Wealth & Relationship Advisor
Hispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement is seeking a skilled consultant in Fremont, California, who will serve as the primary client contact to uncover financial needs and provide holistic banking solutions. The ideal candidate will have a background in financial services, particularly in retail banking sales. The position offers a competitive salary, comprehensive benefits, and the opportunity to engage in community outreach efforts. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Suggested- TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities...Suggested
- ...to uncover financial needs and providing holistic banking solutions. Your role will involve collaborating with partners to build relationships and achieve sales targets, focusing on new client acquisition and increasing investment penetration. You will have at least 3...Suggested
$5,000 per month
...breathe new life into business banking and wealth management. They founded Parkside... ...existing practice as team-based Financial Advisor Associate within our Trust & Family Office... ...advisor on an existing team to develop new relationships, expand existing relationships, and...SuggestedWork experience placementWork at officeLocal area$4,091 - $5,123 per month
Under the direction of the Supervising Counselor in the Student Life Division, the incumbent plans and conducts recreational and social activities outside of school hours and provides academic support to meet identified individual student or group in accordance with the...SuggestedPermanent employmentFull timeWork at officeRemote workAfternoon shift- About the Employer The Fremont Unified School District (FUSD) is made up of 44 schools serving preschool-12th grade with approximately 33,000 students in grades TK-12. The District Office hosts twenty-three district level departments that serve the school sites. School...Contract workInternshipWork at office
- Job Posting Job Summary Please see the Job Description for detailed information about this position. Requirements / Qualifications • All applicants must include resume and cover letter. • 2 Letters of Recommendations (within 2 years of application date), at ...Contract workInternship
$71k - $81k
...customer service by promptly responding to inquiries/requests, providing clear and accurate information, and maintaining positive relationships. • Collaborates with faculty, staff, alumni, students, high school and community college teachers and counselors to...Full timeLocal areaRemote workWeekend workAfternoon shift$88k - $112k
Neara is seeking a Financial Analyst in Fremont, California. This full-time position in the Finance Department supports various financial functions. Ideal candidates will have 1-3 years of experience in finance or accounting, strong Excel skills, and the ability to thrive...Full time- Alumni Ventures is seeking a Financial Analyst to join their Finance team in Fremont, California. This early-career role requires 1-3 years of finance or accounting experience and offers broad exposure across the business. Key responsibilities include processing accounts...
- ...Financial Consultant located in Pleasanton, California. In this role, you will provide wealth management and financial planning advice to existing clients while developing strong relationships to support their financial goals. The ideal candidate holds a FINRA Series 7...
$26 - $33.72 per hour
Bank of America is looking for a dedicated client relationship advisor in Fremont, CA. The position emphasizes providing personalized financial advice and deepening relationships with clients. Candidates should have strong sales experience, excellent communication skills...Hourly payFull time$28.85 - $33.65 per hour
...registration may result in termination. As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities... ...advisory skills, including acquiring, building, and managing client relationships, evaluating clients’ financial situations, and offering advice...Hourly payWork at officeMonday to FridayShift workDay shift- Bank of America is seeking a Financial Advisor in Fremont, California. This role involves providing tailored financial advice and solutions to clients, managing client relationships, and recommending investment products. Candidates should have Series 7 & 66 licenses, at...Monday to Friday
- A leading financial institution is seeking a Financial Solutions Advisor Stage I in Fremont, CA. This role involves obtaining industry licenses, managing client relationships, and delivering comprehensive financial advice. The ideal candidate should have a high school diploma...Monday to Friday
- ...services organization is seeking a Financial Advisor as part of the Advisor Development Program. In this role, you will build relationships with high-net worth individuals,... ...you with the skills necessary to succeed in wealth management. The role offers competitive compensation...
- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workImmediate startMonday to FridayShift workDay shift
$250k
...appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client...$25 - $27.88 per hour
...motivated Client Engagement Specialist in Milpitas, CA to assist clients with banking transactions and solutions. You will build relationships and drive client experience, managing cash responsibilities while adhering to operational excellence standards. Ideal candidates...Hourly pay$17.75 per hour
General Summary Under the direction of the Family Programming Director, the Camp Counselor implements camp activities for children ages 2 to 15, ensures a safe, clean, fun environment, and executes departmental guidelines and standards. Primary Job Functions Organize ...Full timeImmediate startAll shiftsFlexible hoursShift workWeekend workAfternoon shift- An educational institution is seeking an Admissions Advisor to engage prospective students through calls and video conferencing, guiding them through the admissions process for enrollment. The position allows for remote working conditions with required in-person attendance...Remote jobFlexible hours
$117k - $134k
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare...Flexible hours$117k - $134k
At LifeStance Health, we’re looking for Licensed Therapists in California to deliver high quality behavioral healthcare to adult, child and adolescent populations. What We Offer Compensation range: $117K - $134K based on production Flexible work schedules Telemedicine...Flexible hours$45 - $50 per hour
Job Title: Finance Operations Associate (Full-Time Contractor) Location: Remote (On-site in Milpitas, CA required on Day 1 only for training and equipment pickup) Employment Type: Full-Time, Project-based Contractor Compensation: $45.00 - $50.00 per hour (Commensurate...Hourly payFull timeFor contractorsRemote work$250k
...appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client...Full time- ...financial services firm in Union City is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building strong client relationships, supporting team success, and demonstrating a deep...
- A financial services firm is seeking a Finance Operations Associate to manage accounting functions. This full-time contractor role is remote, requiring initial on-site training in Milpitas, CA. Responsibilities include transaction management, financial reconciliation, and...Full timeFor contractorsRemote work
$41.6k - $51.96k
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to...Hourly payFull timePart time- Part-Time Teller (20 Hours), Newark Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...Part time
$47.84k - $74.75k
...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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