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Top Tech Jobs & Startup Jobs in Los Angeles, CA
Fintech • Financial Services
Work with a Financial Advisor to gather client financial information, assess investment profiles and needs, recommend suitable financial products, grow and retain client assets, and perform delegated advisor tasks. Role may include Loan Originator customer needs assessment and compliance with FINRA, SAFE, and regulatory licensing requirements.
Top Skills:
Contact Management SystemSalesforceSmart Station
Fintech • Financial Services
Lead and supervise Client Associates to ensure accurate, compliant transactional support across branches. Drive digital onboarding and money-movement adoption, oversee operational readiness for new tools, identify process improvements, handle escalations, approve operational requests, mentor and train staff, and visit branches to coach on operational risk and compliance.
Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers by recommending multi-product banking, credit, lending, and investment solutions. Own a book of business, conduct discovery-driven planning, coordinate referrals with Wealth/Home Lending/Business Banking, champion digital adoption, ensure accurate documentation and risk compliance, and support branch service needs and peer coaching.
Fintech • Financial Services
Acquire and deepen relationships with affluent consumers and small business customers through discovery-driven advice, manage a defined book of business, deliver multi-product banking solutions (deposits, lending, investments), coordinate with Wealth/Home Lending/Business partners, promote digital adoption, handle everyday banking service needs, ensure risk/compliance adherence, and complete required licensing and SAFE registration.
Fintech • Financial Services
Acquire and deepen relationships with affluent customers, manage a defined book of business, deliver multi-product banking and credit solutions, collaborate with Wealth/Home Lending/Business Banking, promote digital adoption, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and complete required FINRA and state licensing.
Top Skills:
Digital Banking ToolsMobile Banking
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Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers through discovery-driven advice and cross-product solutions. Own a defined book of business, coordinate referrals with Wealth, Home Lending, and Business Banking, drive digital adoption, handle everyday banking needs, maintain accurate documentation, and ensure risk and compliance standards. Transition from temporary licensed role to fully licensed Senior Branch Premier Banker upon completion of required registrations and exams.
Reposted 14 Days AgoSaved
Fintech • Financial Services
10-week structured commercial banking internship providing onboarding, on-the-job experience, financial research and analysis, and exposure to relationship managers, product specialists, and credit underwriters. Interns complete low-to-medium complexity assignments, learn compliance and risk management, and participate in networking, professional development, and speaker sessions to build analytical and teamwork skills.
Top Skills:
Ai Productivity ToolsChat-Based AssistantsExcelMicrosoft CopilotMicrosoft WordOutlookPowerPoint
Reposted 14 Days AgoSaved
Fintech • Financial Services
Two-year Commercial Real Estate Analyst program focused on building accounting, valuation, financial modeling, and credit analysis skills. Responsibilities include supporting property valuation models, preparing financial and credit analyses and presentations, conducting property and industry research, participating in due diligence and client meetings, and collaborating with senior bankers and cross-functional partners to support client relationship development.
Top Skills:
ExcelPowerPointWord
Fintech • Financial Services
Originates and manages residential mortgage loans for affluent borrowers, producing compliant jumbo loans; builds referral relationships, analyzes credit and financial data, advises clients on products/rates, completes SAFE/NMLS and loan originator regulatory requirements, and ensures high customer service and compliance.
Reposted 14 Days AgoSaved
Fintech • Financial Services
Two-year full-time Investment Banking Analyst program supporting transaction execution and client delivery. Responsibilities include building financial models, conducting company and industry research, preparing client materials and pitch presentations, participating in diligence and client meetings, collaborating with senior bankers, and mentoring junior team members. Ongoing coaching, mentorship, and regulatory screening (FINRA) are provided.
Top Skills:
ExcelPowerPointWord
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