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UHNW Banking Advisor & Lending Specialist
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-04
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Loan Officer / Lending, Mortgage Loan Originator / Advisor, Financial Sales
Job Description & How to Apply Below
Charles Schwab Corporation seeks a Senior Banker for its Advisor Services team in San Francisco, California. This role focuses on advising Ultra High Net Worth clients on banking and credit solutions, ensuring a seamless client experience from initial contact through loan funding.
The ideal candidate will have at least 5 years in lending consultation, expert knowledge of credit products, and strong collaboration skills. Required qualifications include NMLS and Series 7 licenses. Join us to build lasting relationships and provide exceptional financial solutions.
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