Financial Advisor Jobs in Goleta, CA (8)
Regional Vice President (LA/Santa Barbara)
Managing Director
Managing Consultant, Ecological Risk Assessor (Senior Level)
Intake Coordinator
Investment Counselor (Financial Advisor Alternative)
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Merrill Financial Solutions Advisor - Valley Coast Market
Advisor Development Program - Financial Solutions Advisor Trainee - Santa Barbara Main Financial Center - Santa Barbara, CA
Trust Administration Officer II (Montecito/Santa Barbara)
District Manager
Financial Advisor III - Supply Chain
Job Description
Working as a Financial Advisor in Goleta, CA
There are 8 Financial Advisor opportunities available in Goleta, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Goleta, CA
Financial Advisors in Goleta, CA Resume Data
Average Experience for Financial Advisors in Goleta, CA
- More than 10 years: 73%
- 3-5 years: 13%
- 6-10 years: 13%
Educational Background for Financial Advisors in Goleta, CA
- Bachelors: 47%
- Associates: 20%
- Diploma: 20%
- Masters: 13%
Top Skill for Financial Advisors in Goleta, CA
- Customer service: 14%
- Data entry: Accuracy: 14%
- Attention to detail: 14%
- Verbal communication: 14%
- Customer focus & orientation: 7%
- Electronic health records: Best practices: 7%
- Medical billing: 7%
- Basic spreadsheets with Microsoft Excel: 7%
- Receptionist: 7%
- Written communication: 7%
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