Senior Wealth Credit & SBL Specialist
Bank of America ATM
Bank of America is seeking a GWIM Credit Securities Based Lending Specialist to deliver securities-based lending solutions to wealth management clients. You will partner with Merrill advisors to grow loan balances, drive advisor participation, and support deal execution across the territory. The role emphasizes collaboration with relationship management, underwriting, risk, and product partners to meet lending objectives while ensuring compliance and excellent client service. #J-18808-Ljbffr Bank of America
$152.37k - $186.23k
...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... ...registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration...SeniorFull timeWork experience placementLocal area3 days per week- ...About this role: Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines... ...affluent client relationship portfolio in lending, credit, and deposit products and services Review and analyze client...SuggestedWork experience placementWork at officeImmediate start
$73.9k - $98.5k
...Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service... ...for all. For more information, please visit What We Do The Senior Project Specialist supports and leads small projects or key phases of larger...SeniorRemote jobWork experience placement$109.3k - $120k
OVERVIEW:Support senior colleagues in the EDI & API Integrations design, development, testing, configuration and implementation of software applications activities.MAKING THE IMPOSSIBLE, POSSIBLE APL Logistics provides innovative, global supply-chain solutions across...SeniorWork experience placementFor subcontractorWork at officeRemote workFlexible hours- Your Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies... ...income generation, risk mitigation, and liquidity needs.As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth...SeniorFull timeWork at office
- Jobtailor in Scottsdale, AZ seeks a proactive Wealth Management Assistant to support the Senior Wealth Manager and deliver exceptional client service. You will act as a primary contact for clients, assemble meetings, gather financial and tax documents, and help prepare...Senior
- Old National Bank seeks a Senior Portfolio Manager to lead investment activities for high-net-worth clients within Wealth Management. You will develop client-centric portfolios and provide oversight for complex accounts. The role requires deep knowledge of investment strategies...Senior
- A growing wealth management firm in Scottsdale is seeking an experienced Senior Wealth Manager to join its team. This role requires delivering personalized wealth strategies, building long-term client relationships, and collaborating with investment teams. Candidates should...SeniorFlexible hours
- Mercer Advisors is looking for a Wealth Advisor to deepen relationships with clients and grow their practice through referrals. The role requires developing financial strategies in collaboration with a unified in-house team of experts to help clients achieve their goals...SeniorMonday to Friday
- A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial...SeniorRemote job
- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively. The ideal candidate will have...SeniorWork at officeFlexible hours3 days per week
- FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client...Senior
- Charles Schwab seeks a Senior Regional Manager to coach a team of 10-12 Wealth Advisors in a collaborative, on-site environment. You will shape client engagement and oversee performance against asset and service targets. Essential qualifications include CFP and CFA designations...Senior
- ...paced environment in a collaborative, team-oriented culture, working in an always-changing, growing industry. As an Underwriting Specialist in Contract you determine individual risk acceptability, pricing, coverage, terms and conditions, by developing, analyzing and evaluating...SeniorFull timeContract workTemporary workPart timeWork experience placementCasual workWork at office
- ...Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive...SeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- Alvarez & Marsal (A&M) is seeking a Restructuring Senior Associate in Scottsdale to partner with senior professionals across industries and drive value through restructuring and turnaround initiatives. You will manage cash forecasts, develop business plans, and assist...Senior
- Square One Concepts, a leading restaurant group, is seeking a Senior Accounts Payable Specialist to manage high-volume AP across our multi-unit concepts. You will process invoices, engage vendors, and ensure timely payments while maintaining accurate records. The role...SeniorFlexible hours
- Maricopa Community College district is seeking a full-time HVAC Specialist Senior to perform high-level HVAC work including installation, maintenance, and repairs across various systems. The role mandates a physical presence on campus and requires a valid journey-level...SeniorFull timeFlexible hours
$115k - $177k
Clearwayjobs is seeking an Associate or Senior Associate in BESS Modeling and Structuring. This role focuses on developing sophisticated quantitative models for BESS valuation and market analysis, directly influencing major commercial decisions. Applicants with a strong...Senior- ...Police Records Specialist Senior The Police Records Specialist Senior serves as the Records Unit's primary training lead and quality control checkpoint. Distinguished by elevated responsibility, this role performs complex, high-liability tasks, provides direct support...SeniorWork at officeRemote workShift workNight shiftAfternoon shift
- Responsibilities Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth... ...opportunities. Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects...Senior
- ...Police Records Specialist Senior The Police Records Specialist Senior serves as the Records Unit's primary training lead and quality control checkpoint. Distinguished by elevated responsibility, this role performs complex, high-liability tasks, provides direct support...SeniorWork at officeRemote workShift workNight shiftAfternoon shift
$25.25 - $32.83 per hour
HVAC Specialist Senior Job ID: 322767 Location: Scottsdale Community College Full/Part Time: Full Time Regular/Temporary: Regular Salary Range: $25.25 - $32.83 hourly, DOE Grade: 114 Work Schedule Monday - Friday, 6 am - 2:30 pm Summer Hours: Monday - Thursday, 5...SeniorHourly payFull timeTemporary workPart timeApprenticeshipWork experience placementSummer workWork at officeAll shiftsMonday to FridayFlexible hoursWeekend workAfternoon shift$24 - $28 per hour
Position Brief - Senior Leasing Specialist Optima - Luxury Leasing Meets Elevated Living At Optima, leasing is not simply transactional - it is a core driver of community performance, resident satisfaction, and brand reputation. The Senior Leasing Specialist role is designed...SeniorWork at officeLocal area- Primoris Renewable Energy in Scottsdale, AZ, is seeking a Project Controller II to manage project controls, budgets, schedules and KPIs across solar and energy storage initiatives. You will lead budget codes, track progress, monitor cash flow, perform risk assessments, ...Senior
- A senior care service provider in Scottsdale, Arizona, is seeking a part-time Resident Hair Specialist. This flexible role focuses on providing high-quality hair services to senior residents while fostering personal connections. The ideal candidate will have a current...SeniorPart timeFlexible hoursWeekend workAfternoon shift
- ...we’ll go for you.® - 18,000 trained professionals - 250+ locations worldwide - Globally unified systems Job Description As a Credit Specialist, you’ll play a key role in supporting credit approvals for a large, dynamic organization while learning how to apply your education...Full timeWorldwide
$67.5k - $80k
...Job Description Job Description Description: Position: Senior Grants Specialist / Federal Grant Writer / Grant Writing Job Type: Full Time (Need not apply if you want Part-Time or 1099 Contractor work.) Hours: M-F 8:00 AM to 5:00 PM in employee’s home time...SeniorFull timeTemporary workPart timeFor contractorsWork at officeLocal areaImmediate startRemote workFlexible hoursShift work- ...of Kestra Holdings, an industry-leading wealth management platform for independent financial... ...with Impact. As the Trust Officer Senior, you will report to the Branch Manager. You... ...use background information concerning your credit, character, general reputation, personal...SeniorImmediate start
- ...America is seeking a professional to participate in a 12-month development program to build foundational commercial banking sales and credit skills. This role involves acquiring and managing a portfolio of clients while generating new business and delivering integrated...Senior
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