Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking a dedicated professional to provide comprehensive financial guidance and customized brokerage solutions. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build a plan. You will complete required licenses and trainings to stay compliant with SAFE Act rules for residential mortgage originations. The role emphasizes building client relationships, collaborating with partners, and guiding clients toward suitable #J-18808-Ljbffr Bank of America
- Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with Securities Industry Licensing (SIE, Series 7, Series 66) and build client advisory skills. The role progresses toward Financial Solutions Advisor Stage II, with opportunities across Bank...SuggestedWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$45.9k - $75.9k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and...SuggestedPart timeLocal areaImmediate startDay shift- ...exceptional service to clients, beneficiaries, and professional advisors. The role combines fiduciary administration with relationship... ...with portfolio managers, attorneys, CPAs, and bank partners to drive wealth management solutions. #J-18808-Ljbffr Bank of MarinSuggested
- ...subsidiary known for NBA 2K, BioShock, Borderlands, and more. The FP&A Financial Analyst role supports game studios with production budgeting, reporting, forecasting, and performance analysis, driving strategic financial targets. The ideal candidate has 2+ years in accounting...Suggested
- Columbia Bank in Novato, CA, is seeking a Teller to handle routine banking transactions accurately and in line with Breakthrough Client Service Standards. You will build client relationships, identify needs, and offer appropriate services, while supporting branch operations...
- ...Job Description Job Description Description: TITLE: Financial Aid Advisor LOCATION: Hybrid (on-site + remote) REPORTS TO: Director of Financial Aid Impact STATUS: Full-time, Non-exempt OUR MISSION 10,000 Degrees is unlocking student success at scale...Full timeImmediate startRemote workAfternoon shift
- ...findings, assumptions and narratives to the Senior Director of Strategic Finance and senior leadership in clear, concise ways. Meet... ...by senior-level FP&A experience.• Demonstrated excellence in financial data analysis and the creation of detailed financial models, reports...Immediate startRemote work
$225k - $280k
...possibility. With a bold five-year strategic plan, expanding regional... ...’s aspirations into a financially sustainable strategy for enterprise... ..., serving as a trusted advisor to the CEO and senior leadership... ...as a constructive, solutions-oriented partner. With high...For contractorsLocal areaShift work$68k - $100.64k
...SportsLab. Our portfolio of titles is expanding due to our global strategic plan, building and acquiring exciting studios whose content... ...’t meet every requirement for the role. What We Need The FP&A Financial Analyst will directly support our Games Studios, driving...Temporary workCasual workInternship$50 - $56 per hour
...around the world. We’re seeking a Senior Financial Analyst to join the FP&A team and... ...budgeting, forecasting, reporting, and strategic financial analysis. This role is ideal for... ...techniques Clear communicator with a proactive, solution‑oriented mindset Experience with systems...- 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...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Work at officeFlexible hoursShift workWeekend workDay shift
$18 - $24 per hour
...clients, anticipates needs, and consistently provides proactive solutions in alignment with the bank's Breakthrough Client Service... ...offerings and stays current on changes.Discuss and uncover customer's financial needs to identify and offer appropriate products and services....Night shift$100k - $140k
...documents to eMASS. Schedule, oversee and document information system compliance testing, to include weekly Assured Compliance Assessment Solution (ACAS) scans and annual execution and testing of the Contingency Plans. Manage accreditation and annual compliance actions using...Contract workWork at office- Bank of Marin seeks a Loan Processing Associate to join our Consumer Lending team on-site in Novato, CA or Rancho Cordova, CA. The role supports Loan Officers by processing consumer loan applications promptly and accurately, verifying assets, employment, liabilities, and...
- 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...
- Job Description We are seeking an exceptional Associate Wealth Advisor (AWA) to join our team. We need an outstanding individual with... ...SWAs in daily aspects of client service, portfolio management and financial planning. Input and manage all custodian requests and money...
$100k - $125k
...Description: We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with... ...environment. Qualifications: ~ Minimum of 3 years of financial services experience. ~ Bachelor’s degree required ~ Ideal...Remote work- 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, ...
$27.54 - $37.17 per hour
...or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $27.54 to $37.17. In addition to the pay range listed,...Hourly payWork experience placementBank staffWork at office- ...Financial Sales Representative The Financial Sales Representative is responsible for selling the bank's products and services to existing and new prospects. The Financial Sales Representative is responsible for the new accounts function of the Business Financial Center...
$158k - $205k
...regulatory requirements, and transaction-related risks Collaborate with attorneys and clients to develop practical, business-oriented solutions Manage multiple projects and deadlines in a fast-paced environment Qualifications ~ J.D. from an accredited law school ~...Remote workFlexible hours$108.3k - $133.7k
ABOUT US:Syufy Enterprises is a fast-growing, financially strong Marin-based entertainment and leisure company that owns a variety of businesses... ..., and report on findings. Raise areas of concern and propose solutions.Help prepare weekly, monthly and quarterly investment reports...Full timeFor contractorsWork at officeLocal areaFlexible hours- ...social justice college success free financial aid career skills paid internships... .... The successful CFOO will be a strategic leader with a proven track record in operational... ...teams, and serving as a trusted advisor to the Board of Directors. The role demands...Internship
$25.96 - $36.06 per hour
...Job Description Job Description Financial Services Representative SeaWest Coast Guard Federal Credit Union, Petaluma, California (On site) SeaWest Coast Guard Federal Credit Union is a mission driven, not for profit credit union dedicated to the financial wellbeing...Hourly payFull timeWork at office- ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Hours: 40 JOB SUMMARY: Under direct supervision: Provides quality...Work experience placementWork at office
- ...Operations Manager. The ideal candidate has 2-4 years in loan servicing and related training, an Associate’s degree, and strong understanding of financial principles and collateral files. This position offers competitive pay and benefits. #J-18808-Ljbffr Bank of MarinWork at office
- ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Job Summary Under direct supervision: Provides quality service to customers....Work experience placementWork at office
$74.5k - $110.26k
...strategies. Contribute to planning discussions to strengthen strategic understanding. Platform Activation & Partner... ...execution and cross-functional alignment. Operational & Financial Oversight Manage the internal finance and procurement...Full timeTemporary workInternship
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