48 Results for

Financial Planning Jobs in Santa Barbara, CA

Jobs

New!

Oxnard, CA1 day ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Goleta, CA2 days ago

$155,000–$165,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Goleta, CA9 days ago

$70,100–$105,100

8 years of experience in a related field,OR a BS/BA degree in a related discipline with 4 years of experience in a related field,OR a MS/MA degree in a related discipline with 2 years of experience in a related field. Develop strategies and solutions to increase growth across the Cox portfolio including cloud, managed services, data and internet, complex voice, and television.

New!

Santa Barbara, CA1 day ago

$59.10–$65.50 Per Hour

In the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.

Ventura, CA9 days ago

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide comprehensive estate planning services to clients, including drafting wills, trusts, powers of attorney, and other related documents.

Santa Barbara, CA30+ days ago

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

New!

Ventura, CA1 day ago

Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! Reference our Information Guides (https://www.edisoncareers.com/page/show/sce-pre-employment-study-guides/) for the following tests: (EEI BCAB Test - #5206).

Port Hueneme, California30+ days ago

Qualifications:· Bachelor’s degree in Finance, Economics, Accounting, or a related field; Master’s or CFA designation preferred.· 2–5 years of experience in financial analysis, investment analysis, or related roles.· Prepare financial models, forecasts, and projections to support decision-making.· Analyze budgets, financial statements, and operational data to identify trends and risks.·

Ventura, CA13 days ago

$23–$27 Per Hour

Courteously and professionally works with patients to outline financial obligations related to care, and provides options for patients to meet financial requirements, including assessing financial assistance eligibility, determining insurance coverage eligibility, establishing payment arrangements, collecting preservice payments and co-payments as needed. Reviews all payment / financial options (Financial hardships / Charity, Special arrangement options, Payments plans, etc.) to limit risk of non-payment.

Venutra, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Buellton, California30+ days ago

A Team Member in a shared service structure, works within a dedicated business unit (including people, processes, and technologies) that is structured as a centralized point of service and is focused on defined business functions. The role also serves as a liaison between CCI companies and the Chumash Enterprises Finance Shared Services team, and participates in special projects as needed.

Port Hueneme, CA30+ days ago

Full-time

We offer a wide range of products and services including extensive enterprise Process Improvement, CMMI (Capability Maturity Model Integration), CMMC (Cybersecurity Maturity Model Certification), PMO (Project Management Office), and ERP (Enterprise Resource Planning) implementations for clients in various industries, providing Project Assurance® for every project. Alluvionic is seeking a highly skilled Manager, Program/Project III (MANP3) to provide expert-level program and project management support to the Naval Surface Warfare Center, Port Hueneme Division (NSWC PHD).

Santa Barbara, CA30+ days ago

Full-time

Accountabilities include strategizing, reviewing and negotiating managed care contracts working with the Director and CFO, financial planning, revenue cycle, and legal to plan for adequate reimbursement for healthcare services. Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.

Goleta, CA30+ days ago

$150,000–$225,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide leadership in financial functions including financial and operational control, business integration, planning, forecasting and analysis, cash flow, taxes, and corporate development.

Goleta, CA9 days ago

$50–$65 Per Hour

The Senior Manager of FP&A is an analytical person, with proven communication skills and experience working across multiple business units. A strong candidate has progressive leadership experience working with business units, accounting, and corporate FP&A.

Santa Barbara, California30+ days ago

$130,000–$165,000 Per Year

With our principals having over 40 years of experience providing commercial real estate services, Sares Regis has assembled a staff of remarkable talent from a broad range of related development backgrounds including urban and master planning, entitlements, architecture, various engineering disciplines, construction, project management, real estate development and financial services. Responsibilities: Sares Regis is seeking a Senior Project Manager to lead development teams working on industrial, lab and office projects in Santa Barbara, CA.

