Personal Banker Jobs in La Jolla, CA
Financial Advisor - Career Change Opportunity
- San Diego, CA (10 miles from La Jolla, CA)
- 5 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 5 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Roving Personal Banker East San Diego
- San Diego, CA (10 miles from La Jolla, CA)
- 8 hours ago
- San Diego, CA (10 miles from La Jolla, CA)
- 8 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Eastlake Village
- Chula Vista, CA (18 miles from La Jolla, CA)
- 2 days ago
- Chula Vista, CA (18 miles from La Jolla, CA)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Encinitas, CA (12 miles from La Jolla, CA)
- 4 days ago
- Encinitas, CA (12 miles from La Jolla, CA)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Full Time Junior Financial Advisor - unique opportunity
- Carlsbad, CA (20 miles from La Jolla, CA)
- 5 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 5 days ago
Im looking for a fulltime Junior advisor for our firm. Im a top 1% advisor with a fast growing practice in Carlsbad. Youll work with me directly, and have access to the systems from LPL financial...
- Carlsbad, CA (20 miles from La Jolla, CA)
- 5 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 5 days ago
If you're looking for a career in finance, Staffmark is where it's at. We have a full-time role as a Lead Financial Advisor in Carlsbad, CA. Secure this position with ample opportunity for growth....
Personal Banker Roving North San Diego
- Vista, CA (20 miles from La Jolla, CA)
- 10 days ago
- Vista, CA (20 miles from La Jolla, CA)
- 10 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Senior Financial Services Officer
- Escondido, CA (20 miles from La Jolla, CA)
- 13 days ago
- Escondido, CA (20 miles from La Jolla, CA)
- 13 days ago
Banc of California Senior Financial Services Officer in Escondido , California Description BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company...
- Chula Vista, CA (18 miles from La Jolla, CA)
- 16 days ago
- Chula Vista, CA (18 miles from La Jolla, CA)
- 16 days ago
by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc....
- San Diego, CA (10 miles from La Jolla, CA)
- 17 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 17 days ago
Financial Advisor - San Diego San Diego, CA, United States (Hybrid) Job Description To provide basic financial consulting services to assist members and non-members with identifying their...
- San Diego, CA (10 miles from La Jolla, CA)
- 18 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 18 days ago
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members financial goals and identifies suitable non-deposit products and services based on the...
- San Marcos, CA (22 miles from La Jolla, CA)
- 19 days ago
- San Marcos, CA (22 miles from La Jolla, CA)
- 19 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
Private Client Banker - Bressi Ranch Branch - Carlsbad, CA
- Carlsbad, CA (20 miles from La Jolla, CA)
- 20 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 20 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Investment Services - Financial Advisor
- San Diego, CA (10 miles from La Jolla, CA)
- 21 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 21 days ago
Calling all Series 7 and Series 66 licensed Financial Advisors in the San Diego area with strong knowledge of the local market: We’ve got a brand-new opportunity to join our very successful and...
Financial Advisor (Sales Focused, Training Provided)
- Carlsbad, CA (20 miles from La Jolla, CA)
- 23 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 23 days ago
Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting "career changers" - these are professionals who...
Demographic Data for La Jolla, CA
Moving to La Jolla, CA? Find some basic demographic data about La Jolla, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in La Jolla, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in La Jolla, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Dodd-Frank
- Asset Allocation
- Annuities
- Commercial Banking
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Securities and Exchange Commission
- Investment Banking
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Relationship Management
- Referrals
- Inbound/Outbound Calling
- Risk Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Listening
- Written Communication
- Negotiation
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Sales
- Employee Development
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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