Wealth Management Financial Advisor

1 week ago


Fremont, California, United States Fremont Bancorporation Full time
Job Summary

Fremont Bancorporation is seeking a highly skilled Wealth Management Financial Advisor to join our team. As a Private Banker, you will work closely with various teams within the bank to provide tailored financial advice and solutions to high-value clients.

Key Responsibilities
  • Client Relationship Management: Assess client needs and provide financial recommendations to meet their goals and objectives.
  • Business Development: Build and maintain a pipeline of opportunities to drive revenue growth and expand our client base.
  • Product Expertise: Act as a subject matter expert for banking products and services, providing guidance and support to clients and internal teams.
  • Strategic Planning: Develop strategies to retain and acquire business, driving growth and profitability for the bank.
  • Collaboration: Collaborate effectively with internal teams, including sales, marketing, and operations, to deliver exceptional client experiences.
Requirements
  • Education: Bachelor's Degree in a related field.
  • Experience: 3 years of experience in financial services, with a proven track record of business development and client relationship management.
  • Licenses: Series 6 and 63 (or 66) securities licenses required.
  • Skills: Proven business development skills, strong understanding of banking products, excellent communication and presentation abilities, and detail-oriented with strong analytical skills.


  • Fremont, California, United States Fremont Bancorporation Full time

    Private Banking Wealth AdvisorLocation: Fremont, CASalary range: $71, $103,676.45 annualFremont Bancorporation is a prominent financial entity in the Bay Area, renowned for its commitment to exceptional customer service and active community engagement.Position Overview:The Private Banking Wealth Advisor will collaborate with various departments within the...


  • Fremont, California, United States Fremont Bancorporation Full time

    Job SummaryFremont Bancorporation is seeking a highly skilled Wealth Management Private Banker to join our team. As a key member of our financial services team, you will be responsible for providing exceptional financial advice and guidance to our clients, building strong relationships, and driving business growth.Key ResponsibilitiesClient Relationship...


  • Fremont, California, United States Fremont Bancorporation Full time

    Job Title: Financial Services ProfessionalJob Summary:Fremont Bancorporation is seeking a highly skilled Financial Services Professional to join our Wealth Management Department. As a Financial Advisor, you will be responsible for managing client advisory needs and serving as a trusted advisor and client advocate.Key Responsibilities:Solving Client...

  • Investment Consultant

    2 weeks ago


    Fremont, California, United States Fremont Bancorporation Full time

    Position: Wealth Management AdvisorLocation: Fremont, CACompensation: $64,000 - $91,963.16 annuallyCompany OverviewFremont Bancorporation, established in 1964, stands as one of the most respected independent banks in the Bay Area, recognized for its excellence in service and performance. With a reputation as a Top Workplace for multiple consecutive years, we...


  • Fremont, California, United States Fremont Bancorporation Full time

    Position: Wealth Management AdvisorLocation: Fremont, CACompensation: $64,000 - $91,963.16 annuallyAbout Fremont BancorporationFounded in 1964, Fremont Bancorporation is recognized as one of the premier independently owned banks in the Bay Area, consistently rated among the top mid-tier banks nationwide. We are proud to have been acknowledged as a Top...

  • Investment Consultant

    2 weeks ago


    Fremont, California, United States Fremont Bancorporation Full time

    Position: Wealth Management AdvisorLocation: Fremont, CASalary Range: $64,000 - $91,963.16 annuallyAbout Fremont BancorporationFounded in 1964, Fremont Bancorporation is recognized as one of the premier independently owned financial institutions in the Bay Area, consistently rated among the top mid-tier banks nationwide. We are proud to have been honored as...


  • Fremont, California, United States RoseRyan Full time

    Job Summary:The Financial Operations Manager at RoseRyan is responsible for overseeing the accounting team, implementing processes, and ensuring timely and accurate completion of daily transactional tasks. This role requires a strong leader who can supervise, train, and mentor the accounting team.Key Responsibilities:Team Supervision: Supervise the...


  • Fremont, California, United States Foundations for Living Full time

    About the RoleWe are seeking a highly skilled and experienced Controller to join our team at Fremont Hospital. As a key member of our financial leadership team, you will be responsible for overseeing the financial operations of the hospital, including budgeting, financial reporting, payroll, cost accounting, financial analysis, accounts payable, and accounts...

