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Job description
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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Worksite address
santa barbara, CA, 93190, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.