Current jobs related to Financial Planning Specialist - Yorba Linda, California - iStaff Pros

  • Financial Operations Specialist

    4 weeks ago

    Yorba Linda, California, United States R&S CORPORATE ENTERPRISES LLC Full time

    Job OverviewR&S Corporate Enterprises LLC is seeking a detail-oriented and experienced Part-Time Bookkeeper to manage our financial records and ensure the accuracy of our accounting operations.Key ResponsibilitiesRecord and reconcile financial transactions, ensuring their accuracy and completeness.Manage accounts payable and receivable, ensuring timely...

  • Financial Operations Specialist

    3 weeks ago

    Yorba Linda, California, United States R&S CORPORATE ENTERPRISES LLC Full time

    Job SummaryWe are seeking a detail-oriented and experienced Part-Time Bookkeeper to manage our financial records and ensure the accuracy of our accounting operations.Key ResponsibilitiesRecord day-to-day financial transactions and ensure their accuracyManage accounts payable and receivableReconcile bank statements and financial accountsPrepare financial...

  • Commercial Sales Specialist

    4 weeks ago

    Yorba Linda, California, United States Keller Williams Realty N. Tustin Full time

    Commercial Sales SpecialistWe are seeking a highly motivated and experienced Commercial Sales Specialist to join our team at Keller Williams Realty N. Tustin. As a Commercial Sales Specialist, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and negotiating sales...

  • Security Specialist

    4 weeks ago

    Yorba Linda, California, United States Target Full time

    About TargetTarget is a Fortune 50 company with over 400,000 team members worldwide, operating as one of America's leading retailers. Our purpose is to help all families discover the joy of everyday life by providing a unique and personalized shopping experience. We prioritize relationships, fuel talent growth, and succeed as one Target team.About Assets...

  • Merchandising Specialist

    3 weeks ago

    Yorba Linda, California, United States Jacent Strategic Merchandising Full time

    Job SummaryWe are seeking a skilled Merchandising Specialist to join our team at Jacent Strategic Merchandising. As a Merchandising Specialist, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, building retail displays, and merchandising impulse items on clip strips & J-hooks. If you are a...

  • Electronics Systems Specialist

    3 weeks ago

    Yorba Linda, California, United States The Metropolitan Water District of Southern California Full time

    Job SummaryWe are seeking a highly skilled Electronics Systems Specialist to join our team at The Metropolitan Water District of Southern California. As an Electronics Systems Specialist, you will assist journey-level technicians on projects, special assignments, and equipment and system modifications. Your responsibilities will include performing routine...

  • Electrical Systems Maintenance Specialist

    3 weeks ago

    Yorba Linda, California, United States Unavailable Full time

    Job SummaryWe are seeking a highly skilled Electrical Systems Maintenance Specialist to join our team at the Metropolitan Water District of Southern California. As an Electrical Systems Maintenance Specialist, you will be responsible for maintaining and improving electrical systems in and associated with pumps, turbines, generators, transformers, motors, and...

  • Nurse Care Manager

    3 weeks ago

    Yorba Linda, California, United States Professional Nurse Partners Full time

    Job Summary:The Nurse Care Manager is a health and human services specialist who acts as a guide and advocate for families who are caring for older relatives or disabled adults. This role requires a high level of clinical and psycho-social assessment skills, as well as the ability to inspire and motivate Home Care Partners and Agency Caregivers.Key...

  • Operations Specialist

    4 weeks ago

    Yorba Linda, California, United States Walmart Full time

    Job OverviewCareer opportunities in Administration and Clerical roles include Service Shop and Maintenance Clerk, Quality Assurance, System Operator. Administration roles such as Human Resource Clerk and Office Assistant.Benefits & PerksAt Walmart, we offer competitive pay as well as performance-based incentive awards and other great benefits for a happier...

  • Behavior Intervention Specialist

    3 weeks ago

    Yorba Linda, California, United States Intercare Therapy Full time

    Job Summary:Intercare Therapy is seeking a dedicated and compassionate Behavior Intervention Specialist to join our team. As a key member of our staff, you will work closely with children and their families to provide in-home behavioral intervention services. Our ideal candidate will have a strong interest in working with kids, previous experience working...

  • Plant Controller

    4 weeks ago

    Yorba Linda, California, United States Envista Holdings Corporation Full time

    Job Description:We are seeking a highly skilled Plant Controller to join our team at Envista Holdings Corporation. As a key member of our operations team, you will be responsible for providing financial guidance and support to our management team, ensuring the accuracy and integrity of our financial data, and driving business growth through effective...

  • Plant Controller

    4 weeks ago

    Yorba Linda, California, United States enVista Full time

    Job Description:We are seeking a highly skilled Plant Controller to join our team at Envista. As a key member of our operations team, you will be responsible for providing financial guidance and support to our management team, ensuring the effective management of our plant's financial activities.Key Responsibilities:Financial Planning and Analysis: Develop...

  • Investment Consultant

    4 weeks ago

    Yorba Linda, California, United States Charles Schwab Full time

    Join Our Team as an Investment Consultant at Charles SchwabWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key...

