Private Client Advisor Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and
U.S. Bank is seeking a Client Relationship Consultant 2 (Banker) in Goleta, CA. The role involves engaging customers via in-person, by appointment, and virtual channels to provide tailored financial counsel, while leveraging a digital-first mindset. You will
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where youll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of
A financial services firm is looking for a self-motivated Financial Advisor in Santa Barbara, California. The role requires building client relationships via direct and virtual channels and creating tailored financial strategies. Candidates must possess Series 7 and 66
Fwainvest is looking for a Senior Client Service Associate in Santa Barbara, CA. This role involves providing essential administrative support to financial advisors and managing client relationships. The ideal candidate will have effective communication skills and the ability to
Kitson Landscape Management, LLC is seeking a Client Executive to become a trusted advisor to property managers, boards, owners, and developers on the Central Coast. You will map markets, build referrals, and present opportunities in a disciplined, hands-on
Job ID: 292265 Store Name/Number: CA-Lower State (2290) Address: 733 State Street, Santa Barbara, CA 93101, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Part Time Position Type: Regular Your role at Sephora: As a
Our associates celebrate lives. We celebrate our associates. JOB RESPONSIBILITIES Maintain a network of customers from Company-provided leads. Builds and maintains a network of sources from which to identify new sales leads. Communicates with customers to
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a
Bank Of America Credit Solutions Advisor II 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
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here,
Wealth Advisor (Santa Barbara, CA) Santa Barbara 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,
Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the financial services industry, Raymond James is seeking a dynamic client service associate who is a motivated, detail oriented and
Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a
Client Growth Strategy Manager As a Client Growth Strategy Manager, you are responsible for a portfolio of advertiser accounts. Growth Strategy Managers provide expert advice, training, and consultation on affiliate marketing procedures and strategies; as well as create
Licensed Beauty Advisor As a Licensed Beauty Advisor, youll impact clients every day. Youre a beauty expert, guiding clients on their journey at the Beauty Studio and beyond. Its about more than just productsits also making someones day through teaching,
Financial Advisor 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, were proud
Client Service Specialist At Ameriprise Financial, were not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate
# Senior Client Service Associate (Santa Barbara, CA)Applylocations: Santa Barbara, California - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011863 Job Description Job Summary Celebrating more than 60 years of rich history and recognition
Youve been in the room with a family, knowing the right answer was no. Delivering it meant walking away from a sale, a quota, or someone elses approval. In this role, that conversation is the work.