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- 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
- ...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...Suggested
- A leading financial consulting firm is seeking a Financial Analyst 4 to support financial forecasting, consolidation, and analysis. You will provide strategic advisory roles in a high visibility environment, influence decisions based on financial data, and partner with...SuggestedContract work
- 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
- ...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
- ...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
$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...Hourly payFlexible hours$19 - $23 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. Travel to various branches within the... ...partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively support...Full timeWork experience placementBank staffFlexible hoursShift work- ...you will represent the Chase brand, delivering outstanding client experiences and managing client relationships using cutting-edge financial technology. The ideal candidate has over 1 year of retail banking experience, exceptional communication skills, and a proven...
$28.56 - $37.36 per hour
...one of the Bay Area’s most respected and long‑standing financial institutions — is seeking a strategic, hands‑on professional to join and help advance our... ...supportive and empowering environment for associates Deeply invest in the well‑being of our local community Position...Hourly payWork at officeLocal areaFlexible hoursNight 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 do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeShift workWeekend workDay shift$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...Work at office$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$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$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$47.84k - $74.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$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...$75k - $95k
...Finance Analyst to provide insights, analysis, and recommendations to support finance and commercial teams. Responsibilities include financial reporting, forecasting, and process optimization. The ideal candidate will hold a Bachelor's Degree with at least one year of...$75k - $95k
...with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology,... ...inform decision‑making. Primary Responsibilities Create detailed financial reporting and analysis to assess performance vs. targets,...Full timeLocal areaFlexible hours$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...Full time$50 - $60 per hour
...experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of... ...stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and...Hourly payFull timeContract workPart timeWork experience placementRemote work$28.56 - $37.36 per hour
Fremont Bank is looking for a Senior Relationship Banker to provide world-class service and enhance client relationships at the Warm Springs Branch in Fremont, CA. The ideal candidate will have at least 4 years of sales experience in a customer-facing banking role. Duties...Hourly pay- ...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
- California Bank & Trust is looking for a Branch Relationship Banker to provide top-notch customer service at our Fremont, CA branch. The role involves performing full-service banking for new and existing customers, including sales and client service issues. Candidates should...Hourly pay
- ...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
$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...- ...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
- 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...
- ...and a proactive sales attitude to manage customer experiences effectively. You will work closely with customers to enhance their financial well-being. Preferred qualifications include 3+ years of experience in a customer service environment and bilingual Spanish skills...
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