Loan Forgiveness Jobs in San Francisco, CA
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Looking for Loan Forgiveness jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Loan Forgiveness position in the San Francisco, CA area.
Private Client Banker - Spear and Howard
Company: JPMorgan Chase
Location: San Francisco, CA
Posted Oct 12, 2024
The job posting is for a Private Client Banker position at Chase, where the successful candidate will manage the banking relationships of affluent clients, providing them with tailored financial advice and services. The role involves actively acquiring new clients, partnering with specialists to meet their specialized financial needs, and ensuring adherence to banking policies and regulations. The ideal candidate should have at least 1 year of Branch Banking experience, excellent communication skills, and a strong commitment to diversity and inclusion. The position requires registration on the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008.
Personal Banker Crossroads Freeport Boulevard
Company: Wells Fargo
Location: Sacramento, CA
Posted Oct 13, 2024
Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network. The role involves delivering exceptional customer service, building relationships, and proposing appropriate products and services. The company is recognized as a top workplace for career growth. Required qualifications include customer service experience and SAFE registration. Benefits include a competitive salary, robust benefits package, and programs for work-life balance and well-being.
Relationship Manager - EGP
Company: Merrill
Location: San Mateo, CA
Posted Oct 13, 2024
Merrill Wealth Management is a leading global provider of wealth management and investment services. The company specializes in goals-based wealth management, including retirement, education, and legacy planning. The role involves supporting the Financial Advisor team in developing and enhancing client relationships, attending client review meetings, and managing client onboarding and escalations. The position requires SAFE Act registration and relevant licenses. The ideal candidate should possess strong communication skills, a thorough understanding of wealth management products, and the ability to deliver a strong client experience.
Financial Solutions Advisor Registration Candidate-Consumer Investments-San Antonio Area
Company: Bank of America
Location: San Antonio, TX
Posted Oct 13, 2024
Bank of America is seeking passionate individuals to join their Advisor Development Program as Financial Solutions Advisors. The role involves training at the Academy, obtaining necessary licenses, and providing care and guidance to clients in various financial stages of life. Successful candidates will receive comprehensive training, personalized coaching, and dedicated support. They will work in financial centers, helping clients with banking, investment solutions, and client care. The role offers unlimited financial growth potential, robust marketing support, and ongoing professional development. Required qualifications include goal-setting, sales skills, clear communication, teamwork, complexity management, adaptability, time management, and thoroughness.
Investment Consultant- Pleasanton, CA
Company: Charles Schwab
Location: Pleasanton, CA
Posted Oct 12, 2024
Schwab offers an Investment Consultant role with a salary range of USD $584,000 - $963,000 per year. This role is the first step towards becoming a Financial Consultant and provides exposure to building a book of business through outbound calls and needs-based analysis. Schwab values high performance, quality service, and the ability to execute its strategy. Essential skills include a Bachelor's degree, Series 7 and 66 (63/65) licenses, Life and Health Insurance license, CFP certification, and at least two years of financial services experience. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and health insurance.
Senior Branch Premier Banker Burlingame/Broadway
Company: Wells Fargo
Location: San Mateo, CA
Posted Oct 13, 2024
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking. The role involves proactively acquiring new affluent customers, deepening existing relationships, and advising on financial options. The bank offers competitive salaries, robust benefits, and programs for work-life balance. Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List for career growth. Required qualifications include 4+ years of customer service experience, 3+ years of relationship building, and 3+ years of product recommendation. Desired qualifications include financial services industry experience, Series 6 and 63 exams, and state insurance licenses.
Relationship Banker - Lodi area
Company: Merrill
Location: Galt, CA
Posted Oct 12, 2024
Bank of America is seeking a client-focused individual to engage with clients in the lobby, educate them on self-service resources, and assist with transactions. The role involves building relationships, managing cash responsibilities, and driving the client experience. Key qualifications include strong communication skills, problem-solving abilities, and adaptability. The position offers opportunities for career growth and a competitive benefits package.
Relationship Banker - Silicon Valley East
Company: Merrill
Location: San Jose, CA
Posted Oct 13, 2024
Bank of America is seeking a client-focused individual for a position that involves engaging clients in the lobby to educate and assist with transactions through self-service resources. The role requires deep conversations with clients to understand their financial priorities and connect them with suitable solutions. Key responsibilities include executing the bank's risk culture, building client relationships, managing financial center traffic, and driving the client experience. The ideal candidate should be an enthusiastic self-starter with a strong work ethic, excellent communication skills, and the ability to learn and adapt to new technologies. A background in financial services and sales experience is preferred. The role offers a competitive salary, benefits, and opportunities for career growth.
CA-WA Mortgage Retail Sales Consultant (SAFE) Riverside
Company: Wells Fargo
Location: Ontario, CA
Posted Oct 13, 2024
Wells Fargo is seeking a CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending. The role involves soliciting residential mortgages, producing high-quality loans, building relationships with various professionals, and staying informed about mortgage industry trends. The candidate must have 2+ years of Mortgage Retail Sales experience, excellent communication skills, and knowledge of sales prospecting. The position requires SAFE registration, compliance with the S.A.F.E. Mortgage Licensing Act, and meeting ongoing regulatory requirements. The pay range is not specified, but benefits include health benefits, 401(k) Plan, paid time off, and more.
Capital Markets Analyst
Company: Fundbox
Location: San Francisco, CA
Posted Oct 12, 2024
Fundbox is seeking a Capital Markets Analyst/Associate to join their Finance team. The role involves working with the capital markets team to evaluate funding options, build relationships, and support the company's growth. The ideal candidate will have a bachelor's degree in finance, business, economics, or engineering, and 1-4 years of experience in structured credit or finance. Key responsibilities include assisting in the execution of new credit facilities and securitizations, managing due diligence processes, and performing ongoing reporting. Fundbox values diversity and inclusion, and offers competitive compensation, generous PTO, wellness benefits, and more.
Financial Solutions Advisor - Consumer Investments - Newport Beach Financial Center
Company: Bank of America
Location: Newport Beach, CA
Posted Oct 12, 2024
Bank of America is seeking a Financial Client Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients to review financial goals, building a financial plan, and recommending brokerage products. The ideal candidate should have Series 7 & 66 licenses, at least one year of experience in the investments industry, and strong communication and relationship-building skills. The position is subject to SAFE Act registration requirements and offers a salary range of $70,000 - $80,000 annually, with incentive opportunities and benefits.
Sr Analyst, Product & Credit Strategy
Company: Fundbox
Location: San Francisco, CA
Posted Oct 13, 2024
Fundbox is seeking a Senior Analyst, Product & Credit Strategy to join their team. The role involves collaborating with various teams, utilizing data analytics, and performing credit analysis to develop recommendations for new products and customer management strategies. The ideal candidate should have 2+ years of quantitative analytics or consulting experience, proficiency in SQL and data analysis tools, strong social skills, and excellent communication abilities. The company values diversity and inclusion, offering competitive compensation, benefits, and a positive work environment.