Investment Associate — Wealth & Impact
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-03-01
Listing for:
Mission Wealth
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading wealth management firm is seeking a full-time Investment Associate in Santa Barbara. The role requires a Bachelor's degree in Finance, Business, or Economics and a desire for the CFA designation. Responsibilities include supporting a high-performing investment team, managing client assets, and participating in investment research. The ideal candidate demonstrates strong attention to detail and excellent financial knowledge. Competitive salary of $75,000 plus bonuses and comprehensive benefits are offered.
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Position Requirements
10+ Years
work experience
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