Regional Banking & Lending Consultant — Impact for Advisors
LPL Financial
LPL Financial, located in San Diego, is seeking a Regional Banking and Lending Consultant to partner with Advisors and clients, driving adoption of banking solutions. The role requires expertise in securities-backed lending and a collaborative approach to enhance client financial needs. Successful candidates will have a Bachelor's degree, relevant financial industry experience, and the ability to influence and build strong relationships within a dynamic, fast-paced environment. #J-18808-Ljbffr LPL Financial
$120.3k - $200.5k
...environment to the freedom to make an impact and more, you’ll find the... ...financial goals. Job Overview: The Regional Banking and Lending Consultant is a critical role within the Banking... ...and lending solutions that will help advisors to serve their clients’ needs more...SuggestedWork from home- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior... ...while making a significant impact on our business. As a Senior... ...with customers. Exhibits consultative skills to provide... ...sales experience in retail banking ~ Knowledge of real estate...SuggestedWork experience placementLocal areaImmediate startRelocation
$142.6k - $261.5k
...dynamic new entrants across Banking and Capital Markets,... ...is to be the C-suite advisor for insurance technology... ...industry knowledge Lend specific subject-matter... ...Casualty Insurance carrier or consulting firm; or a master’s... ...in performing impact analyses and driving end...SuggestedWork experience placementSummer holidayFlexible hours- 2026 Global Private Bank Full-time Advisor Program Launch your career in private... ..., wealth advisors, and lending specialists. Throughout the... ...York, NY (Manhattan) East Region Boston, MA Greenwich... ...curious and ready to make an impact, we're looking for you. What...SuggestedFull timeWork experience placementImmediate startVisa sponsorship
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior... ...while making a significant impact on our business. As a Senior... ...with customers. Exhibits consultative skills to provide... ...sales experience in retail banking ~ Knowledge of real estate...SuggestedWork experience placementLocal areaImmediate startRelocation
$87.03k - $138.97k
...contribute to the market and regional strategy. From the... ...as a trusted strategic advisor. Responsible for all... ...actively embracing the Bank's segmentation strategy... ...Reinvestment Act, Fair Lending Practices, Code of Conduct... ...environment and its impact on clients CNB Policies...Work at office- ...energy team as a Senior Home Lending Advisor in Chase Home Lending and... ...while making a significant impact on our business. As a Senior... ...relationships with customers. Exhibits consultative skills to provide... ...sales experience in retail banking Knowledge of real estate market...Work experience placementLocal areaImmediate startRelocation
$16.5 per hour
Overview Senior Home Lending Advisor in Chase Home Lending. Serve as the... ...career and make a significant impact on the business. Base pay... ...relationships with customers. Exhibits consultative skills to provide... ...sales experience in retail banking Knowledge of real estate market...Full timeWork experience placementLocal areaRelocation$114.54k - $194.58k
## Associate Banking AdvisorApplylocations: San Diego, CAtime type... ...Assists the Portfolio Banking Advisors and Banking Relationship... ...discipline training within the office/region. Acts as a technical resource... ...and/or internal business impact 18. May have direct...Work at officeFlexible hours$133.5k - $200.3k
...are seeking a strategic, data-driven marketing leader to oversee regional compute campaigns and help build an integrated performance... ...journey planning, and cross-channel performance to maximize business impact.Partner closely with agency teams to align execution with...Work experience placementWork from home$100k - $120k
...align attorney brands to our firm’s practice strengths across regional markets. This position is hybrid, reporting to our San Diego Headquarters... ...** * Build “plug-and-play” attorney posting tools: caption banks, templates, story ideas, content prompts, Q&A scripts* Train...Local areaRemote workWork from homeHome officeFlexible hours$25 - $27.88 per hour
Bank of America is guided by a common purpose to help make financial lives better through... ..., performance recognition, and community impact. This job is responsible for engaging... ...partnering with experts in small business, lending, and investments. Manages financial...Hourly payFlexible hoursShift workWeekend workDay shift- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree,... ...NMLS notifications may impact your employment with the firm...Immediate startAfternoon shift
$23 - $26 per hour
