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Investment Analyst
Santa Barbara, CA within
1 | 2 | 3  Jobs 1 to 10 of 30 matches
Investment Analyst
Pensionmark Financial Group - Santa Barbara, CA, USA
Investment Analyst Direct Supervisor: TBD Position Objective The Investment Analyst works directly with Relationship Managers, Wealth Managers, and Pensionmark Consultants to assist them in providing&...
iHire - 112 Days ago
Financial Analyst
Mercer Global Advisors - Santa Barbara, CA, USA
Mercer Advisors, an independent registered investment advisor with offices nationwide, is seeking a Financial Analyst. Our growing organization is seeking an analyst to support the CFO and the .....
StartWire - 39 Days ago
Financial Planning Analyst
West Coast Financial, LLC - USA
The primary responsibility of this position is analytical and general support for one or more ... and investment management a plus • Cover letter, resume, and references Benefits • Full ...
LinkedIn - 99 Days ago
Financial Advisor, Assistant Vice President - UnionBanc...
Union Bank, N.A. - Goleta, CA, USA
Requires extensive financial analysis review of the client's financial statements and assessment of suitability of investment products. * Responsible for new sales generation thru referral activi...
StartWire - 81 Days ago
Senior Financial Analyst
AppFolio - Santa Barbara, CA, USA
Extracurricular co-ed sports teams Senior Financial Analyst AppFolio is looking for a Senior Financial Analyst to join a first-rate, growing finance team. Reporting to the VP of Finance, the ...
StartWire - 89 Days ago
Financial Advisor, Assistant Vice President (m/f)
UFG Union Bank, N.A. - Goleta, CA, USA
Requires extensive financial analysis review of the client's financial statements and assessment of suitability of investment products. * Responsible for new sales generation thru referral activi...
Ripple - 37 Days ago
WM Invstmnt Strategist (Lo) 2
Wells Fargo - Santa Barbara, CA, USA
Required Qualifications * 3+ years of investment management experience Desired Qualifications * A BS/BA degree or higher * Chartered Financial Analyst (CFA) designation or demonstrated progress&n...
StartWire - 13 Days ago
Associate Trader I
Mercer Global Advisors - Santa Barbara, CA, USA
... analysis * Troubleshoots with creativity and latitude * Performs other duties assigned as needed Qualifications * Bachelor's degree * At least 1 year of experience in a professional inve...
StartWire - 40 Days ago
Financial Advisor - Santa Barbara, CA, USA
Capital Markets Advisors - Santa Barbara, CA, USA
You will need to present investment solutions to high-net-worth individuals, educating them on how the firm’s retail investment approach might better fit their long-term needs. It is MANDATORY that&nb...
ZipRecruiter - 23 Days ago
Account Manager, Wealth Management Advisory
Northern Trust - Montecito, CA, USA
... investment management, estate settlement, guardianship, and/or custody accounts. * The Partner ... Analytical, problem solving, and organizational skills are required * Highly ...
StartWire - 61 Days ago
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