Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Growth & Engagement Advisor

Mission Wealth

Mission Wealth is seeking a relationship-driven Business Development Advisor to help expand our national presence. You’ll be the first contact for qualified prospects generated through our digital marketing efforts, conducting discovery conversations and guiding them through the early journey with our planning-first approach. You’ll work with our marketing team and wealth advisors to educate prospects, present tailored recommendations, and convert engagements into long-term client relationships, #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Growth & Engagement Advisor in Santa Barbara, CA vacancy
  • $90k - $100k

     ...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We...  ...Financial Advisor to build and manage a holistic wealth management practice. You'll provide...  ...surrounding you with opportunities for personal growth.Our Employee Benefits Package shows how... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Santa Barbara, CA
    2 days ago
  • $85k - $145k

    Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families...  ...combination of metrics - including size, growth, service quality, technology, succession...  ...methodology here.Job Summary:The Wealth Path Wealth Advisor works in a client-focused... 
    Suggested
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Santa Barbara, CA
    5 days ago
  •  ...About THRYVE Wealth Management  At THRYVE, we believe the human...  ...the relationship between an advisor and a client is one of the most...  ...sources, and community engagement. Develop and maintain long...  ...become a partner in our future growth. You are not just an employee... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Thryve Wealth Management

    Santa Barbara, CA
    1 day ago
  • $85k - $90k

     ...Job Description Job Description Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours

    PT&C Group LLC

    Goleta, CA
    19 days ago
  •  ..., safety conscious and caring individuals to serve as Resident Advisors for our international and domestic programs.The primary role of...  ...ensure their safety and encourage their academic and personal growth. Responsibilities include initiating, organizing, executing, and... 
    Suggested
    Summer work

    Abbey Road Programs Inc

    Santa Barbara, CA
    5 days ago
  • $81.23k - $116.66k

     ...Fortune 1000 brands, helping them unlock growth through authentic creator relationships that...  ...satisfaction. As a Trusted Business Advisor to both brands and influencers, they are...  ...connect over shared interests to cultivate an engaging, inclusive environment…and those are just... 
    Temporary work
    Work experience placement
    Freelance
    Seasonal work
    Work at office
    Flexible hours
    3 days per week

    MSLGROUP

    Santa Barbara, CA
    5 days ago
  • $170k - $190k

     ...systems, and internal partnerships necessary for long-term revenue growth. The Senior Director will initially hire and manage one...  ...Angels’ strategic and programmatic objectives. Develop tailored engagement and solicitation strategies for priority prospects, ensuring... 
    Full time
    Work at office
    Remote work
    Worldwide

    ADP

    Santa Barbara, CA
    5 days ago
  • $60k - $75k

     ...The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning...  ...with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you... 
    Full time

    Fidelity Investments

    Santa Barbara, CA
    3 days ago
  • $20 - $32 per hour

     ...interested in exploring a future career in financial planning or wealth management. This is a 10-week, full-time summer internship...  ...learning opportunities. These are built to support their career growth and deepen their understanding of Fidelity's business and culture... 
    Hourly pay
    Full time
    Internship
    Summer internship

    Fidelity Investments

    Santa Barbara, CA
    4 days ago
  • $25 - $30 per hour

     ...Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing...  ...your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. The pay range... 
    Weekend work

    Columbia Bank

    Santa Barbara, CA
    4 days ago
  • $19 - $26 per hour

     ...and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business...  ...your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. The pay range... 
    Immediate start

    Columbia Bank

    Santa Barbara, CA
    3 days ago
  • $89.9k - $112.8k

     ...management, business development, client engagement, and team mentorship. You will influence both project delivery and strategic growth while collaborating with professionals across...  ...completion.Serve as a trusted technical advisor to clients and regulatory stakeholders.... 
    Full time
    Fixed term contract
    For subcontractor
    Casual work
    Work at office
    Local area
    Flexible hours

    ERM Group

    Carpinteria, CA
    4 days ago
  •  ...activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a... 
    Full time
    Local area

    Modern Woodmen of America

    Santa Barbara, CA
    2 days ago
  • $90k - $110k

     ...financial services organization? Join Covenant Trust as a Financial Advisor!Remember to check your CV before applying Also, ensure you...  ...changes in the lives of others. High visibility presence and engagement include business and relationship development activities with... 

