Senior Financial Services Professional
1 week ago
Located in Ontario, CA, our comprehensive financial planning firm focuses on tax-efficient retirement income and helps clients achieve their long-term financial goals. As a fee-only Registered Investment Advisor, we provide expert guidance in various areas including tax planning, real estate planning, social security planning, estate planning, investment planning, and insurance planning. Our commitment to unbiased advice ensures strategic financial planning opportunities for our clients.
Job SummaryThis full-time position for a Certified Financial Planner involves providing personalized financial planning services, including retirement planning, investment strategies, estate planning, and insurance analysis. Key responsibilities include conducting thorough financial assessments, developing customized financial plans, and recommending optimized solutions to enhance clients' financial situations.
Key Responsibilities:- Develop and implement tailored financial plans to meet clients' unique needs
- Analyze clients' financial situations and identify opportunities for improvement
- Collaborate with clients to establish and achieve their long-term financial goals
- Stay up-to-date with industry developments and best practices in financial planning
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Certification as a Certified Financial Planner (CFP)
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Able to work collaboratively and independently
Compensation: $85,000 per year, based on industry standards and location. This figure may vary depending on experience and qualifications.
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Senior Care Associate
7 days ago
Ontario, California, United States Brookdale Senior Living Full timeAbout Brookdale Senior LivingBrookdale Senior Living is a leading provider of senior living and care services, committed to making lives better for our residents and associates alike. As a Caregiver at Brookdale, you'll be part of a dedicated team that prioritizes resident-centered care, compassion, and respect.CompensationWe offer a competitive hourly rate...
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Senior Case Management Professional
7 days ago
Ontario, California, United States Kaiser Permanente Full timeWe are seeking a skilled and dedicated Senior Case Management Professional to join our team at Kaiser Permanente. Located in Ontario, California, this is an excellent opportunity for an experienced Registered Nurse (RN) to make a meaningful impact in the lives of our patients.About the RoleAs a Senior Case Management Professional, you will be responsible for...
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Chief Financial Operations Manager
5 days ago
Ontario, California, United States Consultative Search Group Full timeJob SummaryWe are seeking an experienced Chief Financial Operations Manager to join our team at Consultative Search Group.The successful candidate will be responsible for overseeing the entire month end close activities, including balance sheet, income statement, and changes in financial position. They will also manage the fixed asset process and policy,...
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Senior Financial Analyst
2 days ago
Ontario, California, United States CMI Full timeAbout Chenbro">Founded in 1983, Chenbro is a leader in providing innovative technology solutions through the design and manufacturing of high-quality rackmount systems, tower servers, and PC chassis.We have successfully developed solid brands and adapt to customers' pace. In addition to forging strategic alliances in delivering OEM, ODM, and JDM services...
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Financial Management Expert
5 days ago
Ontario, California, United States Rockwell Care Full timeJob SummaryAn exciting opportunity has arisen for an experienced Financial Controller to join our team at Rockwell Healthcare. As a key member of the financial services department, you will play a critical role in the management and administration of our facility's finances.Responsibilities:Assist the Chief Financial Officer (CFO) in developing,...
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Financial Operations Coordinator
7 days ago
Ontario, California, United States Turners Outdoorsman Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Bookkeeper to join our team at Turner's Outdoorsman. This individual will play a crucial role in ensuring the accurate and timely processing of financial transactions, maintaining high standards of accounting practices, and providing exceptional customer service.Job DescriptionThe successful...
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Financial Career Development Specialist
3 days ago
Ontario, California, United States Western & Southern Life Full timeAbout the RoleWe are seeking a highly motivated Financial Representative to join our team at Western & Southern Life. This is an exciting opportunity for individuals who are passionate about providing exceptional financial solutions to middle-income clients.Estimated Salary: $60,000 - $80,000 per yearThe ideal candidate will have a strong work ethic,...
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Ontario, California, United States Inland Empire of Northwestern Mutual Full timeThe Inland Empire Office of Northwestern Mutual is seeking a highly motivated and ambitious Financial Advisor to join our dynamic team.OverviewAs a Financial Advisor, you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. You will be responsible for evaluating clients' financial needs and...
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Strategic Procurement Professional
2 weeks ago
Ontario, California, United States AppleOne Employment Services Full timeJob OverviewWe are seeking a highly skilled Procurement Manager to join our team at AppleOne Employment Services.This is a fantastic opportunity for an experienced procurement professional to leverage their expertise in sourcing and managing raw materials, with a focus on the manufacturing industry.Key ResponsibilitiesDevelop and execute strategic sourcing...
