Financial Advisor Jobs in Santa Cruz, CA

Transform commercial insurance strategies by leading complex placements, driving negotiation and analysis for mid-to-large accounts. Collaborate with teams and carriers to deliver optimal risk solutio...

Unlock financial insights as you partner closely with marketing teams, driving strategic initiatives through robust analysis and modeling, while guiding decision-making processes and influencing busin...

Join a dynamic team in financial analysis, shaping budgets and cash flow for impactful decisions. Drive financial planning processes, providing insights to leadership and enhancing efficiency across g...

Join a team that shapes impactful investment strategies, optimizes portfolios, and enhances client experiences through data-driven insights and collaboration across diverse teams...

Lead the charge in managing complex commercial insurance placements for mid-to-large accounts. Oversee the entire renewal process, market strategies, and risk evaluations to deliver tailored solutions...

Drive financial accuracy by supporting day-to-day accounting operations, maintaining records, processing vendor payments, and assisting with month-end close while delivering exceptional attention to d...

Join a dynamic team to oversee budgeting and financial analysis, collaborating across departments to enhance financial systems, ensure compliance, and support data-driven decision-making for organizat...

Unlock potential by leading business development initiatives and managing high-value client relationships. Drive revenue and strategic growth while mentoring junior team members and collaborating with...

Lead the charge in optimizing building performance through hands-on commissioning services for complex projects, focusing on HVAC and MEP systems while ensuring sustainability compliance and supportin...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Unlock critical business insights as a Billing Analyst, utilizing SAP to manage contracts, invoicing, and follow-up processes while developing strategic payment solutions within a dynamic work environ...

Join a dynamic finance team to drive strategic planning and reporting. You'll influence resource allocation and provide insights for leaders, ensuring alignment with business objectives and performanc...

Join a team that empowers you to drive innovative accounting solutions, develop client relationships, and advance your advisory expertise while mentoring others and navigating complex transactions in...

Transform client relationships by providing tailored wealth management solutions while driving sales in a fast-paced, collaborative environment. Own your pipeline and leverage financial expertise to e...

Help us drive client success in the fast-paced hedge fund sector by cultivating relationships and delivering top-notch service, while managing renewals and upselling opportunities within a dynamic, va...

Optimize credit analysis and product strategy by enhancing policies and model development, driving experimentation in products, and bridging quantitative insights with user experience to support senio...

Help us provide effective legal counsel across diverse healthcare matters. Collaborate with business leaders to navigate contractual and regulatory landscapes, ensuring compliance and safeguarding com...

Champion financial clarity by analyzing data, building models, and driving decision-making within a collaborative finance team that supports strategic growth and operational excellence in a dynamic st...

Lead the charge in financial due diligence for M&A transactions, managing engagements, analyzing financial data, mentoring junior staff, and collaborating with clients to assess risks and drive value...

Engage with senior leaders and drive net new sales in the Western territory. Collaborate with cross-functional teams to craft compelling proposals and manage the sales cycle, making impactful contribu...

Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...

Drive new business opportunities for life insurance carriers, managing the full sales cycle from prospecting to close. Collaborate cross-functionally to deliver tailored solutions and exceed revenue q...

Develop and optimize liquidity risk reporting processes, ensuring compliance with regulatory standards. Leverage analytical skills to analyze data, create business requirements, and support strategic...

Lead the charge in driving national consultant engagement strategy, enhancing revenue growth through partnerships with key industry brokers. Collaborate across teams to deliver impactful market insigh...

Lead the charge in enhancing managed account offerings by developing strategic initiatives to optimize the product lineup, improve client experiences, and drive growth within a dynamic financial servi...