Senior Private Banking Advisor - HNW Client Solutions
$109.2k - $202.8kFairygodboss
Fairygodboss is looking for a Banking Advisor III based in San Diego, California. In this role, you will provide guidance on banking solutions to high‑net‑worth clients and manage a book of business. The ideal candidate will have over five years of experience and a Bachelor's degree. This full-time role offers a competitive salary range of $109,200 to $202,800, along with comprehensive benefits including health coverage, retirement plans, and generous paid time off. #J-18808-Ljbffr Fairygodboss
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banking Advisor - HNW Client Solutions in San Diego, CA vacancy
$68.08k - $113.4k
...while helping clients pursue their financial... ...The Senior Trustee Consultant... ...subsidiary The Private Trust Company.... ...Company enables LPL Advisors to maintain... ...high net worth (HNW) clients Core... ..., investment solutions, fintech tools... ...an applicant's bank or credit card....SeniorPrivateHigh net worthWork experience placementWork from home- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor... ...leverage investments, credit, and banking knowledge to broaden client relationships and attract new assets... ...delivering tailored, goals-based financial solutions. #J-18808-Ljbffr BBVA Global...SeniorPrivateHigh net worth
- City National Bank is seeking a Private Banker in San Diego, California, to develop and manage relationships with high-net-worth clients. The role involves delivering integrated financial services advice and ensuring client satisfaction through exceptional communication...PrivateHigh net worth
- ...President and Wealth Advisor About the... ...Management Type Privately Held About the... ...a sophisticated, client-first advisory... ...will work alongside senior advisors and... ...planning, private banking, or related fields... ...with exposure to HNW/UHNW client service...PrivateHigh net worth
Confidential
San Diego, CA2 days ago $120k - $140k
Join to apply for the Private Banker, PBO role at Citizens... ...Citizens Private Bank is opening a Private Bank... ...white glove experience to clients that results in long-... ...Office Lead (1) PBO Senior Banker (1-2) PBO Banker... ...product/service value and solutions that meet customer...PrivateHigh net worthBank staffWork at officeMonday to Friday$109.2k - $202.8k
...contribute to the company’s success. As a Banking Advisor III within PNC’s Private Bank organization, you will be based in... ...on appropriate credit and cash management solutions for current and prospective high‑net‑worth clients as part of a broader Private Banking team....PrivateHigh net worthTemporary workWork experience placementWork at office$132.5k - $205k
...Description At Sunflower Bank, N.A., we're... ...what we do every day for clients and associates. Learn more... ...position of a full-time Private Banker at our San... ...families. As a trusted advisor, this position manages... ...proactively recommends solutions needed to achieve client...PrivateHigh net worthFull timeFlexible hoursSunflower Bank, N.A.
San Diego, CA1 day ago$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...to these clients including: banking, credit, asset management,... ...planning capabilities and develop solutions across investments, trust and...PrivateHigh net worthRemote workCity National Bank
La Jolla, CA3 days ago$185k - $215k
U.S. Bank in San Diego seeks a seasoned financial expert to manage high net worth client relationships. You will lead a team focused on client needs and provide expert Wealth Management advice. This role requires over 10 years of wealth management experience and NMLS registration...SeniorPrivateHigh net worth$28.85 - $33.65 per hour
...Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...specific considerations. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shiftDormont Manufacturing Company
Lemon Grove, CA2 days ago- Northern Trust Corp is looking for an Associate Banking Advisor in San Diego. In this role, you'll assist Portfolio Banking Advisors with managing client portfolios, attending meetings, and making credit presentations. The ideal candidate should have over 5 years of experience...Senior
$135.6k - $300k
Job Description: At Bank of America, we are guided by a common... ...Growth and delivering for our clients, teammates, communities and shareholders... ...'s full array of integrated solutions, such as equities, fixed... ...in a wealth management, private banking and/or trust field Knowledge...PrivateHigh net worthFull timeWork experience placementWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider... ...Financial Advisors and Wealth Management Client Associates help clients pursue the... ...of Merrill coupled with the banking convenience of Bank of America....High net worthHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$132.5k - $205k
Sunflower Bank NA is seeking a motivated Private Banker for their San Diego, CA location. The role involves building strong relationships with High‑Net‑Worth clients, delivering tailored financial solutions, and collaborating with wealth management specialists. Candidates...PrivateHigh net worth$132.5k - $205k
