15 Results for

Private Banker Jobs in Flint, CA

Jobs

Sacramento, CA30+ days ago

They 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. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

Antelope, CA30+ days ago

Beginning 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.

Sacramento, CA30+ days ago

Antelope, CA16 days ago

li>Beginning 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. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx.

Sacramento, CA30+ days ago

Full-time

Auburn, CA30+ days ago

Full-time

Roseville, CA30+ days ago

$185,000–$300,000 Per Year

The role drives proactive outreach across CRG, senior Custom Credit team members, non-wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client-focused lending strategies.

About this role:

Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.

Sacramento, CA30+ days ago

$85,000–$150,000 Per Year

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Bachelor's Degree in Accounting or equivalent field is required 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix CPA or IRS Enrolled Agent Certification required.

CA29 days ago

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.

Sacramento, CA30+ days ago

p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.

Sacramento, CA30+ days ago

$49,500–$91,300 Per Year

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products.

Sacramento, CA30+ days ago

$75,000–$125,000 Per Year

p>Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.

As 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.

Sacramento, CA30+ days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Sacramento, CA30+ days ago

$75,000–$125,000 Per Year

Sacramento, CA30+ days ago

ul>

Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed.

Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.

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Private Banker Jobs in Flint, CA

Private Mortgage Banker (SAFE) Wells Fargo & Co

Private Client Banker - Antelope Branch - Antelope, CA (Bilingual English and Russian Required) JPMorgan Chase & Co

Private Client Banker - Florin West Branch - Sacramento, CA JPMorgan Chase & Co

Private Client Banker - Antelope Branch - Antelope, CA (Bilingual English and Russian Preferred) JPMorgan Chase & Co

Private Client Banker - Fair Oaks Blvd and Watt Ave Branch - Sacramento, CA JPMorgan Chase Bank, N.A.

Private Client Banker - Sierra Mountain Market - Auburn, CA JPMorgan Chase Bank, N.A.

Senior Lead Wealth Custom Credit Banker Wells Fargo & Co

Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)

Senior Fund Accountant - Real Estate Private Equity TAG EisnerAmper, LLC (Inactive)

Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)

WMSS Specialist Bank of Montreal

Wealth Advisor - California Zions Bancorporation NA

Senior Wealth Advisor Columbia Banking System Inc

Wealth Advisor - California California Bank & Trust

Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & Co

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