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Financial Advisor Development Program Jobs in Santa Barbara, CA

Sable Offshore

Sr. Environmental Advisor

Goleta, CA · On-site

... project development activities. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Serve as the primary ... Oversee environmental monitoring programs related to land use, pipeline safety water quality ...

Sable Offshore

Sr. Environmental Advisor

Goleta, CA

... project development activities. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Serve as the primary ... Oversee environmental monitoring programs related to land use, pipeline safety water quality ...

Chanel

Fashion Advisor, Montecito

Santa Barbara, CA · On-site

$27.30 - $33/hr

Lead the development of new customers, converting walk-in traffic to clients and brand ambassadors ... Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed ...

Chanel

Fashion Advisor, Montecito

Santa Barbara, CA · On-site

$27.30 - $33/hr

What impact you can create at CHANEL: • Lead the development of new customers, converting walk-in ... Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed ...

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Showing results 21-40

All JobsFinancial Advisor Development Program JobsFinancial Advisor Development Program Jobs in Santa Barbara, CA

Financial Advisor Development Program information

See Santa Barbara, CA salary details

$40.1K

$113.6K

$160.2K

How much do financial advisor development program jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial advisor development program in Santa Barbara, CA is $113,643.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,400.00 and $145,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in a financial advisor development program, and why are they important?

To thrive in a Financial Advisor Development Program, you generally need a bachelor's degree in finance, economics, or a related field, strong analytical abilities, and foundational knowledge of investment principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and obtaining licenses such as the Series 7 and 66 are typically required. Exceptional interpersonal skills, active listening, and resilience make candidates stand out when building client relationships and navigating challenges. These skills and qualifications are crucial for effectively guiding clients, complying with industry regulations, and achieving long-term success in financial advisory roles.

What is a financial advisor development program?

A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

What is a financial advisor development program?

A Financial Advisor Development Program is a structured training initiative offered by financial institutions to prepare individuals for careers as financial advisors. Participants typically receive a combination of classroom instruction, mentorship, and hands-on experience in areas such as investment strategies, financial planning, and client relationship management. These programs are designed to help aspiring advisors develop the knowledge, skills, and certifications required to succeed in the financial services industry. Completion of the program often leads to placement as a full-time financial advisor within the organization.

What is the difference between Financial Advisor Development Program vs Financial Planner?

AspectFinancial Advisor Development ProgramFinancial Planner
CredentialsEntry-level certifications, such as Series 7, Series 66, or CFP prepTypically holds CFP certification or similar credentials
Work EnvironmentTraining programs within financial firms, focusing on client acquisition and salesIndependent or firm-based, providing comprehensive financial planning services
Employer & Industry UsageUsed by financial firms to train new advisorsUsed by financial planning firms and independent practitioners
Search & Comparison IntentUnderstanding entry pathways into financial advisingSeeking detailed financial planning services or career info

The Financial Advisor Development Program is a training pathway for aspiring financial advisors, focusing on skill development and firm-specific training. In contrast, a Financial Planner is a professional who provides comprehensive financial planning services, often with advanced certifications. The program prepares individuals for a career in financial advising, while Financial Planners typically serve clients directly with tailored financial strategies.

What can I expect from the mentorship and training structure in a financial advisor development program?

Most Financial Advisor Development Programs offer a blend of classroom learning, online modules, and hands-on experience under the guidance of seasoned advisors. You’ll typically be paired with a mentor who provides ongoing feedback, helps you build client relationships, and supports you through licensing exams. This collaborative environment not only accelerates your learning curve but also helps you develop essential skills in client communication, portfolio management, and compliance. Regular check-ins and performance reviews are common, ensuring you stay on track to achieve both short-term milestones and long-term career goals.
More about Financial Advisor Development Program jobs
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What cities near Santa Barbara, CA are hiring for Financial Advisor Development Program jobs? Cities near Santa Barbara, CA with the most Financial Advisor Development Program job openings:
Financial Advisor Development Program jobs near you
Infographic showing various Financial Advisor Development Program job openings in Santa Barbara, CA as of August 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 73% In-person, and 27% Hybrid job distribution, with an average salary of $113,643 per year, or $54.6 per hour.

