High school diploma required; banking experience preferred but not required; strong communication; knowledge of online/mobile banking; basic web/browser skills.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years relevant experience with HNW clients, post-secondary degree or equivalent, CFP preferred, broad wealth management and bank products knowledge, strong relationship management and business development skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience,5+ years relevant experience (5–7 preferred),experience in relationship banking,credit analysis knowledge,Salesforce/CRM proficiency,and strong communication and analytical skills.
REGIONAL Federal Credit Union: Provides cooperative banking and financial services to members.
1+ YOEHigh school diploma or equivalent; 1-2 years general banking and consumer loan processing experience; home equity loan processing; cross-selling and consultative sales; bilingual Spanish preferred.
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
5+ YOE5+ years client service experience in financial services, strong banking and operational knowledge, coaching experience, problem solving, attention to detail, confidentiality, and regulatory compliance.
Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yrHybridFull Time
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage change and risk.
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yrOnsiteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's or equivalent experience, 3+ years mortgage lending/retail banking sales, knowledge of FHA/VA/FNMA/FHLMC guidelines, excellent communication, NMLS registration required, intermediate Windows PC skills.
National Mortgage Licensing System and Registry (NMLS), Windows
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
1+ YOEBachelor's in finance/accounting/business,1-3 years wealth management client-facing service experience,strong communication,ability to analyze reports and support advisors; Series 7/66 or 63/65 are nice-to-have.
Carson Group: Provides wealth management and business support for financial advisors.
5+ YOEBachelor's degree preferred, 5+ years in financial services or banking, proficiency with advisor tools and Microsoft Office, strong research, communication, project management, and problem-solving skills.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Supernova Technology: Provides cloud-based digital software for securities-based lending.
2+ YOEBachelor's in Business/Finance or equivalent experience; 2+ years banking/wealth management experience preferred; proficient in Microsoft Office (Excel); experience with financial advisors; strong organization and communication skills.