Top 11211 Jobs in Santa Paula, Ca

Financial Paraplanner / Junior Advisor
Confidential —Ventura, CA
- $70,000 - $80,000 a year
- Part-time
- Bilingual
- CRM software
- Background check
- Health insurance
- 401(k)
Quick Apply
Quality Systems Specialist
Aurora Casting & Engineering, Inc. —Santa Paula, CA
- $38 - $48 an hour
- Full-time
- High school diploma or GED
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
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Managing Technician
AV Masters Inc —Ventura County, CA
- $50,000 - $70,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Hotel
- Ability to lift 50 pounds
- Health insurance
- 401(k)
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Dental Treatment Coordinator
Confidential —Ventura, CA
- From $21 an hour
- Full-time
- Dental office
- In-person
- Entry level
- Profit sharing
- Health insurance
Quick Apply
MACHINIST PROGRAMMER (LATHES & MILLS)
Confidential —Ventura County, CA
- $40 - $45 an hour
- Email
- Background check
- 5 years
- Microsoft Office
Quick Apply
Part Time Property Administrator
VPM Management, Inc —Santa Paula, CA
- $22 - $25 an hour
- 8 hour shift
- Sales
- Ability to walk for extended periods
- English
- Health insurance
- Dental insurance
Quick Apply
3d
Customer Service Agent
American Legacy Solutions —Santa Paula, CA
- $75,000 - $120,000 a year
- Full-time
- Background check
- Office
- Finance
- On-the-job training
- Professional development assistance
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New Home Consultant
Lennar —Santa Paula, CA
- $20 - $21 an hour
- Full-time
- Construction site
- Mid-level
- Office
- Paid parental leave
- Health insurance
Women's Health NP and CNM opportunities with established, not-for-profit company located in Northern California—San Joaquin County ...student loan repayment program available; experience required (ENPLWPRI)
Millennium Med Search —California
- $155 a day
- Mid-level
- Outpatient
- Clinic
- AD&D insurance
- Paid holidays
Part Time Retail Sales Associate - Virtual Hiring Event
Spectrum —Santa Paula, CA
- $20 an hour
- Part-time
- Spanish
- Writing skills
- Basic math
- Health insurance
- Dental insurance
Quick Apply
4h
Retail Sales Associate - Virtual Hiring Event
Spectrum —Santa Paula, CA
- $20 an hour
- Full-time
- Spanish
- Writing skills
- Basic math
- Health insurance
- Dental insurance
Quick Apply
4h
Bartender
The Flying Spoon —Santa Paula, CA
- $17 - $20 an hour
- Part-time
- In person
- Bar
- Casual dining restaurant
- Cooking
- Employee discount
Quick Apply
PROGRAM MANAGER
Confidential —Ventura County, CA
- From $110,000 a year
- Email
- Background check
- 5 years
- Military
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
The Alvarez Firm —Camarillo, CA
- $25 - $28 an hour
- Full-time
- Microsoft Outlook
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Professional
Moon Valley Nurseries —Fillmore, CA
- $70,304 - $350,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Criminal background check
- Health insurance
- Dental insurance
Quick Apply
Kitchen Staff
The Flying Spoon —Santa Paula, CA
- $17 - $22 an hour
- Part-time
- In person
- Casual dining restaurant
- Cooking
- Mid-level
Quick Apply
Retail Merchandiser - Gift Cards - Camarillo, CA
Blackhawk Network —Camarillo, CA
- $17 - $18 an hour
- Part-time
- Background check
- Merchandising
- Pass drug screening
Customer Service Associate I
Dollar Tree —Santa Paula, CA
- $17.00 - $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Store Associate
CVS Health —Santa Paula, CA
- $17.40 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
10d
Beauty Advisor (Inside Sales) Sally Beauty 10427
Sally Beauty Holdings —Santa Paula, CA
- $16.90 - $18.80 an hour
- US work authorization
- Ability to lift 25 pounds
- Entry level
- Health insurance
- Dental insurance

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Jobs jobs near santa paula, ca

Financial Paraplanner / Junior Advisor

Confidential
Ventura, CA

Quick Apply

Job Details

Part-time | Full-time
$70,000 - $80,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Retirement plan

Qualifications

Financial planning
Customer communication
Microsoft Excel
Multilingual
Research
Productivity software

Full Job Description

Position Overview

We are seeking a motivated and detail-oriented Financial Paraplanner / Junior Advisor to support our advisory team and deliver an exceptional client experience. This role is ideal for someone with prior experience in the financial services industry who is looking to grow into a full advisor role over time, including developing their own book of business.

Initially, this position will focus on client service, financial planning support, and administrative execution. With demonstrated performance and initiative, there is a clear path for growth into a Junior Advisor and eventually a Lead Advisor role.

Key Responsibilities

Client & Advisor Support

Attend client meetings with advisors, take detailed notes, and track follow-up action items
Prepare post-meeting summaries and client communications outlining next steps
Serve as a point of contact for client service requests and inquiries

Meeting & Planning Preparation

Prepare meeting agendas, financial reports, and planning materials
Organize and maintain client files, paperwork, and documentation
Assist with onboarding new clients and managing ongoing account updates

Financial Planning & Investment Support

Assist advisors with financial planning projects, including research, data gathering, and client analysis
Support portfolio reviews, risk assessments, and investment-related tasks
Shadow advisors during trading and portfolio management activities

Investment & Firm Collaboration

Attend Investment Committee meetings to learn firm investment philosophy, market trends, and portfolio strategy
Collaborate closely with advisors and operations staff to ensure accuracy and efficiency

Growth & Development

Learn advisory workflows, compliance requirements, and client relationship management
Progress toward taking on advisory responsibilities based on experience and licensing
Other duties as assigned

Qualifications & Preferred Experience

Required

Strong organizational skills and exceptional attention to detail
Excellent written and verbal communication skills
Ability to work collaboratively in a fast-paced, client-focused environment
Proficiency with Microsoft Office (Word, Excel, PowerPoint)

Preferred

Prior experience in the financial services industry
Experience handling client paperwork, account forms, and operational processes
Series 7 and/or Series 65 licenses (or willingness to obtain)
Familiarity with financial planning or CRM software
Strong interest in financial planning, investments, and long-term career growth as an advisor

Job Types: Full-time, Part-time

Pay: $70,000.00 - $80,000.00 per year

Expected hours: 40.0 per week

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Professional development assistance
Retirement plan

Experience:

Financial planning: 1 year (Required)

Language:

Multilingual (Preferred)

License/Certification:

Series 7 License (Preferred)
Series 65 license (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

jobs in santa paula, ca

Financial Paraplanner / Junior Advisor

Quality Systems Specialist

Managing Technician

Dental Treatment Coordinator

MACHINIST PROGRAMMER (LATHES & MILLS)

Part Time Property Administrator

Customer Service Agent

New Home Consultant

Women's Health NP and CNM opportunities with established, not-for-profit company located in Northern California—San Joaquin County ...student loan repayment program available; experience required (ENPLWPRI)

Part Time Retail Sales Associate - Virtual Hiring Event

Retail Sales Associate - Virtual Hiring Event

Bartender

PROGRAM MANAGER

Administrative Assistant

Sales Professional

Kitchen Staff

Retail Merchandiser - Gift Cards - Camarillo, CA

Customer Service Associate I

Store Associate

Beauty Advisor (Inside Sales) Sally Beauty 10427

I want to receive the latest job alert for jobs in santa paula, ca

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