UHNW Lending Solutions Advisor — Growth & Deal Structuring
Bank of America ATM
Bank of America seeks a Merrill Lending Solutions Advisor in Los Angeles, CA, to drive adoption of lending solutions and develop business with UHNW clients. The role involves managing credit activities, leading client engagements, and educating advisors. Candidates must possess over 12 years of experience in wealth management and have strong communication skills. A bachelor's degree is preferred, along with FINRA licenses. The position requires creative problem-solving and strategic thinking within a fast-paced environment. #J-18808-Ljbffr Bank of America
- ...Merrill Lending Solutions Advisor II Dallas, Texas;Seattle, Washington; Los... ...on Ultra High Net Worth (UHNW) clients. They serve as the... ...opportunity identification through deal structuring and execution. Job... ...management goals with the growth and profitability...StructuresWork at officeShift workDay shift
- ...debt finance experience to join their Growth Debt Group in Los Angeles, CA. The... ...sectors, handling secured and unsecured lending transactions. Duties Advise clients... ...private capital providers on complex deals. Assist in structuring and negotiating financial agreements....Structures
- ...Us We are a growing commercial real estate lending and investment company focused on structuring and closing high‑value commercial deals across multiple asset classes. We are... ...high‑value commercial transactions Career growth within an expanding real estate finance platform...StructuresWork at office
- ...Citi Wealth - Lending Advisor - Vice President Working at... ...competitive borrowing solutions that are strategically... ...objectives and drive regional growth. The Vice President... ...to appropriate loan structures, terms, and strategies... ...Affluent, HNW, and UHNW clients on lending...Structures
$57.5k - $106.5k
...results. Participates in deal teams to develop,... ...assistance with complex deal structuring. Acts timely,... ...on implementation of solutions. Helps determine business... ...investment and lending products - In‑depth.... ...businesses, and power economic growth around the world. As...StructuresPart timeLocal area- ...connection. We do this by driving Responsible Growth and delivering for our clients,... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with... ...& 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You...StructuresWork at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) Job Description: The following laws or regulations... ...connection. We do this by driving Responsible Growth and delivering for our clients,... ...& 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must...StructuresHourly payWork at officeImmediate startMonday to FridayShift workDay shift$215k - $250k
Position Overview Apollo is a high-growth, global alternative asset... ...with innovative capital solutions for growth. Through Athene, our... ...loans, CLOs, and primary market deals. Monitor and resolve trade... ...classes, including fixed income, structured products, alternatives, and...StructuresWork at office- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and... ...ability to handle high net worth clients. Position offers a competitive incentive-based salary structure. #J-18808-Ljbffr Manhattan WestStructures
$88.8k - $165.6k
...information to support lending decisions and... ...banking loans and credit solutions in an assigned portfolio... ...environment. Negotiates loan structures and terms and... ...client relationships and growth opportunities within... ...proficiency: ~ Structuring Deals Advanced level of...StructuresContract workPart timeWork experience placementWork at officeLocal area- ...experienced Investment Associate to enhance their investment team. This role involves significant responsibility in evaluating and structuring investments in energy storage assets, working closely with senior team members on high-profile transactions. The ideal candidate...Structures
- Crains Cleveland is seeking an experienced Investment Associate in Los Angeles, CA. The role involves sourcing and structuring investments in energy storage assets. You'll manage financial models, conduct due diligence, and prepare investment presentations. The ideal candidate...Structures
- ...Los Angeles is expanding its lending division and is looking for... ...Private Lending who can close deals efficiently. The successful... ...manage the loan lifecycle, structure loan solutions, and build relationships with... ...compensation and growth opportunities are offered within...Structures
- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining... ...of client relationships and pursue growth opportunities. Register and comply with... ...Series 7 and Series 66 licenses through structured lessons and dedicated study time. Build...StructuresWork at officeMonday to FridayShift workDay shift
$200k - $300k
...develop new, innovative solutions. Required to think... ...Serve as a trusted advisor to clients who frequently... ...activities to maximize revenue growth and client satisfaction... ...sales. Close the deal, making concessions that... ...Banking having covered the UHNW market / Extensive...Full time$122.4k - $228k
