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
$70k - $80k
Bank of America is seeking a Financial Advisor in San Leandro, CA to provide comprehensive financial advice and customized solutions to clients... ...include triaging client leads, recommending investment strategies, and building financial plans. Candidates must hold...Suggested$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- ...intensive semiconductor environment. You will translate operating data into actionable insights, support forecasting, budgeting, and strategic initiatives, and help drive profitability and growth. The role requires 8+ years of FP&A experience, strong modeling skills, and...Suggested
- ...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-...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$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 to...Contract workPart timeLocal areaImmediate startDay shift- ...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...Flexible hours
$90k - $115k
A leading integrated manufacturing solutions provider is seeking an Initiative Portfolio Manager to oversee portfolios within the IT global business services team. This role involves managing projects, leading teams, and ensuring successful execution of initiatives. A university...$90k - $115k
...clean technology sectors. Sanmina Corporation has facilities strategically located in key regions throughout the world.General Summary:This... ...work closely with business leadership, acting as a trusted advisor in technology, solutions development, and process improvement....Work experience placement- ...will be responsible for driving the development and execution of strategic initiatives from concept through commercialization, including... ...to lead the new product development (NPD) process.Build financial business case model to support NDP funding and ROI.Deliver business...Full timeFor contractorsWork experience placementWork at office3 days per week
- ...and its effect on the business• Build financial business case model to support new product... ...funding and product return on investment• Responsible for delivering the business... ...plan• Leverage core competencies and the strategic assets of the organization to maximize...Full timeFor contractorsWork experience placement
$80k - $120k
...clean technology sectors. Sanmina Corporation has facilities strategically located in key regions throughout the world.The Sanmina Fremont... ...repair services.NATURE OF WORK:Consolidating and analyzing financial data, taking into account company’s goals and financial standingAssembling...Permanent employmentWork experience placementFlexible hours- 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...Seasonal work
- Investment Executive (Financial Advisor) Northern, CA - East Bay Location: Walnut Creek, California 94596. General Function Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle a large book of clients with...
- ...Analyst to join its finance team. This high-visibility role partners with executive leadership to drive financial planning, analysis, treasury activities, and strategic decision-making in a hybrid work environment. You will develop financial models, forecasts, and P&L...
$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$19 - $23 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. Responsible for primarily handling... ...business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively...Full timeWork experience placementFlexible hours$150k - $190k
...infrastructure. Position SummaryWe are seeking a strategic and analytical Senior Manager of... ...by balancing supply availability with financial exposure. You will design, implement, and... ...potentially lead a team of analysts or planners to ensure high execution standards in day...Full timeFlexible hours- ...process and its effect on the business Build financial business case model to support new... ...funding and product return on investment Responsible for delivering the business... ...plan Leverage core competencies and the strategic assets of the organization to maximize...Work experience placement
$200k - $270k
...seeking a Product Line Director based in Fremont, CA. This role provides strategic leadership for the Wavelength Management product line, overseeing the longterm strategy, roadmap, and financial performance. Ideal candidates should have over 10 years of experience in optical...$63k - $105k
..., including deposits, lending, cash management, payments, and investing. Solves clients’ problems courteously and with urgency, escalating... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources....Full timeTemporary workPart timeWork experience placementWork at office- ...Senior Financial Analyst, Manufacturing The Senior Financial Analyst, Manufacturing functions as a key finance professional primarily responsible for strategically leading financial planning and analysis of product cost, inventory, and supply chain to provide reliable...
- 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...
- ...are looking for an experienced Senior Financial Analyst to join an engineering organization... ...to support business performance and strategic goals. • Work closely with department... ...models that inform scenario planning, investment decisions, and ongoing performance management...Long term contract
$110k - $125k
...Description Description: In this role you will support monthly financial close, management reporting, forecasting, pricing governance... ...trends to provide insights. Provide analytical support for strategic initiatives and ad hoc business opportunities Drive process...$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...- ...partners closely with executive leadership to drive financial planning, analysis, treasury activities, and strategic decision-making. The position offers a hybrid... ...financial projects. Track and analyze cash investments, debt activity, and capital expenditures. Assist...
- California Bank & Trust in Fremont, CA is seeking a Branch Relationship Banker to deliver full‑service banking and build lasting client relationships. The role emphasizes sales, service, and referrals, with duties including new accounts, consumer loans, and handling client...
- California Bank & Trust, a division of Zions Bancorporation, is seeking a full-time Branch Relationship Banker in Fremont, CA. The role focuses on delivering top-notch customer service, opening new accounts, processing loans, and referring clients to banking products to...Full time
- Cathay Bank is seeking a customer-focused Teller/Operations professional to manage deposits, withdrawals, wires, and new accounts while delivering exceptional service. You will balance cash drawers, support safe deposit functions, and assist with issue resolution in a fast...
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