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
- ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...SuggestedFull timeWork at officeFlexible hours
Thryve Wealth Management
Santa Barbara, CA1 day ago $29.47 - $32.52 per hour
...Non-UC locations) Department Marketing Statement The Office of Financial Aid and Scholarships plays an integral role in assisting UCSB students... ...of working at UC Brief Summary Of Job Duties Financial Aid Advisor Under the direction of the Assistant Director, serves as...SuggestedWork at officeRemote workUC Santa Barbara
Santa Barbara, CA2 days ago- ...Financial Aid Advisor Under the direction of the Assistant Director, serves as coordinator of a major aid program. Performs tasks at the operational level in all areas of financial aid administration including need analysis, packaging, and revisions to aid packages....SuggestedWork at office
University of California
Santa Barbara, CA3 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Santa Barbara, CA4 days ago$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, CA5 days ago$90k - $110k
...Looking to make an impact at a unique and mission-centered financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador and primary driver of our mission to provide trusted and uncompromising financial...Covenant Trust Company
Santa Barbara, CA15 hours ago$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...Full timeWork at officeHome officeMonday to FridayNorthwestern Mutual
Santa Barbara, CA3 days ago- ...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
Sagient
Santa Barbara, CAa month 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...Full timeLocal area
Modern Woodmen of America
Santa Barbara, CA2 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, CA2 days ago$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...Temporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
Santa Barbara, CA15 hours ago$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, CA2 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, CA3 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 this...Flexible hours
FirstBank
Santa Barbara, CA5 days ago $60k - $75k
...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full timeFidelity Communications
Santa Barbara, CA4 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...
$60k - $75k
...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full timeWork at officeFidelity Communications
Santa Barbara, CA5 days ago- ...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
$25 - $26.77 per hour
...Bank Of America Job Opportunity 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...Hourly payWork at officeShift workWeekend workDay shift$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, CA5 days 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
West Capital Lending
Santa Barbara, CA3 days ago - ...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
MRINetwork
Santa Barbara, CA15 hours 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, CA3 days ago$85k - $90k
...is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to... ...and actively participate in client meetings Create and update financial plans using MoneyGuide Planning Software Support day-to-day client...Work experience placementWork at officeFlexible hours$40 - $45 per hour
FULLY Remote Financial Analyst Role Contractor will work closely with Program Manager, Finance, Control Account Managers (CAMs), and Scheduling functions on the ASARS-2B Production program to support Earned Value Management System (EVMS) and weekly report of EV metrics...Contract workTemporary workFor contractorsWork at officeRemote workTalentify.io
Santa Barbara, CA4 days ago$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, CA2 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$50 - $70 per hour
...week). This role is ideal for someone who enjoys being the “financial quarterback” rather than a back-office bookkeeper—someone who... ...tax preparer, accounting/bookkeeping resources, bank, and other advisors. · Translate between technical finance/tax language and...Hourly payPart timeWork at officeRemote workBrightStar Care of Santa Barbara County
Santa Barbara, CA1 day ago$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 workLocal area$31.37 - $33.29 per hour
...The Finance Analyst in the Office of the Executive Vice Chancellor and Provost provides critical financial, analytical and administrative support. Processes fund requests, reconciles accounts, and interprets policy for fiscal compliance. Ensures the accuracy and integrity...Hourly payWork at officeShift workTowson MD
Santa Barbara, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- estate planning consultant Santa Barbara, CA
- financial consultant Santa Barbara, CA
- finance associate Santa Barbara, CA
- financial associate Santa Barbara, CA
- financial advisor development program Santa Barbara, CA
- financial planning administrator Santa Barbara, CA
- financial counselor Santa Barbara, CA
- wealth advisor Santa Barbara, CA
- jde finance consultant Santa Barbara, CA
- financial planning assistant Santa Barbara, CA