Santa Barbara, CA30+ days ago

$160,000–$171,600 Per Year

This leader leads current and future capital development, including major campus transformations, infrastructure modernization, preventative and predictive maintenance systems, and off-site initiatives and partnerships (including academic and research collaborations such as those with California State University Channel Islands) while fostering a culture of safety, accountability, inclusivity and continuous improvement. Reporting directly to the Chief Financial Officer, and working in close partnership with the President & CEO and the Executive Leadership Team, this role ensures that the Zoo’s physical environment advances animal welfare, guest experience, staff effectiveness, sustainability goals, operational excellence, and long-term financial stewardship.

Port Hueneme, CA7 days ago

Remote

$95,000–$125,000 Per Year
Full-time

This includes managing operations team performance, strategic and tactical plan implementation, budgeting, goal setting, reporting, staff professional development, policy and procedure implementation, human resource management, quality assurance, productivity, and customer service management. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.

Ventura, CA30+ days ago

$75,000–$120,000

Senior Project Manager: The Senior Project Manager operates at a senior leadership level – independently managing multiple projects from acquisition through construction and occupancy, structuring complex financing, and overseeing consultant teams. While the role offers a high level of independence, the Project Manager will work under the guidance of the Director of Real Estate Development and collaborate with the Senior Project Manager on larger or more complex developments.

Santa Barbara, CA30+ days ago

Remote

In addition, the Finance Director will ensure the alignment of these operating revenue metrics within the overall corporate profitability model owning annual planning, monthly/quarterly forecasting, long-range planning, management reporting, KPI architecture, and the operating cadence that keeps leaders aligned on performance, risks, and tradeoffs. This role partners closely with Sales, Sales Strategy, and Marketing to set pricing strategy, trade guardrails, pressure-test commercial assumptions, and ensure investments translate into incremental volume and healthy margins.

Santa Barbara, CA30+ days ago

$70,304–$85,000 Per Year

The Hospital Manager partners with the Veterinarian to provide an efficient and profitable operation by driving revenue and managing costs while creating a hospital culture based on high-quality patient care and excellent customer service. With more than 420 hospitals across the U.S. and a team of over 11,000 dedicated professionals, including 1700+ veterinarians, we offer a unique blend of local leadership and national support that helps our hospitals thrive.

Oxnard, CA12 days ago

Lead month-end and quarter-end close activities for inventory, cost of sales, and related revenue recognition accounts, including preparation and review of journal entries, account reconciliations, and supporting analysis. Possess and apply working knowledge of the Truthful Cost or Pricing Data (TINA) requirements to support proposal development, including identification, accumulation, and certification of cost or pricing data for government bids and negotiations.

New!

Santa Barbara, CA6 days ago

Full-time

Working closely with the CEO, external accounting partners, and Board committees, the DBA coordinates and reports on investment management, insurance, finance status, analysis and decisions, and manages the annual audit, compliance, and training and development programs. The Director of Business Administration (DBA) is a member of the senior leadership team responsible for overseeing the organization’s business and financial operations and core administrative functions to support Lotusland’s long-term sustainability and mission.

Montecito, California30+ days ago

Remote

$127,626–$237,014 Per Year

Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.

Goleta, CA30+ days ago

$24.76–$35.82 Per Hour

The Assistant Community Manager has a key leadership role with authority, responsibility, and accountability for supporting the Community Manager in overseeing daily property operations, financial administration, and resident relations at a multifamily or senior-living apartment community. Ability to perform the physical functions of the position, which may include, but are not limited to sitting, standing, bending, walking the property, including a minimum of two flights of stairs, to complete inspections, and deliver resident communications.

New!

Ventura, CA5 days ago

$20–$23 Per Hour
Part-time

If you have a professional background in any of the following fields, we encourage you to apply: Teacher, Teachers Assistant, Paraeducator, Paraprofessional, Counseling, Counselor, Behavioral Health, Mental Health Professionals, Behavior Interventionist, Behavior Therapist, Behavior Technician, Case Manager, Child Care Provider, Psychology, Sports Coach, Classroom Assistant, Tutor, Nanny, Babysitter, Direct Support Professional (DSP), Volunteer, Volunteering, Instructional Aide, Preschool or Elementary School, Social Worker, Substitute Teacher, Youth Care Worker, Caregiver, CNA, Daycare Aide, Family Service Provider, Speech- Language Pathologist, Occupational Therapist, Student. If you have an educational background in any of the following fields, we encourage you to apply: Applied Behavior Analysis, Behavior Science, Child Development, Counseling, Early Childhood Education, Education, Human Development, Liberal Studies, Nursing, Psychology, Psychiatry, Speech and Hearing Services, Social Work, Rehabilitation, Sociology, or related field.

