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 in Newark, California, responsible for providing tailored financial advice. You will assist... ...by developing comprehensive financial plans and recommending investment products. Ideal candidates will have a Series 7 & 66...SuggestedMonday to Friday
- BMO U.S. is looking for a skilled financial advisor in Castro Valley, CA. The role focuses on acquiring new clients, providing personalized banking and investment solutions, and achieving sales targets. Ideal candidates will have over 3 years of experience in financial...Suggested
- Patelco Credit Union in Dublin, California, is seeking a Senior Financial Analyst to enhance the financial planning and analysis... ...includes developing financial models, forecasting, and driving strategic projects. Candidates should have a Bachelor’s in accounting or...Suggested
$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- 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...
$115k - $125k
Facerealityskincare in San Ramon, California is looking for a skilled FP&A Analyst to provide critical insights into financial performance. This hybrid role will require developing financial models, monitoring KPIs, and collaborating with departments like Sales, Marketing...$115k - $125k
A leading financial services firm in California is seeking an FP&A Analyst. In this hybrid role, you will connect financial planning with sales performance insights, support budgeting and forecasting, and deliver analysis to guide revenue decisions. Ideal candidates will...$61.28k - $85.52k
Citigroup Inc. is looking for an entry-level Personal Banker in Hayward, California. In this role, you will assist with sales and service activities, fostering customer relationships to enhance sales for individual consumer clients. Qualifications include a Bachelor's Degree...- ...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Shift workWeekend workDay shift
$43.68k - $69.9k
...processing teller transactions as well as working as a member of the platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service...Work at office- ...transactions using self-service resources. Responsibilities include processing cash transactions and building relationships to meet financial needs. Required qualifications include a high school diploma and strong communication skills. The candidate must work weekends and...Weekend work
$43.68k - $69.9k
...Banker I. This position requires exceptional customer service skills to build lasting relationships with clients and address their financial needs. Responsibilities include processing transactions, providing financial solutions, and risk management. A high school diploma...- ...requires deep conversations with clients to understand their financial priorities and connect them to appropriate solutions. Responsibilities... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Shift workWeekend workDay shift
- A major financial institution is seeking a motivated client engagement professional in Castro Valley to assist clients with self-service banking transactions while fostering strong relationships. Key responsibilities include managing cash transactions and providing guidance...
- A multinational banking and financial services corporation in San Leandro seeks motivated candidates to engage clients and assist with self-service transactions. The role involves building strong client relationships and managing cash responsibilities efficiently. Desired...Full timeWeekend work
$45.9k - $75.9k
...& Service representative to deliver exceptional customer service. This role involves engaging with customers, providing them with financial advice, and recommending tailored banking solutions. Applicants should have 2-3 years of relevant experience, and a post-secondary...- 00002 Citibank, N.A. in Hayward, California is seeking an entry-level Personal Banker SAFE Act. This role is responsible for assisting in sales and product service activities to foster client relations and build loyalty. The ideal candidate will have a Bachelor's degree...
$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...$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$100 per hour
...results on the P&L. Role Overview Turing is looking for Investment Banking professionals to work with our researchers to improve... ...You will apply your expertise in M&A advisory, capital raising, financial modeling, and deal structuring to evaluate and train AI...Hourly payFreelanceRemote workFlexible hours$85k - $95k
Job Title: Real Estate Specialist II Reports To: Project Manager Department: Infrastructure Development (Net Dev) FLSA Status: Exempt Salary : $85-95,000 (firm, dependent on experience) Location : Remote, but must be local to Northern California Smartlink...For contractorsFor subcontractorLocal areaRemote work- ...drive and optimism. Together we can make a difference in the financial future of our communities. Apply today!/ph3General Summary/h3pTravel... ...partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders)./...Full timeWork experience placementBank staffFlexible hoursShift work
- ...About the Company Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies. About the Role...Work at office
$115k - $125k
...analytics role that connects company-wide financial planning with day-to-day sales performance insights. This position supports strategic planning, budgeting, forecasting, and... ...variance commentary Serve as a financial advisor to other departments to help them understand...Work experience placementWork at officeRemote workMonday to Friday- A property management firm is seeking a multi-site apartment property manager to oversee approximately 500 apartment units. The successful candidate will manage communications with clients, drive leasing performance, and lead a team of leasing and maintenance staff. The...Full time
- PTLA Real Estate Group is seeking a multi-site apartment property manager to oversee approximately 500 apartment units across 50 buildings in San Leandro, California. The role requires strong communication skills and the ability to manage a team while maintaining client...Full time
- ...spans institutional and opportunistic investment, development, hospitality, and brokerage... ...commercial building - from operations and financial activities to managing important... ...generate the best results for our clients. Strategic human capital planning combined with development...Contract workRemote workShift work
$50k - $85k
...supporting business growth and vendor collaboration. The candidate will leverage their network and expertise in investment and business consulting to aid in strategic planning and market visibility. This position allows for fully remote work and offers a commission-based...Local areaRemote workFlexible hours
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