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
- 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
- Ariat International in California seeks a Senior Financial Planning & Analysis professional to lead seasonal and annual merchandise financial... ...goals into plans balancing revenue, margin, and inventory investment. In-season OTB and reforecasting, cross-functional...SuggestedSeasonal work
- ...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
- 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
$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...Part timeLocal areaImmediate startDay shift- OneSource Distributors in San Leandro, CA is seeking a Financial Analyst - Commissions & FP&A to administer sales compensation programs and support budgeting, forecasting, and financial modeling. The role collaborates with Sales, FP&A, Accounting, HR, and Operations to...
- 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
$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...Remote 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...
- ...Investment Executive (Financial Advisor) Northern, CA - East Bay Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Accountable...
- ...processes and AI-enabled workflows. The ideal candidate has 3+ years in FP&A, strong Excel and Power BI skills, and experience with ERP/financial planning systems. If you thrive in fast-paced environments and enjoy cross-functional collaboration, this is for you. #J-18808-...
- 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...
- ..., evaluation and acquisition of properties to position the division for success. You will track opportunities, analyze market and financial data, maintain databases, coordinate with engineers and agencies, and prepare underwriting proformas. This non-exempt, full-time role...Full time
$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$23 - $31 per hour
...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with...Hourly payWork experience placementFlexible hours$97k - $120k
...Financial Analyst Req ID: 49542 Date: Jul 24, 2026 Location: San Leandro, CA, US... ...at OneSource is more than a job. You're investing in a brighter, more sustainable future together... ...performance insights, and supporting strategic decision-making through forecasting,...Full timeTemporary workFor contractorsWork at officeLocal area$148k - $185k
...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- ...as XLI leadership. Building relationships and being a trusted advisor are crucial in this role. Primary Responsibilities: Overall... ...) Stays educated regarding future trends so as to provide strategic planning, progressive and proactive risk mitigation opportunities...Contract workFor contractorsFor subcontractor
- BMO Financial Group is seeking a Retail Banking Sales & Service professional in the United States. The role emphasizes delivering exceptional service, identifying customer needs, and guiding them toward tailored financial solutions across banking, lending, and digital channels...
$26.44 - $35.1 per hour
...hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-... ...a supportive and empowering environment for associates Deeply invest in the well-being of our local community Key Responsibilities...Work at officeLocal areaFlexible hoursNight shift- 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...
- ...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...
- Fremont Bank is seeking a Personal Banker to deliver world-class service and build relationships with both retail and business clients. The role includes outbound calling, prospecting, and expanding existing client relationships, with occasional cash-handling responsibilities...
- ...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.
- ...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...
$129k - $155k
...Lead Financial Analyst Peterson Can has a need for a Lead Financial Analyst to work... ...wide financial analysis, planning, and strategic insight. This role bridges detailed financial... ...including fleet mix, staffing, and investments. Lead capital planning processes, including...Work experience placement- Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Northern California. This role involves coaching and developing a team of licensed bankers while managing a large client book. You'll be accountable for sales of various financial products and ensuring...
$148k - $185k
...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- ...models, methodologies, and analytical tools that drive sound financial and operational decision-making. Maintain accountability for medical... ...studies, forecasting, and risk assessment to support strategic initiatives, regulatory compliance, and the long-term financial...Temporary workWork experience placementLocal area
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