I’m reaching out because we currently have two positions available that may be a good fit for your recent graduates. We are a small/mid size Wealth Management firm located in Santa Barbara, San Diego, Sonoma and San Luis Obispo that focuses on fee only holistic financial planning for individuals. Here’s more info for your reference https://wcfinc.com/what-we-do 

We currently have entry level Analyst and Client Services positions available for our Santa Barbara office and an Associate with 2-3yrs of direct financial planning education or work experience for our San Diego Office. Below are job descriptions and how recent graduates can apply below.  I’ve already posted these job postings on Handshake so interested students are able to apply that way but wanted to reach out to you as well. Please share with anyone you think may be interested or reach out to me if you have any questions.

San Diego Associate Position

Santa Barbara Analyst Position

Santa Barbara Client Services

Thanks so much!

Kachina

KACHINA HEIL
SANTA BARBARA, CA
(805) 962-9131
kachina@wcfinc.com