Wealth Management Jobs in Santa Barbara
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Search Results - Wealth Management Jobs in Santa Barbara
Charles Schwab-Santa Barbara
of Client/Customer Service experience
Preferred Qualifications:
• Fluent in the Mandarin/Cantonese language
• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is preferred, it is not required...
Fidelity TalentSource LLC-Santa Barbara
to make the best use of the client s time, as well as plan for post-appointment follow-up
• Growing relationships through proactive outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs...
mindmatch.ai -
Global Financial Impact-Oxnard, 34 mi from Santa Barbara
children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference.
As a Wealth Manager, you will work with clients primarily online, building meaningful relationships, providing financial education...
resume-library.com -
Equitable Advisors-Ventura, 29 mi from Santa Barbara
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.
We...
mindmatch.ai -
Charles Schwab-Summerland (CA), 6 mi from Santa Barbara
of Client/Customer Service experience
Preferred Qualifications:
• Fluent in the Mandarin/Cantonese language
• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is preferred, it is not required...
Global Financial Impact-Oxnard, 34 mi from Santa Barbara
building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children...
careers-page.com -
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