    Covenant Trust

    Santa Barbara, CA
    2 days ago
  • $30.77 - $41.83 per hour

     ...excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and... 
    Temporary work
    Local area

    U.S. Bank

    Santa Barbara, CA
    3 days ago
  •  ...surpassing its Community Reinvestment Act goals by participating in community service activities. ~ Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals. ~ Providing excellent client... 
    Flexible hours

    FirstBank

    Santa Barbara, CA
    11 hours ago
  •  ...language skills they need to achieve their dreams.Are you ready for a dynamic role in a truly international environment?As a Residence Advisor, you will ensure the well-being and satisfaction of international students at the EF Language residence, working under the... 
    Temporary work

    EF High School Exchange Year

    Santa Barbara, CA
    5 days ago
  • $50k - $60k

     ...00.00 - $60,000.00/yr Starting Overall Function: The Financial Advisor Assistant at Northwestern Mutual specializes in client service...  ...ago Goleta, CA $98,500.00-$122,500.00 5 hours ago J.P. Morgan Wealth Management - Private Client Advisor - Santa Barbara and Ventura... 
    Full time
    Work at office
    Home office
    Monday to Friday

    Northwestern Mutual

    Santa Barbara, CA
    5 days ago
  • $55k - $60k

    The Scholarship Foundation of Santa Barbara seeks an organized, outgoing individual to serve as a South County Program Advisor. Program Advisors are responsible for conducting student outreach and advising activities as directed by the Chief Programs Officer. Based in Santa... 
    Full time
    Work at office
    Local area
    Night shift
    Weekend work

    Scholarship Foundation of Santa Barbara

    Santa Barbara, CA
    4 days ago
  •  ...the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and...  ..., and make an impact. Join us! This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Santa Barbara, CA
    more than 2 months ago
  • Toyota of Santa Barbara in Goleta, CA is seeking an F&I Producer to guide customers through financing, structure deals with lenders, and present F&I products in a consultative, no-pressure way. The role requires 1+ years in automotive F&I, knowledge of credit, compliance...
    Afternoon shift

    Toyota of Santa Barbara

    Santa Barbara, CA
    5 days ago
  •  ...Experienced Financial Advisor Location: Santa Barbara, CA | Company: Sagient Financial...  ...segmentation Marketing and practice-growth assistance Resources for business-owner...  ...For An established financial advisor, wealth advisor, or financial-planning... 
    Full time

    Sagient

    Santa Barbara, CA
    a month ago
  • TSA Program Assistant Opportunities in Santa Barbara Program Assistants help keep TSA offices and airport field operations organized, accurate, and running smoothly. They support managers and employees with administrative coordination, data tracking, scheduling, correspondence...
    Casual work
    Work at office
    Remote work
    Flexible hours

    Airport Security Jobs Center

    Santa Barbara, CA
    4 days ago
  • $27.22 - $33.26 per hour

     ...and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and... 
    Local area

    U.S. Bank

    Goleta, CA
    4 days ago
  • $20 - $24 per hour

    BRANCH LOCATION: Santa Barbara, CA DATE AVAILABLE: Immediately US Air Conditioning Distributors is a Bosch-owned HVAC equipment distributor with 52 locations in California, Nevada, Utah, Idaho, and Arizona, whose goal is to provide customers with what they need, when ...
    Hourly pay
    Immediate start

    US Air Conditioning Distributors LLC

    Santa Barbara, CA
    4 days ago
  • $96.99k - $133.37k

     ...programs. Develops and coordinates employee and management training and supports workforce planning, succession planning, employee engagement, retention, and organizational development initiatives. Oversees personnel records and human resources information systems and... 
    Work experience placement
    Second job
    Work at office
    Local area

    City of Carpinteria

    Carpinteria, CA
    4 days ago
  • $23.17 - $28.37 per hour

     ...new skills and discover what you excel atall from Day One. Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting... 
    Temporary work
    Local area

    US Bank

    Santa Barbara, CA
    2 days ago
  • $23.17 - $28.37 per hour

     ...new skills and discover what you excel atall from Day One. Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting... 

    U.S. Bancorp

    Santa Barbara, CA
    23 hours ago
  • $16.9 per hour

    Chedraui USA in Goleta, California is hiring a Part-time Retail Associate at a starting rate of $16.90 per hour. The role involves maintaining store sections, stocking merchandise, and providing assistance to customers. Ideal candidates should be able to read and write...
    Hourly pay
    Part time

    Chedraui

    Santa Barbara, CA
    5 days ago
  • $20 - $30 per hour

    Auto Parts Coordinator $20-$30/hour depending on experience Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly growing company whose mission...
    Weekly pay
    Local area
    Immediate start
    Night shift

    Classic Collision Inc

    Goleta, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Growth & Engagement Advisor. Be the first to apply!