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 LPL Financial LLC
$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 home- ...AVP, Commercial Lending Client Support Manager The Location: San... ...Matters Most At CalPrivate Bank, we believe banking is personal... ...decision we make. We're looking for leaders who want more than a title. We... ...and success of the Bank's regional market teams by delivering...SuggestedBank staffWork at officeFlexible hours
- ...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
- ...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...Suggested
$16.9 per hour
...fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your... ...relationships with customers. Exhibits consultative skills to provide recommendations... ...and proven sales experience in retail banking ~ Knowledge of real estate market...Work experience placementLocal areaImmediate startRelocation- 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...
- 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...
$27.09 - $36.65 per hour
Medium is seeking a Small Business Consultant in San Diego, California, to enhance client experiences... ...building relationships, and supporting lending activities. Candidates should possess a... ...Diploma and a minimum of 4 years in banking or sales. The position offers a salary...Hourly pay$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
$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 shift$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 shift$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 shift$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 hours$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. Position Summary The Default Investor...Minimum wageWork at officeLocal area- ...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
- ...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
$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...$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 time$22 - $29 per hour
Overview Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training... ...for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$25 - $27.88 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and... ...products and services. Review documentation and forward to Consumer Lending for review and approval on loans that are not system‑approved....Work at office
$140k - $160k
...Community, Design, and Video. UpGuard’s vision is to become a leader in the markets we play in (Cyber VRM, Attack Surface Management... ...multiple products and audiences across various time zones and regions. What’s in it for you? Monthly Lifestyle subsidy: Our employees...Remote workWork from homeRelocation- 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...
- A financial institution in California is seeking a Member Service Representative to ensure a welcoming experience for members while meeting operational and sales goals. Responsibilities include processing transactions, cross-selling products, and maintaining knowledge of...
- ...department. This position will be supporting the Central San Diego region. The position of Support Specialist I, Staff Resource Pools... ...High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing...Full timeWork experience placementMonday to FridayNight shift
- 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
- ...Gravity is seeking a USA-based Investment Banker / Fundraising Advisor to support the SAFE / Pre-Series A fundraising process for OpenTalent... ...and strategic partners. Preferred Background Investment banking, boutique advisory, venture advisory, private placement,...Remote work
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