Financial Planning & Investment Advisor
$70k - $80kBank of America ATM
Bank of America is hiring a Financial Advisor in Santa Clara, California. This role involves providing customized financial advice and planning services, helping clients meet their financial goals through recommendations on banking and investment strategies. The ideal candidate will have a strong background in financial services, possess a valid Series 7 & 66 license, and exhibit effective communication skills to engage clients confidently. The position offers a competitive salary range of $70,000 to $80,000 annually. #J-18808-Ljbffr Bank of America
- ...America in Campbell, California is seeking a skilled financial advisor responsible for providing tailored financial solutions to clients, planning their financial goals, and recommending appropriate banking and investment products. The ideal candidate will have investment...Suggested
- Bank of America in Cupertino is seeking a Financial Advisor to work closely with clients for effective long-term financial planning. You'll recommend tailored banking and investment strategies, ensuring client satisfaction and engagement. The ideal candidate possesses a...SuggestedMonday to Friday
$70k - $80k
Bank of America is seeking a qualified Financial Advisor to help clients achieve their financial objectives. This role involves building financial plans, recommending investment strategies, and triaging client requests. The ideal candidate will have a Series 7 and 66,...SuggestedMonday to Friday- ...Banking division in Santa Clara, California. Join a global leader in financial services dedicated to talent development and career advancement... ...benefits package including health coverage, a 401(k) plan, and tuition reimbursement. #J-18808-Ljbffr Quality Talent GroupSuggested
- Quality Talent Group is seeking candidates for a banking role within a leading financial services organization in Sunnyvale, California. The position emphasizes customer service, relationship building, and compliance with regulations. New hires will benefit from a comprehensive...SuggestedFlexible hours
- A leading financial institution is seeking a motivated individual to engage with clients and assist them with transactions, including mobile and online banking. Responsibilities include building client relationships, managing cash duties, and adhering to banking regulations...Weekend work
- U.S. Bank in Santa Clara, CA is seeking a Client Relationship Consultant 2 (Banker) to build strong relationships with customers and provide ongoing guidance on banking solutions. This role is vital in enhancing customer trust and optimizing their banking experience. The...
- ...referral networks, and provide coaching to branch staff. Qualifications include a Bachelor's degree and up to 2 years of relevant experience. Citi offers a competitive salary and a range of benefits including medical, dental, and retirement plans. #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking a Personal Banker in Sunnyvale, California. This entry-level position focuses on customer relations to enhance sales with individual clients. Responsibilities include assisting in credit requests, developing referral opportunities, and ensuring...Full timeContract work
- Citibank (Switzerland) AG is hiring a Personal Banker for their Sunnyvale Branch. This full-time entry-level position focuses on fostering customer relationships, building loyalty, and enhancing sales to individual consumer clients. The role involves handling business credit...Full time
- ...conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Shift workWeekend workDay shift
- ...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer... ...and well-being. You’ll be rewarded for investing in your community, celebrated for being... ...of business, leveraging goals based planning, and prudent risk oversight to deliver integrated...Temporary workWork experience placementImmediate startFree visa
$47.84k - $74.75k
...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care...Full timeTemporary workPart timeWork experience placementWork at office$106k - $146k
...The analyst is an experienced finance professional who will apply foundational accounting and financial costing expertise to support investment decision‑making, resource planning, and portfolio prioritization across the Metal ALD (MALD) and Dielectric ALD (DALD) product...Full timeRelocation$250k
...grow the small business client and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies,...Full time$112.3k - $149.7k
...Clara, CA, Hybrid) At Edelman Financial Engines (EFE), our purpose is... ..., and every dollar invested has job to do for our clients... ...them feel confident about the plans they are making, whether for... ...provided by Financial Engines Advisors L.L.C., a federally registered...$106k - $146k
...who will apply foundational accounting and financial costing expertise to support investment decision-making, resource planning, and portfolio prioritization across the Metal... ...and following the prompts to speak to an HR Advisor. This contact is for accommodation requests...Full timeRelocation$260k - $365k
...credit facilities, venture lending transactions, leveraged buyouts, convertible notes, high-yield and investment-grade note offerings, and other structured financial instruments. Why this role? This is a strong opportunity for a finance associate who wants a broad...$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer... ...and well-being. You’ll be rewarded for investing in your community, celebrated for being... ...an overview of the following benefit plans and programs offered to employees. Health...Hourly payFull timeWork experience placementSecond jobFlexible hours$41 per hour
...here. At Wells Fargo, we're more than a financial services leader - we’re a global... ...and well-being. You’ll be rewarded for investing in your community, celebrated for being... ...progress toward their financial goals through planning, digital engagement, and customized deposit...Full timeTemporary workWork experience placementImmediate startVisa sponsorship- Nbutexas is looking for a Senior Consultant in Santa Clara to join its Accounting & Finance Advisory team. This role offers the opportunity to lead critical accounting projects for large organizations, engaging directly with senior stakeholders. The ideal candidate should...
$102.5k - $114k
...Work on what matters most. An entrepreneurial leadership and financial advisory firm is expanding its Bay Area team and seeking experienced... ...that blends leadership advisory + financial expertise Clear investment in your long-term career trajectory Compensation & Benefits...Full timeImmediate start- Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...Flexible hours
$106k - $150k
...dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides... ...As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to deliver...Temporary workLocal area$120k - $140k
First Citizens Bank is seeking a Trade Finance Specialist to manage Letters of Credit and assist clients with trade solutions. The role requires at least 2 years of relevant experience or 6 years without a degree. Strong leadership, problem-solving, and customer service...- ...capture requirements and align messaging. The ideal candidate will have 5-7 years of pre-sales experience, a strong understanding of financial applications, and familiarity with AI concepts. This position offers a competitive salary and the possibility to work remotely....Remote job
$118.5k
...individuals, families, and communities achieve financial security and peace of mind. We are... ...to a broad range of insurance and investment solutions. The Difference You’ll Make In... ...vision. Compensation: $118,500+ annually at plan commission #J-18808-Ljbffr New York LifeFull timeStart working todayWork at officeImmediate startMonday to Friday$120k - $140k
...Finance Preferred Qualifications Excellent Trade Finance and financial service background required, with over 5+ years in Trade... ...Excellent customer service skills and relationship skills. Excellent planning, multi-tasking and organization skills. Excellent problem...Work experience placement- First Citizens in Santa Clara is looking for a Trade Finance professional to provide advisory services and manage letter of credit transactions. The ideal candidate will have strong expertise in Trade Finance, excellent analytical skills, and the ability to address complex...
$106k - $150k
...with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate should possess a Bachelor’s Degree with experience in Financial Services, preferably with valid Series...
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