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.
- Chase is seeking a Private Client Advisor in Hayward, California to provide personalized investment solutions and financial planning to clients... ...Advisor role, be able to acquire and maintain client relationships, and demonstrate sound business judgement. Essential qualifications...Private client
- ...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
$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...Suggested
- 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...Work 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...$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$24.92 - $30.46 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting...Temporary work- U.S. Bank is looking for a Client Relationship Consultant 2 in Union City, CA. This position involves building client relationships through personal and digital engagement, providing tailored banking solutions based on individual needs. The ideal candidate will possess...
- ...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...
$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...- 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...
- ...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
- 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...
- ...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...
- ...Hayward, California. This role focuses on building strong customer relationships to increase sales of banking products and services.... ...requests, providing coaching to branch staff, and conducting client outreach to deepen relationships. Ideal candidates will possess...
- Fairygodboss seeks a Relationship Banker in Fremont, California. This role focuses on providing exceptional client service, utilizing the latest banking technologies to exceed client expectations. You will be responsible for managing client relationships and ensuring they...
- Chase is seeking a Relationship Banker in Hayward, California. In this role, you will provide exceptional service and build lasting relationships with clients, utilizing your financial knowledge to assist them effectively. You will manage client needs and ensure compliance...
- Quality Talent Group is seeking bankers for their client in Newark, California. This role involves building customer relationships and providing tailored financial solutions. Applicants should have over 6 months of customer interaction experience and strong communication...
- ...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...
- 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
- ...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
- 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...
$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$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- 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...
- ...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....
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