Financial Advisor Jobs in Santa Cruz, CA

Shape financial strategies by partnering with senior leaders, conducting analysis, and providing insights to drive long-range planning and capital allocation efforts. This role plays a crucial part in...

Manage software development lifecycle (SDLC) coordination and testing for Medicaid implementation efforts. Collaborate with stakeholders to develop clear business requirements and ensure operational r...

Unlock potential by leading investor relations and asset analysis, guiding strategic insights, and driving collaboration across capital markets. This role influences stakeholder trust and stability, r...

Join a dynamic sales team driving business growth in the banking sector by generating leads, managing pipeline, and fostering client relationships to achieve revenue targets for assigned accounts, whi...

Manage client relationships with venture-backed tech companies, delivering tailored banking solutions and driving growth while ensuring portfolio performance and high client engagement. Collaborate cr...

Unlock the potential of strategic accounts as you build lasting relationships, drive retention, and identify growth opportunities. Be the primary advocate for our major enterprise clients, ensuring sa...

Lead the charge in optimizing business processes by leveraging stakeholder insights and innovative solutions. As a key manager, you will guide your team to deliver substantial value across various org...

Unlock potential by presenting tailored wealth management solutions to high-net-worth clients. Manage a defined territory, leveraging robust support to foster client relationships and drive sales succ...

Drive growth by converting overlooked leads into signed deals, generating buyer demand, and ensuring high client satisfaction for small practice clients. Collaborate with leadership to uphold brand re...

Drive growth in Risk Advisory Services by leading teams, enhancing client relations, and implementing innovative strategies. Leverage deep industry knowledge to assess and mitigate risks, ensuring exc...

Join a team that's redefining risk advisory services. Lead strategic initiatives, nurture talent, and drive business growth while enhancing client experiences in an evolving landscape of risk and comp...

Join a team that's redefining risk advisory by leading strategic client solutions while fostering a culture of growth and development. Engage with executives to enhance operational effectiveness and a...

Unlock potential by leading and developing innovative risk advisory services, managing client relationships, and fostering team growth while ensuring exceptional service delivery and operational excel...

Contribute to client relationship success by providing essential operational support, enhancing your knowledge of financial markets while collaborating in a fast-paced team environment, with a clear p...

Engage with clients by managing relationships, delivering services, and mentoring colleagues in healthcare casualty. Collaborate with various teams to strategize and execute plans for client retention...

Collaborate with stakeholders across HR, Finance, and tech teams to gather requirements, support system configuration, and enhance processes using AI tools. Drive improvements in business operations w...

Shape compliance strategies for employee benefits within a dynamic team, guiding consultants and clients through complex regulations like ERISA and HIPAA. Foster understanding through training, semina...

Discover a rewarding opportunity to lead client relationships and deliver bespoke alternative investment strategies while collaborating with a dynamic team of experts in an engaging environment...

Engage and empower clients by driving sales initiatives, mentoring junior staff, and managing a profitable book of business. Utilize advanced tools to maximize growth and ensure renewal success, foste...

Drive sales success by achieving quotas and mentoring colleagues while managing a significant book of business. Utilize marketing tools and collaborate with teams to analyze renewals and establish lon...

Join a team that drives success by meeting sales quotas and leveraging specialized knowledge. Collaborate with Client Services and mentor newer team members to sustain a robust book of business and ma...

Empower financial accuracy by managing general ledger, reconciliations, and audits. This role enhances accounting processes and ensures compliance, directly contributing to the integrity of financial...

Champion the transformation of leading North American insurance firms by driving enterprise deals, fostering relationships, and collaborating on innovative product solutions to enhance customer experi...

Shape the future of client engagement by managing relationships and delivering timely investment reporting. Enhance team dynamics and operational efficiency while navigating complex client needs in a...

Shape your career by leading a dedicated team focused on automation and process improvement. Drive efficiency in data management, uphold quality standards, and collaborate across departments to enhanc...