Senior Wealth & Lending Advisor
$158.01k - $268.64kNorthern Trust
A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and skills in negotiation and leadership. This role offers a comprehensive benefits package, including retirement benefits and health coverage, as well as a competitive salary range from $158,010 to $268,640. #J-18808-Ljbffr Northern Trust
$70k - $200k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations...SeniorFull timeWork at office- ...Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for clients throughout the loan life cycle. You will guide customers through mortgage products, while leveraging centralized marketing and cross-sell initiatives to drive originations and customer...Senior
- Airwallex is seeking a Senior Product Manager for their lending product portfolio in San Francisco. This role will involve owning the product strategy and collaborating with cross-functional teams to develop intuitive credit solutions for businesses. The ideal candidate...Senior
- San Francisco Federal Credit Union is seeking a Senior Mortgage Loan Underwriter for our Golden Gate Branch in San Francisco. This role... ...The ideal candidate will have at least four years of mortgage lending experience and possess strong communication, analytical, and...Senior
- Chime is seeking a Sr. Product Marketing Manager for its Lending product ecosystem in San Francisco. You will own how we bring the product to market, craft compelling narratives, and align cross-functional teams to drive adoption and responsible growth. This is an individual...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
- JPMorgan Chase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing their wealth. You will use your knowledge of investments, planning, credit and banking to advise clients and generate new assets, while working with...SeniorLocal area
- Citizens Private Bank seeks a Senior Credit Associate to support relationship banking teams... ...The role involves staying up-to-date on lending products, market conditions, and... ...requirements, collaborating with investment advisors and trust services to #J-18808-Ljbffr Citizens...Senior
- Citigroup Inc. in San Francisco, CA, is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act operations. This seasoned professional role develops processes and mentors recruits, integrating cross-functional expertise to drive client solutions. You...Senior
$122.4k - $228k
...Wealth Management Relationship Manager Develops, manages, retains... ...of becoming their trusted advisor. Develops relationship with... .... Makes recommendations to senior leaders on strategy and new initiatives... ...requirements. Ensures lending and non-lending decisions,...SeniorPart timeShift work$120k - $250k
...with an objective of becoming their trusted advisor. Develops relationship with client's... ...needs. Makes recommendations to senior leaders on strategy and new initiatives,... ...and technology requirements. Ensures lending and non-lending decisions, prospecting activities...SeniorContract workPart timeLocal areaShift work$215k - $275k
...We'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 features...SeniorFull timeWork from homeFlexible hours- ...Job Description Job Description Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals...SeniorRemote work
- ...Senior Vice President of Consumer Lending About the Company Large federal credit union in the southwest U.S. Industry Banking Type Non Profit Founded 1935 Employees 201-500 Categories Banking & Mortgages Banking Specialties financial...Senior
- 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...SeniorWork experience placementLocal areaImmediate startRelocation
$150k - $200k
...Senior Recruiter, Finance Experts Company: Halluminate Location: San Francisco, CA (on-site 5 days per week; relocation stipend available) Compensation: $150,000 - $200,000 + 0.15% - 0.3% equity Employment Type: Full-time Visa Sponsorship...SeniorFull timeH1bRelocationVisa sponsorship$90k - $130k
# Senior Credit AnalystBase10 PartnersAnalystVenture CapitalOn-siteLocationSan Francisco, United StatesDate PostedMay 6, 2026Stay ahead... ...Support compliance with relevant regulations (ECOA, Fair Lending, NACHA) Cross-Functional Work Partner with product and engineering...SeniorFull timeWork at officeRemote work- Atoms is building the machines that power the next era of progress. Over the last decade, software has transformed the digital world. But the physical world, where food is made, minerals are mined, goods are moved, and industries are run, remains far less intelligent, ...Senior
$26 - $29 per hour
...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly pay- ..., and Washington D.C. REPORTING RELATIONSHIPS This position reports to the Director, National Community Facilities Lending (DNCFL). JOB SUMMARY The Senior Loan Officer is a seasoned lending professional responsible for originating, underwriting, and closing real estate-...SeniorWork at officeLocal areaRemote workShift work2 days per week
- ...Cash flow positive and profitable, with mid eight figure ARR achieved in under two years Already serving more than 20% of the auto lending industry Processing millions of real customer calls and transactions every day Fully deployed in production with major...SeniorFull timeWork at office
$135k - $165k
...scalable systems, simplify complexity, and use AI and automation to amplify our impact. What We’re Looking For We are looking for a Senior Finance Associate to drive priorities across strategic finance, corporate development, and FP&A as Lightning AI scales. You will...SeniorWork at officeWork from homeFlexible hours2 days per week- Flagstar Bank is seeking a Senior Financial Planner (CFP) to lead comprehensive, goals-based... .... You will partner with bankers and advisors to deliver sophisticated planning analyses... ...planning deliverables and integration into wealth management #J-18808-Ljbffr Flagstar BankSenior
- A consulting firm in San Francisco is looking for a Financial Due Diligence professional to perform extensive analysis on M&A transactions. You will work closely with clients to provide insights into financial performance and risks. The company offers a comprehensive benefits...Senior
$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes... ...Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net... ...administration, alternative investments, and lending solutions, in line with firm allocation...Work at office$76.2k - $151k
...challenges with confidence. Crowe is seeking a Loan Review Senior Consultant to perform credit risk consulting projects for a variety... ...Preferred Qualifications: Experience in leveraged lending, capital call, subscription loans, venture lending, or Asset-Based...SeniorFull timeLocal areaWorldwide$197k - $266k
Intuit’s Lending businesses sit at the heart of our Services Segment. Our Lending offerings help small businesses access capital, manage... ..., risks, and opportunities — driving alignment among senior leaders and cross‑functional stakeholders. Identify execution gaps...Temporary work- Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design, implement, and monitor sophisticated strategies supporting...Senior
- The WCIRB is seeking a Senior Accountant in San Francisco to lead monthly close, financial reporting, budgeting, and asset accounting in a hybrid role (40% onsite). You will partner with finance and business stakeholders to ensure GAAP compliance, accurate schedules, and...Senior
- Job Overview A law firm seeks a Senior Project Finance Associate specializing in renewable energy to join their team in San Francisco, CA. The role involves handling debt and tax equity financings, as well as development and transactional work for renewable energy assets...Senior
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