...them succeed. Educate members on digital banking tools and services for greater... ...partners, including Investments and Auto Lending. Follow up with members to ensure a positive... ...supported, and empowered to make a meaningful impact. If you're looking for an opportunity...Hourly pay- ...hospitality, delivering the latest banking solutions and cutting‑edge... .... Engage in clear, polite, consultative communication to understand... ...subject to the Dodd Frank/Truth in Lending Act qualification... ...through NMLS notifications may impact your employment with the firm...Immediate startAfternoon shift
$25 - $27.88 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...performance, and how we make an impact in the communities we serve. Bank of America... ...partnering with experts in small business, lending, and investments Manages financial center...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$26 - $33 per hour
...to support member needs. Promote digital banking solutions and educate members on... .... Preferred Qualifications Real estate lending knowledge or experience. Previous leadership... ...supported, and empowered to make a meaningful impact. Equal Employment Opportunity Mission...Hourly payWork at office$41.71k - $69k
...Dr Job Family Group: Retail Banking Sales & Service Overview Join... ...banking, retail investments, lending solutions, home financing (... ...applications. Experience in a consultative customer service or sales... ...more ways to grow and make an impact. We strive to help you make an...Part timeLocal areaImmediate startDay shift- ...hospitality, delivering the latest banking solutions and cutting-edge... ...Engage in clear, polite, consultative communication to understand and... .... Dodd Frank/Truth in Lending Act This position is subject... ...through NMLS notifications may impact your employment with the firm...Immediate startAfternoon shift
$41.71k - $69k
...financial solutions and preferred banking channels while recommending... ...banking, retail investments, lending solutions, home financing (... .... Experience in a consultative customer service or sales role... ...more ways to grow and make an impact. We strive to help you make an...Part timeLocal areaImmediate startDay shift$25 - $27.88 per hour
...Bank Of America Financial Center Representative At Bank of America, we are guided by... ...rewarding performance, and how we make an impact in the communities we serve. Bank of... ...partnering with experts in small business, lending, and investments Manages financial...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...hospitality, using the latest banking solutions and cutting‑edge... ...recommendations. Engage in clear, polite, consultative communication to understand... .... Dodd Frank/Truth in Lending Act This position is subject... ...NMLS notifications may impact your employment with the firm...Immediate startAfternoon shift
$107.4k - $132.66k
...the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with... ...and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting...- ...Kidney Walk activities. You will build and steward corporate partnerships, engage volunteers, and drive revenue through events, sponsorships, and donor outreach, collaborating with the Development Director to meet regional goals. #J-18808-Ljbffr National Kidney Foundation
$32.21 - $42.93 per hour
...Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...closely with Bankers, legal, credit, construction, post-underwriting, lending services, attorneys, title companies, insurance companies and...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...Advisor Training Program If you enjoy building relationships and... ...specialists, wealth advisors, and lending specialists. Throughout the... ...Advisor Trainee in Global Private Bank, you will gain exposure to... ...curious and ready to make an impact, we're looking for you. What...Full timeTraineeshipImmediate startVisa sponsorship
- ...Overview To provide financial consulting services to assist members... ...a registered representative/advisor/agent of Navy Federal Investment... ..., and/or potential concerns impacting NFIS clients and/or business... ..., financial markets, banking, analysis, and reporting of financial...InternshipMonday to Friday
$139.23k - $163.8k
...PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: San Diego... ...)job requisition id: 2026-0010026At U.S. Bank, we’re on a journey to do our best. Helping... ...Management's strategic partners in the region. This position requires National Mortgage...Temporary workWork experience placementLocal area3 days per week$28.85 - $33.65 per hour
...Loan Originators; FINRA. At Bank of America, we are guided by... ...performance, and how we make an impact in the communities we serve.... ...considerations. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...knowledge by using a defined consultative approach with clients to...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$155k - $190k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (...Temporary workWork experience placement3 days per week
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