El Cerrito, California, United States · On-site
$70k–$80k/yr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
Oakland, California, United States · On-site
$84k–$175k/yr
Job DetailsJob Location: OAKLAND | 4937 Telegraph Ave [2360] - Oakland, CA 94609Salary Range: $84,000.00 - $175,000.00 Base+Commission/yearDistrict Manager- Arch Telecom We’re a national Wireless Preferred Retailer…
Skills: Multi-unit Management, Wireless Sales, Team Leadership, Performance Management, Coaching and Development
Oakland, California, United States · On-site
$50k–$54k/yr
At Bozzuto, every team member shares a deep commitment to doing good for those around us. We live this each day by designing, building, managing and maintaining one-of-a-kind residences. Whether it’s the talent within ou…
Skills: Sales, Marketing, Customer Service, Lead Conversion, Social Media Content Creation
Oakland, California, United States · Hybrid
$98k–$135k/yr
Our ideal candidate: We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prospe…
Skills: Treasury Management, Commercial Banking, Client Relationship Management, Sales Strategy, Financial Analysis
Oakland, California, United States · On-site
$16/hr–$21/hr
When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people l…
Skills: Retail Sales, Customer Service, Communication Skills, Needs Assessment, Closing Sales
Oakland, California, United States · On-site
$80k–$110k/yr
Description DISTRICT SALES REPRESENTATIVE BiRite Foodservice Distributors is a third generation, family-owned company that offers you a Complete Foodservice Solution. We offer unsurpassed service to all areas of foodserv…
Skills: Outside Sales, Account Management, Cold Calling, Negotiation, Interpersonal Communication
Oakland, California, United States · Hybrid
$221k–$276k/yr
From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query,…
Skills: Sales Compensation Design, Global Incentive Planning, Consumption-based Pricing Models, Xactly, CaptivateIQ
Oakland, California, United States · On-site
$210k–$325k/yr
You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Market Executive in Emerging Middle Market Banking is for you. As a Market Executive in Em…
Skills: Account Relationship Management, Commercial Banking, Team Leadership, Business Development, Financial Advice
Oakland, California, United States · On-site
$40k–$50k/yr
Ready to level up your career? At Prime Communications, you'll earn competitive pay, develop valuable sales skills, and have the opportunity to grow into leadership roles with the largest authorized AT&T retailer in the …
Skills: Sales, Customer Service, Communication Skills, Relationship Building, Wireless Technology
Oakland, California, United States · On-site
$20/hr–$24/hr
Job Title Leasing Consultant, Multifamily Orion (https://orionoakland.com/) Job Description Summary As a Leasing Consultant, you will play an important role with the onsite management team. Our Leasing Consultants look f…
Skills: Customer Service, Leasing, Communication, Windows Environment, Organization
Oakland, California, United States · On-site
$120k–$275k/yr
About SpotOn We’re not just building restaurant tech, we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators b…
Skills: B2B Sales, Cold Calling, Prospecting, Territory Management, Salesforce
Oakland, California, United States · On-site
$50k–$60k/yr
Tri-Valley Collective is hiring Entry-Level Donor Engagement Representatives to support nonprofit organizations through community outreach, fundraising campaigns, donor relations, event marketing, and face-to-face engage…
Skills: Community Outreach, Fundraising, Donor Relations, Event Marketing, Public Relations
Oakland, California, United States · On-site
$17/hr–$23/hr
Are you a current Associate? To be considered, you must submit your application through the internal Career Portal (Jobs Hub). Click here to access. Time Type: Full time Remote Type: Job Family Group: Sales Job Descripti…
Skills: Merchandising, Inventory Management, Product Placement, Customer Service, Communication
Oakland, California, United States · On-site
$50k–$60k/yr
ri-Valley Collective is hiring Full-Time Entry-Level Brand Marketing Assistants to support live event marketing, brand promotions, customer engagement, nonprofit fundraising, and community outreach throughout the Bay Are…
Skills: Brand Marketing, Event Marketing, Customer Engagement, Nonprofit Fundraising, Community Outreach
Oakland, California, United States · On-site
$50k–$60k/yr
Tri-Valley Collective is hiring Entry-Level Event Assistants to support live events, promotional campaigns, community outreach programs, and customer engagement initiatives throughout the Bay Area. This is an excellent o…
Skills: Event Planning, Customer Engagement, Public Relations, Brand Promotion, Communication
Oakland, California, United States · On-site
$50k–$60k/yr
We are seeking a motivated and personable Entry-Level Client Relations Associate to join our growing team. This is an excellent opportunity for a recent graduate or early-career professional looking to build experience i…
Skills: Client Relations, Customer Service, Account Management, Marketing Support, Business Operations
Oakland, California, United States · Hybrid
At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and e…
Skills: Business Development, Financial Planning, Client Acquisition, Relationship Management, Financial Analysis
Oakland, California, United States · On-site
$70k–$85k/yr
POSITION SUMMARY: The Oakland YMCA is seeking a Membership Director to oversee the membership department: developing leaders, organizing and leading membership acquisition, member retention and member service. These gene…
Skills: Customer Service, Staff Management, Budget Management, Membership Acquisition, Member Retention
Oakland, California, United States · Remote OK
$105k–$140k/yr
Mission The mission of Speechify is to make sure that reading is never a barrier to learning. Over 50 million people use Speechify's text-to-speech products to turn whatever they're reading – PDFs, books, Google Docs, ne…
Skills: Full Sales Cycle Management, Technical Discovery, API Integration, B2B Sales, Demo Prototyping
Oakland, California, United States · On-site
Job Summary: In addition to the responsibilities listed above, this position is also responsible for developing and implementing standard and non-standard competitive sales and retention strategies for Medicare accounts;…
Skills: Account Management, Sales Strategy, Customer Retention, Medicare Knowledge, CRM
El Cerrito, California, United States • On-site
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Provide comprehensive financial advice and customized solutions to help clients achieve their goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads to internal partners.
Requires Series 7 and 66 licenses and at least one year of experience in the investments and financial services industry. Candidates must be able to meet sales goals and comply with SAFE Act registration requirements.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
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 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Please note this is a sourcing requisition there might not be an immediate opening for every location listed
Pay Transparency details
US - CA - El Cerrito - 10422 San Pablo Ave - EL CERRITO BC (CA4135), US - CA - Oakland - 303 Hegenberger Rd - OAKLAND INDUSTRIAL CENTER BC (CA4141), US - CA - Oakland - 496 Lake Park Ave - GRAND LAKE BC (CA4128)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
There are currently 167 open sales positions in Oakland, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Global Elite Consultants, Kaiser Permanente Oakland Medical Center, Arch Telecom, AutoZone, Bank of America, among others. Browse the listings above to see every active employer.
Yes — 52 of the 167 open sales positions offer remote or hybrid work (31 remote, 21 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
