Client-Focused Financial Services Advisor
Charles Schwab
Charles Schwab in Fremont, CA seeks a client-focused service professional to guide clients with financial solutions and build lasting relationships. You’ll answer inbound calls, take ownership of complex issues, and advocate for clients while delivering trusted guidance. Starting pay ranges from $53,300 to $61,800 with a 10% annual bonus potential and additional eligible earnings, reflecting experience and responsibilities. #J-18808-Ljbffr Charles Schwab
- ...seeking a Relationship Banker to deliver exceptional client service and build lasting relationships at our branch. You will greet clients, understand their financial needs, and introduce Chase solutions with a focus on accuracy and regulatory compliance. The role requires...SuggestedWeekend work
- Fremont Bank is seeking a Sr. Relationship Banker in Fremont, CA. This role focuses on delivering exceptional service and expanding client relationships through effective sales techniques. You will be responsible for handling cash transactions, resolving client issues,...Suggested
- Bank of America in Fremont is seeking a Financial Solutions Advisor Stage I to kickstart your career in... ...foundational skills to manage client relationships effectively. Success in... ...to further opportunities in financial services, supported by world-class training and...Suggested
- Chase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service and leveraging technology to meet clients' financial needs. You will lead in acquiring, managing, and retaining client relationships with sound financial guidance...SuggestedAfternoon shift
- ...in Fremont, California seeks a Private Client Banker. This role focuses on managing affluent client relationships, providing tailored financial advice to help clients maximize their resources... ...specialists to ensure comprehensive service. The ideal candidate has a relationship...Suggested
- ...is seeking an Associate Relationship Banker to welcome clients in branches, apply financial knowledge, and build lasting relationships through hospitality... ..., a high school diploma, weekend/evening availability, and dedication to exceptional service. #J-18808-Ljbffr...Weekend workAfternoon shift
- Fremont Bank is hiring a Personal Banker in Fremont, CA to deliver world-class service, build client relationships, and refer retail and business products. You’ll support outbound prospecting and maintain accounts while handling cash as needed. You will meet sales and referral...
- The Personal Banker at Fremont Bank delivers world-class service at every client interaction, recommending retail products and developing relationships to maximize growth. You will meet sales and referral objectives through outbound calling, prospecting, and collaborating...
- Fremont Bank in Fremont, CA is seeking a Personal Banker who delivers world-class service, grows client relationships, and promotes retail and business products. You will develop internal partner relationships to maximize relationships and achieve sales standards through...
- Citigroup Inc. is seeking a Personal Banker SAFE Act in 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...
$100k - $125k
...Job Description Financial Planner Position Overview Our client is seeking a Financial... ...financial planning support to advisors and clients, playing a... ...a sales position and focuses on delivering... ...management, or advisory services. ~ Demonstrated experience...Work at office- ...Financial Solutions Advisor Registration Candidate- East Bay Market Fremont, California... ...and delivering for our clients, teammates, communities,... ...of one year of financial services industry or sales experience... ...Management Customer and Client Focus Portfolio Management...Work at officeImmediate startMonday to FridayShift workDay shift
- ...of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll... ...the client relationship by applying a focused client communication strategy, and... ...a 4-week sabbatical after 5 years of service ~ Paid parental leave and family building...Full timeFlexible hours
- ...of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll... ...the client relationship by applying a focused client communication strategy, and... ...a 4-week sabbatical after 5 years of service ~ Paid parental leave and family building...Flexible hours
$45.9k - $75.9k
...Retail Banking Sales & Service Delivers exceptional service to... ...advice and guidance regarding financial solutions that are in the best... ...solutions). Offering clients advice and guidance on available... ...personal customer experience. A focus on results and the ability to...Part timeLocal areaImmediate startDay shift$28.85 - $33.65 per hour
...Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey... ..., building and managing client relationships to considering... ...minimum of one year of financial services industry or sales... ...Management Customer and Client Focus Portfolio Management Prospecting...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...JPMorgan Chase is seeking a Private Client Banker to serve as the main contact... ...with a proactive, education-focused approach to grow balances and referrals... ...with Specialists to address complex financial needs and promote self-service options, while complying with all regulatory...Weekend workAfternoon shift
$45.9k - $75.9k
...Group: Retail Banking Sales & Service Delivers exceptional service... ...and guidance regarding financial solutions that are in the best... ...business solutions). Offers clients advice and guidance on... ...personal customer experience. A focus on results and the ability to...Contract workPart timeLocal areaImmediate startDay shift- ...Personal Banker SAFE Act to assist the sales, product, and service teams. The role focuses on building customer loyalty and increasing sales with... ...business opportunities under $250K, coaching staff, educating clients on digital channels, and ensuring adherence to Citi...
- Overview At Schwab, you’ll provide financial guidance to existing clients, building lasting relationships and... ...networking, and referrals. The role focuses on wealth management and financial... ...Provide comprehensive wealth management services, including retirement planning,...
$23 - $32 per hour
...Financial Aid Advisor Unitek Learning is a leading healthcare education organization focused on preparing the next generation of nurses and healthcare professionals. Through... ...Excel and Outlook ~ Excellent customer service and organizational skills ~ Attention to...Full time$27 - $35 per hour
...opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each... ...all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families,...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- JPMorganChase is seeking a Relationship Banker in our Hayward, CA branch to deliver exceptional hospitality and help clients achieve their financial goals using Chase's digital tools. You will manage assigned clients, build lasting relationships, tailor product recommendations...
- ...seeking a motivated team member in Union City, CA who loves dogs and cats and enjoys helping people. The role focuses on delivering exceptional customer service, making thoughtful product recommendations, and supporting the team in a fast-paced retail environment....
$150k - $190k
...pipeline by balancing supply availability with financial exposure. You will design, implement, and... ...Hyve manufacturing facilities. A core focus of this leadership position is acting as... ...planning teams and our key hyperscale clients to ensure absolute clarity and alignment...Full timeFlexible hours$120k - $140k
...pipeline by balancing supply availability with financial exposure. You will analyze data, manage... ...Hyve manufacturing facilities. A core focus of this role is serving as the primary... ...internal planning teams and key hyperscale clients to track and ensure precise stock consumption...Full timeFlexible hours$70.3k - $73.98k
...fundamental goals: Delivering a wide variety of financial services with a superior customer service... ...by developing and managing a client portfolio. Provides customers with information... ...tutorials and Compliance Training. Focus on Majority/Minority census tracts as assigned...Full timeWork experience placement- Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction. The ideal...
- JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the banking... ...You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers... ...ensuring compliance and promoting self-service options for convenient access to accounts...
- ...built experience advising clients. Your next move should... ...-licensed wealth advisor who wants the autonomy... ...collaborative, well-resourced financial organization. This... ...by effective service, technology, and team... ...collaborative culture focused on long-term growth and...Full time
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