Investment Banking Jobs & Positions in Santa Cruz, California

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Financial Solutions Advisor Registration Candidate- San Jose Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 11/17/2025

Location   Multiple Locations

Financial Solutions Advisor- San Jose Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 10/07/2025

Location   Multiple Locations

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

Financial Solutions Advisor- Evergreen Village 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 11/26/2025

Location   San Jose, CA

Financial Solutions Advisor- Capitol-Berryessa 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 11/19/2025

Location   San Jose, CA

Financial Solutions Advisor- Orchard Park 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 11/18/2025

Location   San Jose, CA

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 11/13/2025

Location   San Jose, CA

Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 11/06/2025

Location   Multiple Locations

Wealth Management Banking Specialist

Merrill Wealth Management

Product Strategy & Development

1st shift

Travel: Yes, 5% of the time

Date   Posted 11/06/2025

Location   San Jose, CA

Financial Solutions Advisor Registration Candidate- Capitol-Berryessa 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 10/21/2025

Location   San Jose, CA

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

Financial Solutions Advisor - Oakland/Richmond Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 10/27/2025

Location   Multiple Locations

Financial Solutions Advisor Registration Candidate - Piedmont 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 10/13/2025

Location   Piedmont, CA