Senior UHNW Credit & Wealth Solutions Advisor
Bank of America ATM
Bank of America in Beverly Hills, CA seeks a Credit Advisor to develop new custom credit relationships for ultra-high-net-worth clients and manage a portfolio of existing credits. You will lead the credit delivery process across partners, delivering highly structured solutions with risk-aware governance. The role requires a decade of credit experience, exceptional communication, and ability to close complex loan structures while coordinating with underwriting, risk, and product teams. #J-18808-Ljbffr Bank of America
- ...Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional service...Senior
- ...Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client relationships, and coordinate with product experts to meet complex financial goals...Senior
$162.1k - $270.1k
...business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business... ...the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial...SeniorFull timeTemporary workWork experience placement$236.56k - $414.12k
Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in...SeniorWork at office- ...deliver comprehensive financial solutions. The successful candidate will... ...a broad suite of banking and wealth management capabilities. Why... ...solutions. Benefit from local credit decisions and relationship-based... ...) and ultra-high-net-worth (UHNW) clients Strong lending, deposit...SeniorTemporary workFor contractorsWork at officeLocal area
- ...advising families on building, preserving, and managing wealth, using knowledge of investments, planning, credit, and banking to service current clients and grow... ..., and functions to provide holistic financial solutions that align with client goals and risk profiles. #J...SeniorLocal area
$77k - $202k
...strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,...SeniorFull timeH1b- ...investors, our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on all credit and risk-based... ...and researching information in real-time to provide creative solutions Handle risk and portfolio management with credit products...SeniorWork at office
$124k - $280k
...of finance transformation and enterprise performance management solutions that help clients modernize planning, forecasting, reporting,... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...SeniorFull timeH1b- Bank of America is seeking a Credit Advisor to develop new custom credit relationships with strategic wealth clients, drive funded loan balance and revenue growth, and manage... ...to deliver highly customized credit solutions for ultra-high-net-worth clients, within the...
- ...Job Description Job Description Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly... ...Clean U4 Ability to pass a full background check, credit check, and reference verification consistent with SEC/FINRA...SeniorRelocation package
$77k - $214k
...local tax burden and recommend solutions that support their overall... ...payroll and employment tax, credits and incentives, and indirect... ..., now and in the future.As a Senior Associate, you'll work as part... ...way as technology-enabled tax advisors who provide significance through...SeniorFull timeH1bLocal area$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for... ...will work closely with Wealth Advisors and oversee complex financial needs, ensuring tailored solutions for clients. A competitive salary ranging...Senior- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
$126k - $250k
...Join us!Job Description:The Credit Advisor (CA) is a client-facing role... ...relationships with strategic wealth clients, driving funded loan... ...educating Advisors on our credit solutions and risk appetite. Within... ...credit skills (commercial / UHNW)• Organized and can handle/prioritize...Full timeWork at officeFlexible hoursDay shift- ...Senior Vice President of Strategic Solutions About the Company Trusted provider of verification, credit, risk mitigation, collection and dispute resolution services. Industry Information Services Type Privately Held About the Role The Company is...Senior
$250k
...Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves... ...understanding their financial needs, and delivering tailored investment solutions. The ideal candidate will have 15+ years of experience in...- JPMorganChase, a leading bank and wealth manager, seeks an experienced Private Banker to... ...You will leverage investments, planning, credit and banking to serve current clients and... ...institutional platform to deliver tailored solutions. You will join a team that delivers cross...SeniorLocal area
- ...build relationships with high-net-worth clients, collaborate with Commercial Banking, and deliver comprehensive banking and wealth management solutions driven by an established referral network. You will work with affluent business owners, executives, entrepreneurs, and...SeniorLocal area
- JPMorgan Chase is seeking an experienced Financial Advisor in Beverly Hills to deliver personalized investment solutions and support clients in managing their financial needs. In this role, you'll build client relationships, foster a diverse culture, and utilize cutting...
$37 - $65.5 per hour
...this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to... ...risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business... ...collaboration with internal partners across Wealth, Home Lending, and Business...SeniorTemporary workWork experience placementImmediate start$75k - $90k
...accommodation or an alternative application process. Senior Associate, Finance Full-time Regular... ...as a catalyst for practical, scalable solutions to global challenges by connecting human,... ...cash and update Salesforce accordingly. Credit card receipts: Download weekly...SeniorFull timeContract workTemporary workCasual workWork at officeRemote workVisa sponsorshipFlexible hours3 days per week$26 - $34.67 per hour
...relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job... ...Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline...Hourly payShift workDay shift$200k - $300k
...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years... ...candidate will provide strategic financial advice and tailored solutions to high-net-worth clients while ensuring compliance with...$110k - $125k
...We are seeking a highly organized and detail-oriented Senior Fund Accountant to support the financial reporting operations of our private... ...and ad hoc investor requested materials. · Assist with fund credit facility management and prepare lender reports on a quarterly...SeniorWork at office$28.85 - $33.65 per hour
...Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$169.38k - $207.02k
...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... ...registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration...Full timeWork experience placementLocal area3 days per week- ...program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to... ...by providing a turn-key approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional who can...SeniorFull timeImmediate start
- ...have over 7 years of experience in commercial lending and a strong understanding of financial services. You will provide financing solutions to businesses and work closely with clients to enhance profitability. Knowledge of commercial documentation and an established...Senior
$260k - $390k
...Counsel is representing a reputable law firm seeking a Mid-to-Senior Corporate Finance Associate to join its Corporate Finance Practice... ...syndicated lending, acquisition financings, and private credit transactions. Key Responsibilities Represent lenders and borrowers...SeniorTemporary workFlexible hours
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