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Financial Planner Jobs in Santa Barbara, CA (150)

Retail Operations Manager

PetSmart
Santa Barbara, CA
Part-Time
Hospitality
401(k)

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

Planning Associate Specialist

Southern California Edison
Goleta, CA
New

Financial Consultant - Santa Barbara, CA

Fidelity Investments
Santa Barbara, CA
Education
Parental Leave
Icon: salary
$60k - $75k / year

Wealth Advisor (Santa Barbara, CA)

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

Merrill Advisor Development Program - Financial Advisor: Valley Coast Market

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

Financial Advisor - Ventura County

Thrivent Financial for Lutherans
Santa Barbara, CA
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$17 / hour
‌

Client Financial Advisor Sales Assistant

Macpower Digital Assets Edge
Carpinteria, CA
‌

Educational Facilities Planner

University of California, Santa Barbara
Santa Barbara, CA
Part-Time
Icon: salary
$90k - $161.6k / year
‌

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

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

Vice President, Civil Engineering Project Manager

WSP
Santa Barbara, CA
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$200k - $250k / year
‌

Director of Catering & Events

Rebel Hospitality New York
Santa Barbara, CA
New
Part-Time
Hospitality
Education
Icon: salary
$120k - $130k / year
‌

US Experienced Financial Advisor

Edward Jones
Santa Barbara, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Financial Solutions Advisor - Beverly West Region

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

Wealth Advisor: Build a Client Book (CFP)

Mercer Advisors
Santa Barbara, CA
Dental Insurance
Vision Insurance
‌

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
‌

Financial Advisor Assistant

Northwestern Mutual
Santa Barbara, CA
New
Health Insurance
Vision Insurance
Icon: salary
$50k - $60k / year
‌

Relationship Banker & Financial Solutions Consultant

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

Financial Aid Advisor

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

Wealth Advisor

Mission Wealth
Santa Barbara, CA
New
Hybrid
Dental Insurance
Vision Insurance
Icon: salary
$180k / year
‌

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

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

Attorney

Ambrecht & Martinez, LLP
🌎 Remote
Remote
‌

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
‌

Hybrid Financial Aid Advisor Appeals & Advising

University of California, Santa Barbara
Santa Barbara, CA
Hybrid
‌

Independent Financial Advisor: Build Your Practice

Frey Consulting Group
Santa Barbara, CA
‌

Senior Financial Advisor: Grow Clients & Lead Branch

Edward Jones
Santa Barbara, CA
New
‌

Financial Advisor: Build Your Own Client-Focused Practice

Edward Jones
Santa Barbara, CA
New
‌

Vice President, Civil Engineering Project Manager

WSP in the U.S
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$200k - $250k / year
‌

Remote Financial Advisor - Retirement Planner

Corebridge Financial
🌎 Remote
Part-Time
Remote
Flexible Schedule
‌

Remote Financial Advisor: Retirement Planner

Corebridge Financial
🌎 Remote
Remote
‌

Remote Financial Advisor: Wealth & Retirement Planner

Braypark Wealth Management
🌎 Remote
Remote

Job Description

Working as a Financial Planner in Santa Barbara, CA

There are 150 Financial Planner opportunities available in Santa Barbara, CA all with unique requirements.

The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.

Financial Planner jobs near Santa Barbara, CA

  • Ventura, CA
  • Oxnard, CA
  • Goleta, CA

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    Financial Planner jobs near Santa Barbara, CA

    • Port Hueneme, CA
    • Ojai, CA
    • Carpinteria, CA
    • Solvang, CA
    • Buellton, CA
    • Santa Ynez, CA