Financial advisor jobs in Rancho Cucamonga, CaliforniaCreate job alerts

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

Key Responsibilities Financial Leadership & Strategy Own all aspects of financial management including budgeting, forecasting, P&L oversight, and cash flow Deliver accurate and timely financial reporting, KPIs, dashboards, and analytics to support executive decisions Serve as a strategic advisor to

Join the Clean Energy Revolution Become an Advisor (QEW/JEM) Quality Control Inspection at Southern California Edison (SCE) and build a better tomorrow. In this job, you will provide oversight activities related to the Quality Control (QC) inspection programs to include Distribution Construction Inspections, Overhead Transmission Construction Inspections, Underground Detailed Inspections, and Enhanced Overhead Inspections of Distribution / Transmission circuits. Conduct and document final inspections and/or assessments to assure compliance with Southern California Edison Construction Standards and Regulatory requirements. The advisor will also verify that the construction and design requirements have been achieved by performance of independent field inspections and desktop review. As an Advisor (QEW/JEM) Quality Control Inspection, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future? Responsibilities \n • Coordinates, schedules and supervises crews engaged in the construction, removal and maintenance of energy distribution facilities and equipment\n, • Organizes, performs, reviews and coordinates audits and inspection activities, establishing new processes for emergent quality control audit requests\n, • Investigates internal and external root causes and ensures the implementation of corrective actions, visiting suppliers to assess the quality process and drive for quality improvement\n, • Oversees the analysis and effectiveness of the quality system and coordinates quality related issues with other departments, suppliers and customers; evaluating work methods, procedures, and policies while also coaching and mentoring functional groups and departments on quality processes\n, • Ensures all work was completed in accordance with the company's standards and practices\n, • Serves as a resource to crews, foremen, and supervisors by identifying potential work order design safety hazards during inspection activities, proposing solutions to alleviate such concerns and maintaining the expertise and technical knowledge needed to safely and optimally prep jobs\n, • Addresses and resolves customer concerns related to inspection activities such as duct, trench, and structure inspection in a timely manner\n, • Contributes to the development of the annual quality control plan, including information and data gathering, interview schedule, site visit schedule, associated logistics, and other quality control related activities\n, • A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.\n\n Minimum Qualifications \n • Seven or more years of experience conducting quality engineering (QE), and quality control (QC) inspections within the electric utility industry.\n, • Possess a valid Class C Driver's License.\n\n Preferred Qualifications \n • Bachelor’s Degree in Engineering, Physical Science, or similar subject area.\n, • Experience working as a Journeyman/Lineman\n, • Experience working with overhead design standards such as GO 95 and construction principles.\n, • Experience with Underground Detailed Inspections (UDI), intrusive pole testing, pole replacement, and the general rules and objectives of overhead / underground construction and maintenance.\n, • Ability to integrate work across relevant areas, develop the business and services to improve customer happiness and efficiency, lead risks and safety appropriately, develop and execute business plans, manage information, and provide outstanding service to internal and external customers.\n, • Experience with SCE easements, rights-of-way, prescriptive rights and the rights check process.\n, • Experience in the use of the CMS field tool.\n, • Experience with QC inspection and testing techniques of electrical distribution systems.\n, • Experience with Transmission & Distribution electrical overhead line construction and maintenance programs, standards, regulations, field policies, and CPUC G.O 95, 128, and 165 and the related operations & maintenance manuals.\n, • Broad knowledge and understanding of electrical, mechanical, and/or civil construction industry standards and field policies that specify and govern quality control programs.\n, • Knowledge of and experience with Quality Control / Quality Assurance principles and practice as applied to field observations, field assessment, and record of completed work.\n, • Experience crafting reports, providing analysis, and communicating conclusions relative to quality control.\n, • Effective resource and project planning, decision making, results delivery, team building, and the ability to know the latest with relevant technology and innovation.\n, • Proficient with Microsoft Access, Excel, Word, and PowerPoint. \n\n\n Additional Information \n • This position’s work mode is on-site. The employee will report to an SCE facility or in the field location. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.\n, • Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!\n, • Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. \n, • The primary work location for this position is flexible. Ontario was selected due to centrality of territory.\n, • Position will require up to 90% travel and being out in the field throughout the SCE service territory. \n, • This position is part of an employee group that is currently participating in an active union‑organizing campaign. Depending on the results of that process, the position may be included in a collective bargaining unit and become subject to the terms and conditions of a collective bargaining agreement.\n, • This position has been identified as a NERC/CIP impacted position - Prior to being hired, the successful candidate must pass a Personnel Risk Assessment (PRA) or Background Investigation. Once hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties.\n, • This position is a Department of Transportation (DOT) covered classification and is subject to random drug and/or alcohol screening. \n, • Relocation does not apply to this position.\n\n About Southern California Edison The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world. Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet c

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry,

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

This role requires the ability to work lawfully in the U.Do you enjoy connecting people to reliable telecommunication services while engaging directly with your community? As an Outside Sales Representative at Spectrum, you will represent our trusted products through face-to-face interactions with p

Equal Opportunity and Nondiscrimination Statement .In addition to its commitment to a harassment-free educational and working environment, the College is an equal employment opportunity employer.The College is committed to a policy of equal employment opportunities for all applicants and employee

This role requires the ability to work lawfully in the U.Do you enjoy connecting people to reliable telecommunication services while engaging directly with your community? As an Outside Sales Representative at Spectrum, you will represent our trusted products through face-to-face interactions with p

May maintain and audit financial records related to assigned office, monitor budgets, and collect and account for money, disburse checks, and assist in budget preparation.

This role requires the ability to work lawfully in the U.Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 50+ doors through door-to-door solicitation, lobby events and by building strong relationships with property managers.MAJOR DUTIES A

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

This role requires the ability to work lawfully in the U.Do you enjoy connecting people to reliable telecommunication services while engaging directly with your community? As an Outside Sales Representative at Spectrum, you will represent our trusted products through face-to-face interactions with p

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Knipper Health, you will: Promote meaningful relationships and brand loyalty through engaged and informed conversation with customers (health-care providers, office staff, pat

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Contribute to the annual financial forecast for assigned projects, customers, and territories. Track and report variances between forecasted and actual financial performance, identifying drivers and risks. Provide regular financial and performance reporting to support leadership decision-making.

Customer Support / Remote] - Anywhere in U.Competitive salary / Health, dental & vision / 401k - As a Customer Service Rep at Curri, you will: Facilitate deliveries from booking to successful drop-off and everything in between; Provide best-in-class support for our customers and drivers via chat and

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / PTO / Paid training - As a Customer Service Rep at Assurant, you will: Handle inbound customer calls and/or e-mails with empathy and professionalism; Resolve issues, answer questions, and provide proactive solutions; Document inte

Call Center / Remote] - Anywhere in U.Up to $27-hr / Flex Schedule / Paid Training / Health-Dental-Vision - As a Customer Service Representative at True Title & Escrow, you will: Provide exceptional customer service to clients via phone, email, and chat; Resolve customer inquiries and issues in a ti

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Independence Pet Holdings, you will: Respond to 70-90 phone calls per day, providing exceptional customer service in every interaction; Answer customer emails promptly, addres

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / 401k - As a Customer Service Rep at DGI Supply, you will: Handle customer and sales interactions via phone, email and tickets within the Customer Care Box; Process requests for quotations, order entry and product questions from cu