Advisor Banking & Lending Consultant - Regional Leader
LPL Financial LLC
LPL Financial LLC is seeking a Regional Banking and Lending Consultant in San Diego, California, to enhance banking solutions adoption among Advisors. The role emphasizes delivering top-notch strategies for cash management and securities-backed lending in partnership with colleagues and clients. With at least 10 years of experience in the financial services sector, the ideal candidate will have a Bachelor's degree in a related field. Strong relationship-building skills and the ability to influence are crucial for this position. #J-18808-Ljbffr
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Advisor Banking & Lending Consultant - Regional Leader in San Diego, CA vacancy
$120.3k - $200.5k
...financial goals. Job Overview: The Regional Banking and Lending Consultant is a critical role within the... ...lending solutions that will help advisors to serve their clients' needs more... ...management firms in the U.S. As a leader in the financial advisor-mediated marketplace...SuggestedWork from homeLPL Financial Holdings, Inc.
San Diego, CA1 day ago- ...The Role: AVP, Commercial Lending Client Support Manager The Location... ...Most At CalPrivate Bank, we believe banking is... ...decision we make. We're looking for leaders who want more than a title. We... ...growth and success of the Bank's regional market teams by delivering...SuggestedBank staffWork at officeFlexible hours
CalPrivate Bank
San Diego, CA2 days ago - ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...with customers. Exhibits consultative skills to provide recommendations based... ...and proven sales experience in retail banking ~ Knowledge of real estate market in...SuggestedWork experience placementLocal areaImmediate startRelocation
Chase
San Diego, CA3 days ago $122.4k - $228k
...Alliance for Career Enhancement in San Diego seeks a highly motivated Regional Manager. This role involves leading a team of relationship... ...have over 10 years of experience, preferably within corporate banking. A Bachelor's degree in areas like Business Administration is...SuggestedHispanic Alliance for Career Enhancement
San Diego, CA3 hours ago- ...high-net-worth clients. The ideal candidate will have over 10 years of experience in financial services, a strong understanding of banking and asset management, and exceptional sales skills. Responsibilities include building client relationships, delivering tailored financial...Suggested
- ...an experienced individual to join the Offer Strategy & Client Experience team, focusing on delivering superior Banking solutions designed for financial advisors. Your role will include developing strategy, supporting program design, and fostering cross-functional...
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...with customers. Exhibits consultative skills to provide recommendations based... ...and proven sales experience in retail banking ~ Knowledge of real estate market in...Work experience placementLocal areaImmediate startRelocation
Chase
San Diego, CA3 days ago $27.09 - $36.65 per hour
...Medium is seeking a Small Business Consultant in San Diego, California, to enhance client... ...building relationships, and supporting lending activities. Candidates should possess a... ...School Diploma and a minimum of 4 years in banking or sales. The position offers a salary range...Hourly payMedium
San Diego, CA1 day ago- A financial services provider seeks a customer-focused individual in San Diego to deliver exceptional service and guidance on financial solutions. The ideal candidate will have 2-3 years of experience and a passion for helping customers. Responsibilities include engaging...
- A leading financial institution is seeking a retail banking professional in San Diego to engage customers, provide tailored financial... ...service. Ideal candidates will have experience in consultative roles, a strong understanding of customer needs, and a commitment...
