Certified Financial Planner

1 week ago


Ontario, United States W3Global Inc. Full time
Job DescriptionJob Description

About the Job:

Company Description:

Our Company is based out of Ontario, CA, specializes in comprehensive financial planning, focusing on tax-efficient retirement income and helping clients achieve their financial goals. As a FEE ONLY Registered Investment Advisor, we provide expert guidance in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Our commitment to fee-only services ensures unbiased advice and strategic financial planning opportunities for our clients.

Role Description:

This is a full-time on-site role for a Certified Financial Planner. You will be responsible for providing personalized financial planning services, including retirement planning, investment strategies, estate planning, and insurance analysis. Day-to-day tasks will involve conducting financial assessments, developing financial plans, and recommending strategies to optimize clients' financial situations.

Qualifications:

  • Financial Planning, Personal Financial Planning, and Certified Financial Planner skills

  • Expertise in Finance and Retirement Planning

  • Strong analytical and problem-solving skills

  • Excellent interpersonal and communication skills

  • Ability to work collaboratively and independently

  • Bachelor's degree in Finance, Accounting, Economics, or related field

  • Certification as a Certified Financial Planner (CFP) is required.



  • Ontario, California, United States W3Global Inc. Full time

    About W3Global Inc.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...

  • Account Executive

    1 week ago


    Ontario, United States Certified Credit Reporting Full time

    About UsWith the passion of a startup and the experience of over 35 years in business, Certified Credit is a nationwide information firm specializing in Mortgage Settlement Services, Employment and Background Checks, and Tenant Screening. We have earned a reputation for offering excellent service, technological efficiency, and a full spectrum of products. As...

  • Account Executive

    1 week ago


    Ontario, United States Certified Credit Reporting Full time

    About Us With the passion of a startup and the experience of over 35 years in business, Certified Credit is a nationwide information firm specializing in Mortgage Settlement Services, Employment and Background Checks, and Tenant Screening. We have earned a reputation for offering excellent service, technological efficiency, and a full spectrum of products....

  • Account Executive

    1 week ago


    Ontario, United States Certified Credit Reporting Full time

    About Us With the passion of a startup and the experience of over 35 years in business, Certified Credit is a nationwide information firm specializing in Mortgage Settlement Services, Employment and Background Checks, and Tenant Screening. We have earned a reputation for offering excellent service, technological efficiency, and a full spectrum of products....

  • Account Executive

    3 months ago


    Ontario, United States Certified Credit Reporting, Inc. Full time

    About UsWith the passion of a startup and the experience of over 35 years in business, Certified Credit is a nationwide information firm specializing in Mortgage Settlement Services, Employment and Background Checks, and Tenant Screening. We have earned a reputation for offering excellent service, technological efficiency, and a full spectrum of products. As...


  • Ontario, California, United States Certified Credit Reporting Full time

    Key Responsibilities:Regularly communicate with the Vice President of Sales to provide updates on client and prospect interactions, ensuring alignment with the company's strategic goals.Actively attend and contribute to bi-weekly internal sales meetings, sharing insights, strategies, and progress with the broader team.Develop and adhere to a structured daily...


  • Ontario, California, United States Rockwell Care Full time

    Job 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,...

  • Wave Planner

    1 month ago


    Ontario, United States AmeriCold Logistics Full time

    Primary Responsibility : Responsible for allocating orders, releasing work to warehouse floor, balancing workflow, and ensuring inbound and outbound truck turn times are within acceptable levels. What You'll Do : o Resolve order product shortages o Manage order cuts and communicate to customers o Release work to the work queue in a manner that ensures...

  • Events Manager

    1 week ago


    Ontario, United States Ajinomoto Foods North America Full time

    Overview The Manager - Events Manager is responsible for planning, developing, managing and executing a range of events and activities aligning to AFNA goals. The role's purpose is to drive and support the business growth of AFNA through events which promote the company, businesses, brands and products to prioritized and targeted key stakeholders. The events...


