12 banking advisor jobs at 7 companies in Encinitas, CA
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Associate Banking Advisor
San Diego, California, United States
$115k-$195k/yr OnsiteFull Time
5+ YOE5+ years in financial servicing/accounting with client servicing background; formal credit training and ≥1 year credit analysis/underwriting; knowledge of banking products, compliance, and strong analytical and organizational skills.
2mo
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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.
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.
1mo
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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
1w
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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.
1w
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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.
2w
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Business Solutions Advisor - Murrieta Financial Center
Murrieta, California, United States
$26-$35/hr OnsiteFull Time
1+ YOEExperience in business-to-business or small business banking sales, strong communication and customer service skills, proven sales track record, ability to manage client relationships, high school diploma/GED.
3w
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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.
5d
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Business Solutions Advisor - Orange County South Market
Ladera Ranch, California, United States
$26-$35/hr OnsiteFull Time
1+ YOEBusiness-to-business or small business sales experience, strong communication and client management skills, ability to analyze financial needs and recommend banking solutions.
3w
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Business Solutions Advisor - San Diego Market area
San Diego, California, United States
$26-$35/hr OnsiteFull Time
1+ YOE1+ year experience in business-to-business or small business banking; strong communication, sales, customer service, client management, and financial analysis skills; high school diploma/GED required.
3w
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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.
2w
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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