Financial Advisor Jobs in San Jose, CA

Elevate client relationships as a Senior Account Manager, ensuring exceptional service and satisfaction while managing complex client needs and expectations to foster long-term partnerships and drive...

Contribute to strategic finance as a key partner, shaping product strategies via financial analysis, forecasting, and recommendations to drive profitability and operational success across teams...

Transform the financial landscape by managing a $3-5M portfolio, advising 20-40 companies, and leading a team to deliver operational excellence and strategic insights that shape the future of finance...

Lead the charge in driving financial due diligence for M&A engagements, managing buy-side and sell-side advisory processes, while mentoring staff and ensuring exceptional client service and timely del...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Drive the marketing strategy for an ETF asset management firm, overseeing comprehensive campaigns to enhance brand visibility, investor engagement, and asset growth while collaborating closely across...

Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...

Lead and develop a high-performing team as a Senior Branch Service Manager, overseeing daily operations, enhancing staff engagement, and ensuring compliance with financial regulations to cultivate a p...

Lead the charge in developing and managing strong loan and deposit relationships with high net worth individuals and privately held businesses, driving growth and promoting banking services through ex...

Transform your sales career by engaging C-level executives to drive Human Capital Management initiatives, manage full sales cycles, and cultivate long-lasting client relationships within a defined ter...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Engage high-net-worth clients as lead advisor, driving strategic growth and delivering tailored wealth management solutions while overseeing collaborative team dynamics to enhance service effectivenes...

Engage with ultra-high net worth clients while driving business development within our Wealth Management team. Enhance client relationships by overseeing tailored strategies in financial planning, ban...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Champion healthcare solutions by driving process improvements, managing complex projects, and leveraging analytics. Collaborate with top talent to deliver outstanding results and tackle the industry's...

Develop comprehensive financial analyses to drive business growth and client engagement. Collaborate with teams to innovate investment strategies while mentoring junior staff, ensuring high-quality de...

Champion innovative design through effective project leadership and collaboration. Oversee comprehensive project lifecycles, utilizing advanced architectural expertise to deliver exceptional corporate...

Take ownership of client relationships by providing tailored financial solutions; leverage industry expertise to anticipate client needs, enhance engagement, and drive portfolio growth while ensuring...

Take ownership of innovative design projects, collaborating with project managers from initial feasibility through to construction, ensuring exceptional project delivery and client satisfaction throug...

Take ownership of project execution by producing high-quality construction documents. Lead a team through all project phases, ensuring compliance, timely completion, and budget management while mentor...

Join a team that's driven to leverage data for strategic decision-making. This role involves developing data models, creating insightful reports, and collaborating with teams to optimize data practice...

Transform data into actionable insights by designing models, analyzing trends, and collaborating cross-functionally. Contribute to decision-making through detailed reports and dashboards, while ensuri...

Support financial operations by managing budgets and conducting analysis. Play a key role in month-end closes and business partner collaboration while preparing insightful reports for leadership in th...

Launch your finance career by collaborating with leadership to optimize financial performance, forecast sales, and drive analytics. Engage in month-end close processes and support decision-making to e...

Transform financial insights into actionable strategies by managing models, building KPI dashboards, and generating critical business analysis. Collaborate with leadership, ensuring data-driven decisi...