Financial Advisor Jobs in Goleta, CA (21)
Neurology Physician
Vituity
Santa Barbara, CA
401(k)
Vision Insurance
Behavior Technician - Midday Hours
ABS Kids
Summerland, CA
New
Hourly
$20 - $24.50 / hour
Regional Vice President (LA/Santa Barbara)
Mercer Advisors
Santa Barbara, California
Hospitality
Vision Insurance
Parental Leave
Tax Operations Coordinator (On-site)
HEPCO
Carpinteria, CA
New
PTO
Dental Insurance
Vision Insurance
$85k / year
Managing Consultant, Ecological Risk Assessor (Senior Level)
Environmental Resources Management (ERM)
Carpinteria, California
Dental Insurance
Vision Insurance
Parental Leave
$78.4k - $92.4k / year
T-Mobile Retail Store Manager - Santa Barbara, California
Verge Mobile a T-Mobile Premium Partner
Santa Barbara, CA
New
Hourly
Retail
401(k)
Dental Insurance
Vision Insurance
$22 / hour
‌
Retail Senior Store Manager
FedEx
Santa Barbara, CA
New
Hospitality
Diversity Leader
Dental Insurance
Vision Insurance
Education
$61.6k - $80.1k / year
‌
Assistant Store Manager
Sally Beauty
Santa Barbara, CA
Retail
‌
Customer Service Representative
Agilent Technologies
Carpinteria, CA
Hourly
Eco-Friendly
$22.22 - $34.72 / hour
‌
Customer Service Representative
Agilent
Carpinteria, CA
Hourly
$22.22 - $34.72 / hour
‌
Investment Relationship Manager
US Bank
Santa Barbara, CA
$65k - $78k / year
‌
Sr Relationship Manager - Commercial, Santa Barbara & Ventura CA market
Pacific Premier Bank
Santa Barbara, CA
$110.5k - $165.7k / year
‌
Administrative Coordinator
VNA Health
Santa Barbara, CA
Hourly
PTO
Vision Insurance
$25 - $28.50 / hour
‌
Retail Senior Store Manager
FedEx Group
Santa Barbara, CA
New
Hospitality
Dental Insurance
Vision Insurance
Education
$80.1k / year
‌
Retail Senior Store Manager
FedEx Office
Santa Barbara, CA
New
Hospitality
Dental Insurance
Vision Insurance
Education
$61.6k - $80.1k / year
‌
Showroom Customer Service Representative
Ferguson
Santa Barbara, CA
Dental Insurance
Vision Insurance
Parental Leave
$45k - $75k / year
‌
Financial Advisor – Estate Planning
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$100k - $135k / year
‌
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Merrill Financial Solutions Advisor - Valley Coast Market
Bank of America
Santa Barbara, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee - Santa Barbara Main Financial Center - Santa Barbara, CA
Bank of America
Santa Barbara, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
‌
Senior Counsel, Compliance and Litigation
ProCore CPA
Carpinteria, CA
New
$200k - $275k / year
‌
Trust Administration Officer II (Montecito/Santa Barbara)
City National Bank
Santa Barbara, CA
$65.3k - $104.3k / year
‌
District Manager
AutoZone
Santa Barbara, CA
Part-Time
Retail
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Manager, Financial Planning & Analysis
Kate Farms
Goleta, CA
Hourly
401(k)
PTO
Dental Insurance
Vision Insurance
Education
$95k - $117.5k / year
Job Description
Working as a Financial Advisor in Goleta, CA
There are 21 Financial Advisor opportunities available in Goleta, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Goleta, CA
Financial Advisors in Goleta, CA Resume Data
Average Experience for Financial Advisors in Goleta, CA
- More than 10 years: 73%
- 3-5 years: 13%
- 6-10 years: 13%
Educational Background for Financial Advisors in Goleta, CA
- Bachelors: 47%
- Associates: 20%
- Diploma: 20%
- Masters: 13%
Top Skill for Financial Advisors in Goleta, CA
- Customer service: 14%
- Data entry: Accuracy: 14%
- Attention to detail: 14%
- Verbal communication: 14%
- Customer focus & orientation: 7%
- Electronic health records: Best practices: 7%
- Medical billing: 7%
- Basic spreadsheets with Microsoft Excel: 7%
- Receptionist: 7%
- Written communication: 7%
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