Senior Home Lending Advisor, San Jose, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Jose, CASan Jose, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewAffluent Wealth Advisor First Citizens BankAffluent Wealth AdvisorMenlo Park, California$106,000–$150,000 / yearFull timeQualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
Wealth Management Advisor - San Jose CA US BankWealth Management Advisor - San Jose CASan Jose, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Student Advisor Think AcademyStudent AdvisorSan Jose, CaliforniaRemoteTheThinkAcademy.com ), a 100% owned subsidiary of TAL Education Group(NYSE: TAL), is recently established education technology (Ed-Tech) company to provide K-12 extra-curricular learning services through science and technology. At Think Academy, we provide full cycle service to foster local children’s ability to think critically, to strengthen their logic skills, and to help them fulfill their goals through innovative teaching techniques.
Luxury Experience Advisor Travel With LaniLuxury Experience AdvisorDublin, CaliforniaWe are seeking Luxury Experience Advisor to assist clients with customized travel arrangements. Book travel services such as flights and hotels.
School Advisor- Education Front Desk Think AcademySchool Advisor- Education Front DeskCupertino, CaliforniaThe School Advisor and Coordinator represents the image of Think Academy — responsible for welcoming new families, guiding them through program options, and ensuring that both new and existing students enjoy a positive, supportive experience at the campus. As the first point of contact for parents and students, you will conduct learning assessments, analyze students' academic needs, recommend personalized learning pathways, and guide families through the enrollment process.
Principal Advisor, AI Partnerships Fiserv IncPrincipal Advisor, AI PartnershipsSunnyvale, CA$183,000–$276,000 / yearYou will work across product, partnerships, risk, legal, compliance, security, and engineering to build a scalable onboarding model that supports innovation while maintaining enterprise-grade controls, regulatory alignment, and platform integrity. Experience you'll need to have: 8+ years of experience in partnerships, product management, vendor management, fintech strategy, risk operations, or a related function supporting technology platforms or regulated environments.
NewAdvisor Endzone & Loyalty (Front End) Dick's Sporting Goods IncAdvisor Endzone & Loyalty (Front End)CA$17–$24 / hourGreet everyone (Teammates and Athletes) and proactively approach athletes to understand their needs and support their shopping experience by providing helpful, accurate product knowledge and customer service. Deliver a high-touch athlete experience by guiding athletes through checkout, loyalty programs, and services with confidence and expertise.
BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair Kering SABOTTEGA VENETA Client Advisor, Nordstrom Valley FairSan Jose, CA$21–$23 / hourHow you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BaySan Leandro, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Wealth Management Advisor - Hollister, CA U.S. BancorpWealth Management Advisor - Hollister, CAWatsonville, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Financial Advisor - BMO Bank LPL FinancialFinancial Advisor - BMO BankSanta Cruz, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Santa Cruz, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Pay Range:100,000 - 140,000The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
At‑Work Financial Advisor - BMO Bank LPL FinancialAt‑Work Financial Advisor - BMO BankSan Jose, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Wealth Management Advisor - San Jose CA U.S. BancorpWealth Management Advisor - San Jose CASan Jose, CAWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewChaplain Associate and Advisor for Hindu Life (Fixed Term) Stanford UniversityChaplain Associate and Advisor for Hindu Life (Fixed Term)Stanford, CA$83,888–$84,669 / yearSupport Hindu student organizations, Stanford Associated Religions (SAR) Hindu student groups, helping student leaders navigate university policies, organizational requirements, event planning, risk management, and leadership development. Navigate relationships with local Hindu communities, temples, religious leaders, alumni, and other partners to strengthen support networks for students and create a sustainable model for organizational support for Hindu student organizations.