Top 27 Financial consultant Jobs in Santa Barbara Ca

Financial Advisor
WestPac —Santa Barbara, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
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
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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
7d
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

More jobs to discover

Find similar jobs that you might be interested in.

Surgical Account Manager - Santa Barbara
Medtronic —Santa Barbara, CA
A valid driver's license is essential for this role. Cultivate and strengthen relationships with field distribution partners.
$75,000 a year
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

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Columbus, OH
We’re here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client…
$27,550 - $125,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial consultant in santa barbara ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial consultant jobs near santa barbara ca

Financial Advisor

WestPac -
Santa Barbara, CA

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program

Qualifications

Customer relationship building
Series 7
Bachelor's degree
Securities Industry Essentials
Stakeholder relationship building

Full Job Description

Job description:

At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.

WestPac is a wealth management firm committed to assisting clients in every aspect of their financial lives. Our focus centers on clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

The commitment to clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as Fortune Magazine, Inc. 5000, Forbes, Yahoo Finance, multiple Business Journals, and several TV and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are

Join a team that believes in building people first, personally, professionally, and financially, while giving you the tools to grow a thriving business of your own.

To learn more about the career with WestPac Wealth Partners, click here: https://www.westpacwealth.com/p/who-we-are

Responsibilities

When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Your earning potential is upside with a draw against commission set up that is further explained in the interview process.

Qualifications:

Bachelor's Degree (Required)
US Work Authorization
-desire to work in a commission environment
Interpersonal & Relationship Skills
Desire to build a business for yourself but not by yourself
Strong work ethic
Coachable
Desire to help others
Have or willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial consultant jobs in santa barbara ca

Financial Advisor

Account Manager, WM Advisory

Financial Advisor

Private Banker

Business Development Advisor

Wealth Advisor (Santa Barbara, CA)

Relationship Manager – Private Wealth & Tax Solutions

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial consultant in santa barbara ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected