Financial Solutions Advisor - Oakland Region
Bank of America ATM
Bank of America is seeking a Financial Solutions Advisor Stage I in El Cerrito, California. In this role, you will learn to obtain your necessary securities industry licenses while building foundational skills in client relationship management. You will receive training and support to guide clients to achieve their financial goals. The position offers opportunities for advancement as you progress into Financial Solutions Advisor Stage II. Candidates must possess a high school diploma and demonstrate aptitude in managing time effectively, with prior client relationship experience preferred. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time... ...relationships, uncovering needs and recommending solutions ~ FINRA Series 7 & 66 licensed and... ...balance. We offer training in-branch, regionally, nationally, and virtually to help you...SuggestedWork at officeWork from home$41.6k - $51.96k
...generate revenue by delivering optimal solutions. Responsibilities: Serve as the first... ...products and services based on client's financial goals Educate clients on digital and... ...: Part time Primary Location: Oakland California United States Primary Location...SuggestedHourly payFull timePart time- ...Part-Time Teller (20 Hours), Oakland - Piedmont Avenue Branch Working at Citi is far... ...generate revenue by delivering optimal solutions. Responsibilities: Serve as the first... ...products and services based on client's financial goals Educate clients on digital and...SuggestedPart time
$30 per hour
...reviving the spirit of Oakland's Black community... ...businesses across the region 'Hire Black.' We see this... ...supporters Help bring financial, political, and... ...Act as a senior advisor to the Living Wage for... ...situations Ability to be solution-oriented Self motivated...Minimum wageSeasonal workWork at office- ...Title Customer Services Specialist/Teller Location Oakland, California, United States, 94607 Industry Banking... ..., and closing procedures. Explain products and services solutions to customer with financial needs and offer appropriate recommendations. Open new...Work experience placementBank staffWork at officeLocal areaRemote workShift work
$70k - $80k
...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$5,000 per month
...shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking and... ...to join our existing practice as team-based Financial Advisor Associate within our Trust & Family Office division. This position...Work experience placementWork at officeLocal area- ...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer... ...banking products, services, and solutions Drive branch growth by identifying opportunities... ...Berkeley, CA 94707 901 Franklin Street, Oakland, CA 94607 2040 Franklin St., Oakland, CA...Full timeWork experience placementFlexible hours
$250k
...and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions...Full time$168k - $252k
...functional teams to develop scalable end-to-end solutions, driving key performance metrics and... ...and sellers while preventing any financial and reputational losses. As a part of... ...certain positions may also include: Regional Pay Zone (RPZ) (based on location) Stock...Full timeTemporary workPart time- ...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- AO Garcia Agency in Oakland, California, is seeking passionate individuals for a role focused on enhancing clients’ financial well-being. The position emphasizes flexibility, allowing for remote work and a comprehensive training program. Key tasks include conducting virtual...Remote workFlexible hours
- ...AO Garcia Agency in Oakland, California, is seeking motivated individuals for a position focused on client consultations and financial well-being. This role offers flexibility with work from home options and a chance for performance-based advancement. Responsibilities...Remote workWork from home
$215k - $265k
...Departmental Overview The Intercollegiate Athletics Chief Financial Officer (Athletics CFO) has a dual reporting role, reporting... ...to their team; provide creativity, storytelling, comprehensive solutions, and executive advising to the leadership in Athletics and Finance...Hourly payFull timeTemporary workPart timeWork at officeImmediate startFlexible hours$25 - $40 per hour
Jessica Mcardle - State Farm Agent in Berkeley, California is seeking a State Farm Agent Team Member. The role involves establishing customer relationships and educating clients on suitable insurance options using a customer-focused approach. Requirements include excellent...Hourly payFlexible hours- Citigroup Inc. in Berkeley, CA is hiring for the Teller position, an entry-level role focused on delivering high-quality customer service and supporting branch activities. Responsibilities include processing transactions, educating clients on services, and maintaining security...
$48k - $53k
...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...Pay Transparency details US - CA - Oakland - 388 9th St - OAKLAND CHINATOWN BC (CA4...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...2 creates and develops a positive relationship with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while...
- ...Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home opportunity in financial services. The position focuses on protecting families and helping them secure their financial futures. Candidates should possess strong communication skills and...Remote workWork from homeFlexible hours
$41k - $50k
...organization of consultative advisors and problem solvers. We help... ...retirement challenges through custom solutions and a people-first approach.... ...position working, from our Oakland, MD or Fairmont, WV offices,... ...but in the EST-mid Atlantic region and could report to the...Full timeWork at officeRemote work- ...Overview As Physician Reviewer/Advisor for Independent Medical Exams (IME), you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services...Extra income
$250k
...and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions...- ...As Physician Reviewer/Advisor for Independent Medical Exams (IME), you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services provided...Extra income
$88.57k - $104.2k
...four days remote, one day (Tuesday) in the Oakland office. Applicants must live in or be... ...research organization focused on identifying solutions to the state's most critical challenges... ...Work with the COO to develop grant financials for proposals and reports, and track fundraising...Full timeLive inWork at officeRemote workRelocation- LJ Kruse in Berkeley, California, is seeking a Controller to oversee financial reporting and manage the accounting team. The ideal candidate will have a Bachelor's degree in accounting or finance, at least 5 years of experience in the construction industry, and knowledge...
$120k - $130k
Bay Area Community Resources is seeking a Financial Analyst in California to support budgeting and financial forecasting. The role requires a Bachelor's degree in Finance or related fields and at least 3-5 years of experience in financial analysis. Responsibilities include...Remote work- Citigroup Inc. is seeking a Personal Banker SAFE Act in Berkeley, California. This entry-level position involves assisting in sales execution while fostering customer relationships to increase sales. Responsibilities include working with business credit requests, delivering...
$61.28k - $85.52k
A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some...
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