Financial Advisor Jobs in Santa Cruz, CA

Unlock potential by driving revenue through strategic sales initiatives, building client relationships, and executing an organized sales process. You'll manage your own pipeline targeting midsize busi...

Drive business growth by cultivating new client relationships, executing consultative sales strategies, and managing complex sales cycles within a defined territory focused on small to midsize busines...

Lead the charge in business growth by leveraging consultative sales skills to build relationships, develop strategic sales plans, and exceed targets within your designated territory, focusing on compa...

Drive compliance excellence as you build and lead regulatory programs for either a broker-dealer or RIA, ensuring alignment with organizational goals while navigating a fast-paced startup environment...

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...

Oversee financial operations for manufacturing and lab networks, ensuring clarity in cost structures and aiding strategic decision-making. Collaborate closely with site leads to enhance efficiency and...

Empower a diverse sales team focused on investment banking and advisory markets. Drive revenue targets, enhance client relationships, and lead strategic initiatives while collaborating with cross-func...

Join a team that's shaping the future of technology investment. As a vital contributor, you'll engage in the full investment lifecycle, enhancing our portfolio through research, financial modeling, an...

Champion financial analysis and budgeting to enhance public health initiatives, collaborating with multidisciplinary teams to ensure effective resource utilization for programs addressing birth defect...

Unlock potential by leading financing analyses and execution processes and partnering with senior leaders in a dynamic capital markets team supporting global AI infrastructure growth...

Drive growth by managing relationships with affluent clients, delivering tailored banking solutions, and collaborating with teams to enhance customer satisfaction while achieving business goals throug...

Drive financial strategy and insight across the organization, crafting robust models and recommendations that support key investments and strategic decisions in a fast-paced environment with expansive...

Shape the future of customer relationships by actively managing a portfolio of affluent clients, delivering tailored banking solutions and strategic financial guidance in a collaborative branch enviro...

Shape the future of banking as you manage relationships with affluent clients, providing tailored financial strategies and integrated solutions across various products to enhance customer satisfaction...

Grow your career with us by supporting high-stakes investment decisions. You'll engage in portfolio analytics, financial modeling, and strategic forecasting, collaborating with senior leadership in a...

Transform complex loan servicing processes as a Senior Servicing Officer, managing a diverse portfolio in commercial real estate. Contribute to client partnerships and lead initiatives, while expandin...

Drive innovation at scale by leading the development of robust data pipelines and frameworks. Mentor teams, streamline processes, and ensure data solutions meet quality and security standards, contrib...

Lead the charge in enhancing employee financial wellness through strategic relationship management, education, and tailored solutions, driving success across commercial banking clients and their workf...

Engage as a strategic partner to manage and grow a portfolio of complex client relationships. Drive outcomes through consultative approaches, focusing on retention and profitability in group benefits...

Join a team that's shaping the future of global health financing by developing sustainable investment strategies that enhance national health systems. Drive impactful solutions and collaborate with co...

Optimize financial strategies by leading FP&A for Product & Engineering and Customer Support. Collaborate cross-functionally to create models and dashboards that drive business insights and enhance cu...

Advance client relationships by providing operational support and insights, driving growth and efficiency in a dynamic, high-performing team. Collaborate with senior members to gain market knowledge w...

Architect comprehensive tax strategies for ultra-high-net-worth families, guiding tailored solutions and leading a talented team to enhance client experiences while ensuring seamless integration with...

Lead financial operations with hands-on ownership of accounting, compliance, and reporting. Drive clean close processes, optimize revenue recognition, and ensure audit readiness while evolving into st...

Drive significant impact as a strategic leader in institutional fundraising, guiding a team to meet multi-million-dollar goals while enhancing systems and stakeholder relationships to support LIIF's m...