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28 banking advisor jobs at 15 companies in Berkeley, CA

3w
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Preferred Banking Advisor
San Jose, California, United States
$69k-$85k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
3+ YOE3+ years related experience in treasury management, branch operations, lending or deposit sales; high school diploma required (BA preferred); intermediate banking, loans and regulatory knowledge; advanced communication and sales skills.
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2mo
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Advisor, Startup Banking - San Francisco
San Francisco, California, United States
$75k-$115k/yr OnsiteFull Time
Rho
Rho: Integrated banking and finance platform for startups and businesses.
2+ YOE2+ years B2B sales, full-cycle sales, selling business banking/credit products to SMBs/mid-market; strong local network; C-Suite stakeholder experience; proficient with Salesforce and LinkedIn Sales Navigator.
Salesforce, LinkedIn Sales Navigator
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2mo
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Financial Advisor
San Francisco, California, United States
$69k-$128k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOEProvide financial and investment advice, meet sales targets, develop client plans, and manage banking relationships.
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1w
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Industry Advisor
Illinois or San Francisco or Dallas or New Jersey or New York City or New York or Chicago or Atlanta
$235k-$314k/yr RemoteFull Time
Salesforce
SalesforceNYSE: CRM: Sells cloud-based customer relationship management and business software solutions.
10+ YOE10+ years financial services or consulting leadership; expert in banking/insurance/wealth, executive workshops, framework design, specialist enablement, sales acumen, program management, and strong communication.
Salesforce, Financial Services Cloud, Data Cloud, Slack, Agentforce
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1mo
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Business Banking Treasury Management Advisor - Relationship Manager I
Walnut Creek or Roseville or San Francisco
$83k-$150k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience; client relationship management, credit analysis, risk management, business development, and strong decision-making and communication skills.
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3mo
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Sr. Lending Advisor
Napa or San Luis Obispo or Fresno or Bakersfield or Sacramento
OnsiteFull Time
Mechanics Bank
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
3+ YOE3 years lending/banking experience preferred; HS diploma required; proficient with MS Office and Encompass LOS; strong communication and customer service; travel 10-20%
MS Office suite, Encompass LOS
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3w
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Universal Banker / Member Advisor
Stanford or Palo Alto
$29-$32/yr OnsiteFull Time
Stanford Federal Credit Union
Stanford Federal Credit Union: Provides banking, mortgage, and loan services to members.
1+ YOE1–3 years customer service or sales experience, high school diploma/GED, ability to cross-sell financial products, strong communication and customer service skills, accurate transaction processing, familiarity with banking regulations.
ATM, Online/Mobile Banking, NPX
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3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
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2mo
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Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years in wealth or private bank lending, expertise in securities-based lending, strong credit acumen, data-driven opportunity identification, Bachelor’s degree, Series 7/66 (or 63/65) preferred.
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2mo
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Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years in wealth/private bank lending with origination, structuring, and credit analysis; experience advising HNW/UHNW clients; SBL expertise preferred; Bachelor's degree required; Series 7/66 (or 63/65) preferred; strong communication and data-driven skills.
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3mo
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Financial Advisor - BMO Bank
Berkeley, California, United States
$100k-$140k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 and 66 required; insurance license; 3+ years investment sales experience.
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3mo
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Financial Advisor - BMO Bank
Berkeley, California, United States
$100k-$140k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOESeries 7 and 66 required; Insurance license required; 3+ years investment sales experience
Series 7, Series 66, Insurance License
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1mo
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Business Solutions Advisor - Palo Alto Main Financial Center
Palo Alto, California, United States
$26-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Experience in B2B sales or small business banking; strong communication; customer service; proven sales track record; outbound sales.
CRM, Salesforce
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
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Sr. UHNW Sales Specialist - Executive Director
San Francisco, California, United States
$150k-$250k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
7+ YOEBachelor's degree required; 7+ years in private or commercial banking with lending origination and credit analysis; proven UHNW lending and deposit expertise; business development, advisor engagement, and leadership experience.
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