Financial Advisor
Thryve Wealth Management
Company Description Thryve Wealth Management is an independent registered investment advisor (RIA) built to redefine wealth management for families, foundations, and institutions. The firm focuses on helping clients understand and invest in the new frontier of economic growth, emphasizing where the world is heading rather than where it has been. Thryve combines fiduciary standards with an innovative platform that harnesses AI to deliver forward-looking investment strategies. The team is committed to helping clients' wealth flourish and lead, providing advisory services where Thryve and its professionals are properly licensed or exempt from licensure. Role Description The Financial Advisor is a full-time, on-site role based in Santa Barbara, CA. This role involves providing holistic financial advice to individuals, families, and institutions, including developing and maintaining customized financial plans aligned with client goals and risk profiles. Day-to-day responsibilities include meeting with clients, analyzing their financial situations, recommending investment strategies, and guiding retirement and long-term planning decisions. The Financial Advisor will monitor portfolios, adjust strategies in response to market developments, and clearly communicate performance and recommendations. The role also includes collaborating with internal teams, staying current on economic and regulatory changes, and supporting business development through client referrals and relationship building. Qualifications Financial Planning and Retirement Planning skills to design comprehensive, goal-based strategies for diverse clients. Finance and Investments expertise to construct, analyze, and manage portfolios aligned with client objectives and risk tolerance. Financial Advisory experience providing fiduciary, client-centric guidance and ongoing relationship management. Strong analytical, quantitative, and problem-solving abilities, with comfort interpreting market data and economic trends. Excellent written and verbal communication skills, including the ability to explain complex concepts in clear, accessible language. Relevant professional credentials such as CFP®, CFA®, or similar designations, or progress toward such certifications. Bachelor's degree in finance, economics, business, or a related field; advanced degrees are a plus. Demonstrated integrity, sound judgment, and adherence to fiduciary standards, with a commitment to client confidentiality. Experience with financial planning software, portfolio management tools, and comfort working with technology-driven platforms. #J-18808-Ljbffr Thryve Wealth Management
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hoursCAPTRUST
Santa Barbara, CA3 days ago$29.47 - $32.52 per hour
...Posting Details (External) Position Number: 40072568 Payroll Title: FINANCIAL AID OFCR 2 SV (004987) Job Code: 004987 Job Open Date: 08/25/20... ...of working at UC Brief Summary of Job Duties: Financial Aid Advisor Under the direction of the Assistant Director, serves as...SuggestedFull timePart timeWork at officeLocal areaRemote workMonday to FridayUniversity of California, Santa Barbara
Santa Barbara, CA3 days ago$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k - $60k
...message the job poster from Northwestern Mutual Job Type: Full-time Pay: $50,000.00 - $60,000.00/yr Starting Overall Function: The Financial Advisor Assistant at Northwestern Mutual specializes in client service to ensure the maintenance of an efficient, organized office...SuggestedFull timeWork at officeHome officeMonday to Friday- ...with department leaders to validate assumptions, understand variances, and establish budget accountability Management Reporting & Financial Operations Assess and improve existing management financial reporting Help Finance produce timely, decision-useful P&L and...SuggestedContract workImmediate startRemote workFlexible hours
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Santa Barbara, CA10 days ago - ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
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Santa Barbara, CA5 days ago - Bank of America’s Merrill Advisor Development Program is designed for individuals transitioning into a Financial Advisor career, serving high-net-worth clients. You’ll be mentored by Merrill Advisor Teams, build relationships, review financial goals, and deliver comprehensive...
$25 - $30 per hour
...relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers...Weekend workColumbia Bank (WA, OR & ID)
Santa Barbara, CA3 days ago$127.63k - $237.01k
...relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages...Remote workCity National Bank
Santa Barbara, CA3 days ago$19 - $26 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and follow...Immediate startColumbia Banking System
Santa Barbara, CA4 days ago- ...Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a \"specialist\" because that is what you are! Individuals in...Flexible hours
$47.84k - $64.48k
...driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo’s training...Full timePart timeWork experience placementFlexible hours$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm... ...areas of investments, tax, pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver, and present financial...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Experienced Financial Advisor Location: Santa Barbara, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support...Full time
$32.01k - $300k
...inquiries and referrals that are generated from your contacts Conduct interviews with prospective borrowers in order to analyze financial and credit data Marketing, promoting, and selling Company’s loan products Negotiate rates and terms Define and manage...Shift workCornerstone-Capital-Bank
Santa Barbara, CA1 day ago- ...lenders , with access to the top rate sheets from day one Key Responsibilities Assess loan applications by reviewing credit reports, financial documents, and client goals Recommend appropriate loan products based on client eligibility and financial situation Guide clients...Full timeWork at office
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Santa Barbara, CA4 days ago $18 - $23 per hour
...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer's financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and...Night shiftColumbia Banking System
Santa Barbara, CA4 days ago$144.16k - $175.23k
...wastewater; and includes a municipal airport, golf course, and harbor. Santa Barbara serves as the county seat as well as the county's financial and retail center. Research and development, high tech, and light industry businesses play an important role in Santa Barbara's...Full timeFor contractorsWork at officeLocal areaFlexible hours$31.99 - $34.63 per hour
...Position Summary The Financial Services Analyst supports the Division of Student Affairs by performing financial and administrative operations. The role focuses on the Student Enrollment & Success cluster, provides backup to other clusters, and conducts ongoing financial...Casual workWork at officeMonday to FridayAfternoon shiftUniversity of California, Santa Barbara
Santa Barbara, CA3 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 is...Weekly payLocal areaImmediate startNight shiftClassic Collision Inc
Santa Barbara, CA9 hours ago- ...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,...Temporary work
$27 - $28.61 per hour
About this position Working with us takes a certain kind of person; we want someone who identifies with our values and is willing to challenge themselves both personally and professionally. We seek employees who are passionate about serving and making a difference in the...Hourly payTemporary workWork experience placementWork at officeLocal areaFlexible hoursEckerd Youth Alternatives
Santa Barbara, CA2 days ago$55k - $60k
...organized, outgoing individual to serve as a South County Program Advisor. Program Advisors are responsible for conducting student... ...remain current on all federal, state, institutional, and local financial aid issues, including programs, forms, processes, and initiatives...Full timeWork at officeLocal areaNight shiftWeekend work- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeShift workWeekend workDay shift
$55k
...Financial Services Representative (FSR-Tier1) Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial... ...commitment to providing exceptional service to our clients and advisors. Major Duties and Responsibilities: The primary responsibilities...Work experience placementRemote work$45.76k - $57.2k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Part timeWork experience placement- ...Job Description Job Description The position of Senior Credit Analyst II is responsible for performing in-depth, thorough financial and collateral analysis and investigation of the credit worthiness of prospective and current clients, which includes ensuring that requested...Work experience placementWork at office
- ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital growth...Local area
$79.9k - $107.8k
...business results, experience an amazing place to work, and have a positive impact on the communities and world around us. Job Title: Sr. Financial Reporting & Technical Accounting Analyst Reports to: Sr. Manager, Financial Reporting & Technical Accounting Location: Los Angeles...Work at officeLocal areaRemote work$23.17 - $28.37 per hour
...Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary work
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