Financial Planning & Investment Advisor
$70k - $80kBank of America
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
$148.2k - $292.3k
...underwriting operations, product development, financial reporting, modeling, and adjacent... ..., people development, strategic planning, and actuarial assurance support for selected... ...organizations, as well as through our own investments, commitments, and actions across areas...SuggestedLocal areaVisa sponsorship$128k - $252.5k
...underwriting, new business, product development, financial reporting, modeling, and adjacent... ...models for pricing, financial planning, asset liability management, or financial... ...organizations, as well as through our own investments, commitments, and actions across areas...SuggestedLocal areaVisa sponsorship$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$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. ~40...SuggestedFull timePart timeWork experience placementMonday to FridayFlexible hours$20 - $24 per hour
...Job Description Hire Up staffing is seeking a Financial Sales Representative (FSR) to start asap in San Jose CA. Monday-Friday 8:45 am- 5:15 pm $20 - $24 per hour , depending on experience. The Financial Sales Representative (FSR) is responsible for selling...Hourly payImmediate startMonday to Friday$50.1k - $82.8k
...provides advice and guidance regarding financial solutions that are in the best interests... ...service needs (e.g. everyday banking, retail investments, lending solutions, home financing (... ...life insurance, and retirement savings plans. About Us At BMO we are driven by...Part timeLocal areaImmediate startDay shift$20 - $24 per hour
...Financial Sales Representative (Fsr) Hire Up staffing is seeking a Financial Sales Representative (FSR) to start asap in San Jose CA. Monday-Friday 8:45 am- 5:15 pm $20 – $24 per hour, depending on experience. The Financial Sales Representative (FSR) is responsible...Hourly payImmediate startMonday to Friday- ...guided by a common purpose to help make financial lives better through the power of every... ...experts in small business, lending, and investments Manages financial center traffic, appointments... ...this communication and the official plan documents, the plan documents will...Work at officeShift workWeekend workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...experts in small business, lending, and investments Manages financial center traffic, appointments... ...this communication and the official plan documents, the plan documents will...Work at officeFlexible hoursShift workWeekend workDay shift
$22.27 - $33.43 per hour
...products and services. Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives....Hourly pay- ...The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking... ...discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role ...Weekend work
$43.68k - $69.9k
...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and...Work experience placementWork at office$100k - $150k
...and structuring analyses that inform commercial strategy and investment decisions.Transaction Execution & Deal SupportExecution across... ...finance.Demonstrated experience building and maintaining complex financial models used in live transactionsStrong academic credentials...Full timeWork at officeImmediate start$107k - $172k
...transformational opportunities for our own employees by investing in their growth. We aspire to create a... ...work on developing and driving consolidated financial reporting across these areas and support our forecasting and planning processes. This role blends strategy and...For contractorsWork at officeFlexible hours- ...Associate to join the team and help build the financial infrastructure that supports Gridmatic'... ...investor relations, and the financial planning that underpins our market operations.... ...business lines, helping prioritize investments in trading infrastructure, energy retail...Home officeFlexible hours
$180.27k - $220.33k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs...Local area- ...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... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Work at officeShift workWeekend workDay shift
- Cathay Bank is seeking a Sr. Relationship Banker (Administrative) in Cupertino, CA. You will open new accounts, cross-sell bank products, and resolve customer issues while adhering to bank policies and security procedures. You will support teller operations, balance cash...Weekend work
$30 - $45 per hour
About the job Personal Financial Advisor Job Title: Remote Personal Financial Advisor Hourly Pay... ...finance and enjoy helping clients plan for their future, this is a great opportunity... ...clients on budgeting, debt management, investment strategies, and retirement planning...Hourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift$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$19 - $23 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. General Summary Responsible for primarily... ...partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively...Full timeWork experience placementFlexible hours- ...San Jose, California, to enhance client relationships and provide excellent service. You will engage with clients, understand their financial needs, and offer tailored solutions using advanced banking technology. The ideal candidate will have sales experience in banking,...
$22.33 per hour
....18 /Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support... ...Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long-term disability...Work at office$25 - $27.88 per hour
...transactions, engaging in deep conversations to understand client financial and life priorities, and connecting them to solutions that... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift$25 - $27.88 per hour
...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... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeShift workWeekend workDay shift$96k - $186k
....About the Role The Manager, Technology Operations leads the planning, execution, and delivery of complex technology and operational... ...excellence, and governance across technology programs. Support financial planning, forecasting, and resource management for assigned...Full timeTemporary workPart time$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve...H1b$1,000 per month
...Overview College Financial Representatives in the internship... ...building an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation. #LI-... ...strategies-insurance, investments, and annuities-built to reinforce...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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