Financial Advisor Jobs & Positions in San Jose, California
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Advisor Development Program Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 12/04/2025
Location San Jose, CA
Senior Banker
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 10/30/2025
Location Multiple Locations
Wealth Planner (FP)
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 08/20/2025
Location San Jose, 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
Credit Solutions Advisor - Morgan Hill, CA; Bilingual Spanish Required
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 10/29/2025
Location Morgan Hill, CA
Financial Solutions Advisor Registration Candidate- San Jose Market
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 11/25/2025
Location Santa Clara, CA
Credit Solutions Advisor - 41st & Capitola Financial Center - Bilingual Spanish Required
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 12/16/2025
Location Capitola, CA
Enterprise Lending Officer - Cupertino
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 12/18/2025
Location Cupertino, CA
Wealth Management Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 12/15/2025
Location Palo Alto, CA
Wealth Management Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 12/02/2025
Location Palo Alto, 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 12/15/2025
Location Foster City, CA
Financial Solutions Advisor Registration Candidate - Diablo Market
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 11/24/2025
Location San Ramon, CA