48 Results for

Winter Banking Jobs in California

Jobs

San Francisco, California12 days ago

What You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

San Francisco, California30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Associate- Project Finance will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects.

Los Gatos, CA30+ days ago

Enhance Banking Experiences: Recommend products and services tailored to customer needs, helping them improve their banking experience. Deliver Outstanding Service: Answer customer calls with a customer-first approach, solving their issues and making their banking experience memorable.

Oceanside, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Los Angeles, California23 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Monterey, CA30 days ago

Beyond our work in financial planning, our district is deeply committed to giving back—supporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics.

San Jose, CA30+ days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

Upland, CA14 days ago

$36,000–$50,000 Per Year

We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.

Encino, CA17 days ago

You will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.

San Diego, CA16 days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

Foster City, CA9 days ago

$115,000–$150,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).

Foster City, CA10 days ago

$150,000–$225,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

Bakersfield, CA30+ days ago

The intern will be involved in supporting the business banking center and customer service duties by accepting retail and commercial checking and savings deposits; processing loan payments; cashing checks and savings withdrawal. The position also promotes business for the bank by maintaining good customer relations and referring customers to appropriate team members for new services.

Los Angeles, California25 days ago

Remote

$71,869–$114,797 Per Year

Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service.

Costa Mesa, CA12 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

Torrance, CA22 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

Irvine, CA10 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Dublin, California30+ days ago

Open accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

San Francisco, CA22 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

San Francisco, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Palo Alto, CA30+ days ago

Full-time

Pasadena, CA11 days ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

Newport Beach, CA30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Irvine, CA30+ days ago

$21–$25 Per Hour

Irvine School of Music, established in 2004, has been voted Irvine’s #1 Music School by Parenting OC, has received special recognition from Irvine Mayors Farrah Khan and Sukhee Kang for exceptional contribution to music education and music student enrichment opportunities in the OC community, and is growing - we serve nearly 600 students that come in for weekly private and group lessons! Our students have performed at prestigious venues - including Carnegie Hall, Kennedy Center, Segerstrom Center for the Arts, and Colburn School - and we are looking for new team members to help us continue our growth!

Manhattan Beach, CA10 days ago

$76,000–$193,000 Per Year

Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.

EXETER, CA30+ days ago

While she provides structure, accountability, and clear priorities, she also leads within a firm that is actively scaling—refining service models, strengthening segmentation, expanding sales offerings, integrating new technology, and preparing for growth through acquisitions. Our team operates on the Entrepreneurial Operating System (EOS) and is structured to support advisors serving individuals, families, and business owners through disciplined financial advice, thoughtful planning, and long-term relationships.

EXETER, CA30+ days ago

Daly City, California30+ days ago

Obtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.

Beverly Hills, California16 days ago

Remote

$90,000–$100,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

Davis, CA25 days ago

$18–$20 Per Hour

Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system. Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures.

Mountain View, CA10 days ago

$130,900–$251,900 Per Year

Bachelor’s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 12+ years of experience in marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organizations. Bachelor’s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 6+ years of experience in marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organizations.

San Francisco, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Irvine, CA23 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Woodland Hills, California30+ days ago

$21–$22.50 Per Hour

Responsibilities: Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc. Provide timely and courteous service to all members by servicing accounts, closing accounts, or completing related documentation, issuing/re-pinning cards, adding/updating joint owners/beneficiaries, etc.

Burbank, California30+ days ago

$21–$25.92 Per Hour

Responsibilities: Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners. Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.

Woodland Hills, California30+ days ago

$21–$25.92 Per Hour

Woodland Hills, California30+ days ago

$18.04–$26.52 Per Hour

Westlake Village, California30+ days ago

$21–$25.92 Per Hour

Porter Ranch, California30+ days ago

$21–$22.50 Per Hour

Burbank, California30+ days ago

$21–$25.92 Per Hour

Responsibilities: • Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc. • Provide timely and courteous service to all members by servicing accounts, closing accounts, or completing related documentation, issuing/re-pinning cards, adding/updating joint owners/beneficiaries, etc.

Simi Valley, California18 days ago

$21–$22.50 Per Hour

Pasadena, California30+ days ago

$21–$22.50 Per Hour

San Francisco, California22 days ago

Remote

New!

Los Angeles, CA3 days ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

Irvine, California16 days ago

$85,000–$100,000 Per Year

Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

New!

El Segundo, CA3 days ago

Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection .

Truckee, CA30+ days ago

Full-time

Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Plumas Bank seeks a full-time Client Services Specialist III (Senior Teller) to work in our Truckee, CA branch.

Truckee, CA30+ days ago

Full-time

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Winter Banking Jobs in California

Managing Director, Fund Banking (Fund Finance) Stifel

Associate, Venture Lending & Banking- Project Finance Stifel

Bank Teller Hire Up Staffing Services

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Northwestern Mutual

Sales Representative Entry Level Northwestern Mutual - Monterey District

CFO Advisor Joseph Michaels International

Junior Financial Advisor in training Zapata Private Wealth Group

Financial Advisor Pointwealth Capital Management

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Advisor Summitry

Senior Financial Advisor Summitry

Teller Intern Mission Bank

Investment Relationship Officer City National Bank

Financial Advisor GoldBook Financial

Financial Advisor with Sales Background The Fadil Group

Financial Advisor Sagient

Teller (Senior Member Service Representative) Patelco Credit Union

Financial Advisor Valued Merchant Services

J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.

Financial Advisor MassMutual Pacific

Financial Advisor - Licensed RK Partners

Sales and Office Administrator Irvine School of Music

Client Advisor with Athletic Background Salinas Financial Group

Local Financial Advisor at Exeter, CA location HARVEST WEALTH GROUP

Financial Advisor, Series 7 & 66 Hybrid or In-person HARVEST WEALTH GROUP

PATIENT FINANCIAL ADVISOR AHMC Healthcare

Financial Advisor Senior City National Bank

Teller First Northern Bank of Dixon

Director, AI Strategy & Operations Program Manager Microsoft

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.

Financial Advisor-Seattle RK Partners

Branch Teller I (or II, III)-Woodland Hills-PT 30 Hrs Logix Federal Credit Union

Branch Teller I (or II)-Burbank-PT 30hrs Logix Federal Credit Union

Branch Teller I (or II)-Hire Ahead-Woodland Hills-PT30hrs Logix Federal Credit Union

Branch Teller I -Hire Ahead-PT 20hrs-Woodland Hills Branch Logix Federal Credit Union

Branch Teller I (or II)-Westlake Village-PT 30hrs Logix Federal Credit Union

Branch Teller I (or II)-Porter Ranch-Hire Ahead-PT 20hrs Logix Federal Credit Union

Branch Teller I (or II)-Burbank- PT 30hrs Logix Federal Credit Union

Branch Teller I (or II)-Hire Ahead-Simi Valley-PT20hrs Logix Federal Credit Union

Branch Teller I (or II, III) - Pasadena - FT 40 hours Logix Federal Credit Union

Financial Advisor City National Bank

Financial Advisor - Los Angeles Lenox Advisors

Financial Advisor, CFP Professional Full Bloom Wealth

Customer Service Associate - Closing Shift Raising Cane's

Client Services Specialist III (Senior Teller) Plumas Bank

Client Services Specialist (Teller) Plumas Bank

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