Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker: Trusted Financial Advisor

U.S. Bank

U.S. Bank’s Newport Beach location seeks a Relationship Banker to build trusted client relationships and provide banking guidance in person. You will assess clients’ financial needs, present suitable deposit and loan options, and guide customers through digital self-service tools. Responsibilities include opening accounts, processing basic transactions, and collaborating with branch teammates to deliver excellent service while meeting regulatory requirements. #J-18808-Ljbffr U.S. Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker: Trusted Financial Advisor in Newport Beach, CA vacancy
  • U.S. Bank seeks a Relationship Banker to cultivate strong client relationships, assess banking needs, open accounts and process basic transactions. You will provide tailored financial solutions, promote digital services, and collaborate with branch teams to deliver excellent... 
    Financial

    Us Bank

    Newport Beach, CA
    5 days ago
  • First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch. You will acquire new clients, deepen existing relationships, and coordinate... 
    Financial
    Work at office

    Belaybank

    Newport Beach, CA
    3 days ago
  • U.S. Bank is seeking a Relationship Banker to build strong client connections by engaging customers face to face and identifying banking needs...  ...with branch teams, and delivering personalized financial solutions in a retail banking setting. #J-18808-Ljbffr U.S.... 
    Financial

    U.S. Bank

    Newport Beach, CA
    1 day ago
  •  ...our mission is to make great financial advice easier to deliver...  ...empowering experienced financial advisors to build the practices they'...  ...resources Develop client relationships and your book of business with...  ...marketing tools Serve as a trusted advisor across investment... 
    Financial
    Work at office
    Remote work

    Savvy Wealth

    Newport Beach, CA
    5 days ago
  • $95k - $140k

    Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id: R155400**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution... 
    Financial
    Flexible hours

    Northern Trust Corp

    Newport Beach, CA
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions ·...  ...to help them achieve their goals Grow relationships with clients to support them through every... 
    Financial
    Full time
    Contract work
    For contractors
    Work at office

    UNAVAILABLE

    Huntington Beach, CA
    5 days ago
  •  ...million Identify client needs, develop relationships, review investment and financial goals, and prepare and deliver...  ...Serve as interim Financial Advisor and service client accounts Document...  ...skills with ability to quickly build trust and credibility Effective written... 
    Financial
    Interim role
    Local area

    Jobtailor

    Newport Beach, CA
    3 days ago
  • $85k - $150k

     ...Description   Why Work at Mercer Advisors? For more than 40 years,...  ...amplify and simplify their financial lives by integrating...  ...Functioning as the primary trusted advisor to a book of 150-250...  ...present recommendations to client relationship manager SO's - FP... 
    Financial
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    16 days ago
  •  ...team.Our experienced team of wealth advisors has knowledge and access to the full...  ...professional who thrives on building trusted client relationships, generating new business, and delivering...  ...and client acquisition in financial services, private banking, or wealth... 
    Financial
    Permanent employment
    Temporary work
    Work at office

    Corient Private Wealth LLC.

    Newport Beach, CA
    4 days ago
  •  ...Description Job Description Wealth Advisor / Future Equity Partner Location: Orange...  ...who have built meaningful client relationships and are looking for a better platform to...  ...Deliver comprehensive wealth management and financial planning advice Develop and deepen... 
    Financial
    Work at office

    MRISpokane

    Newport Beach, CA
    2 days ago
  • U.S. Bank in Huntington Beach is seeking a Relationship Banker who will meet customers face-to-face, assess banking needs, open accounts, and originate loans, while delivering trusted financial counsel. You will work with branch teams to provide digital banking guidance... 
    Financial
    Full time

    U.S. Bank

    Huntington Beach, CA
    3 days ago
  •  ...Description We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's...  ....  Key Responsibilities Serve as the trusted lead advisor for up to approximately 120 HNW client... 
    Financial
    Work from home

    Full Bloom Wealth

    Irvine, CA
    24 days ago
  •  ...Northwestern Mutual is a Fortune 500 financial services company that...  ...join our team as a Financial Advisor. In this role, you will work...  ...Responsibilities Develop and maintain relationships with new and existing clients...  ...skills Ability to build trust and maintain professional... 
    Financial
    Work at office

    Northwestern Mutual

    Irvine, CA
    23 days ago
  • $130k

     ...Wealth is hiring a growth-minded Wealth Advisor  with a CFP or CFA designation to join...  ...to helping clients navigate their financial decisions. If you can articulate your past...  ...demanding advisory role, steering client relationships that drive results, we want to hear... 
    Financial
    Full time
    Immediate start