New!

Santa Barbara, CA6 days ago

$79,200–$81,500 Per Year

Housing, Dining & Auxiliary Enterprises houses 10,000 students, faculty and family residents on campus, provides support services for 9,300 students residing in the communities adjacent to the campus, serves 21,000 customers daily in its retail and board dining programs, manages the UCSB Campus Store and University Center, hosts 150,000 guests annually for conferences and meetings, manages a major events center (Events Center), and oversees the administration of transportation, parking and fleet services. Supervises all aspects of food production and service, including cost controls utilizing efficiency systems such as portion control, training materials on procedures, site inspection for safety and sanitation assurance, control of inventory, purchase requisitions, and daily operation of the procurement process for $2 million in food and supplies .

Ventura, CA30+ days ago

Full-time

Additionally, those hired who may be assigned to federal projects will be subject to further drug testing, including screening for cannabinoids (THC/marijuana), in compliance with the Drug-Free Workplace Act of 1988 and other applicable federal regulations, which take precedence over California state and local laws. This role offers the opportunity to collaborate closely with local and statewide leadership, lead multi-disciplinary teams, and oversee complex, high-impact projects supporting water agencies and infrastructure providers throughout the region.

Ventura, CA30+ days ago

Ability to integrate work across relevant areas, develop the business and services to enhance customer satisfaction and efficiency, manage risks effectively, implement business plans, manage information, and provide exceptional service to internal and external customers. + Manages the implementation of energy program requirements and delivers tangible reliability and cost saving results for the company, managing and tracking budget utilization to ensure eﬃcient and eﬀective use of resources and budgets.

Santa Barbara, CA9 days ago

$122,481.96–$149,229 Per Year

Under administrative direction, plans, organizes, and directs financial accounting operations to ensure accurate and timely accounting reports, statements of financial condition, processing and payment of accounting transactions, and accounting for determining revenues and special funding. Plan, organize, and direct the work of staff engaged in fiscal activities including budget control records, receipt and disbursement of funds, special funding, financial performance statements including general ledger, and other accounting activities.

New!

Oxnard, CA6 days ago

$19.75–$23.74 Per Hour

Working Conditions* Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc.* Be exposed to occasional cold temperature extremes while supervising or managing store employees performing occasional work in a walk-in cooler and/or freezer.* West Coast BU - Region 05 - Market 01: 2200 N Rose Ave, Oxnard, California 93036Shift AvailabilityFlexible AvailabilityTime TypeMinimum QualificationsThe minimum qualifications for a Store Manager are:* High School diploma or GED preferred.*

Port Hueneme, California30+ days ago

STAHL Companies provides the Program Management for its Channel of Commercial Technology companies in Government that consist of Small Businesses and New Technology start-ups. We do this by aligning the voice of our small business members with advocacy for change in federal policy that will make the government market more accessible to small businesses and the commercial technology ecosystem.

Oxnard, CA30+ days ago

Personal Production is a key component of the GM’s responsibility in order to ensure that the membership department hits their monthly targets in New Member Sales, Electronic Funds Transfer, and Point of Sale Private Coaching goals. The General Manager (GM) has overall responsibility for effectively managing all membership, fitness, and operational functions within the gym to achieve financial success and provide the best member and team member experience.

Santa Barbara, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Port Hueneme, California30+ days ago

$43.26–$57.69 Per Hour

The work requires some physical exertion, such as long periods of standing, or recurring and considerable walking, stooping, bending, crouching, and climbing such as performing regular shop activities, inspections, or to observe and study operations in an industrial or comparable work area, or on-board ships, submarines, and/or in weapon facilities. Our team is directly responsible for supporting the planning, budgeting, and execution of New Construction (SCN) testing and modernization efforts in support of the Modernization and Installation Department (N Department), Naval Surface Warfare Center (NSWC), Port Hueneme Division (PHD).

