Camp Pendleton North • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Camp Pendleton North • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Camp Pendleton North • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Camp Pendleton North • 50 milesRemote · Hybrid · Onsite · Field · All Environments
18 banking advisor jobs at 6 companies in Camp Pendleton North, CA
3mo
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Senior Wealth Advisor
San Diego, California, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA preferred, CFP/CFA preferred, bachelor’s in finance/business/economics preferred.
1d
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Associate Wealth Advisor
Santa Ana, California, United States
$70k/yr HybridFull Time
2+ YOERequires 2+ years in investment products, wealth management, banking, or insurance; FINRA Series 7 and Series 66 or Series 63 and Series 65; California residency and financial services expertise.
1mo
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
4w
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Private Client Advisor II
San Diego, California, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) licenses, SAFE Act registration when applicable, 12+ years private banking or complex financial services experience, proven business development and client advisory skills.
4w
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Private Client Advisor II
Newport Beach, California, United States
$100k-$275k/yr OnsiteFull Time
10+ YOE10+ years private banking or complex financial services experience; securities licenses (Series 7 and 63/65/66) or willingness to obtain; SAFE Act registration for mortgage origination; strong business development, advisory, and communication skills.
1mo
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Private Client Advisor II
Newport Beach, California, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7 and 63 and 65 (or 7 and 66) required or obtainable within 90 days; 12+ years private banking/financial services experience; ability to drive new business for clients with $3M+ investable assets; SAFE Act registration if originating mortgages.
1mo
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Private Client Advisor II
San Diego, California, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) required or willing to obtain; SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services experience; ability to develop client relationships and drive new business for high-net-worth clients.
1mo
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Senior Global Treasury & Payments Advisor
San Diego or Charlotte or New York
$120k-$192k/yr HybridFull Time
6+ YOEBachelor's+6 years or HS/GED+10 years in Treasury Management/Liquidity/Corporate Banking. Strong consultative sales, client engagement, analytical skills, and familiarity with treasury management systems.
1w
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Business Solutions Advisor - Inland Empire East Market
Corona or Corona
$26-$35/hr OnsiteFull Time
Requires business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, partnership skills, and outbound phone sales experience.
1w
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Business Solutions Advisor - Inland Empire East Market
Corona, California, United States
$26-$35/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience, business-to-business sales or small business banking success, strong communication, customer service, sales, relationship-building, and outbound phone skills.
Microsoft Excel
2d
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Business Solutions Advisor - Orange County South Market
Irvine or Irvine or Irvine or Irvine
$26-$35/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and 1 year of experience required. Requires business-to-business sales or small business banking, client service, communication, sales, relationship-building, and outbound phone sales experience.
3d
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Business Solutions Advisor - Inland Empire West Market
Eastvale, California, United States
$26-$35/hr OnsiteFull Time
High school diploma/GED required. Requires business-to-business sales or small business banking experience, customer service, communication, sales, relationship-building, outbound phone sales, and client problem-resolution skills.
2d
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Business Solutions Advisor - Inland Empire West Market
Eastvale, California, United States
$26-$35/hr OnsiteFull Time
1+ YOERequires high school diploma/GED, 1 year of experience, business-to-business sales or small business banking success, strong communication and customer service skills, sales track record, and outbound phone sales experience.
3d
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Business Solutions Advisor - Orange County South Market
Irvine or Orange County
$26-$35/hr OnsiteFull Time
High school diploma/GED required. Requires business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, relationship building, outbound phone sales, and client problem resolution.
3mo
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Senior Home Lending Advisor - Riverside CA Market
Riverside or Corona or Norco or Eastvale
$17/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and retail banking sales; knowledge of local real estate market; FHA/VA/FNMA/FHLMC guidelines; strong communication.
1mo
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
6d
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2027 Global Private Bank Advisor Program (Full-time Associate) - US Private Bank
Las Vegas or San Diego or Salt Lake City or San Francisco or Seattle or Los Angeles or Baltimore or Boston or Cincinnati or Cleveland or Columbus or Greenwich or Philadelphia or Pittsburgh or Summit or Washington or Atlanta or Charlotte or Fort Lauderdale or Miami or Palm Beach or Austin or Dallas or Fort Worth or Houston or New Orleans or San Antonio or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or St. Louis or New York or Denver or Garden City or Tampa or Walnut Creek
OnsiteFull Time
3+ YOEMBA candidate with 3+ years of work experience, U.S. college attendance, graduation between December 2026 and June 2027, strong communication, quantitative, analytical, organizational, and problem-solving skills.
HireVue
1mo
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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