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Financial Advisor Development Program Jobs in Santa Barbara, CA

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Material Program Manager Capital Projects

Goleta, CA · On-site

$118K - $224K/yr

Support development of clear and complete Statements of Work (SOWs) for equipment, tooling, or ... Minimum of 8 years of experience in Supply Chain, Finance, Operations, Engineering, Project ...

Ulta Beauty

Beauty Advisor

Goleta, CA · On-site

$17.75 - $22/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty, Inc.

Beauty Advisor

Goleta, CA

$17.75 - $22/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty, Inc.

Beauty Advisor

Goleta, CA

$17.75 - $22/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty

Beauty Advisor

Ventura, CA · On-site

$18 - $22.50/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty, Inc.

Beauty Advisor

Ventura, CA

$18 - $22.50/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty, Inc.

Beauty Advisor

Ventura, CA · On-site

$18 - $22.50/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty, Inc.

Beauty Advisor

Ventura, CA

$18 - $22.50/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty

Beauty Advisor

Ventura, CA · On-site

$18 - $22.50/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

Ulta Beauty, Inc.

Beauty Advisor

Ventura, CA · On-site

$18 - $22.50/hr

Share the benefits of the guest loyalty program, including credit and the Ulta Beauty app, with ... For additional information concerning our benefits, visit our Benefits and Career Development page:

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Showing results 41-60

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 9, 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
What are popular job titles related to Financial Advisor Development Program jobs in Santa Barbara, CA? For Financial Advisor Development Program jobs in Santa Barbara, CA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Development Program jobs in Santa Barbara, CA look for? The top searched job categories for Financial Advisor Development Program jobs in Santa Barbara, CA are:
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.

Client Service Associate

TalentLink Solutions

Santa Barbara, CA • On-site

$15.75 - $21.75/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 27 days ago

Job description

Our firm is a premier, family-owned financial and tax management firm based in beautiful Santa Barbara, California. Since our founding in the 1960s, we have been dedicated to providing comprehensive wealth management, investment strategies, and personalized tax planning for our clients, their families, and their legacies.
As a multi-generational firm, we take pride in building deep, long-lasting relationships rooted in three core values: Integrity First, Clear Communication, and Service Above Self. We operate under a fiduciary standard, meaning our clients' financial well-being always comes first. Our practice operates off a team-based, collaborative approach where every role is vital to anticipating and addressing our clients' needs.
Our goal is to minimize the burdens standing between our clients and their financial freedom so they can focus on enjoying the moment. Our clients expect a high-touch, white-glove experience, and this role plays a big part in making them feel known, welcomed, and taken care of. We are looking for a dedicated self-directed Client Service Administrator who shares these values and is excited to grow with us as we serve our community and beyond.
Position Overview
As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves managing complex client service requests, overseeing operational workflows, ensuring compliance, and driving process improvements. Additionally, you'll manage incoming calls and schedule appointments. If you are highly organized, proactive, and thrive in a collaborative environment, this role offers an opportunity to make a significant impact.
What We're Looking For
  • Advanced Organizational Skills: Skilled at managing multiple priorities and complex processes with precision.
  • Exceptional Communication: Strong verbal and written communication skills for client interactions and team coordination.
  • Technical Expertise: Proficient in Microsoft Office Suite; advanced experience with CRM systems and financial platforms preferred.
  • Industry Expertise: In-depth knowledge of financial services, securities, compliance practices, and regulatory requirements.
  • Strategic Thinker: Capable of identifying process improvements and implementing best practices.

Key Responsibilities
Client Service & Administrative Leadership
  • Serve as a primary point of contact for client inquiries, providing timely and professional responses.
  • Oversee preparation and processing of client applications, transfers, and service requests with accuracy and efficiency.
  • Maintain and audit client records for compliance and operational integrity.
  • Coordinate with custodians and sponsor companies to resolve service issues.

Compliance & Documentation
  • Ensure strict adherence to firm and industry compliance standards.
  • Prepare and process client applications, transfers, and service requests accurately.

Operational & Team Support
  • Lead CRM data integrity initiatives and generate advanced reports for business analytics.
  • Support advisors with high-level meeting preparation, including complex reports and presentation materials.

Tax Preparation Support
  • Prepare tax questionnaire and tax preparation deliverable for mailing to clients.
  • Maintain tax database and track status of tax filings
  • Process and deliver client tax documents to financial advisors.

Compensation & Benefits
  • Subsidized Health insurance
  • Fully covered Life, AD&D, Dental and Short- & Long-term Disability
  • Paid holidays, vacation, and sick days [21 or 23 days]
  • 401(k) retirement plan non-discretionary 3% match
  • Professional development and licensing support
  • Growth opportunities within the firm

Requirements
  • In Office 4 days a week 1 day remote (excluding tax season)
  • Bachelor's Degree
  • Financial Office Experience (minimum 4 years; 7+ years preferred)
  • CRM experience required

Apply