Santa Ynez, California30+ days ago

A Team Member in a shared service structure, works within a dedicated business unit (including people, processes, and technologies) that is structured as a centralized point of service and is focused on defined business functions. Ensures compliance of both Team Member and guest actions are performed in accordance with regulatory compliance requirements such as OSHA and IHS/ food codes, state/tribal compact requirements, workers' compensation, and employment law issues by the development and implementation of safety policies, procedures, and guidelines.

Ventura, CA25 days ago

$160,000–$200,000

Serving as the primary field leader, you will coordinate closely with architects, consultants, and inspectors on constructability and execution, while providing mentorship and guidance to field and project teams to drive consistency, operational excellence, and strong outcomes across multiple workstreams. The employee regularly works on-site at the construction work site where the employee is exposed to moving mechanical parts; high precarious places; fumes or airborne particles; outside weather conditions and risk of electrical shock.

Santa Barbara, CA7 days ago

$62,400–$83,200

Experience and technical knowledge managing environmental compliance related documents for a variety of projects and clients, including land development, municipal/local/regional government, transportation, water, energy, general plans, housing, and/or higher education. Assisting in the process of planning and coordinating projects and developing scope of work and work plans including preparing environmental compliance documents, planning assessments, environmental research and assessment, data analysis functions, timelines, budget, and invoicing.

Santa Barbara, CA30+ days ago

$138,400–$173,000 Per Year

You’ll be doing two things at once: auditing the AI-driven risks emerging across our business (from agentic AI in our products to AI-accelerated software development to the full lifecycle of internal AI adoption) and actively transforming how Internal Audit itself operates, using AI tools to mature our methodologies, scale our coverage, and eventually move toward near-real-time risk identification. You’ll bring deep operational audit experience — particularly in financial services domains like payments processing, tenant screening, and underwriting — and pair it with the curiosity and technical fluency to lead audit work in an environment where the risk landscape is evolving faster than any annual plan can capture.

Ventura, CA30+ days ago

Full-time

Additionally, to promote in-person collaboration and client teaming, we prioritize hiring those who reside within 50 miles of a Rincon office which currently includes: Carlsbad, Fresno, Los Angeles, Monterey, Oakland, Palm Springs, Riverside, Sacramento, San Luis Obispo, San Diego, San Jose, Santa Barbara, and Ventura. Additionally, those hired who may be assigned to federal projects will be subject to further drug testing, including screening for cannabinoids (THC/marijuana), in compliance with the Drug-Free Workplace Act of 1988 and other applicable federal regulations, which take precedence over California state and local laws.

Ventura, CA30+ days ago

SERVPRO® Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever. All employees of a SERVPRO® Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO® Franchise.

New!

Oxnard, CAToday

$127,000–$195,000 Per Year

The Director of Enterprise Data Analytics & GIS is responsible for leading enterprise-wide data and geospatial initiatives that support strategic decision-making, operational efficiency, and enhanced service delivery across a complex organization. This role combines strategic leadership with hands-on technical oversight and requires close collaboration with cross-functional stakeholders to advance data-driven decision-making.

Santa Barbara, CA30+ days ago

$165,000–$225,000

In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF Engineers, BKF Engineers reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. The Senior Project Director supports the Area Lead by overseeing portfolio performance, mentoring Project Managers and Project Directors, and driving strategic business development within their portfolio.

Santa Barbara, CA30+ days ago

$165,000–$240,000

With a deep understanding of regional transportation markets, public agency needs, funding and regulatory environments, and capital delivery processes, the Regional Lead ensures excellence in project delivery, client service, talent development, and financial performance. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF Engineers, BKF Engineers reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

Santa Barbara, CA14 days ago

$152,000–$190,000 Per Year

Post-Implementation Hypercare and Incident Triage: Proven track record of post-implementation hypercare and incident triage in billing or revenue systems, including leading cross-functional response efforts under pressure and driving resolution across engineering, finance, and CRM teams. Proven experience designing and implementing payment processing solutions including credit card, ACH, direct debit, alternative payment methods, payment gateways, refunds, chargebacks, and network tokenization.

