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Bank examiner Jobs in Fremont, CA

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J.P. Morgan Wealth Management Private Client Advisor - Union City, CA and Surrounding Areas

chaseUnion City, CA, United States
Full-timeFull-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Financial Solutions Advisor- Hayward and Milpitas Area

bank americaFremont, CA, United States
$70,000.00–$80,000.00 yearly$70,000.00–$80,000.00 yearly
Full-timeFull-time

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key responsibilities include triaging client leads, making ... Show more

Finance

trade jobs work force95134 San Jose, CA, US
Full-timeFull-time

Finance Job Duties: Create and implement financial policies to guarantee operational efficiency.Oversee the preparation and planning of budgets.Maintain records and receipts for all daily transacti... Show more

 • Promoted

Hiring Event- Associate Banker, 30 Hours, Fremont Area - Multiple locations

jpmorgan chase bank n aFremont, US
$25.00–$30.48 hourly$25.00–$30.48 hourly
Part-timePart-time

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right t... Show more

Accountant

vital materials coFremont, CA, United States
Full-timeFull-time

The accountant will be responsible for daily accounting operations, including accounts payable, bank reconciliation, and assisting with monthly financial reporting.This role ensures accurate record... Show more

Remote Consumer Survey Participant (Entry-Level)

clubshop usFremont, California
RemoteRemote
Full-timeFull-time

Discover The Surveoo System That’s Helping Newbies Earn Daily.No experience or tech skills needed.Join For Free And Start Earning Now.Join For Free - See how it works - Start Earning.Get paid every... Show more

Account Resource Manager

securitas technologySan Jose, California, United States, 94088
Full-timeFull-time

Securitas Technology Corporation, (STC) is a division of Securitas AB, the largest protective services provider in the world with over 370,000+ Securitas Heroes across the world.STC offers a full p... Show more

Drive with DoorDash - Work When you want

door dashFremont, CA, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety o... Show more

 • Promoted

Remote Central Bank Expert — Non-G7 Policy Communication - AI Trainer ($150-$250 per hour)

mercorNewark, California, US
RemoteRemote
Full-timeFull-time

About the work We are building expert-authored forecasting and research data used to evaluate and improve AI models on real macro analysis.Each task asks a practitioner to reason from a fixed evide... Show more

Investment Executive (Financial Advisor) Northern, CA - East Bay

fifth third bancorpFremont, CA, United States
Full-timeFull-time

Investment Executive (Financial Advisor) Northern, CA - East Bay.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a car... Show more

Entry Level Bookkeeper

trade jobs workforce95134 San Jose, CA, US
$25.00–$40.00 hourly$25.00–$40.00 hourly
Full-timeFull-time

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with loc... Show more

 • Promoted

Accounting Staff (CA)

re teckUnion City, CA, United States
Full-timeFull-time

Re-Teck LLC, a subsidiary of the Litong Group headquartered in Hong Kong, offers global solutions to our clients in the Technology, Electronics, and Telecom (TET) sector.With expertise in reverse s... Show more

Part-Time Universal Banker (20 Hours), Union City Branch

citigroupUnion City, CA, United States
Part-timePart-time

Part-Time Universal Banker (20 Hours), Union City Branch.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from around the ... Show more

Complex Assistant Manager

royal bank canadaFremont, CA, United States
Full-timeFull-time

What is the opportunity? Join RBC Wealth Management and become an integral member of the Complex Management Team by serving as the primary liaison between the complex, branches and other corporate ... Show more

Sr. Treasury Analyst

lucid motorsNewark, CA, United States
Full-timeFull-time

At Lucid, we are creating exceptional mobility experiences through innovation to drive the world forward.Built on Lucid's proprietary technology and software-defined vehicle architecture, our award... Show more

Part-Time Universal Banker (20 Hours), Bilingual Mandarin Speaking Preferred, Fremont Branch

citiFremont California United States
Full-time +1Full-time +1

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.The overall o... Show more

NEW Laboratory Manager - Award Winning Health System (California)

k a recruitingFremont, CA, United States
Full-timeFull-time

Join one of the most respected and reputable reference laboratories in the United States a facility recognized for its rigorous quality standards, advanced testing processes, and strict regulatory... Show more

Senior Accountant

mechanics body shops marketplaceNewark, CA, United States
Full-timeFull-time

We are a reputable family-owned Collision repair business in Newark, CA since 1986 and we specialize in luxury brands with certifications from all the top auto makers.We have raving reviews from ou... Show more

Mobile Phlebotomist/Paramedical Examiner

quest diagnosticsUnion City, California, United States
$24.00–$26.00 hourly$24.00–$26.00 hourly
Part-timePart-time
Quick Apply

As a Mobile Collector, you would be a part-time, on-call, and at-will employee.On-Call and At-Will equal Flexibility! You will choose the days and hours you wish to work and the areas you wish to w... Show more

Financial Advisor

fremont bankFremont, CA, United States
$75,000.00 yearly$75,000.00 yearly
Full-timeFull-time

The Financial Advisor serves as a trusted advisor and client advocate for Fremont Bank's high-net-worth clients within an assigned geographic market.Reporting to the Fremont Bank Investment Departm... Show more

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J.P. Morgan Wealth Management Private Client Advisor - Union City, CA and Surrounding Areas

J.P. Morgan Wealth Management Private Client Advisor - Union City, CA and Surrounding Areas

chaseUnion City, CA, United States
15 days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Federal Deposit Insurance Act:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.