Mortgage Loan Originator Axos BankMortgage Loan OriginatorSan Diego, CaliforniaBorn digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. Manage leads actively and meet minimum conversion (lead to fund) requirements and build a network of real estate agent partners.
Associate Loan Originator, NE San Diego Hilltop Holdings IncAssociate Loan Originator, NE San DiegoSan Diego, CAUnder the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team''s client base of realtors, builders, bank officers and potential and past clients. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator.
Real Estate Associate Loan Originator, NE (San Diego) Hilltop Holdings IncReal Estate Associate Loan Originator, NE (San Diego)San Diego, CAUnder the direction of the Lead/Primary Loan Originator, performs part-time office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the teams client base of realtors, builders, bank officers and potential and past clients. Establishes and maintains relationships with realtors, bank officers, builders, and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator.
Loan Originator Success Manager C2 FinancialLoan Originator Success ManagerSan Diego, CAFull timeC2 Financial is one of the nation's top-ranked mortgage brokerages, with a 30-year track record of giving independent loan officers the tools, technology, and support they need to win. Process Improvement & Communication Identify recurring questions, pain points, and themes from originator interactions and translate them into process improvements, training content, or system changes.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorCoronado, CAIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
Loan Originator Ultimate Staffing ServicesLoan OriginatorSan Diego, California$36–$42 / hourOur client is seeking a temporary to hire driven and entrepreneurial Business Development Associate to join their growing private real estate lending firm in San Diego. This is a fully onsite role focused on originating bridge loan opportunities and expanding strategic relationships across the real estate and finance community.
Consumer Direct Loan Originator Wintrust Financial CorporationConsumer Direct Loan OriginatorSan Diego, CAFull timeWith primary lending centers in Salt Lake City, UT and San Diego, CA, and loan officer licensed nationwide in almost every state, Veterans First is a VA and FHA mortgage lender that has over 350 hard-working team members that strive to make every aspect of the loan process as easy as possible. Training and Licensing provided: Veterans First Mortgage ensures success from the start by thoroughly training and licensing all of our Loan Officers to include comprehensive NMLS licensing training and complete onboarding/ in-house training.
Reverse Mortgage Originator Development Program Mutual of Omaha MortgageReverse Mortgage Originator Development ProgramSan Diego, CAFull timeState/local minimum wage base hourly non-recoverable draw plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Sales Training Program – Reverse Loan Officer Mutual of Omaha MortgageSales Training Program – Reverse Loan OfficerSan Diego, CAFull timeWe offer an hourly non-recoverable draw (at state/local minimum wage) plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Loan Officer Cornerstone Capital BankLoan OfficerSan Diego, CaliforniaProven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
NewLoan Origination Success Lead Onboarding & CX C2 FinancialLoan Origination Success Lead Onboarding & CXSan Diego, CA$75,000–$100,000 / yearThe successful candidate will be responsible for leading a Client Relations Team and managing the onboarding of new loan originators. C2 Financial, a leading mortgage brokerage, is seeking a Loan Originator Success Manager in San Diego, CA.
Senior Loan Processor CrossCountry Mortgage LLCSenior Loan ProcessorSan Diego, CA$28.84–$36.06 / hourPosition Overview: The Senior Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
Business Banking Relationship Manager South San Diego CA, Assistant Vice President Citigroup IncBusiness Banking Relationship Manager South San Diego CA, Assistant Vice PresidentSan Diego, CA$94,000–$141,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
Mortgage Retail Sales Consultant Wells Fargo & CoMortgage Retail Sales ConsultantSan Diego, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Community Mortgage Bank Sales Consultant Wells Fargo & CoCommunity Mortgage Bank Sales ConsultantChula Vista, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.
Private Mortgage Banker Wells Fargo & CoPrivate Mortgage BankerChula Vista, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Wealth Relationship Manager SAFE Act - SOLANA BEACH Citigroup IncWealth Relationship Manager SAFE Act - SOLANA BEACHSolana Beach, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Senior Home Lending Advisor - Encinitas, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Encinitas, CASan Diego, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, San Diego, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Diego, CASan Diego, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, Rancho Bernardo, San Diego, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Rancho Bernardo, San Diego, CASan Diego, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, El Cajon, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, El Cajon, CAEl Cajon, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
National Account Executive All PositionsNational Account ExecutiveSan Diego, CaliforniaRemoteThis role focuses on expanding market presence through proactive business development, strategic account management, and deep expertise in Plaza Home Mortgage products and underwriting guidelines. The National Account Executive serves as a trusted partner to broker clients, delivering consistent communication, training, and support while ensuring full compliance with all regulatory and company requirements.
Mortgage Lender-California California Bank & TrustMortgage Lender-CaliforniaLa Jolla, CAAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software.
