Senior Home Lending Advisor - Walnut Creek CA
JP Morgan Chase
Job Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local areaExcellent written and oral communication skillsKnowledge of FHA, VA, FNMA, and FHLMC guidelinesPreferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT:This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.Full timePosting Date: 2026-08-28
- Job Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan...SuggestedWork experience placementLocal areaImmediate startRelocation
$27 - $30 per hour
Branch Relationship Banker- Walnut Creek, CA Associates at California Bank & Trust work in a relationship-centered culture where they are provided... ...local relationships Opens new accounts, supports consumer lending needs, and proactively assists clients with a variety of...SuggestedHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$40k - $130k
Parts Counterperson - Mercedes-Benz of Walnut Creek in Walnut Creek, CA at Sonic Automotive Job Type: Sales Experience: Associate About Mercedes-Benz of Walnut Creek is looking for a Parts Counterperson to join our team! Salary: $40,000 to $130,000 + Why work for Mercedes...SuggestedHourly payFull time$60k - $120k
Job Details Job Location: Walnut Creek, CA - Walnut Creek, CA 94596 Position Type: Full Time Salary Range: $60,000.00 - $120,000.00 Job Category: Advisor EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving...SuggestedFull timeTemporary workWork at officeImmediate startFlexible hours- California Bank & Trust, Walnut Creek branch, is seeking a Branch Relationship Banker to provide exceptional, full-service banking to new... ...focus on relationship-building, helping with accounts, consumer lending, and financial solutions while delivering personalized service...SuggestedLocal area
- ....P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilitiesSupport Advisors book of business including but not limited to facilitating accurately...
- ...Investment Associate In this role, you will provide client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors’ book of business, including accurately and timely operational...
$350k - $400k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...of financial planning and wealth management.Job Summary:The Senior Wealth Advisor focuses on deepening relationships with an established...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...invites you to join our employee advisor model as a Wealth Advisor affiliated... ...Dedicated to meeting the banking, lending, and wealth management needs of... ...the local bank branch located in Walnut Creek, Danville, Lafayette, or Concord, CA. Job Overview: A Wealth Advisor acts...Work at officeLocal area
$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...LinkedIn or email to start a conversation.Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)A respected, client-focused... .... The Associate Advisor will partner closely with senior advisors to support client relationships, participate in...Work at officeFlexible hours1 day per week
$90k - $124.25k
...and state permitting requirements (AZ, NV, CA, and other western states) an asset.High... ...Consultant, Power and Renewables (Senior Level) position, we anticipate the annual... ...characteristics. Thank you for your interest in ERM!SummaryLocation: Walnut Creek, CaliforniaType: Full timeFull timeFixed term contractCasual workLocal areaFlexible hoursShift work- ...) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients...Work at office
- For Your Eyes Only Optometric Center in Walnut Creek, CA is seeking an Optician to help patients select eyewear, review prescriptions, and provide attentive service. No optical experience required; full training is provided. You will achieve sales goals, maintain inventory...
$180.27k - $220.33k
...able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Walnut Creek, CA; San Jose, CAType:Local area- ...Merrill is seeking a Financial Advisor role in the Walnut Creek, CA area to manage high-net-worth client relationships, assess financial objectives, and prepare comprehensive investment recommendations. You will prospect new clients, leverage referrals, and collaborate...
- ...fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks a... ...growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment...Work at office
- EP Wealth Advisors in Walnut Creek, CA is hiring a Wealth Advisor to provide comprehensive service to existing clients and support growth through inbound leads. The role collaborates with portfolio management, operations, and financial planning teams to service client...Flexible hours
$75k - $85k
...Management Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813) Pay and benefits information Pay range $75,000.00 - $85,000.00 annualized salary, offers...Temporary workWork at officeShift workDay shift- Bank of America in Walnut Creek, CA, is seeking a client-focused advisor to deliver tailored financial solutions and planning. You will triage leads, refer to partners, and meet with clients to align goals with investments and banking products. You will complete required...
- ...Healthcare Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Leverage Your... ...N. California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team Cole Barrett -... .... Austin Nichols - Wealth Management Advisor Time with NM: 8 years. Prior Experience:...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$11.6k
...& development Vision insurance At the Walnut Creek - Northwestern Mutual, we are dedicated to... ...field advisory councils, ensuring that every advisor and team member feels supported and... ...N. California Blvd Ste. 620 Walnut Creek CA 94596 A Glance at Northwestern Mutual (NM...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours$350k - $400k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California; San Ramon, California;... ...a reasonable commuting distance of your home to the extent permitted by applicable law... ...with experts in small business, lending, and investments + Manages financial center...Work at officeFlexible hoursShift workWeekend workDay shift
$125k - $150k
...future. For more information, please visit Opportunity for a VP Financial Advisor Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Walnut Creek, CA. This role is a key member of the advisory team and will help clients...Full timeTemporary workFlexible hours$125k - $150k
Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. The role focuses on managing existing client relationships... ...the client base through referrals and prospecting. This senior position participates in equity programs and aligns with...- Canadian Solar Inc. in Walnut Creek, CA, is seeking a Credit Manager to lead customer credit risk management and collections, supporting profitable growth while safeguarding assets. The role partners with Sales, Finance, Operations, and executives to assess creditworthiness...
- J.P. Morgan Chase in Walnut Creek, CA is seeking a Private Client Investment Associate to provide client service and operational support within... ...Management. The role focuses on assisting Private Client Advisors with account activity, referrals and wealth planning support....
- Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. You will manage client relationships, lead the planning process, and help clients reach their financial goals with a planning-first approach. Responsibilities include conducting...
- Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek, CA. The role focuses on providing strategic tax guidance to employees and clients, including preparing federal and state returns for individuals, trusts, and small businesses. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Home Lending Advisor - Walnut Creek CA. Be the first to apply!
- trust advisor Walnut Creek, CA
- remote advisor Walnut Creek, CA
- care advisor Walnut Creek, CA
- college advisor Walnut Creek, CA
- solution advisor Walnut Creek, CA
- cultural advisor Walnut Creek, CA
- operations advisor Walnut Creek, CA
- advisor Walnut Creek, CA
- innovation advisor Walnut Creek, CA
- senior advisor Walnut Creek, CA

