popular job titles related to Life Planner jobs in California?

For Life Planner jobs in California, the most frequently searched job titles are:

What cities in California are hiring for Life Planner jobs?

Cities in California with the most Life Planner job openings:

Infographic showing various Life Planner job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Planner

Broadata Communications

Torrance, CA • On-site

$71K - $96K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Job description

​​
Planner
Broadata Communications, Inc. (BCI) – Torrance, CA
On-site
Company Overview
Broadata Communications, Inc. (BCI) is a privately held California-based corporation. BCI is a leading and innovative company specializing in the development of market-driven products for the transmission of digital multimedia (video, audio, and data) over fiber.  Our clients are world leaders in their industries, spanning entertainment, broadcast, medical, professional audio/video, house of worship, education, government, military, and transportation sectors.  We are ISO 13485 and ISO 9001 certified, with a strong commitment to quality, innovation, and continuous improvement.
Job Summary
We are seeking a highly organized and analytical Planner to manage production and material planning activities. This role is essential to maintaining optimal inventory levels, aligning demand with capacity, and ensuring on-time delivery of customer orders. The ideal candidate will collaborate closely with cross-functional departments to support a smooth and cost-effective production workflow.
At BCI, you’ll be part of a dynamic team where your planning and coordination skills will directly contribute to our operational efficiency and customer satisfaction. This is an excellent opportunity for a detail-driven professional who thrives in a high-tech manufacturing environment and values teamwork, accountability, and continuous improvement. Veterans welcome!
This is a hands-on position.  This is NOT a remote or hybrid position.
Key Responsibilities
  • Develop and maintain production schedules based on sales forecasts, customer orders, and inventory status.
  • Create and manage work orders and material requirements through the MRP system.
  • Monitor and analyze inventory levels to support on-time production and fulfillment.
  • Partner with Purchasing, Engineering, Manufacturing, and Quality to resolve material constraints and scheduling conflicts.
  • Analyzing demand trends and supplier lead times to optimize safety stock and planning strategies.
  • Coordinate and implement engineering changes that impact production schedules.
  • Communicate production updates, material shortages, and schedule changes to internal stakeholders.
  • Support continuous improvement efforts focused on accuracy, lead time reduction, and inventory optimization.
Job responsibilities within our organization are dynamic.  This may not be a complete list of duties.  Other responsibilities and duties may be assigned by your supervisor or upper management.
Education & Experience
  • An associate or bachelor’s degree in supply chain management, business, operations, or a related field is required.
  • Professional certifications such as APICS CPIM, Certified Purchasing Manager (C.P.M.), or Certified Supply Chain Professional (CSCP) are preferred and considered a plus.
  • 2–5 years of experience in production or material planning in a manufacturing or regulated environment (e.g., electronics, medical device, aerospace)
  • Strong understanding of MRP/ERP systems (SAGE preferred or equivalent)
  • Proficient in Microsoft Excel and other Microsoft Office tools
  • Ability to interpret demand forecasts, BOMs, and production schedules
  • Strong analytical and problem-solving skills
  • Excellent communication and organizational abilities
  • Experience working with cross-functional teams in a fast-paced, detail-driven environment
Skills & Abilities
  • Excellent organizational skills and strong attention to detail.
  • Proactive and capable of managing multiple priorities while adapting to changing business needs.
  • Effective communication and collaboration skills across departments.
  • Comfortable working in a fast-paced, cross-functional team environment, working extended hours (as needed).
  • Strong self-motivation and attitude for personal career growth, willingness to self-learn, and work in new technology domains
  • Proficient in Microsoft Excel and working knowledge of Microsoft Office Suite.
Physical Job Requirements
The employee in the position will be required to occasionally move throughout the facilities, including climbing stairs, when necessary.  Occasional bending and reaching in an office environment, including opening and closing file cabinets drawers with light grasping. Type on a standard keyboard (laptop or desktop). Use standard computer display screens.  Use standard push-button phones and must speak clearly and be understood by others.  Sit or stand in a standard upright position for a minimum of one hour, but up to 12 hours a day. Be able to lift and carry weight unassisted not exceeding 50 lbs.
Compensation and Benefits
  • Salary Range: $71,000 - $96,000 (based on experience and qualifications)
  • Medical, vision and dental insurance
  • 401(k) with company match (100% of the first 4% in eligible compensation)
  • Flexible Spending Account
  • 2 weeks paid vacation
  • 1 Week sick pay
  • 10 company holidays
  • Group life insurance

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