Financial Advisor Jobs in Santa Cruz, CA

Unlock client potential by developing personalized financial plans, managing relationships, and collaborating with portfolio managers to address investment needs while ensuring compliance and best pra...

Champion financial success by leveraging a comprehensive referral system and investment tools to support community members in achieving their financial goals effectively and efficiently...

Lead your career with a hybrid role supporting a principal advisor in financial planning, investment operations, and client relations. Collaborate on a variety of financial services while ensuring com...

Engage with clients to provide tailored financial solutions, leveraging existing relationships and a robust referral system. Enhance your career using premier tools and resources to achieve client sat...

Drive financial growth by leveraging your expertise to service clients and expand business opportunities within a supportive credit union environment. Collaborate on tailored investment solutions whil...

Shape the future of financial planning by building trusted client relationships and crafting personalized financial strategies to help clients achieve their goals across all life stages...

Grow your career with the opportunity to guide clients in achieving their financial goals through personalized planning and relationship-building! Shape your business, enjoy uncapped earnings, and acc...

Drive your entrepreneurial journey by building lasting client relationships and crafting personalized financial plans to help clients achieve their financial goals, while enjoying uncapped earning pot...

Join a dynamic team as you optimize financial plans for clients, grow your business, and develop entrepreneurial skills. Benefit from extensive training and create personalized solutions that make a m...

Engage clients as a financial advisor, building personalized financial plans while leveraging extensive training to grow your practice and achieve high earning potential through a performance-based co...

Empower clients by building tailored financial plans that guide their financial success. As an independent contractor, leverage our training and resources to develop your practice and achieve your ent...

Inspire clients to achieve financial goals as an independent financial advisor. Build lasting relationships and provide tailored financial planning solutions while enjoying entrepreneurial freedom and...

Take ownership of client relationships and delivery of financial planning solutions. Collaborate with lead advisors while honing skills in software tools, communication, and analysis to prepare for gr...

Deliver comprehensive financial planning solutions to HNW clients by preparing detailed analyses, participating in client interactions, and leveraging planning software within a collaborative team env...

Join a team dedicated to delivering comprehensive financial planning to high-net-worth clients. Support private bankers and senior planners through analyses and client interactions in a collaborative...

Join a team that engages clients with tailored financial solutions, providing strategic advice on managed products while collaborating across departments to enhance overall customer experience and dri...

Deliver personalized investment guidance by managing client relationships and financial planning, collaborating with an advisory team to support clients in achieving their long-term financial goals th...

Seeking motivated sales professionals to drive client acquisition and growth. Own the sales cycle, engage prospects, and foster relationships while thriving in a fast-paced environment. Join a passion...

Empower High Net Worth clients by nurturing strong relationships and delivering tailored financial solutions. Engage in consultative sales, work with an expert team, and align client goals with except...

Engage with High Net Worth clients and prospects by delivering personalized financial guidance and expert solutions, fostering long-term relationships while ensuring exceptional client experience and...

Drive growth through personalized guidance to High Net Worth clients, leveraging a team of wealth experts. Utilize your relationship management skills to deliver investment, insurance, and banking sol...

Drive comprehensive banking solutions by providing tailored financial and investment advice. Collaborate with team members to exceed sales targets, enhance client relationships, and implement strategi...

Join a team that's transforming financial advisory services by empowering clients through innovative financial and tax planning. This remote role supports key practice dimensions while fostering clien...

Drive exceptional client relationships by delivering tailored financial guidance, managing complex client portfolios, and leading the planning process in a fast-paced environment, while balancing a fl...

Shape the future of client services with your expertise in trusts, estate planning, and business development. Collaborate cross-departmentally, leverage your network, and provide exceptional client su...