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Financial Advisor Support Specialist – On-Site

Job in Carpinteria, Santa Barbara County, California, 93014, USA
Listing for: PlanMember Financial Corporation
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider is seeking a Virtual Sales Assistant to support financial advisors in Carpinteria, CA. You will handle client account management, including submitting new business and processing transfers. This role also involves participating in industry training and obtaining necessary licenses. The ideal candidate is detail-oriented, self-sufficient, and focused on client service. A college degree or equivalent work experience is needed, along with proficiency in Microsoft products.
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