Job Details

A dynamic financial advisory firm in Santa Barbara seeks a proactive Financial Relationship Manager to manage client relationships, support executive leadership, and ensure operational excellence. This hybrid role blends strategic planning and relationship cultivation with office leadership. Successful candidates will excel in communication, multitasking, and possess a passion for client service. Ideal applicants hold a Bachelor's degree in a relevant field and have experience in financial services. Join our mission to deliver exceptional financial guidance!#J-18808-Ljbffr