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Wealth Advisor: Client Wealth & Equity Path

Listing for: Captrust
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 90000 - 100000 USD Yearly USD 90000.00 100000.00 YEAR

Job Description & How to Apply Below

Position: Wealth Advisor: Grow Client Wealth & Equity Path

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.

We are currently recruiting a Wealth Advisor:
Grow Client Wealth & Equity Path for our team in Santa Barbara, CA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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