Financial Advisor Jobs & Positions in Fullerton, California
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Credit Solutions Advisor - Brea
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 02/19/2026
Location Brea, CA
Senior Banker- Central Heights, Bilingual Mandarin Required
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 01/21/2026
Location Multiple Locations
Credit Solutions Advisor - Heritage Plaza
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 02/09/2026
Location Irvine, CA
Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology
Global Commercial Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 15% of the time
Date Posted 02/06/2026
Location Multiple Locations
Registered Private Wealth Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 02/02/2026
Location Newport Beach, CA
Enterprise Lending Officer - Newport Beach
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 12/15/2025
Location Newport Beach, CA
Credit Solutions Advisor - Laguna Niguel
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 10/27/2025
Location Laguna Niguel, CA
Credit Solutions Advisor - Crown Valley Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 10/13/2025
Location Mission Viejo, CA
Merrill Experienced Financial Advisor
Merrill Wealth Management
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 07/10/2025
Location Multiple Locations
Private Client Advisor II
Private Bank
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 06/11/2025
Location Newport Beach, CA
Senior Banker
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 01/22/2026
Location Arcadia, CA
Credit Solutions Advisor - Arcadia - Mandarin Language Fluency Required
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 01/16/2026
Location Arcadia, CA
Credit Solutions Advisor - Lake Forest - Spanish Language Fluency Required
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 02/06/2026
Location Lake Forest, CA
Credit Solutions Advisor - San Marino - Mandarin Language Fluency Preferred
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 12/10/2025
Location San Marino, CA
Market Leader - Advisor Development Program
Merrill Wealth Management
Operations & Support
1st shift
Travel: Yes, 10% of the time
Date Posted 02/20/2026
Location Multiple Locations
Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services (Los Angeles)
Global Commercial Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 50% of the time
Date Posted 02/18/2026
Location Los Angeles, CA
Financial Solutions Advisor Registration Candidate- Atlantic-Whitter Blvd. Financial Center- Bilingual Spanish Preferred
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 02/12/2026
Location Los Angeles, CA
Sr. Relationship Manager - Global Commercial Banking - Restaurant Group (Boston/Dallas/Chicago/Los Angeles/Richmond/Scottsdale)
Global Commercial Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 75% of the time
Date Posted 02/12/2026
Location Multiple Locations
Wealth Management Client Associate- Century City, CA
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 02/11/2026
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 02/04/2026
Location Los Angeles, CA