Financial Advisor Jobs in San Jose, CA

Elevate strategic finance by leading capital allocation, forecasting, and team development. Influence company decisions and drive growth through rigorous analysis and collaboration with key stakeholde...

Transform your career by driving service growth and commercial development in the dynamic food, beverage, and pharmaceutical sectors. Collaborate with leading design engineers and enhance client relat...

Partner with us to drive accurate project estimations and budgets. You'll engage in cost analysis, stakeholder negotiations, and the preparation of quantity surveys to ensure project success across va...

Empower our growth by leading a dynamic business development team to drive market expansion, strengthen client relationships, and enhance revenue across key sectors through strategic initiatives and e...

Shape the future of life sciences by driving revenue and strategic partnerships. Take ownership of key accounts, develop territory strategies, and enhance client engagement to foster growth and market...

Tackle operational challenges by driving product improvement in a collaborative environment, translating business needs into actionable requirements, and coordinating release planning across federal w...

Elevate security standards and compliance practices while leading risk assessments and audits. Engage with customer security needs and manage cross-functional initiatives, driving relentless improveme...

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...

Drive client satisfaction and growth by managing a $1M book of business, delivering health & welfare solutions. Collaborate with teams, provide top-tier client service, and enhance operational process...

Join a team that's redefining the AI landscape in banking. Drive strategic enterprise sales, build C-suite relationships, and help financial organizations leverage AI for transformative growth while n...

Join us to deliver data-driven insights for improved financial performance. Collaborate with cross-functional teams to analyze product margins, develop KPIs, and enhance decision-making through effect...

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 career by managing client engagements and executing tax strategies. Leverage your expertise in tax preparation and accounting to serve diverse clients in a dynamic CPA environment. Drive...

Take ownership of the sales cycle, driving strategic partnerships with key enterprise accounts. Leverage consultative techniques to modernize internal audit functions through our AI platform, ensuring...

Transform the insurance landscape by building lasting relationships with K-12 schools. Drive growth in a defined territory by providing tailored benefits solutions, maximizing value, and ensuring clie...

Take ownership of financial management for high-net-worth clients, ensuring accuracy in reporting, oversight of transactions, and delivering exceptional service while mentoring junior staff and optimi...

Partner with us to deliver exceptional financial management for diverse clients, guiding them through complex financial landscapes and fostering lasting relationships while overseeing key accounting f...

Elevate client financial operations by ensuring accuracy, timely reporting, and proactive management. Foster strong partnerships, navigate complex entities, mentor team members, and deliver exceptiona...

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...