Strategic Financial Planner & Investment Advisor
Bank of America ATM
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 navigating complex financial landscapes. Prior experience in investments and a series 7 & 66 license are required. The position also includes managing client relationships, triaging requests, and ensuring compliance with industry regulations. Competitive salary and benefits offered. #J-18808-Ljbffr Bank of America
$150k - $170k
...seeking a highly analytical FP&A Analyst to join its finance team. This role involves strategic business partnership with R&D, Sales, and Management, and focuses on complex financial modeling and performance management. Ideal candidates will have strong financial analytics...Suggested$70k - $80k
...Dormont Manufacturing Co in Castro Valley, California seeks a Financial Advisor to provide tailored financial advice and solutions. You will assist clients in achieving financial goals by navigating investment plans and providing brokerage product recommendations. The...Suggested- ...flexible, volunteer role is ideal for someone with proven nonprofit marketing and fundraising experience. The consultant will develop strategic plans to enhance brand visibility, grow donor support, and secure funding opportunities. If you are passionate about education and...SuggestedFlexible hours
$19 - $23 per hour
Cathay Bank is seeking a Substitute Relationship Banker in Union City, California. This role involves handling teller transactions, providing operational support, and cross-selling bank products in various branches during the absence of regular staff. The ideal candidate...SuggestedHourly payFlexible hours$100k - $125k
...Job Description Financial Planner Position Overview Our client is seeking a... ...comprehensive financial planning support to advisors and clients, playing a key role in the... ...in-depth analysis, and support strategic initiatives across the firm's financial...SuggestedWork at office- 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
$19 - $23 per hour
Cathay Bank, located in Union City, California, is looking for a substitute Relationship Banker I to handle teller transactions and provide operational support across various branches. This role requires strong customer service skills and a willingness to travel for staffing...Hourly pay$19 - $23 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. General Summary Travel to various... ...business partners and make referrals as appropriate (e.g., Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively...Full timeWork experience placementBank staffFlexible hoursShift work$75k - $95k
...with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology,... ...decision-making. Primary Responsibilities Create detailed financial reporting and analysis to assess performance vs. targets,...Full timeLocal areaFlexible hours$150k - $170k
...manufacturing industry. This role serves as a strategic finance partner across the organization... ...Responsibilities What will you do as a Financial Planning and Analysis Analyst?... ...stakeholders on strategic planning, headcount investment, and resource allocation decisions...$150k - $170k
...manufacturing industry. This role serves as a strategic finance partner across the organization... ...play a critical role in supporting financial planning, forecasting, and strategic... ...-driven revenue, and product lifecycle investments. Pay Range: $150,000- $170,000 Annually...Shift work$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...Full timeWork at office$63.3k - $117.2k
BMO Financial Group is seeking an experienced financial advisor in Hayward, California. Responsible for client acquisition and relationship management, the role involves providing personalized financial solutions while ensuring compliance with banking regulations. Qualified...$37.49 - $50.59 per hour
...possess a Bachelor's degree and 3-5 years of relevant experience. The role includes preparing credit recommendation forms, analyzing financial reports, and supporting loan officers in customer interactions. Competitive pay ranging from $37.49 to $50.59 hourly, plus...Hourly payFull timeWork at office- U.S. Bank is looking for a Client Relationship Consultant 2 in Union City, CA. This position involves building client relationships through personal and digital engagement, providing tailored banking solutions based on individual needs. The ideal candidate will possess ...
- ...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...
- ...seeking bankers for their client in Newark, California. This role involves building customer relationships and providing tailored financial solutions. Applicants should have over 6 months of customer interaction experience and strong communication skills. The position offers...
- Citi is seeking an entry-level Personal Banker SAFE Act in Newark, California. This role is responsible for assisting in executing sales and service activities to foster customer loyalty and increase sales to individual clients. The ideal candidate will have 0-2 years ...
- ...A leading financial institution is seeking an entry-level Personal Banker in Fremont, California, responsible for fostering customer relationships to boost sales. The ideal candidate will assist with small business products, manage credit requests, and provide exceptional...
- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You... ...personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans and payment processing. We're proud...Immediate startAfternoon shift
- Citi is seeking an Entry Level Personal Banker in Fremont, California, responsible for assisting in sales and service activities. You will work to build relationships with customers, recognize lending opportunities, and contribute to client satisfaction. The position requires...
- Style Crest Enterprises Inc. in Fremont, CA, is seeking a Senior Financial Analyst to support financial planning & analysis, operational reporting, and strategic decision-making. This role involves budgeting, forecasting, variance analysis, and month-end close support....
- ...technologies to exceed client expectations. You will be responsible for managing client relationships and ensuring they receive tailored financial solutions. Ideal candidates have sales experience in banking or financial services, excellent communication skills, and the...
- ...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...
- ...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...
- Citi is seeking an Entry-Level Personal Banker SAFE Act in Fremont, California responsible for assisting in sales, products, and customer relations. This role aims to foster customer loyalty and strengthen individual client connections. The ideal candidate will engage ...
$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$37.49 - $50.59 per hour
...customer service by supporting loan management, credit approval, and loan documentation with timely and accurate processing of customer financial information, information requests. With guidance/oversight from senior lenders, underwrite, recommend for approval, and document...Full timeWork experience placementBank staffWork at office$80k - $120k
...clean technology sectors. Sanmina Corporation has facilities strategically located in key regions throughout the world. The Sanmina... ...NATURE OFWORK: Consolidating and analyzing financial data,taking into account company's goals and financial standing...Permanent employmentWork experience placementFlexible 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
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