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Financial Services Financial Sales

Senior UHNW Lending Solutions Advisor

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial institution is searching for a Merrill Lending Solutions Advisor based in Los Angeles, CA. This role focuses on client engagement and the adoption of lending solutions within wealth management, particularly for Ultra High Net Worth clients. Key responsibilities include managing credit activities, conducting advisor education sessions, and pre-screening lending opportunities. The ideal candidate will have over 12 years of experience in wealth management and strong interpersonal skills.

The position offers a competitive salary and comprehensive benefits.
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Position Requirements
10+ Years work experience
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