Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Wealth & Banking Advisor

$63.3k - $117.2k

Bmo

BMO Financial Group is seeking an experienced financial advisor in Hayward, California. Responsible for client acquisition and relationship management, the role involves providing personalized financial solutions while ensuring compliance with banking regulations. Qualified candidates should have 3+ years of experience and relevant licensing. The salary range is $63,300.00 - $117,200.00 plus benefits including health insurance and retirement savings plans. #J-18808-Ljbffr Bmo

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth & Banking Advisor in Hayward, CA vacancy
  • $63.3k - $117.2k

    The Hispanic Alliance for Career Enhancement seeks a Financial Advisor in Castro Valley to serve as the main contact for clients, guiding...  ...on exceptional client service and solid product knowledge in banking and investment. Salary ranges from $63,300 to $117,200, with... 
    Suggested

    Hispanic Alliance for Career Enhancement

    Castro Valley, CA
    1 day ago
  • $207.15k - $249.62k

     ...participate in executive level decision-making, strategic planning and development of business...  ...are protected. Act as an advisor from the financial perspective on any contracts...  ...planning, and treasury functions, including banking relationships and investment strategies.... 
    Suggested
    Full time
    Contract work
    Temporary work
    Local area

    Community Health Center Network Inc

    San Leandro, CA
    4 days ago
  • $28.85 - $33.65 per hour

     ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make...  ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    San Leandro, CA
    1 day ago
  • $63.3k - $117.2k

     ...Wealth Sales & Service Provides financial and investment planning and advice in collaboration...  ...team members to deliver a comprehensive banking solution in the best interest of the...  ...solutions. Supports the execution of strategic initiatives in collaboration with... 
    Suggested
    Contract work
    Part time
    Local area

    Bmo

    Oakland, CA
    4 days ago
  • $75k

     ...the company’s success. As a Financial Advisor within PNC Wealth Management organization, you will be based...  ...Financial Advisors are based within a bank branch and work within a highly...  ...clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Dormont Manufacturing Company

    Dublin, CA
    1 day ago
  • $66.56k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with... 
    Work at office
    Local area

    LPL Financial

    Danville, CA
    5 days ago
  •  ...Quality Talent Group seeks bankers for their Consumer, Small, and Business Banking division in Castro Valley, California. This is a dynamic role focusing on building strong customer relationships and providing tailored financial solutions. Candidates will assist with account... 

    Quality Talent Group

    Castro Valley, CA
    3 days ago
  •  ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring... 
    Immediate start
    Afternoon shift

    Koitecc Solutions

    Hayward, CA
    5 days ago
  •  ...Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division. The role offers growth opportunities and a diverse workplace culture. Responsibilities include building customer relationships and assisting with financial needs. The ideal... 

    Quality Talent Group

    San Lorenzo, CA
    4 days ago
  •  ...long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, banking and money‑managed solutions. Recommends banking and investment strategies that align with client financial goals and needs. Triages... 
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Castro Valley, CA
    3 days ago
  • $37.49 - $50.59 per hour

    Bank of Marin is seeking a Senior Credit Analyst for their Napa Commercial Banking Office. This full-time position requires a strong focus on customer service, managing credit approval and documentation, and supporting loan management processes. Applicants must possess... 
    Hourly pay
    Full time
    Work at office

    Bank-of-Mari

    Union City, CA
    4 days ago
  • Bank of America is seeking a financial advisor in Union City to provide personalized advice and financial solutions to clients, helping them meet their investment and financial goals. You will engage with clients, build financial plans, and recommend product solutions... 

    Bank of America

    Union City, CA
    1 day ago
  • $25 - $27.88 per hour

     ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Hayward, CA
    3 days ago
  •  ...skills, and the ability to create memorable client interactions. This role involves managing client relationships, educating clients on banking solutions, and adhering to regulatory requirements. A high school degree is mandatory, with a preference for candidates possessing... 

