Lending Advisor Associate

Mechanics Bank is currently searching for aLending Advisor Associate to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in our Walnut Creek office. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as...

**Job Summary**The Lending Advisor Associate will provide support to the Sr. Lending Advisors by assisting with complex transactions, monitoring loan pipelines, and ensuring timely loan milestones are met. This role requires excellent communication skills, attention to detail, and the ability to work effectively in a team environment.

Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Walnut Creek, Roseville or Irvine offices. Originates new residential mortgage loans. Establishes and maintains...

Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Walnut Creek, Roseville or Irvine offices. Originates new residential mortgage loans. Establishes and maintains...

Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to achieve their long-term financial goals, including retirement planning and wealth management. You will build and maintain client relationships, provide personalized financial strategies, and work within a collaborative team environment for...

Financial Advisor at Edward Jones summary:As a Financial Advisor, you will partner with clients to help them achieve their long-term financial goals, such as retirement, wealth building, and education funding. You will leverage extensive training and support from Edward Jones to develop your practice and oversee branch processes to ensure a high-quality...

Financial Advisor at Edward Jones summary:As a Financial Advisor with Edward Jones, you'll develop and grow your own practice by partnering with clients to help them achieve their long-term financial goals. You'll utilize a comprehensive training program, build relationships, and create personalized financial strategies while receiving strong support from...

Financial Advisor at Edward Jones summary:As a Financial Advisor with Edward Jones, you will partner with clients to achieve their long-term financial goals, such as retirement planning and wealth building. You will build relationships to create new clients while overseeing branch operations to ensure a quality client experience. The role offers significant...

Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve long-term financial goals such as retirement and wealth building. You will build and manage your own practice with the support of a branch and regional team, providing personalized financial strategies based on clients' needs....

Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will help clients achieve their long-term financial goals by developing personalized strategies. You will build relationships and grow your own practice, supported by a team that values your unique professional background. This role involves understanding client needs,...

Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to achieve their long-term financial goals, including retirement planning and wealth management. You will have the opportunity to build and grow your own practice with the support of a dedicated team, and benefit from paid training, salary...

Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their financial goals through personalized strategies. You will build and maintain long-term relationships while leading a branch team dedicated to providing exceptional service. The role offers extensive training, support, and...

Financial Advisor at Edward Jones summary:As a Financial Advisor at Edward Jones, you will work closely with clients to help them reach their long-term financial goals, including retirement and wealth building, while building and growing your own practice. You will benefit from extensive training, support, and a culture of professional development aimed at...

Overview: As a Financial Advisor with Edward Jones, you'll be part of a dynamic team that's passionate about helping individuals and families achieve their financial goals. With our comprehensive training program, you'll gain the knowledge and skills needed to succeed in this rewarding career, while enjoying a flexible and inclusive work environment.">Key...

**Key Responsibilities**Assist Sr. Lending Advisors with client contact, gathering information, and interacting with processing, underwriting, and closing teams.Manage loan pipelines and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies are met.Provide input and guidance on workflow...

To become a successful financial advisor, you should possess certain skills and qualifications. These include an interest in financial services/markets and how they work, a love of learning and challenges, skilled in long-term relationship building, comfortable in your ability to think critically, and passion for new opportunities.Licenses and...

Mechanics Bank is currently searching for a Pricing/Lock Desk Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek office.The Pricing/Lock Desk Manager collaborates closely with the Director of Mortgage and Consumer...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...

**Job Description**We're looking for a highly skilled Transactional Associate Attorney to join our team. The ideal candidate will be a member in good standing of the California State Bar with strong drafting skills and prior knowledge in corporate law, mergers & acquisitions, real estate, lending, and financing.The role involves forming and maintaining...

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...