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Financial Advisor Jobs in Santa Barbara, CA (103)

Senior Manager, Corporate Insurance

Vaco
Goleta, CA
Icon: salary
$155k - $165k / year

Graduate Programs Advisor (Hybrid)

University of California, Santa Barbara
Santa Barbara, CA
Hybrid
Hourly
Icon: salary
$25.77 - $43.58 / hour

Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid in Northern California)

Empower Careers
🌎 Remote
Remote
Hybrid
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$125.4k - $181.9k / year

Financial Advisor

Edward Jones
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

Financial Aid Advisor

University of California, Santa Barbara
Santa Barbara, CA
New
Hourly
Icon: salary
$28.07 - $30.97 / hour

Financial Aid Advisor

UC Santa Barbara
Santa Barbara, CA
Icon: salary
$29.47 - $32.52 / hour
‌

Independent Financial Advisor: Build Your Practice

Frey Consulting Group
Santa Barbara, CA
‌

Hybrid Financial Aid Advisor Appeals & Advising

University of California, Santa Barbara
Santa Barbara, CA
New
Hybrid
‌

Relationship Banker & Financial Solutions Consultant

BMO U.S
Santa Barbara, CA
Health Insurance
Icon: salary
$41.7k - $69k / year
‌

Bilingual Retail Relationship Banker

Koitecc Solutions
Santa Barbara, CA
New
‌

J.P. Morgan Advisors - Senior Client Associate - Santa Barbara, CA

JPMorgan Chase Bank, N.A
Santa Barbara, CA
New
Education
Icon: salary
$70.3k - $94.9k / year
‌

Registered Client Service Associate

PowerToFly
Santa Barbara, CA
New
Icon: salary
$34.3k - $90k / year
‌

Graduate Program Advisor

University of California, Santa Barbara
Santa Barbara, CA
Part-Time
Hourly
Health Insurance
Icon: salary
$25.77 - $32.50 / hour
‌

Client Service Specialist for Financial Advisors

Dormont Manufacturing
Santa Barbara, CA
New
‌

Wealth Advisor (Santa Barbara, CA)

Mercer Advisors
Santa Barbara, CA
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$85k - $145k / year
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Remote Financial Advisor: HNW Wealth Planner

Jobot
🌎 Remote
Remote
‌

Wealth Financial Advisor

CAPTRUST
Santa Barbara, CA
New
PTO
Dental Insurance
Vision Insurance
Icon: salary
$90k / year
‌

Financial Advisor

Frey Consulting Group
Santa Barbara, CA
Health Insurance
‌

Senior Wealth Advisor: Client Growth & Financial Planning

Mercer Advisors
Santa Barbara, CA
Icon: salary
$85k - $145k / year
‌

Wealth Advisor - Mechanics Bank at LPL Financial Santa Barbara, CA

Downtown Boulder Partnership
Santa Barbara, CA
Icon: salary
$68.6k - $80k / year
‌

Strategic Financial Planning & Investments Advisor

Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
‌

Client-Focused Financial Solutions Advisor

Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Solutions Advisor - Beverly West Region

Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

On-Site Wealth Advisor: Investment & Advisory Solutions

Downtown Boulder Partnership
Santa Barbara, CA
New
Icon: salary
$68.6k - $80k / year
‌

Senior Financial Advisor: Grow Clients & Lead Branch

Edward Jones
Santa Barbara, CA
New
‌

Wealth Advisor: Build a Client Book (CFP)

Mercer Advisors
Santa Barbara, CA
Dental Insurance
Vision Insurance
‌

Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST
Santa Barbara, CA
New
‌

Attorney

Ambrecht & Martinez, LLP
🌎 Remote
Remote
‌

Wealth Advisor Holistic Planning for High-Impact Clients

Mercer Advisors
Santa Barbara, CA
Icon: salary
$85k - $145k / year
‌

Registered Client Service Associate

Morgan Stanley
Santa Barbara, CA
New
Icon: salary
$34.3k - $90k / year
‌

Client Services Associate - Wealth Management

Avalan Wealth
Santa Barbara, CA
New
PTO
Dental Insurance
Vision Insurance
‌

Registered Client Service Associate

Dormont Manufacturing
Santa Barbara, CA
New
Icon: salary
$34.3k - $90k / year
‌

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month

Job Description

Working as a Financial Advisor in Santa Barbara, CA

There are 103 Financial Advisor opportunities available in Santa Barbara, 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.

Similar Jobs to Financial Advisor

Financial Advisor jobs near Santa Barbara, CA

Financial Advisors in Santa Barbara, CA Resume Data

Average Experience for Financial Advisors in Santa Barbara, CA

  • More than 10 years: 78%
  • 3-5 years: 11%
  • 6-10 years: 11%

Educational Background for Financial Advisors in Santa Barbara, CA

  • Bachelors: 50%
  • Associates: 22%
  • Diploma: 17%
  • Masters: 11%

Top Skill for Financial Advisors in Santa Barbara, CA

  • Attention to detail: 17%
  • Customer focus & orientation: 11%
  • Customer service: 11%
  • Data entry: Accuracy: 11%
  • Sales skills: 11%
  • Project timeline management: 11%
  • Verbal communication: 11%
  • Administrative assistant/receptionist: 6%
  • Electronic health records: Best practices: 6%
  • Medical billing: 6%

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