20 banking advisor jobs at 13 companies in Cotati, CA
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Advisor, Startup Banking - San Francisco
San Francisco, California, United States
$75k-$115k/yr OnsiteFull Time
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
3w
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Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
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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Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
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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Senior Wealth Advisor
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA, CFP®/CFA preferred, bachelor’s degree preferred, strong communication and sales orientation.
2mo
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Financial Advisor
San Francisco, California, United States
$69k-$128k/yr OnsiteFull Time
4+ YOEProvide financial and investment advice, meet sales targets, develop client plans, and manage banking relationships.
1mo
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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
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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Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
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.
3mo
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Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
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.
3mo
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Wealth Advisor - Westamerica Bank
Napa or Sonoma
OnsiteFull Time
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses; state licenses; MS Office proficiency.
Microsoft Office, PowerPoint, Broker-dealer software
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Wealth Advisor - Westamerica Bank
Napa or Sonoma
$70k/yr OnsiteFull Time
2+ YOEHigh school diploma; two years investment sales; active Life Insurance, Series 7, Series 63/65/66 licenses; state requirements; computer literacy.
Microsoft Office, PowerPoint
1w
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
1d
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Business Solutions Advisor - Greater San Francisco Market
San Francisco, California, United States
$26-$35/hr OnsiteFull Time
High school diploma or equivalent; proven business-to-business sales or small business banking experience, sales track record, client service, communication, outbound phone sales, and relationship-building skills.
spreadsheets
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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
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
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.
1w
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Founding Growth & Delivery Lead
San Francisco, California, United States
$170k-$200k/yr OnsiteFull Time
3+ YOE3+ years experience in consulting/banking/investing/GTM or operating roles; advisor to founders; strong analytical, communication, and systems-thinking skills; able to run customer engagements and build playbooks.
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