38 banking advisor jobs at 18 companies in Malibu, CA
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Banking Advisor
Los Angeles or Pasadena
$132k-$224k/yr OnsiteFull Time
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.
2d
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Hybrid Wealth Banking Advisor
Charlotte or California or Colorado or Cleveland or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington or Los Angeles County
$29-$50/hr HybridContract
2+ YOERequires an associate degree or equivalent training, 2–4 years of client service experience, banking or relationship banking experience, Microsoft Office proficiency, and SAFE/NMLS compliance within 30 days.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Salesforce, Client Central
3w
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Private Banking Senior Credit Advisor
Beverly Hills, California, United States
OnsiteFull Time
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
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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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
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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Investment Advisor Associate
Los Angeles, California, United States
HybridFull Time
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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Investment Advisor Associate
Los Angeles, California, United States
HybridFull Time
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
1w
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Senior Financial Advisor, Corporate Development
Long Beach, California, United States
$100k-$165k/yr OnsiteFull Time
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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Senior Financial Advisor, Corporate Development
Long Beach, California, United States
$100k-$165k/yr OnsiteFull Time
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
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
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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Private Client Advisor II
El Segundo, California, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience, Series 7/63/65 (or 7/66) required or to be obtained, SAFE Act registration for mortgage origination, ability to drive new business for $3M+ investable assets.
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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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Private Client Advisor II
El Segundo, California, United States
$100k-$275k/yr OnsiteFull Time
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.
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 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.
1mo
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Financial Risk & Forecasting Advisor
Irwindale, California, United States
$129k-$194k/yr HybridFull Time
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.
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.
2w
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Financial Advisor - BMO Bank
Manhattan Beach, California, United States
$100k-$140k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years of investment sales experience; ability to build client relationships and create customized financial solutions.
2w
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Financial Advisor - BMO Bank
Manhattan Beach, California, United States
$100k-$140k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to develop client relationships and create tailored investment solutions.
2mo
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Senior Home Lending Advisor - Los Angeles CA - Rancho Park
Los Angeles, California, United States
$18/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years mortgage lending and retail banking sales experience; knowledge of FHA/VA/FNMA/FHLMC; NMLS registration required; strong communication, consultative, and PC skills.
National Mortgage Licensing System (NMLS), Windows
3mo
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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
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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