Member Experience Financial Advisor
$24 - $27 per hour1st United Credit Union
1st United Credit Union in Livermore is looking for a Financial Services Representative to assist members in identifying needs and recommending products. The role includes performing transactions, supporting branch goals, and completing necessary training. Candidates should have 1-3 years of relevant experience and strong communication skills. The hourly wage ranges from $24.00 to $27.00 depending on experience, with opportunities for growth. #J-18808-Ljbffr
$5,000 per month
...thought leaders to establish a financial institution that could... ...clients achieve financial success. Experience a rewarding career with... ...practice as team-based Financial Advisor Associate within our Trust &... ...clientele Collaborate with team members to ensure the highest level...SuggestedWork experience placementWork at officeLocal area- ...Job Title This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling... ..., and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and...SuggestedTemporary workPart timeWork at officeFlexible hoursShift work
- ...Merrill Advisor Development Program - Financial Advisor: East Bay Market Walnut Creek, California;Napa, California; Pleasanton, California To... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$29 per hour
...not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to... ...new and existing tools that will enhance the member experience and consultation process. Exercise informed judgment...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeFlexible hoursAfternoon shift- ...that's constantly evolving. The Senior Financial Business Analyst provides portfolio-level finance leadership across the Shopper Experience Customer and Commercial Product... ...Demonstrated ability to operate as a trusted advisor delivering insights and recommendations...SuggestedWeekly payMinimum wageFull timeFor contractorsWork at officeLocal areaMonday to ThursdayFlexible hours
$70.3k - $73.98k
...believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.... ...Meet attendance guidelines. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Previous sales...Full timeWork experience placement- ...Financial Solutions Advisor- San Ramon Valley/Contra Costa County Area Pleasant Hill, California;San Ramon, California; Dublin, California... ...missing series within 60 days. • Has at least one year experience in the investments industry, including investment training...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$75k - $150k
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...help guide businesses and community members on both sides of the Pacific looking to... ...combination of education and directly related experience ~2+ years of banking experience ~...- ...the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial... ...personal situation ~ Desire to provide an outstanding investor experience in additional to furthering your own professional development...Flexible hours
$100k
...Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and... ...College degree preferred ~2+ years of financial service experience required ~ Series 66 or 65 and Life and Health required...Work at officeLocal areaMonday to FridayFlexible hours$70k - $80k
A leading financial institution in Dublin, CA, is looking for a candidate to provide comprehensive advice and customized solutions to... ...Candidates should hold relevant licenses, have investment industry experience, and demonstrate effective communication and relationship...$70k - $80k
...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... ...for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and...Temporary workWork at officeImmediate startMonday to FridayShift workDay 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... ..., and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$22 - $25 per hour
...economic cycles due to our team members drive and optimism. Together... ...can make a difference in the financial future of our communities.... ...professional and exceptional customer experience. Follow regulations and bank... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,...Full timeFlexible hoursWeekend work$29.27 - $38.84 per hour
...Area's most respected and long-standing financial institutions - is seeking a strategic, hands... ...Commercial Loan Officers, and Financial Advisor and connectcustomers to experts who can... ...field or equivalent work experience Must have a pleasantpersonality that...Hourly payWork experience placementLocal areaFlexible hoursWeekend work$68.38k - $88.92k
...We work in a dynamic and constantly changing environment. Every member of the team has a focus on challenging processes and finding... ...Statistics, Finance, Business, or related field, or equivalent experience. ~2-4 years of experience in an Analyst / BI / Data role. ~...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role, you’llgive clients financial... ...personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development...Flexible hours
$90k - $120k
...Job Summary The Mortgage Financing Advisor is primarily responsible for precontract... ...Meet with buyer prospects to provide financial guidance, expertise and preapproval services... ...Requirements: Not applicable Required Education/Experience ~ Minimum High School diploma or...Contract workWork at office$139.6k - $180.62k
...analytical models, reports, documents, and financial, economic, and market data to support... ...advice, and expertise with coworkers and members; builds relationships with cross-... ...related field AND minimum five (5) years of experience in investment, consulting, banking, or a...Full timeWork experience placementWork at officeShift work$19.5 per hour
...through strong operations, incredible guest experience and compelling visual merchandising... ...colors. At Target ,we believe in our team members having meaningful experiences that help... ...may vary). Find competitive benefits from financial and education to well-being and beyond...Hourly payLocal areaFlexible hoursShift workNight shift$26.5 per hour
...January 21, 2026 at 8:00 AM We embrace passionate Team Members who consistently display our values: United, Informative,... ...to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your...Local area$22 - $25 per hour
Cathay Bank is looking for enthusiastic team members in Dublin, CA to open new accounts and provide exceptional... ...Candidates should possess 1-2 years of relevant experience and a motivation to help customers achieve their financial goals. Bilingual candidates in English/Chinese...Hourly pay$25 - $27.88 per hour
.... Ideal candidates will possess strong relationship-building skills and a commitment to improving clients' financial lives. A high school diploma is required, and the position offers an hourly rate of $25.00 - $27.88 based on experience. #J-18808-Ljbffr Bank of AmericaHourly pay- At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage...Immediate startAfternoon shift
- ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...transactions as well as working as a member of the platform staff. Responsible and... ...and behaviors drive a positive customer experience. While operating within the Bank’s risk...Work experience placementWork at office
$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... ..., and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications Is an...Hourly payFlexible hoursShift workWeekend workDay shift- ...engages in deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet... ...appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications Enthusiastic...RelocationFlexible hoursShift workWeekend workDay shift
- ...appointments. The ideal candidate will have a pleasant phone presence, strong sales acumen, and at least 2 years of customer service experience. The position offers competitive pay and comprehensive benefits including health insurance and a retirement plan. #J-18808-...
$22 - $25 per hour
...economic cycles due to our team members' drive and optimism. Together... ...can make a difference in the financial future of our communities.... ...professional and exceptional customer experience. Follow regulations and bank... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,...Full timeFlexible hoursWeekend work$20 per hour
...We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences... ...and supplies are set up and removed properly Engage Costco members through product demonstrations and education Assist with...Hourly payPart timeShift work
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