Santa Barbara, CA7 days ago

Remote

$114,400–$187,200

Meet Secretary of the Interior's Guidelines for professional qualifications in architectural history including possessing a graduate degree in architectural history, art history, historic preservation, or closely related field, with coursework in American architectural history, At least ten years of full-time experience in research, writing, or teaching in American architectural history or restoration architecture with an academic institution, historical organization or agency, museum, or other professional institution; or. BKF is hiring a Historic Structures Senior Technical Specialist to conduct research, evaluations, impact mitigation and documentation of historic buildings, structures, and landscapes as required by California Environmental Quality Act (CEQA), National Environmental Quality Act (NEPA), and section 106 of the National Historic Preservation Act (NHPA) for projects throughout California.

Solvang, California30+ days ago

Organizational Awareness: Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization. People Development: Having the ability to assess skill strengths and weaknesses of individuals and teams in order to determine what actions are appropriate to build and/or improve the needed skills.

Ojai, CA30+ days ago

$275,000–$350,000 Per Year

The successful candidate will be a thoughtful steward of the school’s resources and culture, an excellent communicator, and will blend rigorous fiscal oversight with a collaborative spirit to foster a resilient, sustainable future for the Thacher community. The Thacher School, one of the most selective and highly regarded boarding schools in the nation, is beginning a national search for its next Director of Finance, Risk Management and Strategic Partnerships/CFO.

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Financial Planning Jobs in Santa Barbara, CA

Financial Consultant - Thousand Oaks, CA Fidelity Investments

Senior Manager, Corporate Insurance Vaco LLC

Client Growth Executive (Cox Business) Cox Communications

Virtual Physician Assistant - CA or AZ Licensed One Medical

Estate Planning Associate Jobot

Financial Representative Davis Family Financial LLC

Planning, Senior Support Southern California Edison

Financial System Analysts Stahl Companies

Patient Financial Counselor CRO Services LLC

Financial Advisor First Command Financial Services, Inc.

CCI Finance Manager Chumash Enterprises

Manager, Program/Project III (MANP3) Alluvionic

Manager, Contracting (Hybrid) Cottage Health

Business Manager, Family Office Jobot

Senior Manager, FP&A Century Group

Senior Project Manager Sares Regis Operating Company, L.P.

Vice President of Facilities & Capital Projects Santa Barbara Zoo

Branch Operations Manager - Commercial Lines Insurance Office of America

Senior Project Manager or Project Manager Hunter Recruitment Advisors

Director of Finance Berkeley Search Consultants

Hospital Manager PetVet Care Centers

Sr. Cost Accountant Johnson Service Group

Director of Business & Administration Ganna Walska Lotusland

Private Banker City National Bank

Assistant Community Manager - Willow Springs Apartments, Goleta, CA The Towbes Group

Behavior Technician Behavior Frontiers

Production Manager University of California Santa Barbara

Director/ Principal - Water Resources Rincon Consultants, Inc

Underground Civil Construction Manager Southern California Edison

Manager, Fiscal Services Santa Barbara County Education Office

Store Manager 9460 Circle K Stores

General and Operations Managers Stahl Companies

General Manager UFC Gym

J.P. Morgan Wealth Management - Private Client Advisor - Santa Barbara, CA (State St) JPMorgan Chase Bank, N.A.

Management Support Analyst INDUS Technology, Inc.

Risk Manager Chumash Enterprises

Senior Superintendent Edwards Construction Group

Assistant Scientist/Planner BKF

Sr. Manager, Internal Audit AppFolio, Inc

Total Rewards Manager Rincon Consultants, Inc

Office Manager SERVPRO of Ventura

Director of Enterprise Data Analytics & GIS (IT Officer II) KORE1 Technologies

Senior Project Director- Water and Wastewater BKF

Regional Lead Transportation Design BKF

Sr. Staff Solutions Architect, Quote to Cash AppFolio, Inc

Historic Structures Senior Technical Specialist BKF

Corque Hotel Front Office Manager Chumash Enterprises

Thacher - Dir. of Finance, Risk Man., and Strategic Partnerships/CFO Lapovsky

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