    Mission Wealth Management LP

    Newport Beach, CA
    16 days ago
  • Capstone Partners Financial is a financial planning firm based in Newport Beach that is...  ...inexperienced professionals can grow into trusted partners for our clients, each other,...  ...investment professionals to cultivate client relationships Prepare financial plans and check their... 
    Financial

    Capstone Partners Financial and Insurance Services

    Newport Beach, CA
    2 days ago
  • $26 - $35 per hour

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with...  .... As a premier California-focused financial services company dedicated to serving...  ...motivated full-time Branch Relationship Banker (Personal Banker) to join California... 
    Financial
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Huntington Beach, CA
    5 days ago
  •  ...through meaningful work, strong relationships, and a collaborative culture....  ...provides a wide range of financial services to more than 5 million...  ....  About the Financial Advisor Role:  As a Financial Advisor...  ...thinking, and the ability to build trust and rapport with clients.... 
    Financial
    Internship
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    The Fadil Group

    Irvine, CA
    24 days ago
  •  ...long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish...  ...performance, and develop strategic financial plans through our proprietary allWEALTH...  ...an established foundation of client relationships and the drive to build a larger book of... 
    Financial

    Beacon Pointe

    Newport Beach, CA
    5 days ago
  • $70.3k

     ...Description As an Associate Wealth Advisor, you step into a thriving...  ...without limits! Build Relationships. Build Futures. Build Your...  ...relationships, providing trusted guidance, and putting people...  ...Orange County’s most respected financial institutions. As a... 
    Financial

    Orange County's Federal Credit Union

    Santa Ana, CA
    16 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions •...  ...to help them achieve their goals Grow relationships with clients to support them through every... 
    Financial
    Work at office

    UNAVAILABLE

    Irvine, CA
    1 day ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...funding, investment & advisory services, trust services, retirement solutions, and...  ...to help them achieve their goals Grow relationships with clients to support them through every... 
    Financial
    For contractors
    Work at office

    Northwestern Mutual

    Irvine, CA
    1 day ago
  • Job Summary A Financial Advisor should demonstrate commitment to delivering distinctive service...  ...request. Develop and manage business relationships with emphasis upon prudent growth and...  ...clients to other specialty areas such as Trust, Investments, Insurance, Treasury... 
    Financial
    Work at office

    Synovus

    Naples, CA
    5 days ago
  •  ...Wealth, we operate with a growth mindset. As a Wealth Advisor here, you’ll be surrounded by the resources,...  ...Key Responsibilities Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Provide personalized financial... 
    Financial

    SteelPeak Wealth

    Newport Beach, CA
    5 days ago
  •  ...common purpose to help make financial lives better through the power...  ...operational risk, and client relationship care. This position may be responsible...  ..., leadership ability, build trust, deepen relationships, and/or...  ...position Credit Solutions Advisor II: FDIC, Safe Act/Loan... 
    Financial
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Huntington Beach, CA
    a month ago
  • $100k

     ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...  ...the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted... 
    Financial
    Interim role
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    8 days ago
  • $85k - $150k

    Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors...  ...amplify and simplify their financial lives by integrating...  ...:Functioning as the primary trusted advisor to a book of 150-250...  ...present recommendations to client relationship managerSO’s - FPAdvanced knowledge... 
    Financial
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    4 days ago
  • $32.5 - $36 per hour

     ...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “...  ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage... 
    Financial
    Local area

    Intuit

    Huntington Beach, CA
    10 days ago
  • $32.5 - $36 per hour

     ...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “...  ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage... 
    Financial
    Local area

    Intuit

    Huntington Beach, CA
    11 days ago
  • $160k - $250k

     ...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its...  ...individuals, business owners, and trusted advisors while delivering customized...  ...in building and maintaining relationships with clients and referral... 
    Financial

    Boutique Recruiting

    Irvine, CA
    5 days ago
  • $150k - $230k

     ...Professional Associates at California Bank & Trust work in a relationship-centered culture where they are...  .... As a premier California-focused financial services company dedicated to serving...  ...oversight. You'll serve as a trusted advisor—originating and expanding loans,... 
    Financial
    Work experience placement
    Work at office
    Flexible hours

    California Bank & Trust

    Tustin, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker: Trusted Financial Advisor. Be the first to apply!