Senior Wealth & Lending Advisor
001 The Northern Trust Company
Northern Trust, a Fortune 500 financial institution, seeks an experienced professional to develop client relationships and manage sophisticated wealth management needs. The role involves advising on goals-driven strategies, negotiating complex financing, and leading cross-functional collaborations with partners to deliver integrated wealth solutions. The candidate should bring deep knowledge of banking, investments, and fiduciary services, with strong negotiation, leadership, and communication #J-18808-Ljbffr 001 The Northern Trust Company
$70k - $200k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ..., Portfolio Consultants and Home Lending Officers.Citi has many locations across...SeniorFull timeWork at office- First Citizens Bank seeks a Non-Profit Lending Specialist II to evaluate the creditworthiness of nonprofit borrowers and mentor junior analysts. The role involves portfolio management, underwriting, and risk management within the nonprofit sector, with emphasis on not-for...Senior
- First Citizens Wealth seeks a Non-Profit Lending Specialist II for a hybrid San Francisco position. You will perform credit underwriting, financial... ...borrowers, monitor covenants, and support loan closings with senior guidance. Mentoring junior analysts and improving...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
- JPMorgan Chase & Co. seeks an Executive Director, Lending Specialist for its Wealth Management division in San Francisco. This role drives client outcomes in lending, offers expertise to advisors, and promotes the firm’s lending solutions. The ideal candidate will have...Senior
- ...Electric Capital, a fintech lender, seeks an experienced attorney to lead consumer lending regulatory compliance in a dynamic, fast‑moving environment. You will apply your JD and 7+ years of regulatory experience to interpret laws, review disclosures, and advise across...Senior
- Happen Bank is seeking a Sr Business Development Manager, SBL to grow its SBA and conventional lending portfolio by developing client relationships and delivering financing solutions for small businesses. You will partner with clients, COIs, and internal teams to originate...SeniorRemote job
- Intuit, Inc. is seeking a Principal Accountant - Lending to join the Money Movement team in California. The role focuses on technical accounting for lending products, policy ownership, and ensuring SOX controls and accurate financial reporting under US GAAP. The candidate...Senior
- ...credit decisions. The RM will negotiate terms, review closing documents, and maintain compliance while delivering exceptional client service. A strong background in commercial lending and underwriting is essential for success in this position. #J-18808-Ljbffr Cathay BankSenior
- Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax...Senior
- The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the growth...Senior
- Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth management strategies and guiding a team of advisors. You will anticipate client needs, manage complex planning and...Senior
- Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial partner to affluent clients, delivering bespoke wealth strategies and coordinating across investment, estate planning, and tax considerations...SeniorPrivate practice
$215k - $275k
...PositionWe're looking for a user-focused backend engineer to join our Lending Products team in San Francisco to help build the platforms and... ...need to ship new product verticals quickly and reliably.As a Senior Software Engineer, you'll independently own and ship platform...SeniorFlexible hours- ...a strategic and hands-on Legal & Compliance Counsel in San Francisco, CA. This senior leadership role reports to the executive team and guides legal across the business, with deep lending regulatory expertise and fintech context. The ideal candidate will have a J.D. and...SeniorRemote work
- Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies with our team and...Senior
- ...Morgan Stanley Private Bank, NA is seeking a Senior Ultra High Net Worth Sales Specialist to collaborate with Private Bankers and Financial Advisors, driving growth in UHNW lending and deposit solutions. The role involves profiling client bases, developing business plans...Senior
- Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients in the San Francisco Bay Area. The role covers comprehensive wealth management including stock options, RSUs, deferred compensation, tax...SeniorWork at office
- Twin Peaks Wealth Advisors, LLC is seeking an experienced Wealth Advisor and Relationship Manager to manage a portfolio of high-net-worth clients in the San Francisco area. You will quarterback all aspects of clients' financial lives, including equity compensation, tax...Senior
$120k - $160k
...clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides... ...and audit, regulatory and compliance requirements. The Senior Credit Risk Analyst conducts the most complex analysis...SeniorWork at office- ...loans, conduct credit analysis, and cross-sell bank products. The role requires a Bachelor's degree with 4-8+ years in commercial lending, strong sales ability, and excellent communication skills. Base salary commensurate with experience. #J-18808-Ljbffr California Bank...Senior
- First Citizens Bank is seeking a Not-for-profit Lending Specialist II in California. The role focuses on analyzing and underwriting credit for nonprofit borrowers, mentoring junior analysts, and supporting risk management projects within the Nonprofit Banking team. The...SeniorWork at officeRemote work
$169.9k - $212.4k
Building Mercury's customer base has turned out to be a wild endeavor! With our continued growth in lending, we're looking for a seasoned credit and capital sales professional to continue to grow our capital products. This role focuses on selling to established, high-value...SeniorPrice work$180.2k - $225.2k
...chartered bank focused on serving ambitious businesses. Credit and lending are central to that mission, and as we migrate our charge card... ..., we need someone who can hold the full program together.The Senior Technical Program Manager for Credit and Lending will own end-...Senior$200.7k - $250.9k
...desk on the wharf, a plank laid across two barrels, and began lending. Most of his customers were shopkeepers, fishermen, and tradespeople... ...that lets them say yes when it counts. We're looking for a Senior PM to own this product end-to-end. You'll blend sharp product instincts...Senior$120k - $250k
...Montgomery St. Job Family Group: Wealth Sales & Service Develops,... ...of becoming their trusted advisor. Develops relationship with... .... Makes recommendations to senior leaders on strategy and new... ...technology requirements. Ensures lending and non-lending decisions,...SeniorContract workPart timeLocal areaShift work- ...private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing firm offering upward career trajectory, flexible work arrangements, and opportunities for...SeniorPrivate practiceFlexible hours
- Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Senior Financial Analyst | Investment Firm | San Francisco; HybridJoin a high-growth private investment platform focused on liquidity solutions across venture...Senior
$164k - $259k
About the roleChime’s Lending org builds the products and platforms that give members access to fair, transparent credit and liquidity... ...transactions that must be correct, resilient, and auditable.As a Senior Software Engineer in Lending, you’ll work at the seam between...SeniorFull timeWork at officeLocal areaRemote workFlexible hours- ...financial world.The Role the company’s Marketing Team is seeking a Senior Director of Affiliate Marketing to provide strategy, vision,... ...is a critical leadership position directly responsible for our Lending and Banking verticals, setting the strategy and directly...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Lending Advisor. Be the first to apply!
- associate corporate finance San Francisco, CA
- senior financial advisor San Francisco, CA
- financial advisor no experience San Francisco, CA
- oracle financial functional consultant San Francisco, CA
- estate planning consultant San Francisco, CA
- entry level financial advisor San Francisco, CA
- project finance associate San Francisco, CA
- financial counselor San Francisco, CA
- financial advisor associate San Francisco, CA
- senior wealth advisor San Francisco, CA


