Investment & Trading Jobs & Positions in California
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Business Solutions Advisor - South Pasadena Financial Center
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location South Pasadena, CA
Credit Advisor - Global Wealth & Investment Management
Enterprise Credit
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 25% of the time
Date Posted 04/01/2026
Location Los Angeles, CA
Credit Review Senior Portfolio Manager - Small Business Loans Portfolio
Corporate Audit And Credit Review
Credit & Lending
1st shift
Travel: No
Date Posted 04/01/2026
Location Westlake Village, CA
Credit Solutions Advisor - South Coast Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location Santa Ana, CA
Enterprise Lending Officer - Foster City
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location Foster City, CA
Enterprise Lending Officer - San Jose
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location San Jose, CA
Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 04/01/2026
Location Palm Desert, CA
Private Client Advisor II
Private Bank
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 04/01/2026
Location Los Angeles, CA
Private Client Advisor II
Private Bank
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 04/01/2026
Location Newport Beach, CA
Relationship Banker - Marin Area
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 04/01/2026
Location San Rafael, CA
Wealth Management Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location Redding, CA
Wealth Management Specialist
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location San Francisco, CA
Wealth Planner (FP)
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 04/01/2026
Location San Jose, CA
Advisor Development Program - Financial Solutions Advisor Trainee: Vermont-Hollywood Financial Center
Merrill Wealth Management
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/31/2026
Location Los Angeles, CA
Business Banking Relationship Manager
Business Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 75% of the time
Date Posted 03/31/2026
Location Walnut Creek, CA
Business Banking Relationship Manager
Business Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 75% of the time
Date Posted 03/31/2026
Location San Jose, CA
Financial Center Manager- Diablo Market
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/31/2026
Location Danville, CA
Financial Solutions Advisor Registration Candidate - Hollister Financial Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 03/31/2026
Location Hollister, CA
Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 03/31/2026
Location Mill Valley, CA
Credit Solutions Advisor - Palo Alto Main
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/30/2026
Location Palo Alto, CA