Top 120 Loan advisor Jobs in Paradise Valley, Az

Private Banker
Boutique Recruiting —Phoenix, AZ
- $160,000 - $210,000 a year
- 7 years
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Phoenix, AZ
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Relationship Manager
Sunwest Bank —Scottsdale, AZ
- $150,000 - $190,000 a year
- Microsoft Excel
- Heavy lifting
- Computer literacy
Quick Apply
Client Advisor, Operations Expert
Loewe —Scottsdale, AZ
- Full-time
- Microsoft Excel
- Customer service
- Mid-level
- Paid holidays
- Health insurance
9d
J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ
JPMorganChase —Peoria, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
4d
Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)
JPMorganChase —Tempe, AZ
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
11d
Financial Solutions Advisor - Scottsdale Area
Bank of America —Scottsdale, AZ
- Full-time
- Background check
- Spanish
- Writing skills
Enterprise Customer Success Manager - GridGain
MariaDB plc —Scottsdale, AZ
- $70,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
11d
Branch Manager II
OneAZ Credit Union —Phoenix, AZ
- $73,768.57 - $92,210.71 a year
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Quick Apply
Loan Advisor
Freedom Mortgage —Phoenix, AZ
- Full-time
- Hybrid work
- High school diploma or GED
- 1 year
- Communication skills
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Phoenix, AZ
- $109,315 - $180,685 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply
Full-Time Fractional Controller for Construction Industry Clients
Vessel Advisors —Phoenix, AZ
- $95,000 - $110,000 a year
- Full-time
- Remote
- Google Workspace
- Writing skills
- 3 years
- Paid holidays
- Paid time off
Quick Apply
Sales Advisor- Larry H. Miller Nissan Mesa
Asbury —Mesa, AZ
- Full-time
- Bilingual
- 18 years or older
- Dealership
- Paid training
- Paid parental leave
Quick Apply
14d
Sales Advisor- Larry H. Miller Nissan Mesa
Asbury —Mesa, AZ
- Full-time
- Bilingual
- 18 years or older
- Dealership
- Paid training
- Paid parental leave
Quick Apply
14d
Sales Advisor- Larry H. Miller Dodge Ram Avondale
Asbury —Avondale, AZ
- Full-time
- Bilingual
- 18 years or older
- Dealership
- Paid training
- Paid parental leave
Quick Apply
Sales Training Program - Financial Services
Freedom Mortgage —Phoenix, AZ
- Full-time
- Hybrid work
- Customer service
- Office
- Bachelor's degree
Home Loan Advisor
Newrez —Tempe, AZ
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Financial Solutions Advisor - West Valley Area
Bank of America —Phoenix, AZ
- Full-time
- Background check
- Spanish
- Writing skills
Loan Officer
Cornerstone Home Lending —Phoenix, AZ
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Paid parental leave
- Health savings account
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- Office
- High school diploma or GED
- Communication skills
- Employee stock purchase plan
- Health insurance

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loan advisor jobs near paradise valley, az

Private Banker

Boutique Recruiting -
Phoenix, AZ

Quick Apply

Job Details

$160,000 - $210,000 a year

Benefits

401(k) 3% Match
Health insurance
Paid time off
401(k) matching

Qualifications

Wealth management
Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
High-end sales
Business development within finance
CRM system proficiency

Full Job Description

Position Title: Private Banker

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range: $160,000 - $210,000+ / Year DOE

Responsibilities:

Develop new client relationships and enhance existing ones through proactive outreach
Engage with referral sources, including CPAs and attorneys, to expand business opportunities
Track and manage client data using Salesforce to ensure effective follow-up and relationship management
Respond promptly to client needs and inquiries, facilitating timely solutions
Conduct business development activities to identify and pursue new opportunities

Requirements:

7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
Minimum Bachelor's degree
Proficiency in Salesforce or similar software, along with strong Excel skills
Experience in high-end banking, preferably in private wealth
Series 6 or Series 7 certification is preferred

Benefits:

Medical benefits with eligibility details provided by HR
401k plan with a 3% employer match
Generous paid time off policy, including four weeks of PTO and potential for a fifth week
All standard banking holidays plus a float day

If you are a Private Banker looking to take the next step in your career, apply now! #LI-RB1

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Refine Your Search

loan advisor jobs in paradise valley, az

Private Banker

Virtual Personal Banker

Relationship Manager

Client Advisor, Operations Expert

J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ

Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)

Financial Solutions Advisor - Scottsdale Area

Enterprise Customer Success Manager - GridGain

Branch Manager II

Loan Advisor

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

Full-Time Fractional Controller for Construction Industry Clients

Sales Advisor- Larry H. Miller Nissan Mesa

Sales Advisor- Larry H. Miller Nissan Mesa

Sales Advisor- Larry H. Miller Dodge Ram Avondale

Sales Training Program - Financial Services

Home Loan Advisor

Financial Solutions Advisor - West Valley Area

Loan Officer

Registered Client Service Associate - Gilbert, AZ

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