12 banking advisor jobs at 5 companies in Perris, CA
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)
1mo
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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.
2w
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Private Client Advisor II
Newport Beach, California, United States
$100k-$275k/yr OnsiteFull Time
10+ YOE10+ years private banking or complex financial services experience; securities licenses (Series 7 and 63/65/66) or willingness to obtain; SAFE Act registration for mortgage origination; strong business development, advisory, and communication skills.
2w
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Private Client Advisor II
Newport Beach, California, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7 and 63 and 65 (or 7 and 66) required or obtainable within 90 days; 12+ years private banking/financial services experience; ability to drive new business for clients with $3M+ investable assets; SAFE Act registration if originating mortgages.
2w
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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.
1w
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Business Solutions Advisor - Orange County South Market
Ladera Ranch, California, United States
$26-$35/hr OnsiteFull Time
1+ YOEBusiness-to-business or small business sales experience, strong communication and client management skills, ability to analyze financial needs and recommend banking solutions.
1mo
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Senior Home Lending Advisor - Walnut CA
Walnut, California, United States
$18/hr OnsiteFull Time
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
3w
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Business Solutions Advisor - Orange County North Market area
La Palma, California, United States
$26-$35/hr OnsiteFull Time
Proven sales experience with small business or B2B, strong communication and customer service skills, ability to analyze client needs and recommend banking solutions; high school diploma/GED required.
2mo
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Senior Home Lending Advisor - Riverside CA Market
Riverside or Corona or Norco or Eastvale
$17/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and retail banking sales; knowledge of local real estate market; FHA/VA/FNMA/FHLMC guidelines; strong communication.
3w
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Business Solutions Advisor - Orange County North Market area
La Palma, California, United States
$26-$35/hr OnsiteFull Time
1+ YOE1+ years experience in business-to-business sales or small business banking, high school diploma/GED, proven sales track record, strong communication and customer service skills, ability to manage client relationships and pipelines.
3w
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Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required
Westminster, California, United States
$26-$35/hr OnsiteFull Time
1+ YOEBilingual Vietnamese, 1+ year sales or small business banking experience, strong communication and customer service skills, high school diploma/GED required, proven sales track record.
4w
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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.