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
- 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
- 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...SuggestedContract workPart 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...
- ..., 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
- 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...
- ...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-...
- Bank of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals, and build plans with brokerage products. Licensing requirements include Series...
$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. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns,...Work at office$97k - $120k
...Financial Analyst A career at OneSource is more than a job. You're investing in a brighter, more sustainable future together and joining a team that makes a real difference... ...performance insights, and supporting strategic decision-making through forecasting, budgeting...Full timeTemporary workFor contractorsWork at office$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- 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...
- ...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 calls...Work at officeFlexible hoursShift workWeekend workDay shift
$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- 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...
- Fremont Bank is seeking a Personal Banker to deliver world-class service and expand client relationships through proactive outreach and branch collaboration. The role may involve cash handling and outbound prospecting to meet sales targets, while maintaining compliance ...Local area
$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- ...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.
- 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...
$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...Full timeContract workPart timeLocal areaImmediate startDay shift- ...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
...Peterson Can has a need for a Lead Financial Analyst to work onsite at our San Leandro... ...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- BMO is seeking a results-driven Banking Sales & Service professional to deliver exceptional service in a fast-paced branch environment. You will engage customers, assess needs, and guide them toward appropriate banking solutions including everyday banking, lending, and ...
- ...educate on self-service options, and accurately process cash transactions. You will connect clients with solutions to meet their financial goals while adhering to laws and internal guidelines. The role requires strong communication, willingness to learn, and the ability...Weekend work
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