...development and delivery of solutions that meet the... .... Works in a deal team environment... ...and execute the growth and retention strategy... ...their trusted advisor. Develops relationship... ...tax-favourable structures to meet their... ...requirements. Ensures lending and non-lending...StructuresContract workPart timeLocal areaShift work- ...Finance Associate (2+ Years) Growth Debt / Private Credit Direct Counsel represents... ...is at the forefront of both syndicated lending and private credit markets, advising... ...You'll gain exposure to sophisticated deal structures and play a key role in fast-moving, strategic...StructuresPrivate practice
$21.55 - $32.32 per hour
...Familiarity with consumer lending, credit review, and... ...our team as a Member Advisor. In this role, you... ...credit reports, loan structures, and underwriting decisions... ...a key role in driving growth by connecting members... ...the right financial solutions. Through strong relationship...StructuresHourly payFull timeWork at officeLocal area$130k - $150k
...Accounts (SMAs) to discerning advisors and their clients. We combine... ..., customized investment solutions. The Opportunity We are seeking... ..., separately managed account structures, and the needs of fee-based advisors... ...-based bonus tied to AUM growth Comprehensive benefits...StructuresWork at office- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...nonprofits and cities grow, delivering solutions to solve all their financial needs.... ...U.S. in credit card sales and deposit growth and have the most-used digital solutions...Work experience placementLocal areaImmediate startRelocation
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, CA. This role includes obtaining necessary Securities Industry... ...management. Benefits include world-class training and growth opportunities within the financial sector. #J-18808-Ljbffr Bank...
- ...service payment processing solutions to its clients and... ...dedicated to supporting your growth and wellbeing through... ...the sales teams to structure and evaluate credit requests... ...limited to asset‑based lending, term loans,... ...as needed. Ability to deal with complex difficult...StructuresWork experience placementWork at officeLocal areaImmediate startFlexible hours
- ...from the sales teams to structure and evaluate credit... ...limited to asset- based lending, term loans, and commercial... ...as needed. Ability to deal with complex difficult... ...and family support solutions including care options... ...volunteer time off. Career Growth Opportunities: To...StructuresWork experience placementWork at officeLocal areaImmediate startFlexible hours
$88.8k - $165.6k
...information to support lending decisions and... ...banking loans and credit solutions in an assigned portfolio... ...service. Negotiate loan structures and terms that align client... ...relationships and growth opportunities within the... ...proficiency in deal structuring; Advanced...StructuresWork experience placementWork at office- ...Mortgage is expanding its lending division and is... ...and knows how to close deals efficiently. About... ...delivering tailored financing solutions to real estate... ...hard money financing Structure and present loan solutions... ...support Growth opportunities within a...Structures
$90k - $110k
...mortgage banking and structured finance... ..., and alternative lending platforms. The Senior... ...systems, databases, deal pipelines, marketing... ...support platform growth and scalability. Manage... ...Act as a trusted advisor to senior team... ...recommendations, and solutions. Other Duties The...StructuresHourly payLocal area$63.3k - $117.2k
...deliver a comprehensive banking solution in the best interest of the... ...(e.g. personal banking, lending, and investments). Implements... ...and may include a commission structure. Salaries for part-time roles... ...businesses, and power economic growth around the world. As a...StructuresContract workPart timeLocal area$63.25k - $121.2k
...advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and... ...planners. Client and Advisor Support. Participate in client... ...with investment, insurance, and lending partners to support integrated client solutions. Additional...StructuresWork at officeLocal areaDay shift- ...expertise, customized solutions, and local service to... ...or participate in the structuring, modification, and renewal... ...with Commercial Lending Product Management to... ...understand, and analyze growth opportunities based on... ...Fargo Personal Account Dealing Team and abide by applicable...StructuresFull timeWork experience placementLocal area
$235k - $390k
A leading law firm in Los Angeles is seeking a Structured Finance associate with 2 to 6 years of transactional or finance experience. The successful candidate will manage multiple deals in a dynamic environment and provide advice on a variety of structured finance transactions...Structures
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