11 banking advisor jobs at 8 companies in La Mesa, 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.
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.
1mo
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Financial Advisor
Houston or San Diego
HybridFull Time
6+ YOE6+ years private banking/financial services with UHNW/HNW clients in Latin America, bachelor\u0002s required, Series 65 or equivalent mandatory, established book of business, proven sales, Spanish fluency.
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.
3w
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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.
3w
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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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Sport & Entertainment Group Wealth Advisor Associate
Del Mar, California, United States
$90k-$125k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years banking/wealth experience, 3+ years complex credit experience, strong sales and relationship management, SAFE mortgage compliance within 30 days, FINRA licenses preferred.
Microsoft Office
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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.
3w
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Asesoría digital (Tijuana, B. C.)
Tijuana, Baja California, Mexico
OnsiteFull Time
Advising customers on mobile banking, promoting digital products, converting users to customers, and applying sales and negotiation techniques.
3w
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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