HiringCafe
Join our community

19 banking advisor jobs at 12 companies in Novato, CA

3mo
Save
Mark Applied
Hide
Advisor, Startup Banking - San Francisco
San Francisco, California, United States
$75k-$115k/yr OnsiteFull Time
Rho
Rho: Fintech banking platform for startups and finance teams, combining banking, cards, treasury, spend management, and accounting automation.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
HSBC Bank USA, N.A.
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
Silicon Valley Bank
Silicon Valley BankNasdaq: FCNCA: Financial institution providing personal, business, and commercial banking services.
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
Job PostingView all
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe
Beacon Pointe: Registered investment advisory firm providing customized wealth plans and investment guidance to individuals, families, businesses, and institutions.
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.
Job PostingView all
3d
Save
Mark Applied
Hide
Auto Sales Advisor
Santa Rosa, California, United States
$57k/yr OnsiteFull Time
RCU Auto Services
RCU Auto Services: Member-owned, not-for-profit cooperative providing personal and business banking services in Northern California.
4+ YOEHigh school diploma equivalent and four years of automotive sales, bank, or credit union experience. Requires California driver's license and DMV salesperson license eligibility; weekend and rotating schedule availability required.
Salesforce, Microsoft Office, personal computers, printers, calculator
Job PostingView all
1mo
Save
Mark Applied
Hide
Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
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
Job PostingView all
3mo
Save
Mark Applied
Hide
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.
Job PostingView all
3mo
Save
Mark Applied
Hide
Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
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.
Job PostingView all
3mo
Save
Mark Applied
Hide
Wealth Advisor - Westamerica Bank
Napa or Sonoma
OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses; state licenses; MS Office proficiency.
Microsoft Office, PowerPoint, Broker-dealer software
Job PostingView all
3mo
Save
Mark Applied
Hide
Wealth Advisor - Westamerica Bank
Napa or Sonoma
$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
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
Job PostingView all
3w
Save
Mark Applied
Hide
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
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
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.
Job PostingView all
2w
Save
Mark Applied
Hide
Business Solutions Advisor - Greater San Francisco Market
San Francisco, California, United States
$26-$35/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Job PostingView all
2w
Save
Mark Applied
Hide
Business Solutions Advisor - Greater San Francisco Market
San Francisco, California, United States
$26-$35/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Strategies Advisor- Private Bank
Chicago or San Francisco or Los Angeles
$180k-$255k/yr OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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
J.P. Morgan Private Bank
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
2027 Global Private Bank Advisor Program - Global Families Group Asia - Full Time Analyst
New York or San Francisco
$100k-$110k/yr OnsiteFull Time
J.P. Morgan Private Bank
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
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
Job PostingView all
3mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Job PostingView all
3w
Save
Mark Applied
Hide
Founding Growth & Delivery Lead
San Francisco, California, United States
$170k-$200k/yr OnsiteFull Time
Lightfield
Lightfield: Private AI-native CRM helping early-stage companies capture customer interactions and automate sales workflows.
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
Sr. UHNW Sales Specialist - Executive Director
San Francisco, California, United States
$150k-$250k/yr OnsiteFull Time
Morgan Stanley Private Bank, National Association
Morgan Stanley Private Bank, National AssociationNYSE: MS: Global financial services firm providing investment and banking solutions.
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.
Job PostingView all

Explore Jobs

Expand Your Job Search