Opes Advisors jobs in Palo Alto, CA

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Wealth Advisor
Opes Advisors - Palo Alto, CA
and team with mortgage advisors to offer investment... the CIO, Director of Client Services, and mortgage advisors while having the ability to work independently...
Sponsored by Doostang - 30 days ago
Trader/Analyst - Cupertino
Opes Advisors, Inc. - Cupertino, CA
Job Requirements: Strong experience in Excel, Word, Outlook, PowerPoint, Junxure or other Relationship Management software Highly detail oriented with...
Sponsored by Doostang - 16 days ago

Associate Wealth Advisor

Opes Advisors, Inc. - Cupertino, CA
Opes Advisors, an independently owned, full service mortgage banking and investment management firm is currently seeking an Associate Wealth Advisor (AWA) for...
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30+ days ago - save job - email - more...

Executive Assistant

Opes Advisors, Inc. - Cupertino, CA
At Opes Advisors our vision is to make a real and meaningful impact in the lives of our clients. We are a Financial Advisory company organized differently than...
30+ days ago - save job - email - more...

Loan Delivery Audit Specialist

Opes Advisors, Inc. - Pleasanton, CA
To accurately audit closed loan files, ensuring loans are properly underwritten and funded according to standard industry guidelines. To deliver loans to...
27 days ago - save job - email - more...

Branch Operations Manager

Opes Advisors, Inc. - Los Gatos, CA
By choosing Opes Advisors, Inc. you are choosing to be part of a team driven by excellence and dedicated to success....
30+ days ago - save job - email - more...

Senior Client Service Associate

Opes Advisors, Inc. - Palo Alto, CA
Opes Advisors an independently owned wealth management and full service mortgage banking firm, is currently seeking a Senior Client Service Associate for their...
30+ days ago - save job - email - more...

Senior Application Specialist

Opes Advisors, Inc. - Cupertino, CA
At Opes Advisors our vision is to make a real and meaningful impact in the lives of our clients. We are a Financial Advisory company organized differently than...
Easily apply
30+ days ago - save job - email - more...

Branch Manager

Opes Advisors, Inc. - San Mateo, CA
Opes Advisors is currently seeking an experienced Branch Sales Manager for our San Mateo office location. Our mortgage offer includes competitively-priced jumbo...
30+ days ago - save job - email - more...

Purchase Clearing Underwriter

Opes Advisors, Inc. - Pleasanton, CA
Opes Advisors is a premier financial advisory firm specializing in residential mortgage banking and wealth management....
30+ days ago - save job - email - more...

Mortgage Advisor

Opes Advisors, Inc. - San Mateo, CA
Opes Advisors is a financial advisory services firm with:. $175 million assets under management (AUM). 12 local branches serving Northern CA and OR....
30+ days ago - save job - email - more...
Branch Manager (San Mateo)
Opes Advisors - San Mateo, CA
operations team- from underwriting to funding- who understands the nuances of Bay Area markets and provides complete sales support to our Mortgage Advisors
Sponsored by Doostang - 30 days ago
Senior Client Service Associate
Opes Advisors - Palo Alto, CA
and advisors, ensuring client and advisor are updated... and verbal skills Train new advisors in use of CRM and keep existing advisors trained on new features and...
Sponsored by Doostang - 30 days ago
Senior Application Specialist
Opes Advisors - Cupertino, CA
Job Responsibilities Implement Enterprise Loan Origination and Customer Relationship Management System Design, develop, test and implement reports as necessary...
Sponsored by Doostang - 30 days ago

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