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
- ...support branch activities and deliver client-facing services. You will process transactions, manage... ...cash, and help customers achieve their financial goals by recommending products and... ...accuracy, compliance, and teamwork, with a focus on delivering excellent service and...Suggested
- Charles Schwab invites experienced Financial Consultants to join a growth-focused team dedicated to holistic wealth management. You’ll start with an established book of clients, building trusted relationships and guiding investment decisions with clear, empathetic communication...Suggested
- ...entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on building customer relationships, cross-selling products, and delivering excellent client experiences. Responsibilities include handling small...Suggested
- Bank of America is recruiting for a Financial Solutions Advisor Stage I. You start by obtaining your Securities... ...66) and learn to build and manage client relationships while understanding a... ...and Merrill. Initial training focuses on acquiring licenses, foundational advisory...Suggested
- ...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,...Suggested
- ...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
- ...heart of our firm's commitment tohelping clients own their financial futures. In this exciting role, you'... ...client relationship by applying a focused client communication strategy, and exceeding... ...sabbatical after every 5 years of service for eligible positionsPaid parental...Flexible hours
$24 - $25.5 per hour
...and Asia, we are the premier financial bridge between the East and West... ...of a world-class team that focuses on delivering a high quality,... ...tailored product and services solutions leveraging the bank... ...ethic and focus on results with clients’ best interest in mind Applies...- ...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+...
- JPMorganChase in Hayward, CA is hiring an Associate Relationship Banker to greet clients, understand financial needs, and provide thoughtful banking solutions using Chase apps and services. You will build relationships in-branch and over the phone, delivering attentive,...Weekend workAfternoon shift
$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$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...Flexible hours- 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-...
- ...the heart of our commitment to helping clients own their financial futures. As a Financial Consultant,... ...the client relationship by applying a focused client communication strategy, and... ...day sabbatical after every 5 years of service for eligible positions Paid parental...
- Citigroup Inc. in Fremont, CA is seeking an entry-level Teller to support daily branch operations and deliver focused client service. You will handle routine transactions, manage cash and support sales referrals to meet branch goals while maintaining accuracy and security...Part time
- 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...
- ...providing comprehensive Oracle services that accelerate business... ...between technical teams and client stakeholders by organizing regular... ...effective communication Focus to anticipate challenges and... ...Experience Experience in Oracle Financials Cloud (GL, AP & AR). Experience...Full timeTemporary workRelocation
$50k - $100k
...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- ...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
$85k - $95k
...working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people... ...Ability to safely navigate active dealership environments, including service drives and shop areas Occasional overnight hotel stays required...Local areaImmediate startRemote workWork from homeHome officeFlexible hoursNight shift- R&D Finance Consultant Our client, a clinical‑stage biotech company, is seeking an experienced R&D Finance Consultant to join their team... ...project management and clinical operations teams to support financial oversight of clinical trials. This position is onsite, 4 days per...Permanent employmentContract workWork at officeLocal area
$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... ...Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional...Work at officeLocal areaFlexible hoursNight shift- Bank of America seeks a Financial Solutions Advisor Stage I to embark on Securities Industry licensing (SIE, Series 7 and Series 66) and to learn the foundations of advising clients on banking and investment solutions. You will build relationships, assess needs, and guide...
- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experience for high-net-worth clients. You will conduct needs assessments, provide personalized financial advice, and develop new business with high-net-worth clients, coordinating...
- Citi in Fremont, CA is seeking an entry-level Personal Banker to support the sales and customer service team, building loyalty with individual consumer clients and increasing sales. Responsibilities include handling small business lending referrals under $250K, cross-selling...
$92.5k - $127.5k
...Banker is to deliver high-touch client experience. This includes... ...assessments, providing personalized financial advice, and actively... ...Managers and Associates, Financial Advisors, Commercial and Residential... ...The Fremont Bank Way Full-Service Banking with comprehensive financial...Local areaFlexible hours- ...Relationship Banker to deliver high‑touch and high‑tech banking experiences. You will manage, retain, and acquire client relationships, identifying financial needs and offering tailored solutions using the bank’s digital tools. You’ll receive ongoing training to grow...
- ...is seeking a Wealth Management Private Banker to deliver high-touch client experiences, assess needs, and provide personalized financial advice. The role partners with Branch Managers, Financial Advisors, and loan officers to deliver tailored banking, credit, and...
- Columbia Bank is seeking a Personal Banker in Napa, CA to deliver exceptional client experience and expand relationships. You will open accounts, respond to inquiries, and refer clients to the right partners, while supporting teller duties when needed. The role emphasizes...Local area
$19 - $28 per hour
...responsible for delivering exceptional client experience by adhering to our Breakthrough... ..., offering appropriate products and services, and referring the client to the appropriate... ....Engage clients and prospects in client financial review(s) and business financial reviews...Immediate start
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