    JPMorganChase

    San Leandro, CA
    2 days ago
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This position is... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Castro Valley, CA
    2 days ago
  •  ...exceptional service and utilizing cutting-edge financial technology. The ideal candidate will have at least one year of experience in banking or related fields, demonstrating the ability to manage client relationships effectively. This position provides opportunities for... 

    Koitecc Solutions

    San Leandro, CA
    9 hours ago
  •  ...Banker in San Leandro, California. In this role, you will exceed client expectations, manage client relationships, and use the latest banking technology. The ideal candidate will possess strong sales experience in retail banking, excellent communication skills, and the... 

    JPMorgan Chase & Co.

    San Leandro, CA
    2 days ago
  •  ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring... 
    Immediate start
    Afternoon shift

    JPMorganChase

    San Leandro, CA
    1 day ago
  •  ...candidate will have a strong passion for business development, with 2-3 years of relevant experience and a background in personal banking. Responsibilities include engaging customers, providing tailored financial solutions, and contributing to compliance and risk management... 

    BMO U.S.

    San Leandro, CA
    2 days ago
  •  ...day one. Your responsibilities will include engaging with existing customers, identifying financial needs, and recommending tailored banking solutions while contributing to a collaborative team environment. We're looking for individuals who are passionate about business... 

    Hispanic Alliance for Career Enhancement

    San Leandro, CA
    3 days ago
  • $25 - $27.88 per hour

    Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver value to our clients, teammates, communities, and shareholders. This position is open... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Leandro, CA
    1 day ago
  • $36.6k - $67.5k

     ...needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both...  ...promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and... 
    Part time
    Immediate start
    Day shift

    BMO Financial Group

    Alameda, CA
    2 days ago
  • $37.49 - $50.59 per hour

     ...alternative application process. Credit Analyst - Senior Full Time Staff Non-Sales Napa, CA, US 30+ days ago Requisition ID: 1819 Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Credit... 
    Full time
    Work experience placement
    Bank staff
    Work at office

    Bank-of-Mari

    Union City, CA
    3 days ago
  • The Toronto-Dominion Bank (Canada) is seeking a Personal Banker in Alameda, California. In this role, you will connect with customers to assist them in achieving their financial goals while providing sound financial planning advice. Responsibilities include advising on... 

    The Toronto-Dominion Bank (Canada)

    Alameda, CA
    1 day ago
  •  ...Banker SAFE Act position in Hayward, California. This role focuses on building strong customer relationships to increase sales of banking products and services. Responsibilities include handling business credit requests, providing coaching to branch staff, and conducting... 

    Citi

    Hayward, CA
    2 days ago
  •  ...with clients, utilizing your financial knowledge to assist them effectively. You will manage client needs and ensure compliance with banking regulations. The ideal candidate has sales experience in retail banking and excellent communication skills. Benefits include... 

    Koitecc Solutions

    Hayward, CA
    9 hours ago
  •  ...Relationship Banker to enhance client relationships. You'll engage with clients, assess their financial needs, and provide tailored banking solutions. The ideal candidate has at least one year of sales experience, exceptional communication skills, and is committed to... 

    JPMorganChase

    Hayward, CA
    4 days ago
  • $25 - $27.88 per hour

    Bank of America is seeking a motivated individual to engage clients at their San Leandro Financial Center location. The role requires assisting customers with self-service banking technologies and building strong client relationships to meet financial needs. Applicants... 
    Hourly pay

    Bank of America

    San Leandro, CA
    1 day ago
  • $19 - $23 per hour

     ...have a strong work ethic? If yes, come join our team! At Cathay Bank, we strive to provide a caring culture that supports your aspirations...  ...partners and make referrals as appropriate (e.g., Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively... 
    Full time
    Work experience placement
    Bank staff
    Flexible hours
    Shift work

    Cathay Bank

    Union City, CA
    4 days ago
  • $70.3k - $73.98k

     ...Job Type Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders... 
    Full time
    Work experience placement

    Westamerica Bank

    Pleasanton, CA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Wealth & Banking Advisor. Be the first to apply!