Top 22 Financial advisor Jobs in Montecito, Ca

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
Financial Advisor
WestPac —Santa Barbara, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Private Banker
City National Bank —Montecito, CA
- $127,626 - $237,014 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Business Development Advisor
Mission Wealth Management LP —Santa Barbara, CA
- $165,000 - $255,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
13d
Wealth Advisor (Santa Barbara, CA)
Mercer Advisors —Santa Barbara, CA
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
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
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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financial advisor jobs near montecito, ca

Account Manager, WM Advisory

Northern Trust Corp. -
Montecito, CA

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Job Details

Full-time
$77,625 - $128,225 a year

Benefits

Caregiver leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Optimizing workflow processes
Opening bank accounts
Managing customer accounts
Investment advisory support
Financial services customer support
Customer relationship building
Account maintenance
Financial transaction processing
Regulatory compliance
Mid-level
Managing clients in a customer support role
Business development
Managing clients in a finance role
Continuous improvement
Fiduciary duties
Investment account customer support
Mentoring
Business development within finance
Financial services
Handling account queries
Account management
Legal compliance
Process management
Communication skills
Under 1 year

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Account Manager, Wealth Management Advisory

Responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. This partner helps on-board and maintain accounts, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Relationship Advisors with client requests, meetings, and creating client presentations. Under general supervision (but works independently most of the time).

Major Duties

Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.

Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.

Develops and maintains working knowledge of governing documents and account agreements.

Receives service requests from clients and other partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.

Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, cash transfer requests, or other information.

Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.

Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.

Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools and internal processes, etc.

Assists Relationship Advisors, in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.

Assists Relationship Advisors with business development and client presentations.

Able to serve as a key subject matter expert and mentor to other more junior level employees over time.

Able to facilitate discussions and reach decisions.

Qualifications

Excellent oral and written communication skills are required.

In-depth functional/industry knowledge of personal trust, estate and advisory services and products, usually acquired through related work experience, is preferred but not required.

Analytical, problem solving, and organizational skills are required; acute attention to detail is a must.

Prefer a candidate who is motivated for a career in wealth management.

A College or University degree and/or relevant proven work experience is required.

Proven years of experience in wealth management or related experience/credentials is preferred but not required.

In Office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

#LI-LG1

Salary Range:

$77,625 - 128,225 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

financial advisor jobs in montecito, ca

Account Manager, WM Advisory

Financial Advisor

Financial Advisor

Private Banker

Business Development Advisor

Wealth Advisor (Santa Barbara, CA)

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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