Senior Wealth Advisor — Hybrid (Santa Barbara)

Mission Wealth; Santa Barbara (CA); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Ongoing educational reimbursements

Job summary

A leading financial services company is seeking an experienced Wealth Advisor to join their dynamic team in Santa Barbara. The ideal candidate will have over 5 years of experience in wealth management, a Bachelor’s degree, and a CFP designation. Responsibilities include providing financial support, managing client relationships, and contributing to business growth. A competitive salary of $180,000-$200,000 along with comprehensive benefits is offered. This is a hybrid position allowing flexibility.

Qualifications

• 5+ years’ proven experience as an advisor in wealth management.
• Ability to begin taking on clients immediately.
• A sincere desire to make a difference in clients’ lives.

Responsibilities

• Work with a high-performing and growth-orientated team.
• Provide technical financial support to clients and Lead Advisors.
• Manage ongoing client service while taking on new clients.
• Innovate and streamline existing processes.

Skills

Attention to detail

Multi-tasking

Time management

Communication

Presentation skills

Education

Bachelor’s Degree

Certified Financial Planner designation

Tools

MS Office Suite

Schwab Advisor Center

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac

Holistiplan

Hidden Levers

Job description

A leading financial services company is seeking an experienced Wealth Advisor to join their dynamic team in Santa Barbara. The ideal candidate will have over 5 years of experience in wealth management, a Bachelor’s degree, and a CFP designation. Responsibilities include providing financial support, managing client relationships, and contributing to business growth. A competitive salary of $180,000-$200,000 along with comprehensive benefits is offered. This is a hybrid position allowing flexibility.