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81 banking advisor jobs at 24 companies in California

1mo
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Banking Advisor
Los Angeles or Pasadena
$132k-$224k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOE3+ years finance/client servicing or commercial lending experience; advanced banking, investment, and credit knowledge; negotiation, sales, and communication skills; ability to originate and manage complex client relationships.
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3mo
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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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2w
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Private Banking Senior Credit Advisor
Beverly Hills, California, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Expertise in end-to-end credit underwriting for varied credit products, client-facing Private Banking experience, credit memo preparation, and Microsoft Office proficiency.
Microsoft Office
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3w
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Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEBachelor's OR HS/GED with additional experience; 1+ year administrative/professional experience (or 5 years with HS); preferred 2+ years and expertise in Pitchbook and Outreach.IO.
Pitchbook, Outreach.IO, InMail, ZoomInfo
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2w
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Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
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3mo
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Senior Wealth Advisor
San Diego, California, United States
$125k-$175k/yr FieldFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA preferred, CFP/CFA preferred, bachelor’s in finance/business/economics preferred.
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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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1mo
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Financial Advisor
Houston or San Diego
HybridFull Time
BBVA
BBVABolsas y Mercados Españoles: BBVA: Provides global banking, insurance, and investment management services.
6+ YOE6+ years private banking/financial services with UHNW/HNW clients in Latin America, bachelor\u0002s required, Series 65 or equivalent mandatory, established book of business, proven sales, Spanish fluency.
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1mo
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Compliance Advisor - Privacy
Columbus or Frisco or California or Colorado or New York or Washington or Maryland or District of Columbia or Illinois or New Jersey or Vermont or Ohio or Maine or Connecticut or Virginia or United States
$98k-$177k/yr HybridFull Time
Bread Financial
Bread FinancialNYSE: BFH: Provides personalized credit cards, lending, and savings products.
8+ YOE8+ years in consumer credit/banking compliance, HS/GED minimum; Bachelors preferred. CIPP, CAMS, CRCM (preferred); subject matter expertise in compliance, risk, or privacy; strong analytical and strategic advising skills; U.S. work authorization required.
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1mo
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
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5d
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Senior Financial Advisor, Corporate Development
Long Beach, California, United States
$100k-$165k/yr OnsiteFull Time
California Resources Corporation
California Resources CorporationNYSE: CRC: Explores and produces oil and gas with carbon management.
3+ YOEBachelor's degree in finance, economics, engineering, accounting, or related field; 3–6 years in investment banking, corporate development, infrastructure investing, project finance, or similar; advanced modeling and valuation skills.
Microsoft PowerPoint
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5d
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Senior Financial Advisor, Corporate Development
Long Beach, California, United States
$100k-$165k/yr OnsiteFull Time
California Resources Corporation
California Resources CorporationNYSE: CRC: Independent oil and natural gas exploration and production.
3+ YOEBachelor's degree in a related field and approximately 3–6 years in investment banking, corporate development, infrastructure investing, project finance, or a similar transaction-focused role; advanced modeling and valuation skills required.
Microsoft PowerPoint
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2mo
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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/yr HybridFull Time
FTI Consulting
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.
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3w
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Private Client Advisor II
San Diego, California, United States
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOESeries 7/63/65 (or 7/66) licenses, SAFE Act registration when applicable, 12+ years private banking or complex financial services experience, proven business development and client advisory skills.
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2mo
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Private Client Advisor II
El Segundo, California, United States
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOE12+ years private banking/complex financial services experience; Series 7 and 63/65 (or 7 and 66) required or obtained within 90 days; SAFE Act registration for mortgage origination; strong sales, negotiation, and client relationship skills.
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3mo
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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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5d
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SVP, Senior Foreign Exchange Advisor
San Francisco or Boston or San Jose or Los Angeles or New York City
$140k-$184k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOERequires 6+ years of related experience, a bachelor's degree or equivalent, advanced banking and regulatory knowledge, Reuters or Bloomberg experience, and advanced communication skills; master's, MBA, and CFA preferred.
Reuters, Bloomberg
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3w
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Financial Risk & Forecasting Advisor
Irwindale, California, United States
$129k-$194k/yr HybridFull Time
Southern California Edison
Southern California EdisonNYSE: EIX: Electric utility providing electricity transmission and distribution services.
7+ YOE7+ years in financial planning, modeling or forecasting; commercial credit underwriting and forecasting experience; master's preferred; utility/energy or banking experience; predictive analytics and collateral experience; must reside in California.
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3mo
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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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2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOETwo years investment sales experience; licenses in financial products; bachelor’s degree preferred.
Microsoft Office, PowerPoint
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