Current jobs related to Financial Advisor - Santa Barbara, California - Fidelity Investments

  • Financial Services Professional

    4 weeks ago

    Santa Barbara, California, United States Thrivent Financial Full time

    Thrivent Financial Advisor OpportunityMake a meaningful impact in the lives of others by providing holistic purpose-based financial advice as a Thrivent Financial Advisor. Enjoy the satisfaction of helping clients achieve their goals while having control over your income through commissions and incentives.Key Responsibilities:Build a financial practice...

  • Financial Advisor

    2 weeks ago

    Santa Barbara, California, United States Covenant Trust Company Full time

    Financial Advisor OpportunityCovenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions.Key Responsibilities:Provide financial planning solutions to clientsDevelop and maintain client...

  • Financial Advisor

    1 week ago

    Santa Barbara, California, United States Covenant Trust Full time

    Financial Advisor - Legacy Planning ExpertCovenant Trust is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions.Key Responsibilities:Develop and implement comprehensive financial plans that meet the unique needs and goals of...

  • Bilingual Financial Advisor

    2 months ago

    Santa Barbara, California, United States 5HM Hub International Texas Full time

    Position Overview:5HM Hub International Texas is a prominent insurance brokerage firm dedicated to delivering a comprehensive array of financial services. Recognized for its outstanding workplace culture, 5HM is committed to fostering employee growth and success.Role: Financial AdvisorKey Responsibilities:Facilitate client consultations to inform and engage...

  • Financial Advisor

    2 weeks ago

    Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Unlock Your Potential as a Financial AdvisorAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.Key Responsibilities:Develop and implement customized financial plans for clients based on their unique needs and...

  • Financial Advisor

    3 weeks ago

    Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Unlock Your Potential as a Financial AdvisorAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.About the RoleAs a Financial Advisor, you will work closely with clients to understand their financial needs and...

  • Financial Solutions Advisor

    3 weeks ago

    Santa Clarita, California, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.Key ResponsibilitiesProvide...

  • Financial Services Professional

    2 weeks ago

    Santa Barbara, California, United States Covenant Trust Company Full time

    Financial Advisor OpportunityCovenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in providing trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.Key ResponsibilitiesProvide holistic, purpose-driven financial planning...

  • Financial Solutions Advisor

    1 week ago

    Santa Monica, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe trust comes from transparency. Our...

  • Financial Services Professional

    3 weeks ago

    Santa Barbara, California, United States Covenant Trust Full time

    Financial Advisor OpportunityCovenant Trust is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions, leveraging our investment management services, trust administration services, and gift planning products and services.Key...

  • Senior Tax Advisor

    2 weeks ago

    Santa Barbara, California, United States Walpole Advisors Full time

    Job OpportunityWe are seeking a highly skilled Senior Tax Advisor to join our team at Walpole Advisors. As a Senior Tax Advisor, you will have the opportunity to work with a diverse range of clients, providing expert tax advice and guidance to help them achieve their financial goals.Key ResponsibilitiesPrepare complex tax returns for individuals and...

  • Merrill Financial Solutions Advisor

    1 week ago

    Santa Clarita, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities:Provide tailored and...

  • Financial Services Professional

    2 weeks ago

    Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...

  • Financial Solutions Advisor

    2 weeks ago

    Santa Monica, California, United States Bank of America Full time

    Job Summary:Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.Key Responsibilities:- Leverage technology to...

  • Financial Services Professional

    2 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Financial Advisor Opportunity at Raymond James Independent Financial Services **About the Role** Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management...

  • Financial Services Professional

    2 weeks ago

    Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...

  • Financial Planning Specialist

    1 week ago

    Santa Clara, California, United States Priority Financial Group Full time

    Financial Advisor Job DescriptionPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Santa Clarita, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized advice and guidance.We are seeking a...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Santa Clarita, California, United States Bank of America Full time

    Job Title: Merrill Financial Solutions AdvisorAs a Merrill Financial Solutions Advisor, you will play a critical role in helping high-net worth clients achieve their financial goals. You will work closely with clients to understand their needs, develop relationships, and provide personalized investment advice.Key Responsibilities:Provide tailored investment...

  • Insurance Advisor

    2 weeks ago

    Santa Barbara, California, United States The Williams Agency Full time

    Job OverviewWe're seeking a driven and customer-focused Insurance Advisor to join our team at The Williams Agency. As an Insurance Advisor, you'll play a crucial role in helping families secure their futures with the right insurance solutions.Key Responsibilities:Assessing the insurance needs of families remotely, focusing on mortgage protection and final...

Financial Advisor

2 months ago

Santa Barbara, California, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled and motivated Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive investment plans tailored to each client's unique situation.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice.
  • Collaborate with other Fidelity teams to ensure seamless delivery of services to clients.
Requirements
  • FINRA Series 7 & 63 licenses, Series 65 or 66 licenses, and appropriate state registrations.
  • Strong communication and interpersonal skills to effectively engage with clients.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • High school diploma or equivalent required; degree and/or professional certifications a plus.
What We Offer
  • A competitive total rewards package, including a stable base salary and bonus opportunities.
  • A comprehensive benefits program, including health, dental, and vision coverage.
  • Opportunities for professional growth and development through training and education programs.
  • A dynamic and supportive work environment with a team of experienced professionals.