Senior Wealth & Credit Advisor
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Jobtailor in Pasadena, CA is seeking a seasoned financial professional to develop client relationships and manage complex wealth management banking and treasury client engagements. The role entails negotiating loan/lease terms, advising on goals-driven wealth strategies, and expanding COI networks while leading cross-functional teams.
The ideal candidate has extensive experience in financial analysis, client servicing, and advanced banking knowledge, with strong communication and adaptability.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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