Investment Banking Jobs & Positions in Santa Margarita, 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 03/05/2026
Location Newport Beach, 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 03/05/2026
Location Multiple Locations
Date Posted 03/04/2026
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 03/04/2026
Location Multiple Locations
Registered Private Wealth Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 02/26/2026
Location Newport Beach, CA
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
Financial Solutions Advisor Registration Candidate - South OC
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 01/08/2026
Location San Clemente, CA
Financial Solutions Advisor - Southern Inland Empire
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 02/18/2026
Location Multiple Locations
Financial Solutions Advisor Registration Candidate - Southern Inland Empire Area
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 02/05/2026
Location Multiple Locations
Financial Solutions Advisor Registration Candidate - Menifee Town Center 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 02/12/2026
Location Menifee, CA
Financial Solutions Advisor Registration Candidate - Northern Inland Empire Market
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 11/28/2025
Location Fontana, CA
Financial Solutions Advisor- South Bay Market
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 03/05/2026
Location Multiple Locations
Financial Solutions Advisor - Northern San Diego
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 02/13/2026
Location Multiple Locations
Registered Wealth Management Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/02/2026
Location Pasadena, CA
Wealth Management Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/02/2026
Location Pasadena, CA
Financial Solutions Advisor Registration Candidate- Sun Valley 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 02/17/2026
Location Sun Valley, CA
Financial Solutions Advisor Registration Candidate- Firestone-Woodruff- Bilingual Spanish Required
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 02/10/2026
Location Downey, CA
Financial Solutions Advisor Registration Candidate- Lake Colorado 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 02/10/2026
Location Pasadena, CA
Financial Solutions Advisor- Central LA Market
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 02/09/2026
Location Multiple Locations
Registered Private Wealth Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/05/2026
Location Los Angeles, CA