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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.

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Citigroup Inc

Senior Mortgage Lending Officer - Danville

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Mortgage Lending Officer SAFE Act - B12 - SAN FRANCISCO

Mortgage Lending Officer SAFE Act - B12 - DUBLIN

Senior Mortgage Lending Officer - SUNNYVALE

Mortgage Lending Officer SAFE Act

Citigroup Inc.

Mortgage Lending Officer Safe Act - B12 - SAN Francisco

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The role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. About this role: Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Senior Lead Wealth Custom Credit Banker

Working alongside a specialist team in your dedicated territory, you will:Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Bank of America Corp

Advisory Growth Specialist

Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.

Bank of America

Market Client Relationship Manager

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The Director of Tax will serve as the company's senior tax advisor, partnering with Finance, Accounting, Legal, Strategy, Business Development, Engineering, Operations, Procurement, and other teams to integrate tax considerations into business decisions, financial planning, new ventures, geographic expansion, transactions, and capital investment. Lead the identification, pursuit, documentation, and monetization of federal and state tax incentives, including but not limited to: Federal and state clean energy and advanced nuclear incentives, with particular emphasis on investment tax credits for eligible nuclear facilities, as well as production tax credits and other project-specific programs.

Kairos Power LLC

Director of Tax

Serve as an executive authority on product data strategy in client engagements - advising CDOs, CTOs, and C-suite stakeholders on the data investments required to compete in AI-mediated commerce and translating strategy into board-ready business cases. Advise clients on the multi-year product data investment sequence required to move from GEO-readiness to full agentic commerce protocol compliance, helping leadership connect near-term data investments to long-term competitive positioning.

Investment Advisor Jobs in San Francisco, CA

Senior Mortgage Lending Officer - Danville Citigroup Inc

Mortgage Lending Officer SAFE Act - B12 - SAN FRANCISCO Citigroup Inc

Mortgage Lending Officer SAFE Act - B12 - DUBLIN Citigroup Inc

Senior Mortgage Lending Officer - SUNNYVALE Citigroup Inc

Mortgage Lending Officer SAFE Act Citigroup Inc

Mortgage Lending Officer Safe Act - B12 - SAN Francisco Citigroup Inc.

Senior Lead Wealth Custom Credit Banker Wells Fargo & Co

Advisory Growth Specialist Bank of America Corp

Market Client Relationship Manager Bank of America

Director of Tax Kairos Power LLC

Product Data & Agentic Commerce Senior Manager Accenture Plc

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