18 banking advisor jobs at 5 companies in Colton, CA
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Banking Advisor
Los Angeles or Pasadena
$132k-$224k/yrOnsiteFull Time
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.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOEDevelop and manage complex wealth management banking, credit and treasury relationships; structure and negotiate loans; 5+ years financial analysis, commercial lending or client servicing experience; strong negotiation and communication skills.
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/yrOnsiteFull Time
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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years private banking or complex financial services experience; securities licenses (Series 7 and 63/65/66) or willingness to obtain; SAFE Act registration for mortgage origination; strong business development, advisory, and communication skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7 and 63 and 65 (or 7 and 66) required or obtainable within 90 days; 12+ years private banking/financial services experience; ability to drive new business for clients with $3M+ investable assets; SAFE Act registration if originating mortgages.
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.
Business Solutions Advisor - Montebello Financial Center
Montebello, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Experience in B2B or small business banking and proven sales success; strong communication and customer service skills; outbound phone sales experience; high school diploma/GED required; ability to manage client relationships.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; demonstrated business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, relationship-building ability, and outbound phone sales experience.
Business Solutions Advisor - Orange County South Market
Ladera Ranch, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEBusiness-to-business or small business sales experience, strong communication and client management skills, ability to analyze financial needs and recommend banking solutions.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience in sales/real estate, 3+ years mortgage lending or retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC guidelines, strong communication and consultative skills, and NMLS registration required post-hire.
National Mortgage Licensing System (NMLS), Windows, Chase.com
Business Solutions Advisor - Inland Empire East Market
Corona or Corona
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, partnership skills, and outbound phone sales experience.
Business Solutions Advisor - Orange County North Market area
La Palma, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Proven sales experience with small business or B2B, strong communication and customer service skills, ability to analyze client needs and recommend banking solutions; high school diploma/GED required.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and retail banking sales; knowledge of local real estate market; FHA/VA/FNMA/FHLMC guidelines; strong communication.
Business Solutions Advisor - Orange County North Market area
La Palma, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ years experience in business-to-business sales or small business banking, high school diploma/GED, proven sales track record, strong communication and customer service skills, ability to manage client relationships and pipelines.
Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required
Westminster, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEBilingual Vietnamese, 1+ year sales or small business banking experience, strong communication and customer service skills, high school diploma/GED required, proven sales track record.
Business Solutions Advisor - Preferred Business West North Long Beach
Lakewood, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires a high school diploma or equivalent, one year of experience, business-to-business sales or small business banking experience, strong communication, customer service, sales, relationship-building, and problem-resolution skills.
Business Solutions Advisor - Preferred Business West North Long Beach
Lakewood, California, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Business-to-business sales or small business banking experience, strong communication and customer service skills, proven sales record, relationship-building ability, outbound phone sales, and high school diploma or equivalent.
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/yrOnsiteFull Time
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.