Financial Advisor Jobs in Santa Cruz, CA

Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...

Analyze and drive mortgage lending success by cultivating strategic relationships and leading a skilled sales team. Ensure compliance with industry standards while achieving ambitious sales targets an...

Drive compliance excellence by translating complex employee benefits regulations into clear insights. Develop educational materials and support advisory work, collaborating with teams to foster a cult...

Lead strategic client relationships and drive growth through tailored solutions. Oversee complex portfolios, negotiating deals while ensuring alignment with client goals and firm objectives. Collabora...

Drive complex credit initiatives with a broad impact, collaborating with teams to navigate policy challenges, communicate changes, and oversee risk governance while leading training and managing polic...

Deliver advanced tax strategies while leading and mentoring a team. Build client relationships and refine strategy systems. Drive process improvements and embrace AI tools to enhance efficiency in a h...

Lead client engagement efforts by optimizing estate planning, ensuring compliance, and adapting strategies to meet High Net Worth families' needs, while collaborating with internal teams to foster las...

Elevate Franklin Templeton's compliance archiving infrastructure by providing expert support and innovative solutions. Leverage your skills in MS 365 Purview and automation to enhance data retention f...

Manage complex treasury analytics projects, collaborating across finance teams to optimize asset-liability strategies. Leverage market insights to advise on risk management and enhance trading portfol...

Join a team that's dedicated to empowering ultra-high-net-worth families through expert guidance on family governance, office design, and succession planning, ensuring sustainable multigenerational we...

Transform complex operations by analyzing, redesigning processes, and implementing AI solutions. Collaborate cross-functionally to drive impactful changes and foster a culture of continuous improvemen...

Join our Retail Banking Development Program to shape your financial services career through hands-on experience, professional growth, and leadership training aimed at developing the next generation of...

Lead the charge in driving sales for mortgage technology solutions, bridging gaps between complex lending challenges and innovative software capabilities, while building lasting relationships and supp...

Unlock innovative AI solutions for healthcare by collaborating with teams to deliver customized tools, enhance client engagements, and support analytical initiatives, all while working directly with e...

Partner with us to oversee budget planning and financial analysis, ensuring accurate reporting and compliance for departments and projects while maintaining financial integrity and optimizing processe...

Unlock financial insights by leading budgeting, forecasting, and performance analysis. Collaborate with Operations and HR to enhance reporting quality, supporting strategic decisions and acquisitions...

Collaborate with cross-functional teams to manage global entities effectively. This role involves overseeing the full lifecycle from formation to dissolution, ensuring compliance and governance while...

Lead the charge in transforming private equity sales by strategically engaging investment firms and their portfolio companies to drive revenue growth and advocate for innovative ownership management s...

Optimize our product suite to elevate financial advisory capabilities through innovative AI solutions. Lead the entire product lifecycle, collaborating with diverse teams to transform complex workflow...

Shape your career with impactful financial analysis and management in the clinical enterprise, directly supporting multiple divisions and ensuring fiscal responsibility within a dynamic healthcare env...

Drive comprehensive financial planning and investment strategies for senior executives, ensuring alignment with their unique goals. Oversee relationship management and business growth while delivering...

Grow and manage relationships with affluent customers, serving as their primary financial partner. Engage in proactive outreach to deliver tailored banking solutions, ensuring seamless service across...

Drive strategic sales initiatives by acquiring and managing Franchise and Association partnerships, focusing on revenue growth through consultative selling and relationship building in complex, B2B en...

Unlock potential by leading a dynamic mortgage sales team, fostering relationships to drive business growth, and managing loan origination processes from application to closing while ensuring complian...

Champion client success by delivering tailored software solutions through expert consulting and implementation. Collaborate across teams to ensure project effectiveness and customer satisfaction, driv...