Wealth Advisor (Santa Barbara, CA)
$85,000–$145,000 year
Hybrid · Santa Barbara, California, United States
Job Summary
Wealth Path Wealth Advisor serves a book of 150-250 clients under regional leadership, focusing on retaining assets and onboarding new clients into Wealth Path/Custom Wealth. Responsibilities include presenting financial planning modules, delivering client communications, and supporting regional leadership; requires delivering 1 annual meeting, client retention, and ability to travel up to 50% for client meetings and trainings. Must be highly client-focused with sales aptitude, able to work in a team-driven environment, and capable of traveling for local and national client meetings; schedule Monday–Friday in a professional office setting with a hybrid in-office/remote arrangement in Santa Barbara, CA.
Required Qualifications
- Bachelor's degree in Business, Economics, Accounting or Finance (preferred)
- CFP certification (required or strongly preferred)
- Experience: 5 to 25 years in financial services/wealth management
- Strong knowledge of investments, tax, pension, estate, insurance, and financial planning concepts
- Proficiency with MS Word, Excel, PowerPoint, Outlook; Salesforce and financial planning software preferred
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