Financial Representative Jobs in Goleta, CA (260)
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
REMOTE Senior Estate Planning Attorney — Established Regional Firm — Up to $300k Total Comp
Jobot
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$150k - $225k / year
Restaurant Manager - Hiring Event 6/30
Raising Cane's
Goleta, CA
New
Food Service
Dental Insurance
Vision Insurance
Education
$24 / hour
Retail Customer Service Associate
FedEx
Santa Barbara, CA
Hourly
Diversity Leader
Dental Insurance
Vision Insurance
Education
$19.70 - $23.17 / hour
Financial /Insurance Services Representative
KEHI Assets & Investments
🌎 Remote
Remote
Business Development Representative - SMB Investment Manager
AppFolio
Santa Barbara, CA
New
Hybrid
Diversity Leader
$74.3k / year
Outside Sales Representative
American Fidelity
Santa Barbara, CA
Health Insurance
Dental Insurance
Vision Insurance
$87k - $119k / year
Client Services Administrator
Monarch Wealth Strategies
Santa Barbara, CA
New
Associate Financial Representative
Modern Woodmen
Santa Barbara, CA
New
Dental Insurance
Wealth Financial Advisor
CAPTRUST
Santa Barbara, CA
New
PTO
Dental Insurance
Vision Insurance
$90k / year
Wealth Advisor - Mechanics Bank at LPL Financial Santa Barbara, CA
Downtown Boulder Partnership
Santa Barbara, CA
New
$68.6k - $80k / year
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
$80k - $90k / year
Wealth Advisor (Santa Barbara, CA)
Mercer Advisors
Santa Barbara, CA
New
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
$85k - $145k / year
Wealth Advisor: Build a Client Book (CFP)
Mercer Advisors
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
Wealth Advisor: Grow Client Wealth & Equity Path
CAPTRUST
Santa Barbara, CA
New
On-Site Wealth Advisor: Investment & Advisory Solutions
Downtown Boulder Partnership
Santa Barbara, CA
New
$68.6k - $80k / year
Wealth Advisor Development Trainee: Grow Your Book
Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
$80k - $90k / year
US Experienced Financial Advisor
Edward Jones
Santa Barbara, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$50k / year
Financial Aid Advisor
University of California
Santa Barbara, CA
New
Financial Aid Advisor
University of California, Santa Barbara
Santa Barbara, CA
New
Hourly
$28.07 - $30.97 / hour
Financial Solutions Advisor - Beverly West Region
Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
Strategic Financial Solutions Advisor
Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
Wealth Advisor Holistic Planning for High-Impact Clients
Mercer Advisors
Santa Barbara, CA
New
$85k - $145k / year
Hybrid Financial Aid Advisor Appeals & Advising
University of California, Santa Barbara
Santa Barbara, CA
Hybrid
Branch Leader - Santa Barbara, CA
Fidelity Investments
Santa Barbara, CA
New
Education
Parental Leave
$100k - $168k / year
Financial Planning Associate Build Futures & Communities
Modern Woodmen
Santa Barbara, CA
New
ERP Technical Consultant
Platform Accounting Group
Goleta, CA
Hourly
$36 - $70 / hour
Financial Advisor
Frey Consulting Group
Santa Barbara, CA
New
Health Insurance
Relationship Banker & Financial Solutions Consultant
BMO U.S
Santa Barbara, CA
New
Health Insurance
$41.7k - $69k / year
Independent Financial Advisor: Build Your Practice
Frey Consulting Group
Santa Barbara, CA
New
Financial Representative
Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
$19 / hour
Financial Representative
Tailored Management
🌎 Remote
New
Remote
Hourly
$19 / hour
Job Description
Working as a Financial Representative in Goleta, CA
There are 260 Financial Representative opportunities available in Goleta, CA all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Goleta, CA
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Financial Representative jobs near Goleta, CA
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