Top 25 Financial planner Jobs in Santa Barbara, Ca

Customer Service Agent
American Legacy Solutions —Carpinteria, CA
- $75,000 - $120,000 a year
- Full-time
- Background check
- Office
- Finance
- On-the-job training
- Professional development assistance
Quick Apply
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
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
11d
Financial Advisor
WestPac —Santa Barbara, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
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
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
Quick Apply
4d
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Business development
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
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
Healthcare RN/NP Financial Professional
SGK Resources, LLC —United States
- $76,683.85 - $92,350.44 a year
- Contract
- Remote
- Background check
- RN License
- Mid-level
- Flexible schedule
Quick Apply
4d

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Account Manager, WM Advisory
Northern Trust Corp. —Montecito, CA
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools and internal…
$77,625 - $128,225 a year
Financial Advisor
WestPac —Santa Barbara, CA
Have or willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66. In addition to the below, you have a responsibility to expand a…
Quick Apply

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply

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financial planner jobs near santa barbara, ca

Customer Service Agent

American Legacy Solutions -
Carpinteria, CA

Quick Apply

Job Details

Full-time
$75,000 - $120,000 a year

Benefits

On-the-job training
Professional development assistance

Qualifications

Customer communication
Financial transaction processing
High school diploma or GED

Full Job Description

Are you passionate about assisting clients with their financial needs and ensuring exceptional service? American Legacy Solutions is seeking a dedicated Customer Service Agent to provide personalized support and guidance to our valued clients.

About Us:

American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financial planning.

Customer Service Agent Responsibilities:

● Client Support & Financial Guidance: Assist clients with inquiries regarding financial products and services, providing clear and timely information.

● Sales & Product Recommendations: Educate clients on available financial solutions, including insurance, investment, and retirement options, while identifying opportunities to enhance their financial well-being.

● Application & Account Assistance: Guide clients through the application process for financial products, ensuring accuracy and compliance with company policies.

● Issue Resolution & Customer Satisfaction: Address client concerns, troubleshoot financial service issues, and ensure a seamless customer experience.

● Relationship Building & Retention: Develop strong client relationships through follow-ups and proactive communication to encourage long-term financial planning and service engagement.

Customer Service Agent Requirements:

● Previous experience in customer service, preferably within the financial services industry.

● Strong communication and interpersonal skills.

● Ability to handle transactions accurately and efficiently.

● Knowledge of financial products and services is a plus.

● High school diploma or equivalent; additional education in finance or related fields is advantageous.

What We Offer:

● Competitive commission with opportunities for growth.

● Comprehensive training programs.

● A supportive and collaborative work environment.

● Opportunities to make a meaningful impact on clients' financial well-being.

If you're ready to contribute to a company that values client relationships and professional development, apply today to join American Legacy Solutions as a Customer Service Agent!

Apply Now!

Job Type: Full-time

Pay: $75,000.00 - $120,000.00 per year

Benefits:

On-the-job training
Professional development assistance

Work Location: In person

Quick Apply

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financial planner jobs in santa barbara, ca

Customer Service Agent

Account Manager, WM Advisory

Private Banker

Business Development Advisor

Financial Advisor

Wealth Advisor (Santa Barbara, CA)

Financial Advisor

Financial Professional Healthcare RN/NP/RCP

Financial Coach

Registered Representative - State Farm Agent Team Member

Wealth Solutions Advisor

Healthcare RN/NP Financial Professional

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