Financial Advisor Jobs in Goleta, CA (46)
Senior Manager, Corporate Insurance
Vaco
Goleta, CA
$155k - $165k / year
Financial Consultant - Santa Barbara, CA
Fidelity Investments
Carpinteria, CA
Education
Parental Leave
$60k - $75k / year
Senior Cost Accountant
Jobot
Buellton, CA
Hospitality
$130k - $155k / year
REMOTE Senior Estate Planning Attorney — Established Regional Firm — Up to $300k Total Comp
Jobot
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$150k - $225k / year
Tax Senior Accountant
Jobot
Santa Barbara, CA
$78k - $115k / year
Restaurant Manager - Hiring Event 6/30
Raising Cane's
Goleta, CA
New
Food Service
Dental Insurance
Vision Insurance
Education
$24 / hour
‌
Restaurant Zone Manager - HIRING EVENT 6/30
Raising Cane's
Goleta, CA
New
Food Service
Dental Insurance
Vision Insurance
Education
$22 / hour
‌
Team Leader
Tractor Supply
Buellton, CA
Part-Time
Warehouse
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Consultant - Santa Barbara, CA
Fidelity Investments
Goleta, CA
New
Education
Parental Leave
$60k - $75k / year
‌
Therapeutic Behavioral Specialist, Bilingual
CASA PACIFICA CENTERS FOR CHILDREN & FAMILY
Goleta, CA
New
401(k)
Dental Insurance
Vision Insurance
$18 - $26 / hour
‌
Sales Representative - San Fernando Valley - Injury Prevention
Stryker
Santa Barbara, California
Diversity Leader
Dental Insurance
Vision Insurance
‌
Senior Account Executive
N2 - All Jobs
Santa Barbara, CA
New
Part-Time
Hybrid
Flexible Schedule
$177.7k / year
‌
Physician - Neurohospital Medicine
Vituity
Santa Barbara, CA
New
401(k)
Vision Insurance
‌
Retail Sales & Partner Development Support (Advisory)
PlanMember Financial
Carpinteria, CA
New
Hospitality
401(k)
PTO
Dental Insurance
Vision Insurance
$62k - $68k / year
‌
Retail Customer Service Associate
FedEx Office and Print Services
Santa Barbara, CA
New
Hourly
Dental Insurance
Vision Insurance
Education
$19.70 - $23.17 / hour
‌
Financial Advisor
Frey Consulting Group
Santa Barbara, CA
New
Health Insurance
‌
Wealth Advisor - Mechanics Bank at LPL Financial Santa Barbara, CA
Downtown Boulder Partnership
Santa Barbara, CA
New
$68.6k - $80k / year
‌
On-Site Wealth Advisor: Investment & Advisory Solutions
Downtown Boulder Partnership
Santa Barbara, CA
New
$68.6k - $80k / year
‌
Independent Financial Advisor: Build Your Practice
Frey Consulting Group
Santa Barbara, CA
New
‌
ERP Technical Consultant
Platform Accounting Group
Goleta, CA
Hourly
$36 - $70 / hour
‌
Estate Planning & Insurance Advisor
Secure Income Management
Santa Barbara, CA
$100k - $400k / year
‌
Practice Management – Program Manager
PlanMember Financial
Carpinteria, CA
PTO
Health Insurance
Vision Insurance
$80k - $125k / month
‌
Beauty Sales Consultant
CVS Health Corp
Santa Barbara, CA
Hourly
Retail
Dental Insurance
Vision Insurance
Education
$18.90 - $27.90 / hour
‌
Restaurant Leader - General Manager
Raising Cane's USA
Goleta, CA
Food Service
Dental Insurance
Vision Insurance
Education
$88k - $135k / year
‌
Operations Manager - Hiring Event 6/30
Raising Cane's
Goleta, CA
Dental Insurance
Vision Insurance
Education
$26 - $26 / hour
‌
Maintenance Supervisor
Apartment Management Consultants
Santa Barbara, CA
New
Part-Time
Hourly
Hospitality
401(k)
Dental Insurance
Vision Insurance
$28 - $29 / hour
‌
District Planning Advisor
Edisonrefertalent
Santa Barbara, CA
New
‌
Program Manager, LIFTED
University of California
Santa Barbara, CA
Part-Time
Hourly
$26.53 - $32.19 / hour
‌
Seasonal: 4am Inbound (Stocking)
Target
Goleta, CA
New
Part-Time
Hourly
Hospitality
Eco-Friendly
Flexible Schedule
$19.50 / hour
‌
Discharge Planner
Wellpath
Santa Barbara, CA
401(k)
Dental Insurance
Vision Insurance
‌
Client Relationship Banker: Digital-First Financial Guidance
U.S. Bank
Santa Barbara, CA
Hourly
$23.19 - $28.35 / hour
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
Remote
Health Insurance
Dental Insurance
‌
Remote Financial Advisor: HNW Wealth Planner
Jobot
🌎 Remote
New
Remote
Job Description
Working as a Financial Advisor in Goleta, CA
There are 46 Financial Advisor opportunities available in Goleta, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Goleta, CA
Financial Advisors in Goleta, CA Resume Data
Average Experience for Financial Advisors in Goleta, CA
- More than 10 years: 73%
- 3-5 years: 13%
- 6-10 years: 13%
Educational Background for Financial Advisors in Goleta, CA
- Bachelors: 47%
- Associates: 20%
- Diploma: 20%
- Masters: 13%
Top Skill for Financial Advisors in Goleta, CA
- Customer service: 14%
- Data entry: Accuracy: 14%
- Attention to detail: 14%
- Verbal communication: 14%
- Customer focus & orientation: 7%
- Electronic health records: Best practices: 7%
- Medical billing: 7%
- Basic spreadsheets with Microsoft Excel: 7%
- Receptionist: 7%
- Written communication: 7%
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Financial Advisor jobs near Goleta, CA
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