6 Finance Job Openings Within 25 mi. of Santa Barbara, CA

Displaying all 6 results
DM Stone JobsInBrokerage.com

Salaried Financial Consultant - No Book Required

DM Stone JobsInBrokerage.com - Santa Barbara, CA
Our client, a prominent national brokerage firm, is currently seeking a Series 7 and 63 licensed Investment Consultant. As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospect...
Application Deadline: None
Yardi Systems
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Risk Manager

Yardi Systems - Santa Barbara, CA
The Risk Manager will be responsible for the creation and management of risk monitoring systems for the company  payment processing divisions. Responsibilities Monitoring of a growing ACH portfolio, responding to issues, and analyzing trends Monitoring expanding programs involving credit and debit card processing Reviewing the company’s insurance po...
Application Deadline: None
DM Stone JobsInBrokerage.com

CLIENT SERVICE ASSOCIATE - SERIES 7 REQUIRED

DM Stone JobsInBrokerage.com - Santa Barbara, CA
The primary function of the CSA is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects. Acting as the liaison between the investment professional/client and th...
Application Deadline: None
Charles Schwab
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Financial Consultant Assistance - Bay Area, Northern CA

Charles Schwab - Santa Barbara, CA
**We believe that**, when done right, investing liberates people to create their own destiny. **We are driven** by our purpose to champion every client’s goals with passion and integrity. **We respect** and appreciate the diversity of our employees, our clients, and the communities we serve. **We challenge** conventions strategically to create value for our clients, our firm and the world. We l...
Application Deadline: None
Charles Schwab
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Vice President. Financial Consultant - Santa Barbara, CA

Charles Schwab - Santa Barbara, CA
**We believe that**, when done right, investing liberates people to create their own destiny. **We are driven** by our purpose to champion every client’s goals with passion and integrity. **We respect** and appreciate the diversity of our employees, our clients, and the communities we serve. **We challenge** conventions strategically to create value for our clients, our firm and the world. We l...
Application Deadline: None
Charles Schwab
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Vice President, Financial Consultant - Northern Bay Area, CA

Charles Schwab - Santa Barbara, CA
**We believe that**, when done right, investing liberates people to create their own destiny. **We are driven** by our purpose to champion every client’s goals with passion and integrity. **We respect** and appreciate the diversity of our employees, our clients, and the communities we serve. **We challenge** conventions strategically to create value for our clients, our firm and the world. We l...
Application Deadline: None
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