HiringCafe
Join our community

22 banking advisor jobs at 11 companies in Walnut Creek, 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
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: Global financial services organization enabling growth and economic progress.
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 - Banner Bank
Chico or Davis or Folsom or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
2+ YOETwo years investment sales experience; licenses in financial products; bachelor’s degree preferred.
Microsoft Office, PowerPoint
Job PostingView all
3mo
Save
Mark Applied
Hide
Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Redding or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses (Series 7, 63, 65/66); life license; state license as required; computer skills.
Microsoft Office, PowerPoint
Job PostingView all
2w
Save
Mark Applied
Hide
Business Solutions Advisor - Greater Silicon Valley
Santa Clara, California, United States
$26-$35/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOERequires high school diploma or equivalent, business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, relationship-building ability, and outbound phone sales experience.
spreadsheets
Job PostingView all
2w
Save
Mark Applied
Hide
Business Solutions Advisor - Greater Silicon Valley
Santa Clara, California, United States
$26-$35/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
High school diploma or equivalent; demonstrated business-to-business sales or small business banking experience, strong communication and customer service skills, sales track record, relationship-building, and outbound phone sales experience.
spreadsheets
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
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