  • Treasury Manager

    7 hours ago


    Fremont, California, United States Supernal Full time

    Job Description**About Supernal**Supernal is a pioneering company in the Advanced Air Mobility (AAM) industry, dedicated to developing sustainable and integrated solutions for the emerging market. Our mission is to create a human-centered ecosystem that prioritizes safety, reliability, and responsible growth.**Job Summary**We are seeking an experienced...

  • Treasury Manager

    3 days ago


    Fremont, California, United States Supernal Full time

    Job SummaryWe are seeking a highly skilled Treasury Manager to join our finance team at Supernal. As a key member of our organization, you will be responsible for analyzing and overseeing corporate banking and credit card management, as well as managing business investments and cash holdings.Key ResponsibilitiesFinancial Leadership: Provide strategic input...


  • Fremont, California, United States Fremont Buick Cadillac GMC Full time

    At Fremont Buick Cadillac GMC, we are committed to delivering outstanding customer care while creating a supportive and dynamic workplace for our employees. We uphold values such as transparency, integrity, and collaboration in every facet of our operations. If you are enthusiastic about the automotive sector and aspire to grow your career, we encourage you...


  • Fremont, California, United States Compass Group Careers Full time

    Job SummaryKey Responsibilities:Manage the day-to-day financial operations, including payroll, benefit administration, training, and regulatory compliance.Oversee cash room management and coordinate banking and armorer car services.Manage accounts receivable and payable processes.Assist in producing weekly financial reports.Ensure accurate general ledger...


  • Fremont, California, United States LMG Healthcare Full time

    Job SummaryWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at LMG Healthcare. As a key member of our executive leadership team, you will be responsible for overseeing all financial operations of the organization, including financial planning, budgeting, and financial reporting.The ideal candidate will have a strong...

  • Financial Analyst

    2 weeks ago


    Fremont, California, United States Ziehler Lawn Care Full time

    Job OverviewZiehler Lawn Care, a prominent and respected lawn care provider, is seeking a dedicated Financial Analyst to join our team. As a company recognized for our commitment to excellence and a positive workplace culture, we are excited to expand our family-oriented environment.About UsFounded in 1999, Ziehler Lawn Care has been delivering exceptional...


  • Fremont, California, United States A-Line Staffing Solutions Full time

    Job OverviewA-Line Staffing Solutions is seeking a skilled Financial Accountant to join our dynamic team. This role involves working within a managed care organization, offering significant opportunities for professional development. The position is full-time, requiring 40 hours per week.Compensation & BenefitsThe hourly wage for this role ranges from $24.00...

  • Financial Analyst

    2 weeks ago


    Fremont, California, United States Pivotal Systems Full time

    Job OverviewSalary: $80,000 - $120,000Position: AccountantDepartment: FinanceLocation: Fremont, CAPosition Summary:As an Accountant at Pivotal Systems, you will oversee a variety of financial and administrative tasks essential for our manufacturing operations. Your role will encompass managing Accounts Receivable (AR) and Accounts Payable (AP), preparing...

  • Financial Analyst

    2 weeks ago


    Fremont, California, United States Pivotal Systems Full time

    Job OverviewSalary: $80,000 - $120,000Position: AccountantDepartment: FinanceLocation: Fremont, CAPosition Summary:As an Accountant at Pivotal Systems, you will play a crucial role in managing a variety of financial and administrative tasks within our manufacturing operations. Your responsibilities will encompass Accounts Receivable (AR), Accounts Payable...

  • Service Advisor

    4 days ago


    Fremont, California, United States Premier Subaru of Fremont Full time

    About the RolePremier Subaru of Fremont is a leading automotive dealership group seeking a skilled Service Advisor to join our team.Key ResponsibilitiesOversee service orders and workflow to ensure prompt, courteous, and effective service to customers.Take ownership of the customer's experience by carrying out additional assignments to leave a positive...


  • Fremont, California, United States Sanmina-SCI Systems de México Full time

    Position Title: Fabrication Division ControllerJob Objective:The Fabrication Division Controller is tasked with overseeing all financial dimensions of regional operations, which encompasses financial forecasting, strategic planning, budgeting, and the establishment of financial control mechanisms. This role necessitates close collaboration with Manufacturing...


  • Fremont, California, United States SYNNEX Corporation Full time

    About the RoleWe are seeking a highly skilled Financial Analysis Manager to join our team at SYNNEX Corporation. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to our business units.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business...