Investment Advisor
$70k - $80kBank of America ATM
Bank of America in Corte Madera is looking for a dedicated financial advisor to help clients achieve their financial goals. This role includes providing comprehensive advice tailored to client needs and asset thresholds, building financial plans, and recommending appropriate investment products. The ideal candidate has strong communication skills, a solid background in finance, and relevant licensing such as Series7 & 66. The position comes with competitive pay ranging from $70,000 to $80,000 and excellent benefits. #J-18808-Ljbffr
$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- ...ambiguous decisions.Serve as a thought partner to Asset, Portfolio, and Functional leaders, influencing strategy, prioritization, and investment decisions.Operational Execution Timeline, Resource, and Budget Management and Oversight Develop (in collaboration with team...SuggestedWorldwide
$59k - $74k
...clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are...SuggestedFull timeLocal area$108.3k - $133.7k
...public markets and drive-in theaters. Over the next several years, the company will be rapidly expanding all its brands and looking to invest in new brands. POSITION SUMMARY: The Investment Analyst role is an opportunity to join a private Bay Area investment company,...SuggestedFull timeFor contractorsWork at officeLocal areaFlexible hours$45.9k - $75.9k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients...SuggestedPart timeLocal areaImmediate startDay shift$25 - $27.88 per hour
...applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments and outbound calls effectively. Drive the overall client experience. Handle cash responsibilities...Hourly payFlexible hoursShift workWeekend workDay shift$37.56 - $45.9 per hour
Job Opportunity At U.S. BankAt 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...Work experience placement$115k - $175k
...Seafarer Capital Partners is seeking an Investment Operations Analyst to support the day-to-day operations of its investment funds. The role involves overseeing global trade settlement, performing reconciliations, and handling reporting and regulatory requirements. Location...Permanent employmentTemporary workWork experience placementWork at officeRemote workFlexible hours1 day per week- Charles Schwab Corporation invites motivated individuals to join as Investment Consultants in our Branch Network. This entry path focuses on learning through proactive client conversations, needs-based discussions, and solution positioning while working alongside experienced...
- Citi in San Rafael, CA is seeking an entry-level Personal Banker SAFE Act to support sales and customer service, build loyalty, and help increase consumer client sales. The role emphasizes delivering excellent client experience and collaborating with the customer service...
$20 - $26 per hour
...rapport with customers. Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our...Immediate start$64.17k - $102.81k
Senior Personal Banker Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes administrative and operational activities related to client accounts, money movement, reporting, and inquiry resolution...Work experience placementWork at office- Citi is seeking a Personal Banker in San Rafael, CA to support customer service and sales activities. The role focuses on building loyalty, increasing consumer client sales, and cross-selling banking products. Responsibilities include handling business credit requests,...
$250k
## Personal Banker SAFE Act, San Rafael BranchApplylocations: San Rafael California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26980427The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution...Full time- Citigroup Inc. in San Rafael, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales...
$23 - $31 per hour
...benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it – Wells Fargo once...Work experience placementFlexible hours- ...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 responsibilities...Weekend work
- ...you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant....Flexible hours
- Gilmartin Group seeks a highly motivated Analyst for its San Francisco Bay Area office. You will support investor relations, strategic communications, and capital markets activities for client engagements and internal projects. You will analyze financial results, help prepare...Work at office
$73.6k - $106.26k
...in planning and executing earnings calls, investor conferences, roadshows, and other IR events to strengthen engagement with the investment community Monitor and analyze market trends, peer company performance, and investor sentiment, providing insights that inform...Work at office- ...Senior Investment Professional - Capital Raising & Investor Relations Location: San Rafael, CA (On-Site) Schedule: Must be in office 4 days per week in San Rafael Shields Group Search is representing a San Francisco Bay Area-based real estate investment and development...Work at office
$125k - $155k
...Relations Associate will support Redwood Trust's investor relations strategy by serving as a key liaison between the company and the investment community. This role will assist with investor communications, earnings preparation, market intelligence, and shareholder...$115k - $175k
A financial services firm in California is seeking an experienced Investment Operations Analyst. The role involves overseeing global trade settlement, performing reconciliations, and handling compliance reporting. Located in Larkspur, this hybrid position calls for managing...Work at officeRemote work- BMO Financial Group is hiring in the United States. The role focuses on delivering exceptional service, identifying customer needs, and guiding financial solutions across banking products and lending. You will engage customers, assess needs, and offer tailored advice while...
$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 responsibilities...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$24 - $31 per hour
Redwood Credit Union is looking for a Part Time Member Relationship Specialist. The role involves member service duties related to new accounts, loan transactions, and documentation, as well as selling and referring Credit Union products. As the face of the organization...Hourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift- Bank of Montreal in San Rafael, CA seeks a senior leader to head the enterprise insider threat program, shaping strategy, governance, and the operating model to proactively identify, assess, mitigate, and prevent insider-driven risk. You will drive a risk-based approach...
- Syufy Enterprises in San Rafael, CA, is seeking a Performance Analyst to join Pacific Marin Investments. You will verify investment manager performance, audit fees, and support reporting and analysis across data systems and databases. The role emphasizes data-driven evaluation...
- Wells Fargo Advisors, headquartered in St. Louis, serves clients in all 50 states with a steadfast commitment to helping them succeed... ...with their financial planning, providing expert financial and investment advice, and developing customized strategies to help clients achieve...Full time
- A leading financial services firm based in Corte Madera, California is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions. You will play a pivotal role in fostering client relationships while embracing digital...
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