Sunflower Financial Inc. is seeking a full-time Private Banker in San Diego, CA. The role focuses on building long-term relationships... ...their financial portfolios. Responsibilities include expanding client base, providing high-quality service, and collaborating with wealth...PrivateHigh net worthFull time$155k - $190k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...PrivateHigh net worthTemporary workWork experience placement3 days per weekU.S. Bancorp
San Diego, CA3 days ago$191k - $305k
...Senior Lead Trust Advisor - Special Needs Trust Wells Fargo... ...Needs Trusts for HNW and UHNW... ...mitigate risk, offer solutions, manage beneficiary... ...delivers outstanding client service. The... ...trust provisions, bank policies, Social... ...financial advisors and private bankers to serve...SeniorPrivateHigh net worthWork experience placementWork at office$139.23k - $163.8k
...PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: San Diego, CAtime type... ...requisition id: 2026-0010026At U.S. Bank, we’re on a journey to do our best. Helping... ...Private Wealth Management (PWM) helps clients identify and achieve their financial...PrivateHigh net worthTemporary workWork experience placementLocal area3 days per weekU.S. Bank
San Diego, CA3 days ago- ...Private Bankers Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating in 2026. If... ...helping develop innovative solutions while working in a fast-... ...training classes, our senior speaker series, market...PrivateHigh net worthFull timeWork experience placementImmediate startVisa sponsorship
- ...this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer... ...realtors, builders, financial professionals, bank stores, past customers, and other non-traditional... ...offer mortgage loan products based on client needs * Review and analyze low to...PrivateHigh net worthWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Chula Vista, CA3 days ago - JPMorganChase in Coronado, CA is seeking a Private Client Banker to represent our brand at a Chase Branch. You will deliver hospitality and financial solutions to affluent clients, managing their complete banking relationships with a proactive approach to grow balances...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Coronado, California. The role focuses on managing affluent clients' banking relationships, providing exceptional customer service, and recommending solutions tailored to individual financial needs. Qualified candidates...
- JPMorganChase in San Diego is looking for a Private Client Banker to manage affluent clients’ banking relationships and help them with personalized financial solutions. The ideal candidate will possess strong communication skills and at least 1 year of experience in banking...
- Bank of America is seeking a client‑facing banking professional in San Diego to uncover personal and small business needs, recommend tailored solutions, and guide clients to the right teams. You will balance service requests with productive sales activities while ensuring...Senior
- ...EisnerAmper is seeking a Client Accounting Manager... ...create innovative solutions We understand that... ...Worth Individuals (HNW) and their... ...family office work, private business and trust... ...entries and month-end bank/General Ledger account... ...of associates and seniors. Build impactful relationships...PrivateHigh net worthContract workTemporary workWork at officeLocal area
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...long‑term relationships with clients. The role partners closely with... ...to deliver integrated solutions Identify and pursue new business... ...independent broker‑dealer, bank, or RIA environment Financial...SeniorHigh net worth
Beacon Pointe
San Diego, CA3 days ago - ...Advisor Training Program If you enjoy building relationships... ...develop innovative solutions while working in a... ...committed to building client relationships and... ...Advisor Trainee in Global Private Bank, you will gain... ...professional skills, hear from senior executives and build...PrivateFull timeTraineeshipImmediate startVisa sponsorship
$159.6k - $296.4k
...Investment Advisor Sr At PNC, our people are our greatest differentiator... ...Advisor Sr within PNC's Private Bank organization, you will be... ...have been developed with the client. Depending on line of business... ...creating customized customer solutions. Managing Risk - Assessing...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office- ...leading financial institution is looking for a Commercial Banking Relationship Manager II in San Diego, California. Responsibilities include developing and managing client relationships, advising on financial solutions, and ensuring compliance with regulations. The ideal...Senior
- ...Private Client Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them... ...culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly...Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banking Advisor - HNW Client Solutions. Be the first to apply!
Related searches