Wealth Management Jobs in Santa Barbara
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Search Results - Wealth Management Jobs in Santa Barbara
Leah Yosef International-Santa Barbara
Senior Wealth Manager
Multi Family Office
Southern California
Overview
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).
Highlights
• Serve...
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Strategic Employment-Santa Barbara
to their Santa Barbara tax practice. This firm has brought tax consulting and wealth management under one roof — giving clients a more connected approach to their financial lives and giving their tax team broader resources and collaboration opportunities than...
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TalentLink Solutions-Santa Barbara
Our firm is a premier, family-owned financial and tax management firm based in beautiful Santa Barbara, California. Since our founding in the 1960s, we have been dedicated to providing comprehensive wealth management, investment strategies...
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Mission Wealth Management LP-Santa Barbara
with the right advisory team.
Mission Wealth has provided comprehensive wealth management services to affluent families since 2000. Through our integrated, planning-first approach, we help clients navigate every stage of life with confidence, ensuring...
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Strategic Employment Partners (SEP)-Santa Barbara
This firm has brought tax consulting and wealth management under one roof — giving clients a more connected approach to their financial lives and giving their tax team broader resources and collaboration opportunities than a traditional standalone CPA firm...
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New Level Resources-Camarillo, 41 mi from Santa Barbara
Job Description
Job Description
Administrative Assistant - Wealth Management Support
In-Office | Full-Time
Salary Range: $25.00 - $30.28 per hour (Non-Exempt)
Position Overview
We are seeking a highly organized, personable, and detail-oriented...
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Thryve Wealth Management-Santa Barbara
About THRYVE Wealth Management
At THRYVE, we believe the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor...
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PT&C Group LLC-Goleta, 6 mi from Santa Barbara
Job Description
Job Description
Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage...
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Advisor Associate-Santa Barbara
licenses (or willingness to obtain)
• Insurance licenses - life, health, or variable contracts (or willingness to obtain)
• CFP® certification or progress toward certification is a plus
• Prior experience in a financial services, advisory, wealth management...
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Ventura, 29 mi from Santa Barbara
success through personalized financial planning, investment management, retirement planning, and insurance strategies.
As a Wealth Advisor at CommunityAmerica, you will enjoy the entrepreneurial feel of an independent advisor while benefiting from...
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