Top 10 Wealth management Jobs in Santa Barbara Ca

Investment Consultant - Santa Barbara, CA
Charles Schwab —Santa Barbara, CA
- $30.10 - $49.71 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
12h
Associate Financial Advisor
Edward Jones —Santa Barbara, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
6d
Account Manager, WM Advisory
Northern Trust Corp. —Montecito, CA
- $77,625 - $128,225 a year
- Overtime
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
VP, Financial Consultant- Santa Barbara, CA
Charles Schwab —Santa Barbara, CA
- $75,000 - $120,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
3d
Financial Advisor
WestPac —Santa Barbara, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Investment Consultant - Santa Barbara, CA

Charles Schwab -
Santa Barbara, CA

Apply Now

Job Details

$30.10 - $49.71 an hour
12 hours ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Santa Barbara, CA

Requisition ID 2026-125682 Category Retail Branch Position type Regular Pay range USD $30.10 - $49.71 / Hour Application deadline 2026-09-04

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.

You’ll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning—while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.

active listening and thoughtful questioning to align solutions to client goals
Build relationship management skills through timely, accurate, client-focused support
Manage priorities effectively across outreach, follow-up, and administrative work
Demonstrate resilience and motivation in achieving individual and team goals
Collaborate with Financial Consultants and branch leaders to enhance client

experience

Take ownership of your learning, results, and professional growth

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.

Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills, and financial expertise.
Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
Classification: Schwab Internal
teams. You’ll be supported by leaders who invest in your growth and continuous
development over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health

Insurance, both of which are required for this role.

Relevant experience in financial services or a similar client-facing, sales, or advisory

environment preferred

The skills you bring:

Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes

Adaptability

Actively seek, receive, and feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach

Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results

Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions
Classification: Schwab Internal
Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions

Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to
business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

wealth management jobs in santa barbara ca

Investment Consultant - Santa Barbara, CA

Associate Financial Advisor

Account Manager, WM Advisory

Financial Advisor

VP, Financial Consultant- Santa Barbara, CA

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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I want to receive the latest job alert for wealth management in santa barbara ca

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Your opportunity

What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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