A leading financial services company is seeking an experienced Wealth Advisor to join their dynamic team in Santa Barbara. The ideal candidate will have over 5 years of experience in wealth management, a Bachelor’s degree, and a CFP designation. Responsibilities include providing financial support, managing client relationships, and contributing to business growth. A competitive salary of $180,000-$200,000 along with comprehensive benefits is offered. This is a hybrid position allowing flexibility.
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Senior Wealth Advisor — Hybrid (Santa Barbara) in santa barbara at Unknown Company
This position is listed as full time and hybrid.