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Senior UHNW Banking & Lending Advisor
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-07-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Banking & Finance, Loan Officer / Lending
Job Description & How to Apply Below
Charles Schwab is seeking a Senior Banker to partner with Advisor Services and provide banking and credit solutions for Ultra High Net Worth clients. Responsibilities include advising clients on residential mortgages and deposit products, collaborating with Schwab partners, and managing the client experience from initial contact to loan funding.
The ideal candidate will have a minimum of 5 years in financial services, expertise in credit products, and strong communication skills. The role offers a balanced hybrid work model and competitive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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