4 solution consultant jobs at 3 companies in Santa Barbara, CA
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Financial Consultant - Santa Barbara, CA
Santa Barbara, California, United States
$60k-$75k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Requires proven relationship-building and solution-selling success, extensive investment knowledge, and FINRA Series 7 and 66 licenses or ability to acquire Series 66 upon hire. Degree, CFP, or equivalent experience helpful.
Florida or Georgia or Tennessee or North Carolina or Carpinteria
$131k-$181k/yrRemoteFull Time
ProcoreNYSE: PCOR: Cloud-based construction management software for projects and teams.
8+ YOE8+ years software sales experience, consultative solution-selling, proven pipeline and forecasting, strong verbal/email communication, proficiency with Salesforce.com and Microsoft Office.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
2+ YOE2+ years mortgage or equivalent origination experience, strong consultative sales, financial analysis, client management, SAFE Act registration for mortgage originations, high school diploma/GED.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOEMinimum 2 years mortgage origination or equivalent consultative sales experience; strong client communication and analytical skills; ability to learn technology; may require SAFE Act registration; high school diploma/GED.