Top Finance Jobs in San Francisco Bay Area, CA

Underwrite, monitor, and manage a middle-market commercial loan portfolio. Perform financial analysis/modeling, risk evaluation, regulatory compliance, documentation, and client support to maintain credit quality and grow relationships.

Provide advanced estate, tax, and legacy planning for high-net-worth clients. Develop and model customized strategies, review estate documents, advise on insurance and charitable planning, produce client deliverables, collaborate with advisors and external professionals, and contribute to research and thought leadership.

Support Relationship Managers and high-net-worth clients through the end-to-end loan lifecycle: analyze financials, underwrite commercial and multi-family loans, prepare credit presentations, manage pipeline, coordinate closings, and ensure documentation accuracy and policy compliance.

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.

Develop and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships via partner referrals and outreach, and leveraging internal specialists for investment management, insurance, estate planning, and other services to meet client goals.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through referrals and outreach, partners with internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Manage end-to-end private bank loan processes: analyze client financials, determine eligibility, present loans for approval, coordinate closings, ensure regulatory compliance and document accuracy, monitor pipeline, and mentor lending team members.

Lead CRA strategy and community development initiatives across assigned markets. Build partnerships with nonprofits, government, and internal business lines to generate CRA-qualified lending, investment, and service opportunities. Manage CRA reporting, exam documentation, market planning, and outreach programs to support affordable housing, workforce development, small business, and financial empowerment.