Strategic Financial Planner & Investment Advisor
$70k - $80kBank of America ATM
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
- Bank of America is seeking a financial advisor-like professional to provide tailored financial planning and brokerage guidance to clients in San Ramon. You will review goals, craft investment strategies, and collaborate with banking partners to meet advisory needs. Responsibilities...Suggested
$120k - $170k
...clinical-stage technology company based in California seeking a Financial Planning & Analysis (FP&A) Analyst. You will oversee financial... ..., budgeting, and analysis processes that align with our strategic goals. Candidates should possess a Bachelor’s degree and an MBA...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
- ...process, coordinate budgets, and analyze costs and buyer preferences to drive smart investments. You will collaborate across departments, prepare briefs, and develop land packages for leadership review, contributing to growth and strategic planning. #J-18808-Ljbffr Kb-HomeSuggested
- 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...Work at office3 days per week
$100k - $120k
...a rapidly growing startup in Emeryville, CA, is looking for a Strategic Finance Associate to provide analytical insights that support... ...processes. You will be an integral team member, responsible for financial modeling, sales forecasts, and KPI reporting, helping Fi scale...Flexible hours$100k - $120k
...of pets through real‑time technology. Strategic Finance Associate Fi is seeking a Strategic... ...Own and maintain Fi’s sales forecasts, financial models, and unit economics to support... ...’ll Bring 1-3 years of experience in investment banking, consulting, venture capital,...Work at officeFlexible hours$23 - $31 per hour
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to... ...find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and...Hourly payWork experience placementFlexible hours$43.68k - $69.9k
...products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market. Essential Duties and Responsibilities Promote good customer experience by consistently providing best-...Work at office$120k - $170k
Science Corp is seeking a highly analytical Financial Planning & Analysis (FP&A) Analyst to join their team in California. This role involves driving financial planning, forecasting, budgeting, and providing insights to guide decision-making. The ideal candidate holds a...$43.68k - $69.9k
...products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns,...Work at office- Patelco Credit Union is seeking a Senior Financial Analyst at their Dublin, California headquarters. This key role supports executive decision-making by providing vital data and financial analysis. The candidate will develop financial models, conduct sensitivity analysis...
- 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...
- ...seeks a Treasury Manager to lead the Treasury Unit, safeguard financial assets, manage liquidity, and drive sound financial stewardship aligned with the organization's mission. The role requires strategic planning and hands-on management of daily operations, including...
- Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients in a role that... ...client relationships, planning, and delivering banking and investment solutions while ensuring regulatory compliance. #J-18808-Ljbffr...Monday to Friday
- ...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, managing, and retaining meaningful...Immediate startAfternoon shift
$45.9k - $75.9k
...complete needs assessments that identify financial solutions and preferred banking... ...service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...into customer conversations to provide strategic advice. Organizes work information to...Local areaImmediate startDay shift- JPMorgan Chase & Co. is seeking a Relationship 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...
- ...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...
- ...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...
- 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...
- ...handle daily transactions across branches. You will refer customers to partners for products and services and travel to different Financial Centers within the market. The role requires a high school diploma, cash handling skills, a professional appearance, and the ability...
- ...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...
- ...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...
- ...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.
$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- ...Investment Banking – Mergers & Acquisitions – Analyst JPMorgan Chase Full‑time Oakland Job... ...teams Building and using complex financial models, completing valuation and analytical... ...M&A and capital market transactions or strategic client dialogue Keeping abreast of key...Full timeWork experience placement
$60k - $96k
...understanding of the client’s investment objectives and constraints... ...management strategies and respond to advisors’ questions. Responsible... .... Facilitates a successful strategic approach to meet client and... ...work experience in the financial services industry or investment...Work experience placementWork at officeRemote workWork from home- ...of America is seeking a professional to provide comprehensive financial advice, develop personalized plans, and guide clients toward their... ...referrals within the bank, and meeting with clients to review investments and banking solutions. The candidate will expand knowledge...
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