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
- 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
$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...SuggestedWork at office- ...seeking a Relationship Banker in Milpitas, CA. The role focuses on building strong client relationships through in-person, appointment, and... ...process requests, and educate clients on digital services to meet their financial goals. Candidates typically have less than four...Suggested
$28.85 - $33.65 per hour
...Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your... ...acquiring, building and managing client relationships to... ...minimum of one year of financial services industry or sales experience... ...Management Customer and Client Focus Portfolio Management...SuggestedHourly payWork 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...SuggestedFlexible 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- ...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...
- ...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
$100k
...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...Participates in on-going training focused on how to develop a book of business...Hourly payFull timeWork at officeLocal areaShift workDay shift- 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
...leading healthcare education organization focused on preparing the next generation of... ...Job Description We are looking for a Financial Aid Administrator to join our team. As... ...Excel and Outlook ~ Excellent customer service and organizational skills ~ Attention...Full time- ...Pleasanton, CA is seeking a Relationship Banker to drive branch sales while delivering best-in-class service. You will assist customers with transactions, cultivate new client relationships, and identify cross-sell opportunities across CNB products. The role requires 2+...
- ...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....
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities, and... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...minimum of one year of financial services industry or sales...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through... ...and delivering for our clients, teammates, communities... ...shaped by military service, community college education... ...Customer and Client Focus Referral Identification... ...position Credit Solutions Advisor II: FDIC, Safe Act/Loan...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I in Milpitas, CA to begin with obtaining... ...core banking and investment solutions to clients. You will learn advisory skills, build... ...solutions, and serving clients with a focus on responsible growth in a #J-18808-...
- ...comprehensive advice and customized solutions to clients’ financial goals Triage client leads and requests... ...knowledge of investment products and services At least one year of experience in the... ...investment strategies, with a strong focus on client relationship management and...Monday to Friday
$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- ...the heart of our commitment to helping clients own their financial futures. As a Financial Consultant... ...client relationship by applying a focused client communication strategy, and... ...day sabbatical after every 5 years of service for eligible positions ~ Paid parental...
- 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...
$26.44 - $35.1 per hour
...Summary The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Relationship Banker will... ...Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional...Work at officeLocal areaFlexible hoursNight shift- ...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...
$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...a Financial Solutions Advisor Stage I (FSA I), your... ...one year of financial services industry or sales experience... ...Customer and Client Focus Portfolio Management...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...strong work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
$54.08k - $72.11k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...Advisory Customer and Client Focus Referral Identification...Hourly payFull timeWork at officeWork from homeFlexible hoursShift workDay shift$80k - $90k
...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...culture driven, resilient, results focused and effective. The Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift$88.4k - $132.6k
...is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned... ...involves building and deepening client relationships while providing financial planning and investment advice. Candidates... ...years of experience in financial services, excellent communication skills,...$52k - $55.68k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...strong work ethic and intense focus on results, acting in the best...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$47.84k - $64.48k
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving... ...other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a...Hourly payFull timeWork experience placementFlexible hours
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