Financial Advisor Jobs in Santa Cruz, CA

Join a team that drives strategic finance at a high-growth technology company, owning long-range planning, investor storytelling, and corporate development to support informed decision-making and shap...

Make your mark at a leading rentals network by managing high-value relationships, utilizing data-driven insights, and driving business growth through consultative account management and strategic coll...

Empower your career by leading high-net-worth personal lines growth and strategy. Drive advisor performance, optimize client relationships, and enhance profitability across diverse market segments for...

Lead the charge in optimizing our national HNW Personal Lines portfolio, driving growth and retention through strategic direction, advisor performance enhancement, and innovative market approaches acr...

Lead the charge in optimizing investment operations by managing security reference data, enhancing data quality, and streamlining workflows. Collaborate with cross-functional teams to ensure accuracy...

Contribute to a thriving financial advisory firm by managing complex tax compliance and advisory services for high-net-worth clients, ensuring exceptional service and proactive planning in a fast-pace...

Drive operational excellence in a vibrant financial center, leading and developing a team to enrich client relationships and achieve their financial goals while maintaining a risk-aware culture. Take...

Contribute to impactful state government projects by leading system management, compliance, and IV&V efforts while fostering collaborative team dynamics for project success. Drive improvements in fina...

Empower our decision engine optimization efforts by supporting new workflows and testing processes. Collaborate with cross-functional teams to enhance decision-making capabilities and streamline risk...

Lead the charge in driving sales performance across districts while mentoring Directors of Sales. Optimize market strategies and strengthen dealer relationships to achieve sustained growth and P&L suc...

Pioneer the growth of UHNW client relationships through strategic outreach, collaboration, and tailored financial solutions. Leverage your expertise to navigate complex needs and drive referrals, cont...

Unlock your potential as a Senior Associate in Financial Planning & Analysis, where you'll drive financial modeling, collaborate with cross-functional teams, and deliver insights that support strategi...

Drive and deepen relationships with affluent customers, serving as their primary financial partner. Leverage insights to deliver tailored solutions and support comprehensive banking needs while foster...

Champion the integration of technology and investment strategy to enhance data use, reporting, and automation in investment workflows. Collaborate closely with senior leaders and technology teams to d...

Unlock your potential as a key analyst in Personal Loans, driving performance and growth initiatives. Collaborate across teams, transforming data insights into decisive actions that enhance customer e...

Join a team that's shaping the future of life insurance planning strategies. Leverage your legal expertise to educate and empower professionals through compelling training and innovative solutions, dr...

Drive strategic growth by identifying new business opportunities and managing the full sales cycle, from prospecting to client implementation, while negotiating agreements and achieving ambitious sale...

Drive impactful sales relationships in retirement planning by engaging with brokers, agents, and financial advisors across your territory. Showcase your expertise in 401(k) proposals while collaborati...

Transform the mortgage banking experience by building impactful relationships with affluent clients. Drive growth through exceptional service and compliance, while navigating industry trends to delive...

Grow your expertise by building relationships and driving mortgage sales as you deliver exceptional service to affluent borrowers while navigating industry trends and ensuring compliance...

Help us drive growth in consumer lending by building relationships and providing expert guidance in residential mortgages, ensuring compliance and excellent service to affluent clients. Expand your im...

Develop and maintain relationships with affluent clients to deliver exceptional mortgage solutions. Utilize your industry knowledge to generate loan opportunities and ensure compliant, high-quality cu...

Transform the home lending landscape by building relationships and facilitating high-quality mortgage transactions. Drive growth through expertise in sales, compliance, and customer service while navi...

Join a team that champions innovative commercial card and payables solutions, driving growth through strategic client engagement and industry expertise. Collaborate with stakeholders to deliver impact...

Champion the growth of client partnerships by driving sales initiatives, nurturing existing customer relationships, and identifying new opportunities within defined territories to exceed revenue goals...