  • Ontario, United States Sol Engineering Services Llc Full time

    Job DescriptionJob DescriptionSOL Engineering Services, LLC is an engineering and technical services provider, with over 19 years of engineering and consulting experience. Our viability comes, in part, from utilizing the diverse backgrounds of the firm’s owners and the experiences of its team of approximately 100 engineers, scientists, technical subject...


  • Ontario, United States Sol Engineering Services Llc Full time

    Job DescriptionJob DescriptionSOL Engineering Services, LLC is an engineering and technical services provider, with over 19 years of engineering and consulting experience. Our viability comes, in part, from utilizing the diverse backgrounds of the firm’s owners and the experiences of its team of approximately 100 engineers, scientists, technical subject...


  • Ontario, United States Kaiser Permanente Full time

    Description: Job Summary:Assists the Anesthesia provider under the supervision of the Chief of Anesthesiology, or designee. Practices in accordance with the legal scope of practice and within established standards of care, policies and procedures.Essential Responsibilities:In collaboration with the anesthesia provider(s) is involved with the anesthesia plan...


  • Ontario, United States Kaiser Permanente Full time

    Description: Job Summary:The Certified Anesthesia Technician works under the direction of the Department Administrator or designee in accordance with the legal scope of competency and within established standards of care, policies and procedures. Cleans, prepares for sterilization, assembles, stores and maintains equipment and supplies for the Anesthesia...


  • Ontario, Oregon, United States Tractor Supply Full time

    {"Job Summary": "As the Assistant Store Manager at Tractor Supply, you will be responsible for providing leadership and direction to the store team, ensuring a positive customer shopping experience, and performing operational activities throughout the store. This position is ideal for individuals with previous retail leadership experience and a passion for...

  • Sierra Insulation

    1 week ago


    Ontario, United States Installed Building Products Full time

    Job Description We are seeking a highly organized and detail-oriented individual to join our team as an Administrative Assistant. In this role, you will provide essential administrative support to ensure the efficient operation of our office. The ideal candidate will have excellent communication skills, strong multitasking abilities, and a proactive...

  • Packaging Engineer II

    4 months ago


    Ontario, United States Ajinomoto Foods North America Full time

    Overview The primary role of this position is to deliver innovative packaging solutions based on marketing requirements, consumer insights, and AFNA's objectives of improving cost competitiveness and sustainability. This position will also support existing businesses through packaging revisions, cost savings projects, and packaging harmonization projects....

  • IT office Admin

    4 weeks ago


    Ontario, United States ApTask Full time

    About Client: The client provides information technology (IT) services, including business outsourcing, infrastructure technology, and application services. The application service offered by the company includes application development, maintenance, and support. The markets served by the company are financial services and insurance, healthcare,...


  • Ontario, United States ACES Full time

    Job DescriptionJob DescriptionJob DetailsJob Location: Ontario, CASalary Range: UndisclosedDescriptionSalary: Starting at $85,000-$95,000 (dependent on experience)Attractive Bonus Package: Up to $10,000 in sign-on, retention, relocation bonuses, tailored to your location and our business needs.Join Our Elite Team as a BCBA! Are you ready to make a profound...


  • Ontario, United States ACES Full time

    Job DescriptionJob DescriptionJob DetailsJob Location: Ontario, CASalary Range: UndisclosedDescriptionSalary: $80,000 - $95,000 Attractive Bonus Package: Up to $10,000 in sign-on, retention, relocation bonuses, tailored to your location and our business needs.Join Our Elite Team as a BCBA! Are you ready to make a profound impact on the lives of children with...

  • IT Senior Auditor

    2 days ago


    Ontario, United States Citizens Business Bank Full time

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Summary The IT Senior Auditor is responsible for helping the Internal Audit Department achieve its annual Audit Plan. For each assigned audit engagement, the IT Senior Auditor is responsible for assessing risks and...