27 banking advisor jobs at 13 companies in Wrightwood, 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.
2mo
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Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hr HybridContract, Full Time
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
1w
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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
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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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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)
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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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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.
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.
3w
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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.
1w
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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.
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Business Solutions Advisor - Montebello Financial Center
Montebello, California, United States
$26-$35/hr OnsiteFull Time
Experience in B2B or small business banking and proven sales success; strong communication and customer service skills; outbound phone sales experience; high school diploma/GED required; ability to manage client relationships.
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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
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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
2mo
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SVP, Private Client CRE Lending Officer - RJ Bank
Los Angeles, California, United States
$175k-$225k/yr OnsiteFull Time
Lead CRE lending for HNW/UHNW clients in the Western U.S.; originate, underwrite, structure, and manage loans; maintain relationships with Financial Advisors and internal partners; ensure compliance with policies.
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