Strategic Financial Planner & Investment Advisor
$70k - $80kBank of America
Bank of America is seeking a Financial Advisor in San Leandro, CA to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, recommending investment strategies, and building financial plans. Candidates must hold Series 7 and 66 licenses and have experience in investments. This role offers a competitive salary between $70,000 and $80,000, and is eligible for benefits including paid time off and incentives based on performance. #J-18808-Ljbffr Bank of America
- 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 while...Suggested
- Ross Stores is seeking a Senior Financial Analyst in Dublin, California, who will contribute to financial planning and analysis. The successful... ...closely with stakeholders to drive insights and support strategic decisions. The ideal applicant must hold a Bachelor's degree...Suggested
- Ghirardelli Chocolate Company in San Leandro, CA, seeks a Cost Accountant to provide financial support and strategic insight to Operations. The role includes managing operations financials, preparing KPIs, and driving cost savings initiatives. The ideal candidate will have...SuggestedWork at office3 days per week
$120k - $185k
...position involves working closely with leadership on fundraising, strategic planning, and operational metrics analytics. The ideal... ...particularly in biotech or life sciences, and possesses advanced financial modeling skills. The role offers a hybrid work model with competitive...SuggestedRemote job$235k - $260k
...M and A, private equity, corporate associate, corporate transactions, deal work, buyout, sponsor representation, strategic acquisitions, equity investments, due diligence, purchase agreement, merger agreement, disclosure schedules, ancillary documents, closings, New York...SuggestedWork at office- A retail company in Emeryville is seeking a Financial Analyst to support financial performance management activities. This position requires strong analytical and financial skills, with responsibilities including preparing performance reports, conducting variance analysis...
- ...Commercial Finance Analyst to provide critical insights and analysis supporting finance and commercial teams. Responsibilities include financial reporting, forecasting, and process optimization to enhance decision-making. The ideal candidate holds a Bachelor's Degree with at...
- ..., Rippling, and OpenEvidence. Currently investing out of Fund V. We're hiring an Investor... ...Support deal execution: investment memos, financial models, and other materials across our... ...customer introductions, BD initiatives, and strategic projects - you'll be in the room, not...
- U.S. Bank in Castro Valley, CA is seeking a Client Relationship Consultant to build and maintain client relationships through proactive outreach and follow-ups. Candidates should have a high school diploma and ideally 1-2 years of retail banking experience. This full-time...Full time
- ...and driving client growth. The role involves delivering exceptional service, identifying customer needs, and recommending tailored financial solutions. Ideal candidates will have 2-3 years of relevant experience, strong interpersonal skills, and a passion for helping...
$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive... ...network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift- ...relationships and driving client growth from 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...
- ...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 efforts. #J-18808-Ljbffr BMO U.S.
- ...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 openings, service requests, and compliance with banking policies. Benefits include...
$45.9k - $75.9k
...provides advice and guidance regarding financial solutions that are in the best interests... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...into customer conversations to provide strategic advice. Organizes work information to...Part timeLocal areaImmediate startDay shift- ...Hayward, California. In this role, you will provide exceptional service and build lasting relationships with clients, utilizing your financial knowledge to assist them effectively. You will manage client needs and ensure compliance with banking regulations. The ideal...
- Citi is hiring for an entry-level Personal 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...
- Quality Talent Group is seeking bankers for a prestigious financial services client in San Leandro, California. Join a leading national bank and benefit from a comprehensive package, including health coverage, 401(k), and supportive career advancement opportunities. Candidates...
- Quality Talent Group is seeking bankers to join a leading financial services client in Hayward, CA. This role involves building customer relationships and providing tailored financial solutions. Candidates should have experience in customer interaction and strong communication...
- ...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 partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Shift workWeekend workDay shift
- ...brand and culture, focusing on creating memorable experiences for clients by providing 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...
- ...growth opportunities and a diverse workplace culture. Responsibilities include building customer relationships and assisting with financial needs. The ideal candidate should have strong customer service skills and must meet SAFE registration requirements. A comprehensive...
- ...Leandro, CA is seeking a Relationship Banker to enhance client experiences through attentive service, relationship building, and financial guidance. The ideal candidate has a background in sales, strong communication skills, and the ability to create memorable client interactions...
- ...in Hayward, California, is seeking a 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...
- Bank of America is seeking candidates for a Financial Center role located in Castro Valley, CA. This position emphasizes building strong client relationships and requires a commitment to operational excellence while adhering to financial regulations. The ideal candidate...
- ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help...Immediate startAfternoon shift
$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$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and...Hourly payContract workWork experience placementRemote workFlexible hours$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and...Hourly payContract workFor contractorsWork experience placementRemote work$125.84k - $157.3k
...data‑driven story about our strategy, financial results, and operations to the financial... ...to easily track communications with the investment community, in addition to assisting... ...company is successfully communicating its strategic and financial opportunities with the investor...Work at officeRemote workFlexible hours1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Planner & Investment Advisor. Be the first to apply!
- associate corporate finance San Leandro, CA
- financial planner San Leandro, CA
- estate planning consultant San Leandro, CA
- financial counselor San Leandro, CA
- financial consultant San Leandro, CA
- financial associate San Leandro, CA
- financial planning assistant San Leandro, CA
- financial advisor associate San Leandro, CA
- financial planning associate San Leandro, CA
- financial advisor San Leandro, CA



