Strategic Financial Planner (Hybrid)
The Jonus Group
The Jonus Group is seeking a Financial Planner in Fremont, California. This role involves providing comprehensive financial planning support, conducting financial analyses, and enhancing the client planning experience. You will collaborate closely with advisory teams to develop financial strategies and ensure quality financial plans. The ideal candidate will have a Bachelor's degree in Finance or related field, over 5 years of experience in financial planning, and a Series 65 license. A hybrid working model is available. #J-18808-Ljbffr The Jonus Group
- ...Jonus Group in Fremont, California is seeking a Financial Planner to provide comprehensive financial planning support. This hybrid role involves working closely with advisory teams to deliver high-quality financial plans and enhance the client experience. Candidates should...Suggested
- The Jonus Group is seeking a detail-oriented Paraplanner for a hybrid role based in Fremont, California. This position involves supporting financial advisors and planners with comprehensive financial planning preparation, including data organization and analysis. Ideal...Suggested
- ...oriented Paraplanner in Fremont, CA. The role involves supporting financial planners through comprehensive preparation and operational support,... ...on client data organization and report preparation. This hybrid position allows for three days in the office with a strong emphasis...SuggestedWork at office
$100k - $125k
...Financial Planner Position Overview Our client is seeking a Financial Planner to join their growing... ...conduct in-depth analysis, and support strategic initiatives across the firm’s financial... ...client planning experience. This is a hybrid position (at least 3 days in the office...SuggestedWork at office$75k - $95k
...is seeking a detail-oriented Paraplanner to support advisors, financial planners, and clients through comprehensive financial planning... ...term growth potential into a Financial Planner role. This is a hybrid position (3 days in the Fremont office). Key Responsibilities...SuggestedWork at office- ...is seeking a detail-oriented Paraplanner to support advisors, financial planners, and clients through comprehensive financial planning... ...term growth potential into a Financial Planner role. This is a hybrid position (3 days in the Fremont office). #J-18808-Ljbffr The...Work at office
$70k - $80k
Bank of America is seeking a qualified Financial Advisor to help clients achieve their financial objectives. This role involves building financial plans, recommending investment strategies, and triaging client requests. The ideal candidate will have a Series 7 and 66, relevant...Monday to Friday- 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...
$28.56 - $37.36 per hour
...8.56 - $37.36 per hour Position Summary Fremont Bank — one of the Bay Area’s most respected and long‑standing financial institutions — is seeking a strategic, hands‑on professional to join and help advance our Retail Banking team. This is a high‑impact opportunity to contribute...Hourly payWork at officeLocal areaFlexible hoursNight shift- A leading financial consulting firm is seeking a Financial Analyst 4 to support financial forecasting, consolidation, and analysis. You will provide strategic advisory roles in a high visibility environment, influence decisions based on financial data, and partner with...Contract work
- ...process at Cytek Biosciences. This role will be responsible for the preparation, analysis, and presentation of monthly and quarterly financials, budget, quarterly and long range forecasts. The successful incumbent will work with each department across all sites of the...Work at officeFlexible hours
$63.3k - $117.2k
BMO Financial Group is seeking an experienced financial advisor in Hayward, California. Responsible for client acquisition and relationship management, the role involves providing personalized financial solutions while ensuring compliance with banking regulations. Qualified...- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Fremont, California. The role involves building customer relationships, assisting with account opening, and educating customers on digital banking tools. Candidates should...Full timePart time
$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Full time- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
$68.38k - $88.92k
...in seamless, integrated ways. BHN's network spans the globe with more than 400,000 consumer touchpoints. Learn more at BHN.com. Hybrid flexibility: At Blackhawk Network, you'll enjoy the best of both worlds-focused remote work plus in-person collaboration at our Pleasanton...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours$114k - $253k
...measured, and scaled-while safeguarding financial discipline and trust. You'll play a pivotal... ..., and analysis that support Lam's strategic and corporate objectives. Partner with cross... ...based on the needs of each role. Our hybrid roles combine the benefits of on-site collaboration...Local areaRemote workFlexible hours2 days per week3 days per week1 day per week$49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$92k - $211k
...smarter, value-driven investments. The Financial Analyst will support how innovation is funded... ...rigor. Primary Activities Strategic Business Partnering & Value Analysis... ...models based on the needs of each role. Our hybrid roles combine the benefits of on-site collaboration...Local areaRemote workFlexible hours2 days per week3 days per week1 day per week$70k - $80k
...Financial Analyst (Temp) Fremont, CA Personalis, Inc. is a leader in advanced genomics... ...processes. Onsite: Monday & Tuesday (Hybrid) Responsibilities: Manage... ...well as annual budgeting and long-range strategic planning processes Automate analytical...Temporary workInternship- ...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
- ...Commercial Finance Analyst to provide critical insights and analysis supporting finance and commercial teams. Responsibilities include financial reporting, forecasting, and process optimization to enhance decision-making. The ideal candidate holds a Bachelor's Degree with at...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Immediate startAfternoon shift
$25 - $32.69 per hour
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Immediate startAfternoon shift- Citi in Fremont, California is seeking a Personal Banker to assist in sales activities and foster customer relationships to enhance loyalty. The role requires some sales experience and focuses on building referral business through outreach. The ideal candidate will have...
- A leading financial institution is seeking an entry-level Personal Banker in Fremont, California, responsible for fostering customer relationships to boost sales. The ideal candidate will assist with small business products, manage credit requests, and provide exceptional...
- Citigroup Inc. is seeking a Personal Banker in Newark, California. This entry-level role focuses on assisting with sales and service activities while building client relationships. Candidates should have 0-2 years of relevant experience and a Bachelor's degree, with a preference...
- Citi is seeking an entry-level Personal Banker SAFE Act in Newark, California. This role is responsible for assisting in executing sales and service activities to foster customer loyalty and increase sales to individual clients. The ideal candidate will have 0-2 years of...
- ...their Consumer, Small, and Business Banking division. This role involves building strong customer relationships and assisting with financial solutions. Ideal candidates should have customer interaction experience and excellent communication skills. Benefits include...
$61.28k - $85.52k
Citibank (Switzerland) AG is seeking a Personal Banker for its Newark branch. This entry-level position involves assisting in sales, fostering customer relations, and collaborating with the customer service team to enhance client experiences. Responsibilities include identifying...Full time
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