NewMortgage Retail Sales Associate Manager (SAFE) Wells Fargo & CoMortgage Retail Sales Associate Manager (SAFE)La Jolla, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
Credit Solutions Advisor - 2nd and Peach Bank of AmericaCredit Solutions Advisor - 2nd and PeachEl Cajon, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
NewBusiness Banker (LO) San Diego (Mira Mesa), CA Wells Fargo & CoBusiness Banker (LO) San Diego (Mira Mesa), CASan Diego, CA$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker (LO) Chula Vista, CA Wells Fargo & CoBusiness Banker (LO) Chula Vista, CAChula Vista, CA$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker (LO) El Cajon, CA Wells Fargo BankBusiness Banker (LO) El Cajon, CAEl Cajon, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker (LO) San Diego, CA Wells Fargo BankBusiness Banker (LO) San Diego, CASan Diego, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
JPMorgan Private Client Relationship Manager - Del Mar, CA JPMorgan Chase Bank, N.A.JPMorgan Private Client Relationship Manager - Del Mar, CADel Mar, CAFull timeBuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Relationship Banker - North Central San Diego Market - Escondido, CA and Surrounding Areas JPMorgan Chase Bank, N.A.Relationship Banker - North Central San Diego Market - Escondido, CA and Surrounding AreasEscondido, CAFull timeYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Senior Lead Special Needs Trust Advisor Wells Fargo & CoSenior Lead Special Needs Trust AdvisorSan Diego, CA$191,000–$305,000 / yearIn this role, you will: Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal or external customers, Accountants and Attorneys Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. Required Qualifications: 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: CTFA, JD, L.L.M or CFP designation Extensive experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve their clientele Job Expectations: Ability to travel up to 50% to join client and Financial Advisor meetings Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
Senior Home Lending Advisor, Rancho Bernardo, San Diego, CA JPMorgan Chase & CoSenior Home Lending Advisor, Rancho Bernardo, San Diego, CASan Diego, CAJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Branch Manager Columbia BankBranch ManagerSan Diego, CA$90,000–$105,000 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. + This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Branch Manager Columbia Banking System IncBranch ManagerSan Diego, CA$90,000–$105,000 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
NewFinancial Solutions Advisor - Northern San Diego Area Bank of America CorpFinancial Solutions Advisor - Northern San Diego AreaSan Marcos, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewFinancial Solutions Advisor - Southern San Diego Area Bank of America CorpFinancial Solutions Advisor - Southern San Diego AreaLemon Grove, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Southern San Diego Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Southern San Diego MarketLemon Grove, CAOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Acknowledge Job DescriptionThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position FDIC Safe Act Loan Originators FINRA.At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection.
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: San Diego & Associates MarketSan Diego, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewFinancial Solutions Advisor - Central San Diego Area Bank of America CorpFinancial Solutions Advisor - Central San Diego AreaSan Diego, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Advisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial CenterSan Diego, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewMerrill Advisor Development Program - Financial Advisor: San Diego Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Diego MarketSan Diego, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Private Client Banker - San Marcos Branch - San Marcos, CA JPMorgan Chase & CoPrivate Client Banker - San Marcos Branch - San Marcos, CASan Marcos, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Mira Mesa Branch (Vietnamese Preferred) - San Diego, CA JPMorgan Chase & CoPrivate Client Banker - Mira Mesa Branch (Vietnamese Preferred) - San Diego, CASan Diego, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
NewPrivate Client Banker - Rancho Penasquitos Branch - San Diego, CA JPMorgan Chase & CoPrivate Client Banker - Rancho Penasquitos Branch - San Diego, CASan Diego, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - San Diego Coronado Branch - San Diego, CA JPMorgan Chase & CoPrivate Client Banker - San Diego Coronado Branch - San Diego, CACoronado, CAAs a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Relationship Banker - Southeast San Diego Market, San Diego, CA and Surrounding Areas JPMorgan Chase & CoRelationship Banker - Southeast San Diego Market, San Diego, CA and Surrounding AreasEl Cajon, CAYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
NewRelationship Banker - North Central San Diego Market - San Diego, CA and Surrounding Areas JPMorgan Chase & CoRelationship Banker - North Central San Diego Market - San Diego, CA and Surrounding AreasSan Diego, CAYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
JPMorgan Private Client Relationship Manager - Del Mar, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Del Mar, CADel Mar, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Relationship Banker - San Diego South Bank of AmericaRelationship Banker - San Diego SouthChula Vista, CaliforniaUS - CA - Bonita - 4420 Bonita Rd - BONITA BC (CA0171), US - CA - Chula Vista - 1735 EASTLAKE PKWY (CA0250), US - CA - Chula Vista - 295 E St - Chula Vista Main (CA0122), US - CA - Chula Vista - 801 3rd Ave - THIRD AND K BC (CA0141), US - CA - El Centro - 1414 W Main St - EL CENTRO BC (CA0119), US - CA - National City - 235 E 8th St - NATIONAL CITY BC (CA0113), US - CA - San Diego - 605 Saturn Blvd - SOUTHLAND PLAZA BC (CA0227), US - CA - San Diego - 655 W Broadway (CA0251), US - CA - San Ysidro - 201 E San Ysidro Blvd - SAN YSIDRO BC (CA0209). This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.