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28 financial solutions advisor jobs found

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Onsite financial solutions advisor California
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Finance  (27) Government  (15) Translation  (15) Insurance  (6) Management  (4) Accounting  (1)
JC
Aug 15, 2026
J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)
JPMorgan Chase San Francisco, CA
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...
Ci
Aug 15, 2026
Wealth Relationship Manager SAFE Act - IRVINE Bilingual in Mandarin/English
Citigroup Irvine, CA
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role...
Fi
Aug 15, 2026
Sales Representative BC - San Gabriel, CA (Cantonese or Mandarin Speaking)
Fiserv San Gabriel, CA
**Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Sales Representative BC - San Gabriel, CA (Cantonese or Mandarin Speaking) **What does a successful Sales Representative / Business Consultant do at Fiserv?** Revolutionize Commerce. Empower Businesses. Define Your Career. **Are you ready to be a game-changer?** At Fiserv, we're transforming the way businesses operate and grow. You will be on the frontlines of innovation, connecting small and medium-sized businesses...
Bo
Aug 15, 2026
Financial Center Manager- Cantonese or Mandarin Preferred
Bank of America Emeryville, CA
Financial Center Manager- Cantonese or Mandarin Preferred Oakland, California;Piedmont, California; Emeryville, California; Berkeley, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge...
Bo
Aug 15, 2026
Financial Center Manager- Cantonese or Mandarin Preferred
Bank of America Oakland, CA
Financial Center Manager- Cantonese or Mandarin Preferred Oakland, California;Piedmont, California; Emeryville, California; Berkeley, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Rowland Heights, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Hacienda Heights, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Diamond Bar, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Arcadia, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Walnut, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America West Covina, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26023144-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin required
Bank of America San Francisco, CA
Relationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin required San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-Financial-Market---Bilingual-Cantonese-or-Mandarin-required\_26025895) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-Financial-Market---Bilingual-Cantonese-or-Mandarin-required\_26025895) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - San Francisco West - Cantonese or Mandarin required
Bank of America San Francisco, CA
Relationship Banker - San Francisco West - Cantonese or Mandarin required San Francisco, California;San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-West---Cantonese-or-Mandarin-required\_26025874) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-West---Cantonese-or-Mandarin-required\_26025874) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Relationship-Banker---San-Francisco-West---Cantonese-or-Mandarin-required\_26025874) **Bank of America...
Bo
Aug 15, 2026
Financial Center Manager- Cantonese or Mandarin Preferred
Bank of America Berkeley, CA
Financial Center Manager- Cantonese or Mandarin Preferred Oakland, California;Piedmont, California; Emeryville, California; Berkeley, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge...
Bo
Aug 15, 2026
Financial Center Manager- Cantonese or Mandarin Preferred
Bank of America Piedmont, CA
Financial Center Manager- Cantonese or Mandarin Preferred Oakland, California;Piedmont, California; Emeryville, California; Berkeley, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oakland/Financial-Center-Manager\_26020419) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required
Bank of America Los Angeles, CA
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required Los Angeles, California;Northridge, California; Los Angeles, California; Sylmar, California; Bell, California; Torrance, California; Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required
Bank of America Los Angeles, CA
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required Los Angeles, California;Northridge, California; Los Angeles, California; Sylmar, California; Bell, California; Torrance, California; Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required
Bank of America Bell, CA
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required Los Angeles, California;Northridge, California; Los Angeles, California; Sylmar, California; Bell, California; Torrance, California; Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required
Bank of America Torrance, CA
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required Los Angeles, California;Northridge, California; Los Angeles, California; Sylmar, California; Bell, California; Torrance, California; Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Aug 15, 2026
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required
Bank of America Los Angeles, CA
Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required Los Angeles, California;Northridge, California; Los Angeles, California; Sylmar, California; Bell, California; Torrance, California; Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required\_26018242-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
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