Financial Advisor Jobs in Folsom, CA

Lead the charge in driving revenue growth within the banking industry by developing and maintaining client relationships, prospecting new leads, and implementing effective sales strategies across assi...

Grow your career with a dynamic role managing operations for B2B partnerships. Collaborate cross-functionally to enhance customer success, drive efficiencies, and shape strategic account management pr...

Lead the charge in exceeding sales goals by driving prospect engagement, managing a robust pipeline, and executing strategic sales plans focused on pre-IPO and emerging growth companies in equity mana...

Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...

Champion customer satisfaction by building and managing relationships with affluent clients, delivering tailored banking solutions and fostering collaboration across teams to enhance their financial j...

Champion your underwriting skills by managing and growing a profitable Management Liability insurance book, fostering key broker relationships, and ensuring high standards and discipline in a dynamic...

Help us provide strategic direction and leadership in risk advisory services while delivering exceptional client experiences and driving team development in a fast-paced environment focused on growth...

Manage funding valuations and benefit calculations for defined benefit pension plans. Collaborate with teams to ensure compliance with IRS regulations while delivering precise reports and analyses to...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...

Drive high-impact financial reporting and forecasting processes, enhancing strategic planning and stakeholder communication. Collaborate with financial leaders to support corporate and investor needs...

Optimize financial planning and analysis by integrating advanced modeling, systems design, and insightful reporting. Collaborate across teams to drive growth and improve processes in a fast-paced envi...

Make your mark by driving financial insights and analyses that influence strategic decisions, working with senior leaders to enhance performance and optimize costs for the General & Administrative Sup...

Strategize growth initiatives for subscription services through data-driven marketing. Lead a small team to optimize channel performance, enhance AI-partnered workflows, and drive measurable business...

Develop relationships with Small Business clients by providing expert financial advice and solutions. Manage client needs through proactive outreach, facilitating credit requests, and ensuring complia...

Engage with Small Business clients by providing tailored financial solutions. Manage relationships proactively while collaborating with internal teams to drive growth and ensure service excellence acr...

Shape the future of insurance sales as a key player in driving revenue growth. Leverage your expertise in Enterprise technology sales and navigate complex buying cycles to exceed quotas and foster rel...

Unlock potential by crafting strategic growth plans and driving new sales opportunities within key accounts in Financial Services, collaborating with partners to enhance service offerings and achieve...

Innovate within a leading multi-family capital organization by applying your underwriting expertise. Utilize analytical skills to assess risks, manage complex portfolios, and ensure compliance, all wh...

Lead and elevate secured lending asset quality and model oversight, shaping methodologies while collaborating with cross-functional teams to ensure rigorous governance and regulatory readiness for div...

Lead transformative business development initiatives by leveraging your existing nonprofit network to drive growth, engage stakeholders, and close enterprise-level consulting deals. Embrace autonomy w...

Elevate the homeowner experience by building strategic relationships, enhancing property performance, and providing tailored guidance to optimize portfolio value and drive long-term success in the vac...

Empower growth by generating new business in Treasury Management, collaborating with teams to drive strategic sales, and ensuring exceptional client experiences through industry expertise and relation...

Engage in transformative Treasury operations by managing funding activities, enhancing processes, and leveraging technology for operational excellence while supporting continuous growth and innovation...

Engage with key GSP partners to elevate strategic relationships, drive revenue growth, and enhance portfolio performance through expert consultative sales and tailored solutions. Leverage market insig...