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31 banking advisor jobs at 18 companies in Compton, CA

2w
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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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1mo
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Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hr HybridContract, Full Time
Accenture
AccentureNYSE: ACN: Consulting, technology, and operations services for global businesses.
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
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1w
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Centralized Financial Advisor
Santa Ana, California, United States
$70k/yr HybridFull Time
Orange County's Credit Union
Orange County's Credit Union: Member-owned financial institution providing banking and lending services.
2+ YOE2+ years in sales/delivery of investment, wealth management, banking, or insurance; FINRA Series 7 and Series 66 (or Series 63 & Series 65); California Life Agent with variable contracts; strong consulting and regulatory compliance skills.
Guided Wealth Portfolios
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1w
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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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1w
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Lending Advisor Associate
Walnut Creek or Vancouver or Federal Way or Roseville or Seattle or Lynnwood or Irvine
$25-$42/hr OnsiteFull Time
Mechanics Bank
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
3+ YOE3+ years mortgage lending or banking experience; high school/GED required; Associate's degree preferred; proficient with Microsoft Office and Encompass (LOS); strong communication, time management, and customer service skills.
Microsoft Office, Encompass (LOS)
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3w
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Investment Advisor Associate
Los Angeles, California, United States
HybridFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
2+ YOEUndergraduate degree, 2+ years client service with high-net-worth individuals at an investment management firm/private bank/broker-dealer, knowledge of equity/fixed income/alternative asset classes, custodian paperwork (Schwab/Fidelity), strong communication.
CRM, Charles Schwab, Fidelity Investments
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3w
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Investment Advisor Associate
Los Angeles, California, United States
HybridFull Time
Kayne Anderson Rudnick
Kayne Anderson RudnickNYSE: VRTS: Provides investment management and wealth advisory services to clients.
2+ YOEUndergraduate degree and 2+ years client service with high-net-worth investors at an investment manager, private bank, or broker/dealer; knowledge of equity, fixed income, alternative assets; custodial paperwork (Schwab/Fidelity); strong communication and organizational skills.
CRM, Charles Schwab, Fidelity Investments
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1mo
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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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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
Western Alliance Bank
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.
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1mo
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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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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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1mo
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TPS Treasury Advisor - Food, Consumer & Ag (West)
City of Industry or Los Angeles or Newport Beach or Fresno
$63k-$117k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOEBachelor’s degree; 4–6 years in banking/fintech/c corporate treasury; strong analytical skills; advanced treasury product knowledge; excellent communication and organization.
Excel, Treasury Management, Cash Management, Payment Technologies, Data Analysis
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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
Pico Rivera, 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; 3+ years of investment sales experience.
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3mo
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Financial Advisor - BMO Bank
Pico Rivera, 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 required; 3+ years of investment sales experience.
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4w
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Senior Home Lending Advisor - Walnut CA
Walnut, California, United States
$18/hr OnsiteFull Time
JPMorgan Chase
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
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2mo
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Retail Business Services Production - Business Services Advisor (Remote in Culver City)
Culver City, California, United States
$70k-$76k/yr RemoteFull Time
Golden 1 Credit Union
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
2+ YOE2+ years small business banking or 3-5 years sales experience; Bachelor's preferred; remote role with Culver City location; travel within California.
CRM
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2mo
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SVP, Private Client CRE Lending Officer - RJ Bank
Los Angeles, California, United States
$175k-$225k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Lead CRE lending for HNW/UHNW clients in the Western U.S.; originate, underwrite, structure, and manage loans; maintain relationships with Financial Advisors and internal partners; ensure compliance with policies.
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