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Senior Electrical Engineer
3 days ago
Ontario, California, United States Sol Engineering Services Llc Full timeJob OverviewSOL Engineering Services LLC is a leading engineering and technical services provider with over 19 years of experience. We pride ourselves on delivering high-quality services while maintaining professional commitments to our clients across the United States.
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Senior Software Engineer
6 days ago
Ontario, California, United States Kinetic Personnel Group, Inc Full timeJob Title: Senior Software EngineerWe are seeking a skilled Senior Software Engineer to join our team at {company}. As a key member of our IT department, you will be responsible for designing, developing, and maintaining our software applications.Key Responsibilities:* Collaborate with cross-functional teams to identify and prioritize software development...
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Luxury Service Ambassador
7 days ago
Ontario, California, United States Optima Dealer Services Inc Full timeAbout UsOptima Dealer Services Inc. is a leading provider of staffing and consulting services to the most luxurious auto dealerships.Job DescriptionWe are seeking a highly motivated and customer-focused Premium Customer Care Representative to join our team at Optima Dealer Services Inc.The successful candidate will be responsible for delivering exceptional...
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Geotechnical Engineering Specialist
5 days ago
Ontario, California, United States Sol Engineering Services Llc Full timeWe are seeking a highly experienced Senior-Level Soil/Geotechnical Licensed Engineer to join our team at Sol Engineering Services, LLC.As a Geotechnical Engineering Specialist, you will play a critical role in providing technical expertise in geotechnical analysis, conducting site assessments, and supporting disaster response and recovery projects.This...
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Caregiver for Seniors in Rancho Cucamonga
7 days ago
Ontario, California, United States Right at Home Rancho Cucamonga, CA Full timeJob DescriptionWe are seeking a compassionate and experienced Caregiver to provide in-home care services to seniors in the Rancho Cucamonga area. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of our clients and their families.
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Senior Games Specialist
4 weeks ago
Ontario, California, United States Dave & Busters Full timeJob Summary:As a Senior Games Technician at Dave & Busters, you will be responsible for delivering an exceptional guest experience through the best combination of food, drinks and games. You will also be expected to keep your immediate supervisor informed of any problems or unusual matters, and provide timely and accurate service to our guests. Additionally,...
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Sales and Maintenance Professional
1 week ago
Ontario, California, United States Sam's Club Full timeOverview: At Sam's Club, we offer a competitive hourly wage of $17.00 to $24.00* and a range of benefits including performance-based incentive awards, health benefits, financial benefits, and paid time off. We are committed to providing our employees with opportunities for growth and development through our Live Better U education benefit program. Key...
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Senior Mechanical Project Lead
7 days ago
Ontario, California, United States Ausenco Full timeAbout the RoleAs a Senior Mechanical Project Lead, you will be responsible for delivering mechanical engineering design projects according to project timeframes and standards. You will work with multidiscipline teams to coordinate technical information, review and advise on vendor documents, and guide designers in preparing layouts.About YouWe are looking...
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Senior Software Development Engineer
7 days ago
Ontario, California, United States Human Capital Solutions Full timeAbout the position, Human Capital Solutions is seeking a skilled Senior Software Development Engineer.The role involves researching, designing, and developing embedded computer systems software in collaboration with hardware product development. Essential duties include enhancing software quality, analyzing software requirements, consulting with hardware...
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Truck Services Manager
2 weeks ago
Ontario, California, United States TravelCenters of America Full timeAbout the JobTravelCenters of America is a leading provider of travel centers and truck services across the country. We are currently seeking a highly skilled Truck Services Manager to oversee our truck service profit center, leading a team of nearly 3,000 technicians and ensuring excellent customer service.Key ResponsibilitiesLead a team of technicians in...
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Disaster Recovery Archaeologist
7 days ago
Ontario, California, United States Sol Engineering Services Llc Full timeJob Title: Disaster Recovery ArchaeologistWe are seeking an experienced Archaeologist to join our team at Sol Engineering Services, LLC. As a key member of our Public Assistance Technical Assistance Contract V (PA TAC V) team, you will provide technical support for FEMA disaster-related operations throughout the U.S.The ideal candidate will have a strong...