Investment Advisor
$70k - $80kBank of America ATM
Bank of America seeks qualified candidates for a financial advisor position in Pleasant Hill, California. Responsibilities include working closely with clients to plan their financial goals and recommending suitable investment strategies. The ideal candidate should have a strong understanding of investment products and be able to triage client requests effectively. The role requires a minimum of one year of relevant experience and the ability to communicate effectively with clients. A competitive compensation package is offered, ranging from $70,000 to $80,000 annually, based on experience. #J-18808-Ljbffr
- ...experience in building strong internal and external client relationships Highly developed knowledge of the securities business, investment products and financial solutions Highly developed sales and presentation skills. Travel required within assigned territory #J-...Suggested
- Fifth Third Bank is seeking an experienced sales leader to manage a team of licensed retail bankers. You will coach, train, and develop staff, review client accounts, and drive sales while prioritizing client interests. Travel within the assigned territory is required. ...Suggested
- Fifth Third Bank is looking for an Investment Executive (Financial Advisor) in Walnut Creek, California. In this role, you will be accountable for coaching a team of licensed bankers and handling complex client portfolios. The position emphasizes achieving sales goals while...Suggested
$70.3k - $73.98k
...WAB can meet those requirements. Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of accounts that provides client with greatest potential...SuggestedFull timeWork experience placement$55k - $70k
The employee will assist the Division Credit Manager in the protection of the company’s assets through the administration of the company’s policies and procedures. The employee will be actively engaged in the ongoing management of the credit, collections, accounts receivable...SuggestedFull timeWork at officeRelocationMonday to FridayShift workDay shift$160.7k - $365.24k
The Employee Benefits (EB) Consulting Practice offers excellent retirement, health, compensation, and investment consulting services to our clients. Health Consulting Actuaries are an integral part of the overall client management and client relationship function in Milliman...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$25.63 - $34.18 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workWork experience placementLocal area3 days per week$134.5k - $190.5k
...member of CNA's Actuarial organization, you will be part of a community that provides deep specialization and discipline as trusted advisors, unlocks data to enable business partners to advance our global market strategy, and drives business solutions through actionable...Work experience placement$100k - $200k
Job Overview Looking for an opportunity to work with advanced analytics? A global insurance brokerage firm is seeking a skilled Insurance Analytics Specialist/Actuary to join a dynamic team. Candidate will perform advanced analytical research on specialized insurance topics...Remote work- Bank of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals, and build plans with brokerage products. Licensing requirements include Series...
- Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping ...Work at officeLocal area
$70.35k - $205.8k
...Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you....Work experience placementLive inWork at officeLocal area- ...a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge... ...marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilitiesSupport Advisors...
$49.78k - $67.21k
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Summary Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of...$144k - $174k
About Cerus:Cerus aims to be the global leader and trusted partner of blood centers and hospitals whose technology, services, and commitment are the lifeblood of safe and accessible blood for patients around the world.This is a hybrid role requiring two days per week in...Temporary workWork at officeFlexible hours2 days per week$126.72k - $207.36k
Associate Actuary Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with...Temporary workWork at officeLocal areaFlexible hours2 days per week1 day per week$90k - $100k
...capital markets.AcquisitionsSupport acquisition due diligence and financial analysis.Contribute to writing and data gathering for Investment Summaries for new acquisitions.Conduct in-depth market research and analysis. Research on market conditions and competition,...- Canadian Solar Inc. in Walnut Creek, CA, is seeking a Credit Manager to lead customer credit risk management and collections, supporting profitable growth while safeguarding assets. The role partners with Sales, Finance, Operations, and executives to assess creditworthiness...
- In this role, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify appropriate financial...For contractorsWork at officeRemote workFlexible hours
$37 - $65.5 per hour
...defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts,...Temporary workWork experience placementImmediate start- ...applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash...Work at officeFlexible hoursShift workWeekend workDay shift
$8k
...with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust,... ...legislation.Work closely with CPAs, attorneys, financial planners, and investment professionals to integrate tax strategies into broader wealth...$72k - $141k
...member of CNA’s Actuarial organization, you will be part of a community that provides deep specialization and discipline as trusted advisors, unlocks data to enable business partners to advance our global market strategy, and drives business solutions through actionable...Work experience placementRemote work1 day per week- Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is...Flexible hours
- CNA Insurance in the United States is seeking an experienced actuary to shape pricing strategy for the Medical Professional Liability portfolio across diverse healthcare segments. You will work with business partners and senior leaders to develop analyses and recommendations...
- Citizens Business Bank in Walnut Creek, CA is seeking a Portfolio Manager to manage a portfolio of commercial loans and business banking relationships. You will identify opportunities, analyze client needs, and work with Center sales to drive growth. The role requires a...Work at office
- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Bank of America is seeking a financial advisor-like professional to provide tailored financial planning and brokerage guidance to clients in San Ramon. You will review goals, craft investment strategies, and collaborate with banking partners to meet advisory needs. Responsibilities...
$250k
Personal Banker Safe Act, Walnut Creek Branch, OfficerDiscover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity ...
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