Financial Advisor Jobs in Folsom, CA

Manage financial planning and analysis processes to support commercial readiness, partnering closely with leaders to enhance budgeting, forecasting, and reporting standards within a public biotech com...

Architect and advance the company’s financial forecasting and planning strategies across teams, ensuring high-confidence decision-making. Partner with leadership to translate operational realities int...

Shape the future of organizational operations as a strategic Senior Business Analyst, leading the integration of pivotal initiatives while mentoring teams and aligning business needs with technology s...

Transform the growth potential of our SMB segment by managing a dynamic territory of 2,000+ accounts. Drive outreach and engagement through targeted strategies, personalized communication, and proacti...

Discover an opportunity to manage complex client relationships and drive growth. Leverage your health & welfare expertise to enhance client service, while collaborating with teams to meet high standar...

Join us in managing complex client relationships and enhancing service delivery for employer-sponsored health and welfare benefits. You will drive revenue growth while ensuring quality standards and p...

Optimize financial data processes by leveraging advanced analytics and technology. Collaborate with finance, IT, and leadership to create actionable insights and drive efficiency within FP&A, ensuring...

Elevate your leadership by driving performance and quality in benefits administration. Oversee a cross-functional team, ensure client satisfaction, and apply data-driven strategies to optimize service...

Empower teams to excel in delivering quality benefits administration and service by enhancing performance, leading implementations, and fostering strong client relationships in a dynamic, collaborativ...

Elevate compliance by driving U.S. tax operations for 27k+ funds, leveraging tech to ensure accuracy and efficiency. Collaborate across teams, manage complex analyses, and improve workflows in a fast...

Lead the charge in delivering impactful customer experience consulting by analyzing complex data, mentoring junior consultants, and driving projects to successful, measurable results, all while ensuri...

Transform client relationships by executing strategic initiatives that enhance retention and drive new acquisitions, while leading cross-functional teams to achieve growth and streamline operations in...

Unlock potential by delivering exceptional financial management and strategic advice for small to midsize businesses. Oversee accounting operations, perform analyses, and support clients in enhancing...

Pioneer growth by supporting strategic partnerships and communication initiatives. Collaborate with stakeholders to drive business development, enhance relationships, and execute actionable plans that...

Redefine financial planning with leadership in Workday Adaptive Planning implementations. Collaborate across teams to enhance reporting, optimize processes, and drive enterprise performance management...

Drive enterprise-wide risk management initiatives, assessing, monitoring, and mitigating financial and operational risks through quantitative analysis and cross-functional collaboration with key stake...

Unlock potential by leading enterprise data strategy and governance initiatives, driving cross-functional collaboration, and fostering data-driven decision-making across the organization to enhance op...

Lead and innovate compliance strategies for a dynamic asset management team, guiding policy development and risk assessment while mentoring staff to enhance operational efficiency and regulatory adher...

Shape the future of financial crime compliance by leading program developments, assessments, and strategic oversight to mitigate risks and strengthen governance in a dynamic fintech environment...

Unlock potential by leading proposal writing efforts, ensuring client-focused solutions while managing project timelines and risks in a competitive landscape. Collaborate with teams to create compelli...

Partner with us to enhance compliance and oversight strategies for financial transactions. Leverage your expertise in regulatory requirements to safeguard client interests while collaborating across t...

Oversee the operational aspects of bank loan servicing in complex fund structures. Utilize your client management and operational expertise to resolve inquiries, implement best practices, and coordina...

Drive your career forward as a strategic leader overseeing Term Life Insurance Sales, managing multiple teams, defining KPIs, and fostering a high-performance culture to achieve ambitious growth goals...

Lead the charge in delivering tailored financial and estate planning solutions for high net worth clients, collaborating with advisors and leveraging financial planning tools to enhance client engagem...

Partner with us to bridge business and technology, driving improvements and efficiencies through expert analysis and collaboration as a key member of the Business Relationship Management team...