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.
- JPMorganChase is looking for a Business Relationship Manager in Castro Valley, CA. The role involves managing a portfolio of 100-130 business clients, providing tailored financial solutions, and building lasting relationships. Candidates should have at least 1 year in business...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...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$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- ...Lorenzo is looking for a skilled professional to act as the primary client contact, helping to uncover financial needs and providing... .... Your role will involve collaborating with partners to build relationships and achieve sales targets, focusing on new client acquisition...Suggested
- JPMorgan Chase & Co. is seeking a Relationship Banker in Union City, California. In this role, you will represent the Chase brand, delivering outstanding client experiences and managing client relationships using cutting-edge financial technology. The ideal candidate has...
$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$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- 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 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...
- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.... ...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
$28.56 - $37.36 per hour
Fremont Bank is looking for a Senior Relationship Banker to provide world-class service and enhance client relationships at the Warm Springs Branch in Fremont, CA. The ideal candidate will have at least 4 years of sales experience in a customer-facing banking role. Duties...Hourly pay- This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...Shift workWeekend workDay shift
$28.56 - $37.36 per hour
Title: Senior Relationship Banker Location: Fremont, CA - Warm Springs Branch Hiring salary range: $28.56 - $37.36 per hour Position Summary... ...committed to excellence, community service, and strong client relationships. If you're energized by purpose‑driven work, collaboration...Hourly payWork at officeLocal areaFlexible hoursNight shift- ...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...
$61.28k - $85.52k
...Hayward, California. In this role, you will assist with sales and service activities, fostering customer relationships to enhance sales for individual consumer clients. Qualifications include a Bachelor's Degree and up to 2 years of relevant experience, with a focus on...$130k - $173k
...Trust expertise to join its growing Private Client / Private Wealth practice. This is a high-impact... ...strong resources, excellent client relationships, and real upward mobility. What You... ...individual tax returns Serve as a trusted advisor to clients on wealth transfer and...Private clientPrivate practiceWork at officeRemote workFlexible hours$45.9k - $75.9k
...for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options... ...by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised...Contract workPart timeLocal areaImmediate startDay shift- This role engages clients in the lobby to educate and assist with self ‑service transactions (mobile, online, ATM) and accurately processes... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...Shift workWeekend workDay shift
- A major financial institution is seeking a motivated client engagement professional in Castro Valley to assist clients with self-service banking transactions while fostering strong relationships. Key responsibilities include managing cash transactions and providing guidance...
- ...financial services corporation in San Leandro seeks motivated candidates to engage clients and assist with self-service transactions. The role involves building strong client relationships and managing cash responsibilities efficiently. Desired qualifications include...Full timeWeekend work
- California Bank & Trust is looking for a Branch Relationship Banker to provide top-notch customer service at our Fremont, CA branch. The... ...service banking for new and existing customers, including sales and client service issues. Candidates should have a high school diploma,...Hourly pay
- Bank of America seeks a motivated individual to engage clients and assist with transactions using self-service resources. Responsibilities include processing cash transactions and building relationships to meet financial needs. Required qualifications include a high school...Weekend work
$43.68k - $69.9k
...California is looking for a Personal Banker I. This position requires exceptional customer service skills to build lasting relationships with clients and address their financial needs. Responsibilities include processing transactions, providing financial solutions, and...$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 officeMonday to FridayFlexible hours- ...taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net... ...clients Serve as a trusted advisor on both compliance and long-term planning Manage client relationships and act as a primary point of...Private clientPrivate practiceWork at officeRemote workFlexible hours
- ...About the Opportunity Our client is seeking a Family... ...estate planning, and broader wealth advisory needs. The... ...including attorneys, tax advisors, insurance brokers, private banking contacts,... ...across all aspects of client relationships, including lifestyle services...Private clientWork at office
- ...define a true connector, negotiator, and advisor, imagine the possibilities if you could... ...while fostering robust partnerships with clients. With some of the highest commission... ...coaching ~ Expert at maintaining client relationships and successfully closing offers ~ Comfortable...Permanent employmentRemote work
$5,000 per month
...business banking and wealth management. They founded... ...families and privately held businesses. Parkside... ...partnership between our clients and our team drives success... ...team-based Financial Advisor Associate within our... ...existing team to develop new relationships, expand existing...Work experience placementWork at officeLocal area- ...hedge funds, broker-dealers, private equity, private credit, venture... ...partners embedded within our clients' teams. The Role We... ...will serve as a trusted senior advisor to a portfolio of private... ...day-to-day ownership of client relationships, engagements, and delivery quality...Private clientWork at officeRelocation3 days per week
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