Strategic Financial Planner & Client Advisor
Bank of America
Bank of America in Martinez, CA is seeking a Financial Advisor responsible for delivering customized financial solutions to clients. The role involves collaborating with clients to assess their financial needs and offering advice based on banking and investment strategies. The ideal candidate will have series licenses, experience in finance or sales, and a strong commitment to client relationships. Opportunities exist for professional growth and learning in a supportive work environment. #J-18808-Ljbffr Bank of America
- Bank of America in Martinez is seeking a Financial Solutions Advisor (FSA I) to build and manage client relationships while guiding customers through banking solutions. The role involves obtaining necessary industry licenses and providing comprehensive advice to clients...Suggested
$29.08 - $35.54 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers,...SuggestedTemporary work- A financial services company is seeking a Financial Planner in Walnut Creek, California, focused on enhancing client relationships and delivering tailored financial plans. The ideal candidate... ...in meetings, and implementing strategic financial plans. This role requires...Suggested
$25 - $27.88 per hour
Bank of America in California seeks an enthusiastic client engagement professional. In this role, you'll educate clients on banking services... ...transactions, and build strong relationships to meet their financial goals. An ideal candidate must possess a strong work ethic,...SuggestedHourly pay$55k - $105k
...market share and drive revenue. In this role, you'll consult with American businesses using Paychex's services and develop strong client relationships. The ideal candidate should have a high school diploma, with a preference for a bachelor’s degree, and at least two years...Suggested- A financial planning firm in Walnut Creek is seeking an Advisor to assist Senior and Lead Advisors with financial planning and investment management. The ideal candidate... ...and have over 4 years of experience as a client-facing financial advisor. This role emphasizes collaboration...
- ...professionally. Create and present service quotes and proposals using CRM and digital tools. Manage your pipeline and territory strategically to meet growth targets. Collaboration & Execution Work closely with Parts and Service teams to deliver coordinated solutions....Local area
$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration... ...interest of the customer. Determines client needs and provides solutions though the... ...solutions. Supports the execution of strategic initiatives in collaboration with...Part time- Description The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in... ...clients’ financial data gathering to provide Advisors with financial planning recommendations...
$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the... ...Responsible Growth and delivering for our clients, teammates, communities and... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$50 - $60 per hour
...choose projects based on your schedule. The ideal candidate will have an advanced degree (MBA or PhD preferred) and expertise in financial analysis. Offering flexibility and project payments starting at $50-$60 per hour, this role allows you to work from home while contributing...Remote jobHourly payFor contractorsWork from home$20 - $28 per hour
...Responsibilities Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products... ...in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and...Immediate start- ...are compliant and provide excellent customer service. Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources. Develop and maintain a high degree of visibility for...
- Citi in Walnut Creek is seeking a Personal Banker SAFE Act for an entry-level role focused on assisting sales and service activities. You will help foster relationships with customers, build loyalty, and increase sales. Responsibilities include managing business credit...
- ...believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly... ...on average. Cross sells appropriate products and services to clients and prospects. Contributes to Key Initiatives. At the direction...Work experience placementWork at office
- Financial & Underwriting Consultant - Employee Benefits Walnut Creek, CA, USA • Job Description... ...professionals dedicated to solving our clients' health and welfare insurance challenges... ...projects. Assist in determining strategic goals of team(s), including but not limited...Work experience placementWork at officeLocal area
$23.51 - $29.04 per hour
...no sponsorship available). Summary Travis Credit Union’s (TCU) Financial Service Representative (FSR) is the face of the credit union!... ...Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related...Hourly payImmediate startMonday to FridayFlexible hours- ...the direction of the business, and work alongside a team that takes the craft of financial analysis seriously – this is the right environment for that. The Role: As Strategic Finance Analyst / Senior Analyst, you will design, build and present high-visibility...Remote jobMonday to Friday
$23 - $31 per hour
...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just...Work experience placementFlexible hours- U.S. Bank is seeking a Client Relationship Consultant in Martinez, California. This role focuses on building relationships with clients through personalized service, adapting to their financial needs and preferences across various channels. Successful candidates will engage...
- An insurance services provider in Pleasant Hill is seeking an Account Coordinator responsible for managing client policy documents, renewals, and servicing requests. This role requires a minimum of 3 years of experience in client service within the insurance industry and...Work at office
- ...California. This role offers a full-time or part-time position and includes building customer relationships while assisting with financial solutions. Candidates should have at least 6 months of experience in customer interactions and strong communication skills. This position...Full timePart time
$25 - $27.88 per hour
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. Being a Great Place...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a...
- Quality Talent Group is looking for bankers to join their Consumer, Small, and Business Banking division. This role offers a chance to build customer relationships and support banking needs. With locations in California, this position provides a comprehensive benefits package...
$29.81 per hour
Job Title: Home Loan Advisor - In Market Department: Home Loans Production Status: Non... ...branch management and staff to educate and strategize to increase home loan production from... ...events). Obtain and analyze pertinent financial and credit data; provide initial assessment...Remote jobHourly payWork experience placementWork at officeLocal area$25 - $27.88 per hour
Bank of America is looking for a Client Engagement Specialist in Pleasant Hill, CA, to assist clients with transactions and educate them on self-service resources. The role involves building relationships, processing cash transactions, and adhering to bank regulations....Hourly pay- A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning...
$43.68k - $69.9k
Fifth Third Bank, N.A. is seeking a Personal Banker I in Walnut Creek, California. The banker will be responsible for providing an exceptional customer experience by creating lasting relationships with customers and processing transactions. Ideal candidates will have a ...$43.68k - $69.9k
...banker will process teller transactions, work with platform staff, and provide consultative sales and service to address customers' financial needs across the lifecycle. Responsibilities Create a memorable customer experience by cultivating, maintaining, and enhancing...Work at office
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