Financial Representative Jobs in Santa Barbara, CA (332)
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
Retail Customer Service Associate
FedEx
Santa Barbara, CA
Hourly
Diversity Leader
Dental Insurance
Vision Insurance
Education
$19.70 - $23.17 / hour
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
Dental Insurance
‌
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
‌
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
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
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
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
‌
Client Financial Advisor Sales Assistant
Macpower Digital Assets Edge Private Limited
Carpinteria, CA
$50k - $57k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Santa Barbara, CA (State St)
JPMorgan Chase Bank, N.A
Santa Barbara, CA
Health Insurance
Education
$70.3k / year
‌
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 Santa Barbara, CA
There are 332 Financial Representative opportunities available in Santa Barbara, 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 Santa Barbara, CA
Financial Representatives in Santa Barbara, CA Resume Data
Average Experience for Financial Representatives in Santa Barbara, CA
- More than 10 years: 62%
- 6-10 years: 22%
- 3-5 years: 13%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Santa Barbara, CA
- Bachelors: 48%
- Diploma: 24%
- Associates: 16%
- Masters: 9%
- Doctorate: 2%
Top Skill for Financial Representatives in Santa Barbara, CA
- Attention to detail: 19%
- Customer focus & orientation: 16%
- Sales skills: 16%
- Administrative assistant/receptionist: 11%
- Customer service: 9%
- Following directions: 7%
- Social media: 7%
- Analyzing data: 5%
- Data entry: Attention to detail: 5%
- Data entry: Accuracy: 5%
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Financial Representative jobs near Santa Barbara, CA
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