Financial Advisor Jobs in Santa Cruz, CA

Drive regional sales and marketing strategies, guiding a team of 6-7 direct reports to capture organic growth and new business opportunities while collaborating closely with executive leadership to ma...

Drive success by documenting and analyzing requirements in a dynamic IT environment. Collaborate with cross-functional teams to produce user stories, guides, and technical documents that enhance proje...

Partner with us to manage complex client accounts, offering strategic employee benefits solutions while ensuring compliance and satisfaction. Leverage your expertise to strengthen client relationships...

Lead the charge in advancing alternative investment fund accounting services, enhancing client relationships, and ensuring compliance. Collaborate with a dynamic team to optimize processes, mentor sta...

Engage with small businesses to deliver tailored financial solutions and foster strong client relationships. Drive new business through prospecting while collaborating with internal partners to suppor...

Accelerate progress at our finance team by leveraging your expertise to enhance the month-end close cycle, streamline cash reconciliations, manage customer payments, and drive automation initiatives f...

Take ownership of underwriting complex credit facilities for technology and software companies. Utilize your expertise to analyze financial performance, risks, and transaction structures while collabo...

Join a team that's shaping the future of finance through strategic analysis and resource planning. Collaborate across functions to drive investment initiatives and deliver insights that accelerate bus...

Support hiring across teams by building talent maps, analyzing data, and conveying insights. Partner with leaders to enhance recruitment strategies and engage with candidates through effective communi...

Launch your career in a dynamic Analyst role, engaging with clients and honing your financial acumen in a comprehensive development program designed to prepare you for future opportunities within asse...

Grow your career with a dynamic sales role focused on business development, nurturing client relationships, and expanding service offerings in the attorney services sector across the designated territ...

Contribute to elite tax strategies for ultra-high net worth families, ensuring seamless collaboration with advisors. Drive client success through integrated tax planning and lead a team committed to e...

Unlock your potential as a Senior Treasury Analyst, leading automation and cash flow forecasting efforts while collaborating with cross-functional teams to optimize treasury operations and support str...

Unlock potential by joining our Customer Success team to shape Financial Services. Collaborate with clients, drive product evaluations, and contribute to innovative AI-driven solutions that directly i...

Empower your career by supporting energy and infrastructure projects, enhancing your expertise in financial modeling, tax credit advisory, and commercial due diligence while working closely with clien...

Transform high-net-worth tax engagement strategies, ensuring compliance, planning, and consulting for clients. Lead teams, provide mentorship, and develop client relationships to enhance the firm's re...

Join a team that's focused on driving new logo growth through strategic sales of data, AI, and analytics solutions. Engage with senior stakeholders, manage sales cycles, and help enterprises modernize...

Unlock potential by driving analytical insights and developing models to optimize Medicare Advantage strategies. Collaborate with experts, tackle complex datasets, and support financial performance th...

Drive the financial engine as a key individual contributor, ensuring GAAP compliance while enhancing scalable processes and controls. Collaborate cross-functionally to support rapid growth and operati...

Help us enhance our ETF operations as you oversee lifecycle processes and ensure trade execution efficiency, while collaborating across teams to mitigate operational risks in a fast-paced environment...

Unlock potential by joining a dynamic investment banking analyst program focused on technology. Collaborate with senior bankers, work on critical financial projects, and develop essential skills in a...

Help us maintain market pulse through timely data synthesis and insightful analysis. You’ll support a dynamic trading team, providing key market updates and research as you grow your expertise in a fa...

Pioneer critical advancements in healthcare by conducting thorough business analysis and process improvements for federal IT modernization, directly enhancing Veteran healthcare services and outcomes...

Lead underwriting innovation and strategic direction to enhance life insurance accessibility, managing teams and processes that optimize risk assessment and customer satisfaction while driving mortali...

Accelerate your career as a Finance Manager, leading financial operations and insights for innovative humanoid robotics. Navigate budgeting, forecasting, and data analysis while embracing AI tools to...