Financial Advisor Jobs in San Jose, CA

Drive growth by sourcing and executing venture debt solutions for tech and life sciences companies. Leverage existing relationships within the venture ecosystem for autonomous deal management, ensurin...

Join a team that's driving enterprise initiatives across functions to enhance project delivery. Collaborate with stakeholders and lead complex projects to ensure alignment, transparency, and value rea...

Join a team that's transforming financial due diligence by providing insights that drive investment decisions. Collaborate with top-tier professionals across industries to assess and enhance client de...

The Licensed Life Insurance Sales Agent will guide customers through the life insurance buying process, educating them on products and ensuring a transparent experience. This role involves engaging wi...

Champion strategic initiatives and drive international expansion through financial insights, collaboration, and innovative solutions that enhance business performance and achieve growth targets across...

Manage all credit risk processes for key business segments, ensuring compliance and quality in complex loan transactions. Collaborate with teams to drive strategic planning and uphold portfolio integr...

Lead complex financial reporting initiatives, ensuring compliance with US GAAP and SEC standards. Manage reporting workflows, collaborate cross-functionally, and drive process improvements while maint...

Shape the future of real estate investments by driving growth and client solutions. Partner with teams across investments and sales to engage institutional clients and enhance Nuveen's portfolio in a...

Champion client success by providing vital support in corporate finance transactions. Collaborate with senior bankers to deliver exceptional advisory services across IPOs, M&A, and equity offerings wh...

Elevate customer relationships by providing tailored banking solutions and financial strategies. Manage a diverse portfolio while delivering exceptional service. Foster collaboration with teams for a...

Elevate client relationships by managing insurance renewals and compliance. Work closely with Private Equity teams to assess risks, support due diligence, and maintain client data integrity. Drive pro...

Advance partner growth by crafting strategic plans, enhancing engagement, and building strong relationships. Collaborate across teams to drive revenue and support optimal production for high-potential...

Shape the future of healthcare sales by driving enterprise adoption of innovative solutions, nurturing key relationships, and developing impactful sales strategies to accelerate revenue growth in a dy...

Optimize your legal and investment expertise as you analyze and support litigation finance portfolios. Collaborate with cross-functional teams to track and evaluate investments, offering insights in a...

Contribute to client relationships by providing operational support, managing grantmaking processes, and ensuring effective project coordination. Leverage systems expertise to drive efficiencies and e...

Engage in impactful financial and economic analysis, supporting litigation and consulting efforts, while collaborating with a team of experts to deliver high-quality insights and solutions for clients...

Optimize client support as a strategic administrative partner, managing logistics, scheduling, and project coordination to empower a high-performing financial services team focused on exceptional clie...

Drive excellence in client support for high-net worth families by managing documentation, enhancing operational efficiency, and collaborating across teams to deliver tailored solutions that exceed exp...

Transform complex financial analyses by utilizing advanced valuation techniques and statistical methodologies while ensuring client satisfaction and fostering effective communication throughout all ph...

Serve as a vital link between clients and internal teams, managing client portfolios, driving service excellence, and uncovering growth opportunities. Engage in strategic initiatives while ensuring im...

Pioneer efficient financial solutions that empower Members through data-driven insights. Manage diverse accounting tasks, ensuring compliance, clarity, and streamlined processes while mentoring a team...

Elevate your career by enabling data-driven choices through skilled analysis and cutting-edge data processing systems. Join a collaborative team to drive advancements in ETL tools while ensuring data...

Elevate sales success by driving revenue growth within the banking sector. Own the complete sales lifecycle, develop new leads, and foster relationships with mid-tier clients to ensure sustained busin...

The Founding Value Consultant at Decagon will lead and scale value-based selling efforts with enterprise customers, focusing on sales strategy, financial modeling, and executive engagement. This role...

Manage end-to-end technical service delivery, ensuring efficiency and effectiveness while driving continuous improvement alongside internal teams and external partners, all to meet Business needs and...