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Entry-Level Financial Analyst—Family Office UHNW Wealth

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Santa Barbara Management
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 75000 - 95000 USD Yearly USD 75000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Entry-Level Financial Analyst—Family Office for UHNW Wealth

Santa Barbara Management is seeking a Financial Analyst to join our Santa Barbara office as an entry point into the family office career track. You will work closely with the Family Office Associate and Family CFO on ultra-high-net-worth client profiles across their financial landscape, learning to navigate complex reporting and advisory workflows.

You will build foundational knowledge in taxes, portfolio construction, and trust/estate planning while leveraging evolving AI tools to improve

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