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- PNC Financial Services Group, Inc. in Fremont, CA is seeking a Relationship Banker Business Specialist to acquire and grow consumer and business banking relationships under 2 million in revenue. The role emphasizes lead generation, cross-functional collaboration, and delivering...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 to...Contract 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
...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- ...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
- ...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
$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...$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...
- ...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...
- Citi is looking for an entry-level Universal Banker in Union City, California, who will assist in various banking activities while fostering customer relationships. The ideal candidate should have relevant experience in customer service and a high school diploma. The role...
- ...Bank of Montreal is seeking a customer-focused professional in California to deliver needs-based financial guidance and exceptional service to both customers and prospects. You will engage in sales and advisory activities across everyday banking, lending, and small business...
- ...Chase is seeking an Associate Relationship Banker to welcome clients in branches, apply financial knowledge, and build lasting relationships through hospitality and modern banking solutions. You will meet clients, tailor product recommendations, and connect them with specialists...Weekend workAfternoon shift
- ...collaboration, and growing share of wallet with consumer and business clients. You will manage relationships under 2MM in sales revenue, work with branch partners, and leverage technology to educate clients on financial options while maintaining risk controls. #J-18808-Ljbffr...
- Citigroup Inc. in Fremont, CA is seeking an entry-level Personal Banker SAFE Act to assist the sales, product, and service teams. The role focuses on building customer loyalty and increasing sales with individual consumers. Responsibilities include handling small business...
- Fifth Third Bank in Fremont, Michigan is seeking a Retail Personal Banker II after a 9-week onboarding. The role emphasizes sales development and relationship building, promoting a full range of banking products to meet customer needs and provide specialized service. As...
- ...AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... ...Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and...Work experience placementWork at office
$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- Cathay Bank in Union City, CA is seeking a Branch Operations professional to handle teller transactions, assist in new accounts, and resolve customer service issues. You will open accounts and refer customers to other areas of the bank while following banking regulations...
$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$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 workWork experience placementWork at office- ...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
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