Wealth Advisor & Financial Planning Specialist
Charles Schwab
Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction. The ideal candidate will possess the required licenses, such as FINRA Series 7, and have a passion for community engagement and educating clients on sound investing principles. This position offers a base salary along with bonus opportunities and a comprehensive benefits package. #J-18808-Ljbffr Charles Schwab
- Safe Alternatives to Violent Environments in Fremont, CA is hiring a Finance and Grants Specialist. This role ensures comprehensive financial management for government-funded grants, including budgeting, invoicing, compliance, and audit readiness. You will partner with...Suggested
- ...Overview At Schwab, you’ll provide financial guidance to existing clients,... ...and referrals. The role focuses on wealth management and financial planning advice. Responsibilities Provide comprehensive... ...will learn to leverage Schwab specialists, Schwab advice guidelines, market...Suggested
- ...commitment to helping clients own their financial futures. In this exciting role,... ...clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your... ...learn to leverage our team of Schwab specialists, Schwab advice guidelines, your...SuggestedFull timeFlexible hours
$92k - $211k
...deployment priorities, and operating requirements into clear financial choices that support disciplined, profitable growth. The impact... ...close, forecasting, and budget reviews to longer-range planning, opportunity assessment, and growth investments. This experienced...SuggestedContract workFor contractorsLocal areaRemote workFlexible hours2 days per week3 days per week1 day per week- ...commitment tohelping clients own their financial futures. In this exciting role,... ...clients, providing them with wealth management and financial planning advice. Over time, you'll grow your... ...learn to leverage our team of Schwab specialists, Schwab advice guidelines, your...SuggestedFlexible hours
- ...Senior Financial AnalystNextPower is seeking a Senior Financial Analyst based in Fremont, CA, to join the FP&A team and support the Service... ...leadership, Operations and Accounting to manage financial planning, forecasting and performance reporting. The analyst will...Contract workFor subcontractorWorldwide
- ...to analyze actual performance relative to quotes, forecast and plan.Work with sales, operations, and finance to develop and implement... ...qualification (CPA, MBA or CMA preferred).Strong background in Financial Planning & Analysis.Advanced Excel skills.Programming and...Contract workAfternoon shift
$23 - $32 per hour
Unitek College Of Nursing is seeking a Financial Aid Administrator to join our Fremont campus team. You will guide students, alumni, and prospects through the financial aid process and report to the Director of Financial Aid. Responsibilities include awarding aid, counseling...Hourly pay$23 - $32 per hour
Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will...Full time$85k - $95k
...document form upon hire. If you need assistance or an accommodation due to a disability, you may contact us at ****@*****.***. In addition the base salary, this position is eligible for a quarterly bonus plan, estimated at an additional $10k-12k annually. #J-18808-Ljbffr KPALocal areaImmediate startRemote workWork from homeHome officeFlexible hoursNight shift- Bank of America is recruiting for a Financial Solutions Advisor Stage I. You start by obtaining your Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while understanding a client’s financial picture. The role progresses...
- ...with project management and clinical operations teams to support financial oversight of clinical trials. This position is onsite, 4 days... ...and vision benefits as well as the company's 401(k) retirement plan. Seniority level Mid‑Senior level Employment type Contract...Permanent employmentContract workWork at officeLocal area
$24 - $25.5 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and...- ...particularly in clinical trials. Responsibilities include tracking trial expenses, analyzing key performance indicators, and building financial models. Candidates should possess advanced Excel skills and excellent communication abilities. This position is onsite 4 days a...Permanent employmentContract work
$26.44 - $35.1 per hour
...Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-... ...Financial & Retirement ~ Employee Stock Ownership Plan (ESOP) ~401(k) with employer match ~ Performance-based bonuses...Work at officeLocal areaFlexible hoursNight shift- Bank of America seeks a Financial Solutions Advisor Stage I to embark on Securities Industry licensing (SIE, Series 7 and Series 66) and to learn the foundations of advising clients on banking and investment solutions. You will build relationships, assess needs, and guide...
$140k - $155k
...team. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision... ...of annual budgets, forecasts, and long-range financial plans. Develop and maintain financial models for various business...Full timeWork at officeMonday to Friday- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experience for high-net-worth clients. You will conduct needs assessments, provide personalized financial advice, and develop new business with high-net-worth clients, coordinating with...
- Citi in Fremont, CA is seeking an entry-level Personal Banker to support the sales and customer service team, building loyalty with individual consumer clients and increasing sales. Responsibilities include handling small business lending referrals under $250K, cross-selling...
$92.5k - $127.5k
...primary responsibility of a Wealth Management Private Banker is... ...assessments, providing personalized financial advice, and actively... ...Managers and Associates, Financial Advisors, Commercial and Residential... ...Retirement Employee Stock Ownership Plan (ESOP) 401(k) with employer...Local areaFlexible hours- ...Banker to deliver high‑touch and high‑tech banking experiences. You will manage, retain, and acquire client relationships, identifying financial needs and offering tailored solutions using the bank’s digital tools. You’ll receive ongoing training to grow your business...
- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experiences, assess needs, and provide personalized financial advice. The role partners with Branch Managers, Financial Advisors, and loan officers to deliver tailored banking, credit...
- Columbia Bank is seeking a Personal Banker in Napa, CA to deliver exceptional client experience and expand relationships. You will open accounts, respond to inquiries, and refer clients to the right partners, while supporting teller duties when needed. The role emphasizes...Local area
$19 - $28 per hour
....Engage clients and prospects in client financial review(s) and business financial reviews... ...Acts as a resource to the Client Service Specialists by contributing to the team environment... ...that invests in you!Competitive Incentive Plan: Earn rewards that match your efforts....Immediate start$250k
Citi in Fremont, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. You will assist with small business lending up to $250K, cross-sell treasury products, build referral opportunities...- East West Bank is seeking a Relationship Banker in Fremont, CA to manage and grow banking relationships, identify financial needs, and offer tailored solutions across treasury, deposits, and lending products. You will leverage digital channels to enhance the customer experience...
- 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...Remote jobFull timeFor contractors
$45 - $50 per hour
...Responsibilities Transaction Management: Execute accurate and timely posting of Purchase Orders (PO) within the accounting system. Financial Reconciliation: Prepare and reconcile corporate credit card statements, ensuring all documentation aligns with internal policies....Hourly payFull timeFor contractorsRemote work$70.3k - $73.98k
...believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.... ...problems. Promotes sales of bank services and products. Financial Plan Attend daily 8 am sales meeting. Meet or exceed quarterly...Full timeWork experience placement$53.3k - $61.8k
...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after...Day shift
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