32 Results for

Financial Planning Jobs in Victorville, CA

Jobs

San Dimas, CA30+ days ago

$80,000–$110,000 Per Year

San Dimas, CA11 days ago

$65,000–$150,000 Per Year

Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.

Hinkley, CA19 days ago

Electric T&D is responsible for every aspect of PG&E's electric distribution and transmission operations, including planning, engineering, maintenance and construction, asset management, business planning, restoration, and emergency response. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity.

Victorville, CA30+ days ago

Supports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities. Manages various large design projects from inception to construction completion with follow- through on policies, procedures, rules, rates, completion dates, and ensuring compliance of electrical designs.

SAN DIMAS, CA30+ days ago

May include but not limited to standing, climbing, walking, lifting, bending, pulling and/or pushing, grasping, reaching, stooping and crouching, sitting, typing, walking, reading, writing, color determination, speaking and listening for extended periods of time. • Competently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.

Upland, CA30+ days ago

Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.

Upland, CA30+ days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

Upland, California30+ days ago

We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.

Upland, California30+ days ago

Zapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.

San Bernardino, CA30+ days ago

Strong skills in at least three of the following: Statistical analysis, database architecture, Business Intelligence tools (PowerBI, Tableau), Epic reporting, project management, able to integrate clinical and business information to facilitate decision making at the highest level, highly developed knowledge of finance theories (such as present value theories, cash flow analysis or other accounting principles, or demonstrated track record in effectively developing, interfacing and maintaining collaborative relationships with healthcare/operating entity leadership, executives, physicians and other key business partners. Collaborates with other Financial Planning and Analysis (FP&A) team members, Hospital Finance, Administration, Service Line Leadership, Managed Care, Contracting, Billing, Coding and other departments to identify opportunities to enhance revenue and improve performance.

Victorville, CA19 days ago

If you enjoy problem-solving, working with data, and driving operational excellence in a dynamic environment, this role provides a chance to make a meaningful impact on both customer experience and organizational efficiency. You will manage end-to-end Meter Service Requests (MSR), oversee pre-set meter processes, and handle exception management to keep projects on track.

New!

San Dimas, CA5 days ago

Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! Reference our Information Guides (https://www.edisoncareers.com/page/show/sce-pre-employment-study-guides/) for the following tests: EEI BCAB (Test #5206).

Rancho Cucamonga, CA30+ days ago

$225,000–$250,000 Per Year

GHJ's relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client's needs, attract a higher caliber of candidates and assess candidate potential. This executive role partners closely with the CEO and leadership team to drive performance, optimize systems, and ensure financial integrity.

San Bernardino, California30+ days ago

Remote

We're looking for a highly organized, operationally strong Financial Controller who can oversee multi-entity financial operations with precision, accountability, and zero tolerance for errors. The ideal candidate is proactive, detail-oriented, systems-minded, and capable of independently managing AP, reconciliations, payroll, compliance, banking, and reporting across multiple entities without constant oversight.

Upland, CA21 days ago

Your Role: As our new Financial Analyst, you will play a key role in evaluating the performance of Lewis's portfolio of real estate developments and operating centers. Experience working for a real estate owner-operator, manager, homebuilder, bank or investment manager.

Highland, California12 days ago

We promote student success and community development by providing affordable access, through traditional and distance learning modes, to higher education and workforce training, including appropriate applied baccalaureate degrees, in our service area. This report includes statistics from the previous three years concerning reported crime that occurred on campus; public property adjacent to and accessible from campus; and in certain non-campus buildings/property owned or controlled by ACC.

Fontana, CA8 days ago

Remote

Lead Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially. We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

New!

San Bernardino, CA2 days ago

Able to read; write and speak with professional quality; think critically; work independently; perform basic math and statistical functions; manage multiple assignments; compose written material; work well under pressure; recall information with accuracy; pay close attention to detail. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.

Upland, CA30+ days ago

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

San Bernardino, CA30+ days ago

Full-time

Oversee the authority for expenditure process, create templates and deliverables for operational/financial KPIs, identify methods to monitor performance against original assumptions and develop detective controls and predictive indicators. Ensure profitability targets are being met; be responsible for valuating potential return on invested capital for proposed projects and converting pricing models to operational forecasts/targets/budgets.

Rancho Cucamonga, CA30+ days ago

The Finance and Contracts Manager works closely with the Executive Director, HTHF Leadership team, program leaders, and external stakeholders to ensure sound financial and contractual decision-making that aligns with the organization's mission and growth. Collaborate with all HTHF departments to ensure proper adherence to all fiscal and accounting requirements including banking, cash handling, reporting, collections, invoices, budgeting and auditing.

Rancho Cucamonga, CA30+ days ago

$150,000–$180,000 Per Year

ControllerRancho Cucamonga, CAClient Opportunities - Accounting /Regular Full-time /On-siteapply for this jobGHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. GHJ's relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client's needs, attract a higher caliber of candidates and assess candidate potential.

