19 banking advisor jobs at 11 companies in Fairfax, 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
1mo
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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
3w
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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.
3mo
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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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Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
5+ YOERequires 5+ years in wealth management or private bank lending, lending origination, structuring, and credit analysis; HNW client advisory expertise; strong credit judgment; and a bachelor's degree.
portfolio analytics
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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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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
2w
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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.
1w
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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
1w
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Business Solutions Advisor - Greater San Francisco Market
San Francisco, California, United States
$26-$35/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience, including business-to-business sales or small business banking. Requires communication, customer service, sales, relationship-building, and outbound phone sales skills.
spreadsheets
1mo
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Wealth Strategies Advisor- Private Bank
Chicago or San Francisco or Los Angeles
$180k-$255k/yr OnsiteFull Time
5+ YOE5+ years wealth planning experience with high-net-worth clients; knowledge of estate, trust, tax and philanthropic planning; strong communication, client relationship and sales skills; JD/CPA/MBA/CFA/CIMA/CTFA/CFP preferred.
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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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2027 Global Private Bank Advisor Program (Full-time Associate) - US Private Bank
Las Vegas or San Diego or Salt Lake City or San Francisco or Seattle or Los Angeles or Baltimore or Boston or Cincinnati or Cleveland or Columbus or Greenwich or Philadelphia or Pittsburgh or Summit or Washington or Atlanta or Charlotte or Fort Lauderdale or Miami or Palm Beach or Austin or Dallas or Fort Worth or Houston or New Orleans or San Antonio or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or St. Louis or New York or Denver or Garden City or Tampa or Walnut Creek
OnsiteFull Time
3+ YOEMBA candidate with 3+ years of work experience, U.S. college attendance, graduation between December 2026 and June 2027, strong communication, quantitative, analytical, organizational, and problem-solving skills.
HireVue
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2027 Global Private Bank Advisor Program - Global Families Group Asia - Full Time Analyst
New York or San Francisco
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master's with graduation Dec 2026–Jun 2027; fluent in Mandarin and English; authorized to work in the U.S.; strong interpersonal, analytical, and client relationship skills.
HireVue
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support for wealth management; assist Financial Advisors; ensure timely client materials; follow bank policies; multi-task and adapt in a fast environment.
Microsoft Office, Salesforce
3w
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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.
1mo
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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.
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