Financial Advisor

Thryve Wealth Management; Santa Barbara (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Thryve Wealth Management is seeking a Financial Advisor in Santa Barbara, CA to deliver holistic financial planning and fiduciary guidance for individuals, families and institutions. You will meet clients, analyze their finances, recommend strategies, and guide retirement and long‑term planning decisions.

You will monitor portfolios, adjust strategies as markets evolve, and clearly communicate performance and recommendations while collaborating with internal teams and supporting business

Qualifications

• Design comprehensive, goal-based financial plans for diverse clients.
• Construct and manage portfolios aligned with objectives and risk tolerance.
• Provide fiduciary, client-centric guidance and ongoing relationship management.
• Interpret market data and economic trends with strong analytical ability.
• Explain complex concepts clearly in written and verbal form.

Responsibilities

• Meet with clients to assess financial situations and goals.
• Analyze client financials and recommend investment strategies.
• Guide retirement planning and long-term financial decisions.
• Monitor portfolios and adjust strategies with market changes.
• Communicate performance and recommendations clearly to clients.
• Collaborate with internal teams and stay updated on regulations and trends.
• Support business development through client referrals and relationship building.

Skills

Financial planning

Portfolio management

Client relationship management

Market analysis

Communication skills

Professional credentials

Finance degree

Judgment & fiduciary duty

Education

Bachelor's degree in finance/economics/business

CFP/CFA or progress toward

Job description

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.