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Wealth Advisor: Client Wealth & Equity Path
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-07-10
Listing for:
CAPTRUST
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
CAPTRUST is hiring a Financial Advisor in Santa Barbara, California. This role involves providing comprehensive financial planning and investment management solutions for clients. Ambitious candidates will develop and manage client relationships, perform financial reviews, and educate participants on financial matters.
The ideal applicant will have 4 years of experience and possess strong communication and analytical skills. Join a supportive team culture with competitive benefits, including health coverage and employee ownership opportunities.
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