- ...Development Executive in Mid-Corporate Banking, you will be responsible for... ...mindset. Reporting to the Region Manager you will be... ...of direct client management, lending, credit support, or similar industry... ...200 years and today we are a leader in investment banking, consumer...Bank staff
Chase
San Diego, CA1 day ago $102.5k - $187.9k
...Role Guidewire - Technical Consultant - Senior EY is a leader in serving the global... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...ambition is to be the C-suite advisor for insurance technology-... ...and industry knowledge • Lend specific subject-matter...Work experience placementSummer holidayFlexible hours$122.4k - $228k
Bank of Montreal is looking for a Regional Manager in San Diego to lead a team focused on relationship management in the Emerging Middle Market Group. Candidates should have over 10 years of experience managing teams and driving market growth. The role requires recruiting...- ...candidate will have deep expertise in structured finance, asset-backed lending, and lender finance transactions, with strong leadership and... ...finance companies, consumer lending platforms, and other non-bank financial institutions Ensure timely and accurate risk monitoring...Work at officeLocal area
axosbank.com
San Diego, CA5 days ago $139.23k - $163.8k
PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: San Diego... ...)job requisition id: 2026-0010026At U.S. Bank, we’re on a journey to do our best. Helping... ...Management's strategic partners in the region. This position requires National Mortgage...Temporary workWork experience placementLocal area3 days per week$25 - $27.88 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
San Diego, CA1 day ago$41.71k - $69k
...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects... .... everyday banking, retail investments, lending solutions, home financing (including... ..., and applications. Experience in a consultative customer service or sales role, with a drive...Part timeLocal areaImmediate startDay shiftBmo
La Jolla, CA5 days ago$25 - $32.69 per hour
...As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...~ Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign...Immediate startAfternoon shiftJPMorgan Chase Bank, N.A.
San Diego, CA1 day ago- ...is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines... ...borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
San Diego, CA5 days ago - ...members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and... ...and services. Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved....Work at office
North Island Credit Union
San Diego, CA5 days ago $71k - $95k
...Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal... ...a level of professionalism and service unsurpassed in the lending industry. The Default Investor Relations Liaison plays an important...Minimum wageWork at officeLocal areaGuild Mortgage
San Diego, CA20 days ago- ...As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...~ Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign...Immediate startAfternoon shift
Chase
San Diego, CA1 day ago $132.5k - $205k
...Full-time Description At Sunflower Bank, N.A., we're experiencing great growth. Since... ...individuals and families. As a trusted advisor, this position manages the clients'... ...under management. Follow established lending procedures and perform adequate credit analysis...Full timeFlexible hoursSunflower Bank, N.A.
San Diego, CA3 days ago$41.71k - $69k
...Join us in building something new. This Bank Manager requisition supports our DeNovo... .... everyday banking, retail investments, lending solutions, home financing (including business... ..., and applications. Experience in a consultative customer service or sales role, with a...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial Group
San Diego, CA1 day ago$27 - $41 per hour
...more than a financial services leader - we're a global trailblazer... ...of contact for everyday banking needs, products and services... ...partners across Wealth, Home Lending, and Business Banking to deliver... ...financial services, deepen their consultative expertise, and support...Temporary workWork experience placementImmediate startWells Fargo
La Mesa, CA2 days ago- ...Banner Bank is looking for a Small Business Consultant in San Diego, California, who will provide exceptional client experiences while engaging in consultative sales and personalized service. The role requires a High School Diploma or GED and at least 4 years of banking...
Banner Bank
San Diego, CA3 hours ago - ...TwinThread is seeking a Senior Home Lending Advisor in El Cajon, California. This role involves guiding clients toward achieving homeownership... ...should possess over 3 years of sales experience in retail banking and demonstrate strong knowledge of the local real estate...Local area
Aumni
El Cajon, CA4 hours ago $250k
...business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small... ...Qualifications: ~0-2 years of relevant experience ~ Previous banking, retail, or sales experience preferred ~ Knowledge of Smart Banking...Full timeCitigroup Inc
La Jolla, CA7 days ago- ...may be eligible Actively manages their banking relationship through an advice‑based approach... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...role Compliance with Dodd‑Frank/Truth in Lending Act* High school degree, GED, or foreign...Immediate startAfternoon shift
$22 - $29 per hour
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities... ...for other bank products and services, including commercial lending products. Follows up with clients as needed. May be...Hourly payWork experience placementWork at officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor Banking & Lending Consultant - Regional Leader. Be the first to apply!
Related searches
- international police advisor San Diego, CA
- innovation advisor San Diego, CA
- medical director physician advisor San Diego, CA
- charitable advisors San Diego, CA
- resident advisor San Diego, CA
- care advisor San Diego, CA
- comfort advisor San Diego, CA
- work from home advisor San Diego, CA
- operations advisor San Diego, CA
- advisor San Diego, CA