Financial Services Professional

2 days ago


Santa Barbara, California, United States Bank of America Full time
Job Overview

We are seeking a highly motivated Financial Services Professional to join our team on the Central Coast. This role will be based in Santa Barbara, California.



  • Santa Barbara, California, United States Fidelity Investments Full time

    About the RoleThis position is a key member of our branch team, working closely with clients to understand their financial needs and provide tailored solutions.The Financial Representative will be responsible for building and maintaining strong relationships with clients, identifying opportunities to deepen their engagement with Fidelity, and delivering...


  • Santa Barbara, California, United States Beer Financial Group Full time

    About Our TeamWe are a dynamic team of ambitious professionals at the Beer Financial Group, driven by a shared passion for delivering exceptional financial services. As a seasoned Financial Advisor, you will play a pivotal role in shaping our team's success and contributing to the growth of our insurance and financial services portfolios.Key...


  • Santa Barbara, California, United States Balance Financial Management Full time

    Job DescriptionWe are seeking an experienced Senior Financial Operations Lead to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of skilled professionals and providing exceptional client service.About the RoleThe Senior Financial Operations Lead will oversee the day-to-day...


  • Santa Barbara, California, United States Balance Financial Management Full time

    Job OverviewBecome an integral part of our dynamic team at Balance Financial Management as a Controller Financial Strategist. We are seeking a seasoned professional to lead our accounting team and serve as the primary point of contact for our clients.


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and...


  • Santa Barbara, California, United States Balance Financial Management Full time

    Job OverviewWe are seeking a highly skilled Accounting Manager to join our team at Balance Financial Management. This is an excellent opportunity for a detail-oriented individual with a passion for accounting and finance to take on a key role in our organization.About the JobThe Accounting Manager will play a vital part in ensuring the smooth operation of...


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    We are seeking a skilled Financial Representative to join our team at Fidelity Investments. This role offers an exciting opportunity to build strong relationships with clients, provide expert financial guidance, and contribute to the success of our branch.Key Responsibilities:Develop and maintain relationships with existing clients, providing tailored...


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

    Company OverviewNorthwestern Mutual, a recognized leader in the financial services industry for over 160 years, offers a unique opportunity to launch your career as a Financial Representative. With a proven track record of financial success and a reputation for excellence, our company provides an ideal environment for individuals who are passionate about...


  • Santa Barbara, California, United States Nasif, Hicks, Harris & Co., LLP Full time

    Experience a Dynamic and Collaborative Work EnvironmentNasif, Hicks, Harris & Co., LLP is committed to delivering exceptional public accounting services to our clients. As an intern with our firm, you will have the opportunity to gain hands-on experience in tax preparation and audit engagements.About Our Internship ProgramOur 8-week internship program is...


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

    About Us:HUB International Limited is a leading global insurance brokerage providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more than 600 offices throughout North America, HUB is a fast-growing company that is committed to...


  • Santa Barbara, California, United States World Insurance Associates, LLC. Full time

    Job SummaryWe are seeking an experienced Investment Services Professional to join our team. This role will be responsible for providing exceptional service and support to our advisors and clients using the World Managed Account Platform (WorldMAP).The ideal candidate will have a strong background in investment wealth management and experience working with...


  • Santa Barbara, California, United States CLEAR CONSTRUCTION INC Full time

    Job Title: Head of Financial Strategy and OperationsAbout the RoleCLEAR CONSTRUCTION INC is seeking an experienced Head of Financial Strategy and Operations to lead our finance team in Santa Barbara. As a key member of our leadership team, you will be responsible for driving financial growth, improving operational efficiency, and developing strategic plans...


  • Santa Barbara, California, United States Denny's #7747 Full time

    Job Title: Restaurant Service ProfessionalWe are seeking a skilled and friendly restaurant server to join our team at Denny's #7747. This is a full-time opportunity that requires a quick learner who can work well under pressure.The estimated salary for this position is $40,000 - $55,000 per year, based on experience and location.Company Overview:Denny's...


  • Santa Barbara, California, United States CLEAR CONSTRUCTION INC Full time

    Job OverviewWe are seeking an exceptional Financial Operations Specialist to join our team at Clear Construction Inc. in Santa Barbara, CA.About the RoleThis role is responsible for handling a wide range of administrative and office support tasks related to accounts receivable, ensuring the overall efficiency of our operations.The ideal candidate will be...


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, offers an exciting opportunity for a skilled Financial Consultant to join their team.Company OverviewWe help people invest and plan for their future. Our commitment to empowering professional growth, flexibility, and support enables long-term...


  • Santa Barbara, California, United States Acme Ventures LLC Full time

    Acme Ventures LLC, a leading hospitality group in the arts and entertainment district of Santa Barbara, seeks an experienced Winemaker and Wine Service Professional to join our team. As a key member of our wine service team, you will be responsible for delivering exceptional wine experiences to our guests. This is an exciting opportunity to work with a...


  • Santa Barbara, California, United States AppFolio Full time

    Welcome to AppFolio, a pioneer in cloud and AI innovation. We're shaping the real estate industry with magical experiences that simplify life for our customers.The Sr. Accountant role is crucial in supporting our expanding business, working closely with the Accounting Manager, and fostering strong relationships with the broader finance organization.We're...


  • Santa Barbara, California, United States Heather Stern Full time

    About Heather SternWe are a dynamic and forward-thinking firm, dedicated to delivering exceptional financial solutions to our valued clientele.As a Client Service Associate at Heather Stern, you will play a pivotal role in providing outstanding support to our clients. You will collaborate closely with our team of wealth advisors and investment professionals...


  • Santa Barbara, California, United States Belmond Full time

    El Encanto, A Belmond Hotel">We are seeking an attentive and experienced Server Attendant (Busser) to join our team in providing exceptional service to our guests. This individual will be responsible for clearing and resetting tables, assisting Servers with their duties, and ensuring that all tables are kept clean and presentable.Requirements:A minimum of...


  • Santa Ana, California, United States Financial Statement Services, Inc Full time

    Company Overview">Established in the western United States, Financial Statement Services, Inc (FSSI) is a leading provider of document services. With over 40 years of experience, FSSI has grown into one of the largest woman-owned businesses in the region, specializing in print and mail, electronic delivery, marketing, and compliance solutions.FSSI's...