Wealth Advisor: AI-Driven Planning & Retirement

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

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