- JPMorgan Chase (Daly City, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending , you will join… more
- Citigroup (San Francisco, CA)
- …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new… more
- Morgan Stanley (San Francisco, CA)
- …including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust ... our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and… more
- City National Bank (Oakland, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) + KEY CAPABILITIES… more
- Navient (San Francisco, CA)
- …Officer.** **As the Chief of Staff, you will:** + Serve as a critical advisor to the CEO, offering strategic guidance, sound judgment, and thoughtful insights to ... of the organization. + Craft compelling, data-driven materials for senior internal and external stakeholders and refine the CEO's...post MBA from Top Tier Program + Experience in lending and/or Fintech **Where:** + This role is based… more