  • Plant Controller

    4 weeks ago

    Yorba Linda, California, United States Envista Holdings Corporation Full time

    Job Description:We are seeking a highly skilled Plant Controller to join our team at Envista Holdings Corporation. As a key member of our operations team, you will be responsible for providing financial guidance and support to our management team, ensuring the effective management of our production costs and financial planning processes.Key...

  • Finance Director

    4 weeks ago

    Yorba Linda, California, United States Impact Housing Full time

    Job Title: Finance DirectorImpact Housing is seeking a highly skilled Finance Director to lead our financial operations and drive business growth. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies, managing financial reporting, and analyzing financial data to inform business decisions.Key...

  • Medical Director Position

    3 weeks ago

    Yorba Linda, California, United States Amerivet Services LLC Full time

    About Us: Amerivet Services LLC is a reputable veterinary hospital with a strong commitment to community involvement. Our goal is to provide exceptional patient care and promote a culture of diversity, equity, and inclusion. We offer a dynamic work environment, flexible scheduling, and opportunities for professional growth and development. Position...

  • Chiropractor - Yorba Linda, CA

    3 weeks ago

    Yorba Linda, California, United States The Joint Chiropractic Full time

    Job OpportunityWe are seeking a highly skilled Chiropractor to join our team at The Joint Chiropractic. As a Chiropractic Care Specialist, you will be responsible for providing top-notch care to our patients, utilizing your expertise in spinal and joint health to improve their quality of life.Key Responsibilities:Consult with patients to understand their...

  • Nurse Care Manager

    3 weeks ago

    Yorba Linda, California, United States Professional Nurse Partners Full time

    Nurse Care Manager Job DescriptionAt Professional Nurse Partners, we are seeking a skilled Nurse Care Manager to join our team. As a Nurse Care Manager, you will play a vital role in guiding and advocating for families caring for older relatives or disabled adults.The ideal candidate will have a nursing degree or equivalent experience, with a minimum of one...

  • Veterinary Care Specialist

    4 weeks ago

    Yorba Linda, California, United States Circle of Friends Veterinary Hospital Full time

    Job OverviewWe are seeking a skilled and compassionate Veterinary Technician/RVT to join our team at Circle of Friends Veterinary Hospital in Yorba Linda, California.As a key member of our team, you will provide high-quality patient care and support our veterinarians in delivering exceptional medical services.Our ideal candidate will have a minimum of 2...

  • Financial Services Specialist

    3 weeks ago

    Loma Linda, California, United States Loma Linda University Medical Center Full time

    Job Title: Financial Counselor 2-EDJob Summary: The Financial Counselor 2-ED plays a crucial role in assisting patients seeking treatment in our Emergency or Advanced Urgent Care departments. This position is responsible for navigating patients through the financial process from MSE to discharge or admission, ensuring seamless communication with payers,...

Financial Planning Specialist

2 months ago

Yorba Linda, California, United States iStaff Pros Full time
Job Title: Financial Planning Specialist

We are seeking a highly motivated and experienced Financial Planning Specialist to join our team at iStaff Pros. As a key member of our retirement department, you will play a crucial role in providing exceptional service and planning to our existing and prospective clients.

Key Responsibilities:
  • Run comprehensive financial plans that include life insurance, college education, retirement, asset allocation, and other key areas.
  • Prepare client deliverables, including investment proposals, asset allocation models, fact sheets, 529 comparisons, single fund solutions, alternatives (PE, HF), VUL/VA illustrations with asset allocations, insurance illustrations (Life, DI, LTC), and donor advised funds.
  • Act as a liaison between clients and investment operations/home office for movement of funds, including initiating, expediting, and tracking account transfers and rollovers with exceptional follow-through and deposit/withdrawal of funds.
  • Work with clients to process paperwork to open investment accounts, including managed, brokerage, 529's, and variable annuities with proper and compliant documentation (best interest forms, etc.) for various states.
  • Fully licensed to execute trades, rebalance accounts, and allocate/reallocate clients' investment accounts.
  • Ability to assess and understand an investor's risk profile, requiring some data entry with accuracy and adherence to strict compliance regulations.
  • Analyze clients' statements/existing investment portfolios to assess fees and potential dislocation of asset classes.
  • Provide ongoing monitoring and rebalancing of investment accounts, concierge service to all clients, and identify tax loss harvesting strategies.
  • Possess excellent verbal and written communication with team members, prospective clients, and clients.
Qualifications:
  • Bachelor's Degree - required (finance, business, or economic major preferred)
  • 2 years of experience in the investment wealth management field - required
  • Series 6 & 63 registrations - required
  • Proficiency in: Outlook, Zoom software, Adobe Pro Acrobat, Excel worksheets, Word formatting/tables, and excellent verbal and written communication skills
  • Adept in technology and able to learn new software quickly
  • Detail-oriented and personable with exceptional follow-through
Compensation and Benefits:
  • Base Salary: commensurate with experience and licensing
  • Medical, Dental, Vision Insurance
  • Short-Term Disability Insurance and Group Life Insurance
  • Retirement Plan
  • Paid Time Off
  • Ongoing industry education & credentialing encouraged and paid for by employer
  • Performance-based bonus structure