Senior Private Banker — Wealth & Lending
$105k - $140kBusey Bank
A financial services institution seeks a Private Banker II in Scottsdale, Arizona, to manage personal and business banking relationships for high-net-worth clients. The role includes driving deposit and growth opportunities while ensuring exceptional client service. Candidates must have a Bachelor's degree in accounting or finance and at least 2 years of bank or management experience. The position offers a competitive salary ranging from $105,000 to $140,000, alongside a comprehensive benefits package. #J-18808-Ljbffr Busey Bank
- ...Western is seeking an SVP, Relationship Banker III to lead a portfolio of loans, deposits... ...management while delivering comprehensive wealth management services. You will build... ...The role requires a strong background in lending, underwriting, and high-net-worth client...Senior
- ...Financial, Inc. is seeking an SVP, Relationship Banker III in Scottsdale, AZ. This role focuses on managing and expanding a lending portfolio while acting as a trusted advisor... ...internal partners to provide comprehensive wealth management services. We offer a competitive...Senior
- Advisor Group Inc. in Scottsdale, Arizona, is seeking a Wealth Lending Solutions Consultant. This role involves promoting and servicing financial professionals and their clients with a digitized securities-based lending solution. The consultant will manage the workflow...Suggested
- Product Specialist Opportunity in Financial Services Wealth Lending Solutions Consultant Locations 18700 N. Hayden Rd Suite 255 Scottsdale, AZ 85012 2300 Windy Ridge Parkway, Atlanta, GA 30339 7755 Third St. North, Oakdale, MN 55128 877 Executive Center Drive West...SuggestedFull timeWork experience placementWork at office
$123k - $185.4k
First Western Trust is looking for an SVP, Relationship Banker III in Scottsdale, AZ. This role involves managing and expanding a lending portfolio while serving as a trusted advisor to clients. Candidates should have over 10 years of experience in business development,...Senior$105k - $140k
Busey-Bank-2 in Scottsdale, Arizona is seeking a Private Banker II to build and maintain relationships with high net-worth clients. This role involves engaging with business partners, providing exceptional client experience, and driving deposit growth. Candidates should...Senior- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients...Senior
- Busey is seeking a Private Banker II to build and maintain relationships with high-net-worth individuals, their families, and businesses. The... ...experience, referral networks, and growth in deposits and wealth management opportunities, with a commitment to service excellence...Senior
- Beacon Pointe in Arizona is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice. This role requires building long-term relationships with clients, partnering with high-net-worth individuals and families, and leveraging a strategic...Senior
- ...ensuring compliance with fiduciary guidelines. The ideal candidate will have 15+ years of experience managing portfolios within a wealth management company, strong leadership skills, and relevant educational qualifications. Competitive benefits and a dynamic work environment...Senior
- Mercer Advisors is looking for a Wealth Advisor to deepen relationships with clients and grow their practice through referrals. The role requires developing financial strategies in collaboration with a unified in-house team of experts to help clients achieve their goals...SeniorMonday to Friday
- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively. The ideal candidate will have...SeniorWork at officeFlexible hours3 days per week
- BOK Financial Corporation is seeking a Private Wealth Advisor in Scottsdale, Arizona, to develop and maintain relationships with high net worth individuals. You will manage client portfolios and provide tailored investment advisory services while collaborating across business...Senior
- A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate...Senior
$143.91k - $169.3k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...SeniorTemporary workWork experience placement3 days per week- ...Wealth Planning Consultant, Senior Specialist As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their...SeniorWork experience placementWork at officeRemote work
$105k - $140k
...Private Banker II The Private Banker II builds and maintains relationships with high net-worth... ...networks. Drive deposit growth and wealth management opportunities. Support the... ...current registration will be unable to lend and may be subject to disciplinary action...Temporary workWork at officeLocal areaImmediate startFlexible hours- Hirenexus is partnering with a local Multi‑Family Office in Scottsdale to hire a Senior Operations Associate for Wealth Management. This role leads the operations team, mentors junior staff, and focuses on improving processes and procedures across client lifecycle and...SeniorLocal area
- Alerus Financial is seeking a Financial Advisor to grow a portfolio of high-net-worth clients and deliver comprehensive financial guidance. You will serve as the primary contact, recommending suitable Alerus solutions while nurturing client relationships. Expect to spend...Senior
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ location_on Arizona, United States Private Wealth... ...planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship...Full timeTemporary workWork at office
- ...effectively closing commercial loans, ensuring all necessary documentation is accurate and complete. Candidates should have knowledge of lending practices, loan documentation, and the ability to coordinate with various stakeholders. Strong analytical skills and solid...Senior
- A leading financial services firm is seeking a Senior Home Lending Advisor in Scottsdale, AZ. In this role, you will serve as the chief point of contact for customers throughout the loan process and coach branch teams on lending products. Ideal candidates will have over...Senior
- loanDepot is seeking an experienced leader in Enterprise Risk Management to enhance their fair lending analytics programs. This role involves overseeing compliance with HMDA requirements, ensuring accurate data submission, and driving initiatives to identify lending risks...Senior
- ...Answered by: Taylor Describe your experience with paid parental leave Answered by: Caitlin Wealth Management Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth...Senior
$130k - $150k
Australia-Employment in Scottsdale is seeking a Senior Tax Manager to lead tax planning for high-net-worth clients. The role requires 5... ...with 1040 and K-1 forms, and provides opportunities for strategic wealth management. You will oversee complex tax returns, mentor junior...SeniorPermanent employment- loanDepot in Scottsdale, Arizona is seeking an experienced professional for fair lending risk management initiatives. Responsibilities include performance analytics, monitoring compliance, and analyzing data trends. The ideal candidate will have a Bachelor’s degree and...Senior
- TwinThread is seeking a Senior Home Lending Advisor in Scottsdale, Arizona, to leverage your expertise in home lending products. You will serve as the primary contact for customers throughout the loan's lifecycle, all while adhering to regulations and promoting financial...SeniorLocal area
- A leading financial services firm in Scottsdale is seeking a Senior Home Lending Advisor to guide clients through the home lending process. The role requires a bachelor's degree and at least 3 years of mortgage lending experience. Responsibilities include coaching branch...SeniorLocal area
- PNC in Scottsdale, AZ, is seeking a Premier Client Banker to join their Wealth Management organization. The candidate will develop strategies to acquire and retain Mass Affluent clients, while collaborating with internal partners to drive revenue and deliver exceptional...
$60k
Description WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued...Work experience placementLive inWork at officeFlexible hours
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