Chief Financial Officer

Council on Alcoholism and Drug Abuse

Santa Barbara, CA • On-site

$175K - $185K/yr

Full-time

Medical, Dental, Vision, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

The Chief Financial Officer (CFO) provides strategic financial leadership and oversight to ensure the organization's fiscal health, long-term sustainability, and compliance with all applicable regulatory, contractual, and donor requirements. The CFO directs all financial operations and serves as a key advisor to executive leadership and the Board of Directors on financial planning, analysis, and decision-making, while safeguarding organizational assets and maintaining strong financial controls. This role ensures the effective stewardship of resources and aligns financial management practices with the organization's mission and strategic objectives to support operational effectiveness, growth, and long-term impact.
QUALIFICATIONS
Education:
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
  • Master's degree in Business Administration (MBA), Finance, Accounting, or a related field preferred.

Preferred Professional Certifications:
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Certified Nonprofit Accounting Professional (CNAP) or equivalent nonprofit finance credential

Experience:
  • Five (5) or more years of progressively responsible financial management experience, including at least three (3) years in a senior leadership or executive-level finance role.
  • Experience in nonprofit financial management, including grant administration, restricted funds, donor reporting, and regulatory compliance.
  • Demonstrated experience developing and managing complex budgets, financial forecasts, and financial reporting.
  • Experience working with boards of directors, finance committees, and external auditors.
  • Knowledge of federal, state, and local regulations affecting nonprofit organizations.
  • Experience leading and developing finance and accounting teams.

Knowledge, Skills, and Abilities:
  • Thorough knowledge of Generally Accepted Accounting Principles (GAAP), nonprofit accounting standards, and nonprofit tax reporting requirements, including Form 990.
  • Knowledge of audit processes, internal controls, risk management practices, investment management, and treasury functions.
  • Proficiency with financial systems and enterprise-level cloud accounting software, preferably NetSuite.
  • Strong strategic planning, financial analysis, problem-solving, and decision-making skills.
  • Excellent written and verbal communication skills, including the ability to present financial information effectively to leadership, board members, funders, and other stakeholders.
  • Ability to build and maintain collaborative relationships with internal and external stakeholders.
  • Advanced proficiency in budgeting, forecasting, financial reporting, and spreadsheet analysis.
  • Demonstrated integrity, discretion, and sound ethical judgment.

Job Duties and Responsibilities:
  • Provide strategic financial leadership by developing and implementing the organization's financial strategy, advising the Executive Director/President, Executive Leadership Team, and Board of Directors on financial matters, long-term planning, growth initiatives, and organizational sustainability.
  • Direct all financial planning and analysis activities, including annual budgeting, multi-year forecasting, scenario planning, budget monitoring, and financial performance analysis to ensure alignment of resources with organizational priorities and objectives.
  • Oversee all accounting and financial operations, including general ledger, accounts payable, accounts receivable, payroll, financial reporting, cash management, and liquidity monitoring, ensuring the accuracy and integrity of financial records.
  • Prepare and present timely and accurate financial statements, analyses, and reports to executive leadership, finance and audit committees, and the Board of Directors to support informed decision-making and organizational transparency.
  • Ensure compliance with applicable nonprofit accounting standards, tax regulations, grant requirements, donor restrictions, and reporting obligations, including the preparation and filing of Form 990 and other required regulatory reports.
  • Establish, implement, and maintain effective internal controls, financial policies, and risk management practices; coordinate independent audits; address audit findings; and ensure ongoing compliance and audit readiness.
  • Oversee the financial administration of grants, contracts, and restricted funds, including budget development, financial reporting, compliance monitoring, and support for grant applications and funding opportunities.
  • Manage treasury functions, banking relationships, cash flow, investments, reserve funds, and financing strategies in accordance with Board-approved policies and the organization's financial objectives.
  • Serve as the primary financial liaison to the Board of Directors, finance and audit committees, donors, funders, and other stakeholders, promoting accountability, transparency, and stewardship of organizational resources.
  • Lead and develop finance, accounting, and related administrative staff by establishing performance expectations, supporting professional development, fostering a culture of accountability and continuous improvement, and ensuring adequate financial management capacity.

In compliance with the California Department of Health Care Services, staff require an up-to-date Tuberculosis test during the duration of employment.
If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact HR via email at hr@cadasb.org or via phone at (805) 722-1313 with any questions.
If you're ready to lead with purpose and help adults in our community build healthier, brighter futures, we'd love to hear from you. Apply today and become part of CADA's mission to change lives for the better
Please submit your resume and cover letter for consideration. Applications will be reviewed on a rolling basis until the position is filled.
Compensation: $175,000.00 - $185,000.00 per year
For over 70 years, CADA has been the leader in providing substance abuse prevention, intervention, and treatment programs in the greater Santa Barbara area that touch all parts of the community.
Mission Statement
Building a safer, healthier community by preventing and treating alcoholism and drug abuse

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