Wealth Advisor: Private Client & Relationship Builder
JPMorgan Chase & Co.
A leading 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 understanding of financial markets. Candidates should possess relevant licenses and 2+ years of financial advisory experience, along with a commitment to goals-based planning. This is an excellent opportunity to thrive in a supportive and innovative environment. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...entry-level Universal Banker in Union City, California, who will assist in various banking activities while fostering customer relationships. The ideal candidate should have relevant experience in customer service and a high school diploma. The role involves providing...Suggested
- Mcknights is looking for a Private Client Advisor in Hayward, California. This role involves offering comprehensive financial planning and... ...candidate should have at least 2 years of experience, strong relationship management skills, and an active Series 7 license. You...Private client
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager for its Newark, CA office. The ideal candidate will build strong client relationships, identify financial needs, and provide comprehensive financial solutions to affluent clients. Responsibilities include...SuggestedWork at office
$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$63.3k - $117.2k
...Alliance for Career Enhancement seeks a Financial Advisor in Castro Valley to serve as the main contact for clients, guiding them in uncovering financial... ...emphasizes client acquisition and deepening existing relationships within regulatory guidelines. Ideal candidates...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...
$19 - $23 per hour
Cathay Bank is seeking a Substitute Relationship Banker in Union City, California. This role involves handling teller transactions, providing operational support, and cross-selling bank products in various branches during the absence of regular staff. The ideal candidate...Hourly payFlexible hours$19 - $23 per hour
...branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency... ...business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively...Full timeWork experience placementBank staffFlexible hoursShift work- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple... ...Estate planning, wills, and succession Wealth structuring, tax and estate planning... ...seeking a new platform. Strong client relationships among high-net-worth or ultra-high-net-...Private clientPrivate practiceWork at officeWorldwide3 days per week
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships with affluent and High Net Worth individuals. This role involves understanding complex client needs and providing tailored financial solutions. The ideal candidate has 5-8 years...- ...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 for banking, retail, or...
- ...California, responsible for assisting in sales and service activities. You will work to build relationships with customers, recognize lending opportunities, and contribute to client satisfaction. The position requires a Bachelor’s Degree and up to 2 years of relevant...
- 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...
$24.92 - $30.46 per hour
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...Full timeTemporary workLocal area- ...Fremont, California. This entry-level role focuses on assisting sales and service activities to foster customer loyalty and deepen relationships. Responsibilities include managing business credit requests, providing coaching, and ensuring compliance with Citibank policies....
- ...Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and...Immediate startAfternoon shift
- JPMorganChase is looking for a Relationship Banker in Fremont, California. In this role, you will provide exceptional service to clients, manage banking relationships, and utilize financial solutions to enhance the client experience. Proven sales experience in banking or...
- U.S. Bank in Castro Valley, CA is seeking a Client Relationship Consultant to build and maintain client relationships through proactive outreach and follow-ups. Candidates should have a high school diploma and ideally 1-2 years of retail banking experience. This full-time...Full time
- ...Banking division. The role offers growth opportunities and a diverse workplace culture. Responsibilities include building customer relationships and assisting with financial needs. The ideal candidate should have strong customer service skills and must meet SAFE...
- JPMorganChase in San Leandro, CA is seeking a Relationship Banker to enhance client experiences through attentive service, relationship building, and financial guidance. The ideal candidate has a background in sales, strong communication skills, and the ability to create...
- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This position... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...Shift workWeekend workDay shift
- Koitecc Solutions is looking for a Relationship Banker in San Leandro, California. Your primary role will be to represent our brand and culture, focusing on creating memorable experiences for clients by providing exceptional service and utilizing cutting-edge financial...
$45.9k - $75.9k
...Sales & ServiceJoin us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where... ...opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring...Contract workPart timeLocal areaImmediate startDay shift- At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As...Immediate startAfternoon shift
- ...The ideal candidate has at least 6 months of customer interaction experience and strong communication skills, capable of building relationships and providing tailored financial solutions. This is an excellent opportunity for those interested in growing their career in...
$27 - $35 per hour
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- Bank of Montreal in San Leandro, California seeks a Retail Relationship Banker to help launch new branch locations, focusing on building strong community relationships and driving client growth. The role involves delivering exceptional service, identifying customer needs...
$25 - $27.88 per hour
...connection. We drive Responsible Growth and deliver value to our clients, teammates, communities, and shareholders. This position is... ...bank’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established...Hourly payShift workWeekend workDay shift- JPMorganChase is seeking an Associate Relationship Banker in Fremont, California. This role requires a passion for creating memorable experiences for clients through attentive service and financial knowledge. You will engage with clients both in-person and over the phone...Weekend workAfternoon shift
- Hispanic Alliance for Career Enhancement is seeking a Retail Relationship Banker to support our DeNovo branch expansion in San Leandro, California... ...building strong community relationships and driving client growth from day one. Your responsibilities will include engaging...
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