La Verne, CA30+ days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.

San Bernardino, CA30+ days ago

Upland, CA30+ days ago

$22–$28 Per Hour

The Inspector is responsible routines generation of Smart Scopes, SPC Analysis, any process improvement and/or administrative support activities, adherence to good metrology practices and site Quality Management System procedures. Viant Medical is a global medical device design and manufacturing services provider that partners and innovates with customers to provide the highest quality, life enhancing medical devices.

Upland, CA30+ days ago

$19.85–$23.99 Per Hour

Viant is a global medical device design and manufacturing services provider that partners and innovates with customers to provide the highest quality, life enhancing medical devices. The Inspector is responsible routines generation of Smart Scopes, SPC Analysis, any process improvement and/or administrative support activities, adherence to good metrology practices and site Quality Management System procedures.

Upland, CA30+ days ago

$55,000–$70,000 Per Year

This position will ensure advocacy for the customer and work closely with Operations, Planning, Engineering, Quality, and Sales to provide solutions that fulfil our customers' needs with speed, accuracy, and exceptional communication. Viant Medical is a global medical device design and manufacturing services provider that partners and innovates with customers to provide the highest quality, life enhancing medical devices.

Upland, CA30+ days ago

$90,000–$105,000 Per Year

Computer literate with working knowledge of MS Word, Excl, and Access, desired candidate will have prior work history in MSA, SPC, Mini-tab, Infinity, sterilization, & clean room environment. Viant Medical is a global medical device design and manufacturing services provider that partners and innovates with customers to provide the highest quality, life enhancing medical devices.

Rancho Cucamonga, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Upland, CA30+ days ago

$28–$33 Per Hour

In the absence of the Supervisor Operations 1, assumes basic supervision duties and responsibilities: Provide guidance, training, support, and direction to Machine Operators, Material Handlers, and Production Workers. Viant Medical is a global medical device design and manufacturing services provider that partners and innovates with customers to provide the highest quality, life enhancing medical devices.

Rancho Cucamonga, CA30+ days ago

$4,879–$6,579

Successful candidates shall be required to: Complete a verification form designated by Immigration and Naturalization Service to certify that they are eligible for employment in the United States of America; and Pass a pre-employment medical exam which includes a Tuberculosis (TB) Exam; Degree Verification and Provide proof of a valid California drivers license and be insurable; and Pass a reference and background verification. Education and/or Experience: Graduation from an accredited college with a bachelors degree with major coursework in recreation or a related field and two years of experience in the implementation of cultural and recreation programs or activities or any combination of training and experience that provides the desired knowledge and abilities.

San Bernardino, CA17 days ago

$116,958.40–$168,126.40 Per Year

Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Additional responsibilities include conducting complex organizational studies; analysis of costs and cost effectiveness; preparing statistical reports; overseeing accounts payable, accounts receivable, contracts, revenue recovery and maintaining compliance with financial reporting regulations.

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Financial Planning Jobs in Victorville, CA

Financial Analyst Kinetic Personnel Group

Financial Services Management Trainee New York Life - Greater Los Angeles

Principal Program Manager-Governance and Planning PG&E Corp

New Business Planning Senior Specialist Edison International

Financial Analyst (24.26) American States Water Company

VP, Financial Consultant Upland, CA The Charles Schwab Corp

VP, Financial Consultant Charles Schwab

Junior Financial Advisor in training Cb

Financial Services Administrative Coordinator Cb

Financial Analyst 3-Revenue Loma Linda University Medical Center

Planning, Senior Support Edison International

Planning, Senior Support Southern California Edison

Chief Financial Officer Green Hasson & Janks LLP

Financial Controller Trolley

Financial Analyst Lewis Group of Companies

Supervisor, Finance & Accounting (ACC Foundation) Austin Community College District

Remote Sales Associate- Part Time GFI-Team Ikigai

Manager-FP&A Loma Linda University Medical Center

Wealth Relationship Manager SAFE ACT - Upland Citigroup Inc

Finance Manager - 1st Shift GXO Logistics Supply Chain, Inc.

Finance and Contracts Manager National Community Renaissance

Controller Green Hasson & Janks LLP

J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert) JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - East Inland Empire, CA (Area) JPMorgan Chase & Co

Quality Inspector II Viant Medical LLC

Quality Inspector I Viant Medical LLC

Sr. Customer Service Representative Viant Medical LLC

Quality Engineer II Viant Medical LLC

J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (Including Apply Valley, Hesperia area) JPMorgan Chase Bank, N.A.

Process Technician (2nd Shift) Viant Medical LLC

Community Service Coordinator - Sports Divison City of Rancho Cucamonga

Finance Officer - Fire District County of San Bernardino

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