Retirement Planning Jobs in Santa Barbara
1 - 15 of 29
Search Results - Retirement Planning Jobs in Santa Barbara
Covenant Trust-Santa Barbara
that matches client needs to our wide array of financial solutions: Investment Management, Retirement Planning, Income Planning, Trust Administration, Estate Planning, and Gift Planning.
• Provide holistic, purpose-driven financial planning solutions...
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Santa Barbara
Malpractice insurance with tail coverage
• Disability coverage
• Generous time away
• 401(k) with profit sharing
• Retirement planning resources
Qualifications:
• MD with Directly Related Experience in Orthopedics and Total Joints
• Excellent Skill Set...
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icims.com -
Thryve Wealth Management-Santa Barbara
by helping them achieve their financial goals and objectives.
• In collaboration with our CIO and head of Financial Planning, create customized financial plans, addressing retirement, investments, insurance, and estate planning needs.
• Analyze client...
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Santa Barbara
Comprehensive Benefits
• Medical, dental, and vision coverage
• CME allowance and paid CME time
• Malpractice insurance with tail coverage
• Disability coverage
• Generous paid time off
• 401(k) with profit sharing
• Retirement planning resources...
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icims.com -
SteelPeak Wealth-Santa Barbara
with SteelPeak Wealth, our tax and wealth teams can coordinate more closely, connecting tax considerations with investment, retirement, and broader financial planning – all within one organization.
We are continuing to grow our Santa Barbara tax practice...
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Santa Barbara
finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI...
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hrblock.com -
Sutter Health-Santa Barbara
Disability coverage
• Generous paid time off
• Retirement planning resources
Qualifications
• MD or DO
• Board Certified or Board Eligible in OBGYN
• Eligible for California medical licensure
• DEA certification
• Commitment to providing high-quality...
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appcast.io -
Santa Barbara
sharing
• Retirement planning resources
Qualifications:
• MD or DO with directly related experience in Internal Medicine or Family Medicine
• Board Certified or Board Eligible in Internal Medicine or Family Medicine
• DEA Certificate
• Eligible...
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icims.com -
Assisted Home Health & Hospice-Santa Barbara
well-being, and career growth:
• Comprehensive Health Coverage – Affordable medical, dental, and vision plans to keep you and your family covered.
• Retirement Savings Support – Company-matched 401(k) contributions (up to 3% of your annual salary...
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appcast.io -
Santa Barbara
Medical, dental, and vision coverage
• CME allowance and paid CME time
• Malpractice insurance with tail coverage
• Disability coverage
• Generous paid time off
• 401(k) with profit sharing
• Retirement planning resources
Qualifications:
• MD or DO...
Read more
icims.com -
Sutter Health-Santa Barbara
with profit sharing
• Retirement planning resources
Qualifications
• Board Certified or Board Eligible in Hematology/Oncology
• Experience evaluating and managing benign and malignant hematologic and oncologic disorders
• California medical license...
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appcast.io -
Santa Barbara
Disability coverage
• Generous paid time off
• Retirement planning resources
Qualifications:
• MD or DO
• Board Certified or Board Eligible in OBGYN
• Eligible for California medical licensure
• DEA certification
• Commitment to providing high-quality...
Read more
icims.com -
Intuit-Santa Barbara
of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each...
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Intuit-Santa Barbara
of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each...
Read more
Intuit-Santa Barbara
of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each...
Read more
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