Senior UHNW Private Wealth Credit Underwriter
$98k - $162.5kNACBA
NACBA is seeking a Senior Credit Underwriter in Westlake Village, CA, to perform risk assessment and document credit analysis for ultra-high-net-worth clients. The candidate will partner with Credit Advisors to deliver tailored lending solutions while managing a complex portfolio. With over 10 years of relevant experience, strong financial analysis and communication skills are crucial. This full-time position offers a salary range from $98,000 to $162,500 annually, along with generous benefits and growth opportunities. #J-18808-Ljbffr NACBA
$98k - $162.5k
...responsibilities include documenting credit analysis, independently... ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely with... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateWork at officeShift workDay shift$117k - $175k
...responsibilities include documenting credit analysis, independently... ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely with... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateFull timeWork at officeShift workDay shift- ...in Westlake Village, California is seeking an experienced Private Banker to manage client relationships and provide tailored... ...you will generate new business and advise on investments, wealth planning, and credit needs. Candidates should have extensive experience in Private...Private
- TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful... ...building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking. This role involves managing client...Private
$86.25k - $172.5k
...Fairygodboss is seeking qualified candidates for a role focused on credit structuring. The position entails preparing offerings for complex transactions while ensuring compliance with internal policies and external regulations. The ideal candidate should possess a Bachelor...Senior- 711 MS Smith Barney, LLC is seeking a Consulting Group Analyst to provide exceptional client support and assist Financial and Private Wealth Advisors. The candidate will focus on client service delivery, marketing strategies, and preparation of various financial reports...Private
- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small...
- ...includes managing loan offerings and developing comprehensive reporting and analytics to enhance trading efficiency. Join a dynamic environment that values collaboration and innovation in the mortgage industry. #J-18808-Ljbffr Private National Mortgage Acceptance Company, LLCSeniorPrivate
$175k - $250k
MAHLER PRIVATE STAFFING in Westlake Village, CA is seeking a Senior Program Manager to oversee significant luxury residential projects. The ideal candidate will have over 10 years of experience managing large-scale estate programs, demonstrating the necessary maturity,...SeniorPrivateMonday to Friday$140k - $175k
...lifecycle, conducting market research, and collaborating with stakeholders to drive product delivery. Offering a competitive salary between $140,000 and $175,000, comprehensive benefits, and an office work model. #J-18808-Ljbffr Private National Mortgage Acceptance Company, LLCSeniorPrivateWork at office$110k - $125k
...Century Group is partnering with a client who is seeking a Senior Cost Accountant to join their team. Exact compensation may vary based... ...in accounting or Finance. 5+ years' experience of public or private industry cost accounting. Proficient with Microsoft Office,...SeniorPrivateWork at office- Private National Mortgage Acceptance Company, LLC is seeking a Scrum Master in Westlake Village, California. The role focuses on Agile enablement and team coaching to enhance the efficiency of software development teams. Applicants should have over 3 years of experience...SeniorPrivate
- Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California... ..., specializing in high-conviction alternative investments and private assets that provide true diversification beyond the public...PrivateWork at office
- ...role responsible for driving underwriting strategy, execution, and performance... ...and directly influences credit quality, operational... ...collect, keep, and process your private information, please review Insight... ...teams, including senior leadership responsibility •...SeniorPrivate
$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village... ...: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:2... ...knowledge of investments, financial planning, credit and banking to both advise current...PrivateFull timeTemporary workWork experience placementLocal area- J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks / Simi Valley, CA Locations: Thousand Oaks, CA; Simi Valley, CA. Schedule: Full time. At J.P. Morgan Chase we are committed to helping our clients, employees, and community through excellent service...Full time
$140k - $185k
...and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices... ...; also reviews related income tax workpapers Leads teams of seniors and staff accountants Oversees planning and scheduling of...SeniorPrivateWork at officeRemote work$70k - $75k
...footprint. Anchor Loans, established in 1998, is the nation’s leading private, direct lender to experienced residential real estate investors... ...high‑risk issues to Servicing Management, Asset Management, or Credit as appropriate. Reporting & Controls Prepare regular reporting...PrivateWork at officeRemote workMonday to Friday$140k - $180k
...Advisory, and Business Management services to our clients, including private and public companies, high-net-worth individuals, and family... ...you! The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth...SeniorPrivateWork at officeRemote workHome office2 days per week- ...need to succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking someone with...SeniorPrivateLocal area
$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a... ...solutions across deposits, investments, credit, home lending, and business banking. In addition... ...with internal partners across Wealth, Home Lending, and Business Banking to deliver...SeniorTemporary workWork experience placementImmediate start- J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. The role includes building strong client relationships and delivering personalized investment strategies. The...
- A leading financial services firm seeks a Private Client Advisor in Thousand Oaks to offer comprehensive financial planning and advice. The role involves building client relationships, educating them on technology, and providing personalized investment solutions. Candidates...
- Fairygodboss is seeking a Financial Advisor in Thousand Oaks, California, to build client relationships and provide personalized investment solutions. Successful candidates will focus on relationship management rather than portfolio management and possess the necessary ...
- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...SeniorPrivateTemporary workPrivate practiceWork at officeLocal area
$65k - $105k
Job Summary We are seeking a Senior Bookkeeper for a direct hire opportunity with a boutique accounting and business management firm in... ...business management clients, including ongoing bookkeeping, bill pay, credit card activity, and account maintenance. Enter and pay bills,...SeniorWork at office$103.1k - $188.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real... ...The opportunity EY's FSO EDGE Private practice provides comprehensive and specialized... ...complex tax and client relationship matters to senior management and subject-matter...PrivatePrivate practiceSummer holidayLocal areaFlexible hours- ...management decisions, combining property loss prevention with insurance protection. FM Affiliated is looking for a Production Underwriter to join the Los Angeles Office. The FM Affiliated Production Underwriter is responsible for both new business production as well...SeniorFlexible hours
$140.7k - $175.95k
...discoveries and engineering innovations continues to build on each other — often in unexpected, profound and far‑reaching ways. As a private company owned jointly by Boeing and GM, HRL prioritizes purpose over profit, significantly advancing the state of the art. HRL...SeniorPrivateFull time$130k
...Insight Global is seeking a Senior Quality Assurance Engineer to help strengthen and scale quality across our IoT enabled cold chain... ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy...SeniorPrivateFlexible hours
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