Financial Solutions Advisor- Hayward and Milpitas Area Bank of AmericaFinancial Solutions Advisor- Hayward and Milpitas AreaSan Jose, CaliforniaUS - CA - Castro Valley - 3067 Castro Valley Blvd - CASTRO VALLEY BC (CA4121), US - CA - Fremont - 39300 Fremont Blvd - FREMONT-BEACON BC (CA4148), US - CA - Fremont - 40714 Grimmer Blvd (CA4190), US - CA - Fremont - 46786 Mission Blvd - WARM SPRINGS BC (CA4183), US - CA - Hayward - 24700 Hesperian Blvd - HESPERIAN-LA PLAYA BC (CA4157), US - CA - Milpitas - 20 Ranch Dr - McCarthy Ranch (CA3199), US - CA - Milpitas - 740 E Calaveras Blvd - MILPITAS BC (CA3107), US - CA - Newark - 36900 Newark Blvd - NEWARK BC (CA4165), US - CA - SAN JOSE - 1058 E BROKAW RD - Brokaw Plaza BC (CA3216), US - CA - San Jose - 2611 N 1st St - ORCHARD PARK BC (CA3172), US - CA - San Leandro - 1400 E 14th St - SAN LEANDRO MAIN OFFICE (CA4111), US - CA - Union City - 1900 Decoto Rd - UNION CITY BC (CA4168), US - CA - Union City - 31800 Alvarado Blvd - ALVARADO BC (CA4175). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - San Ramon Financial Center Bank of AmericaFinancial Solutions Advisor - San Ramon Financial CenterSan Ramon, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Merrill Advisor Development Program- Financial Advisor: Palo Alto Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Palo Alto MarketPalo Alto, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey MarketSan Jose, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- San Francisco Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- San Francisco MarketSan Francisco, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Greater Oakland Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater Oakland MarketBerkeley, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Solutions Advisor - Greater Oakland Area Bank of AmericaFinancial Solutions Advisor - Greater Oakland AreaOakland, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewPrivate Client Advisor II Bank of AmericaPrivate Client Advisor IIWalnut Creek, CaliforniaThis includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
Relationship Banker - Stevens Creek - Cupertino, CA JPMorganChaseRelationship Banker - Stevens Creek - Cupertino, CACupertino, CAOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Relationship Banker - Mountain View - Mountain View CA JPMorganChaseRelationship Banker - Mountain View - Mountain View CAMountain View, CAOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Member of Technical Staff, API PylonMember of Technical Staff, APISan Francisco, CaliforniaWe’re backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. We're building one that embraces it — encoding the real shape of mortgage into a surface that's impossible to misuse and delightful to build against.
Member Of Technical Staff, API PylonMember Of Technical Staff, APIPalo Alto, CA$140,000–$220,000 / yearWe're backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. We're building one that embraces it - encoding the real shape of mortgage into a surface that's impossible to misuse and delightful to build against.
Backend Engineer, API PylonBackend Engineer, APISan Francisco, California$140,000–$220,000 / yearWe’re backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. We're building one that embraces it — encoding the real shape of mortgage into a surface that's impossible to misuse and delightful to build against.
Member of Technical Staff, Underwriting PylonMember of Technical Staff, UnderwritingSan Francisco, CaliforniaWe’re backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. You'll pair with people who've spent their careers in mortgage to understand nuance, exceptions, and the "it depends" that makes this domain so hard.
Member of Technical Staff, Customer Success PylonMember of Technical Staff, Customer SuccessSan Francisco, CaliforniaYou'll work directly on the surfaces our customers touch every day — building features that solve real problems they're experiencing right now, not six months from now. We’re backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury.
Senior Agent Product Manager PylonSenior Agent Product ManagerSan Francisco, CaliforniaBe a visionary builder with a clear perspective on how to build scalable, modular origination infrastructure from point of sale through loan delivery to the capital markets. You’ll need to surface issues, lead discussion around the best long term solution, document it, and if we need to temporarily create a manual workaround, make everyone aware.
Fullstack Engineer, Customer Success PylonFullstack Engineer, Customer SuccessSan Francisco, California$140,000–$220,000 / yearYou'll work directly on the surfaces our customers touch every day — building features that solve real problems they're experiencing right now, not six months from now. We’re backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury.
Member Of Technical Staff, Customer Success PylonMember Of Technical Staff, Customer SuccessPalo Alto, CA$140,000–$220,000 / yearYou'll work directly on the surfaces our customers touch every day - building features that solve real problems they're experiencing right now, not six months from now. We're backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury.