Financial Advisor Jobs in Santa Cruz, CA

Manage complex accounting issues by collaborating with clients and teams. Drive growth in Financial Accounting Advisory Services while providing customized, strategic solutions across industries to en...

Join a team that's shaping innovative alternative investment solutions, leveraging 10+ years of product management experience to partner across functions, drive growth, and influence product strategy...

Elevate your career by driving enterprise performance measurement and analytics. In this pivotal role, you'll develop comprehensive KPI frameworks, produce insightful reports, and partner with leaders...

Optimize revenue growth by driving GTM excellence and data-driven insights. Collaborate across Sales, Customer Success, and Finance to establish streamlined operations and enhance performance reportin...

Develop relationships and guide transactions between buyers and sellers of businesses, ensuring successful deal closures. Engage diverse professionals while providing excellent client service througho...

Shape the future of business intelligence by developing innovative data models and dashboards to enhance operational performance, collaborating closely with stakeholders to provide actionable insights...

Unlock the potential of high-net-worth accounts by managing fiduciary and investment services. Collaborate with teams to enhance client relationships, address wealth planning needs, and ensure complia...

Join a team that's transforming client L2C processes through innovative solutions. You'll support engagements, drive AI initiatives, and collaborate with stakeholders, all while enhancing your consult...

Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...

Empower your career with this multifaceted role, driving client satisfaction and strategic solutions in employee benefits consulting while actively leading project initiatives and mentoring teams to s...

Lead the charge in managing client relationships to drive growth and retention. Oversee activation, adoption, and upselling strategies, ensuring alignment with client goals while resolving issues that...

Transform client experiences by managing end-to-end onboarding and lifecycle management for accounts within capital markets, ensuring compliance and operational excellence across internal and external...

Join a team that's driving growth by developing strategic business plans and building relationships with key stakeholders to meet revenue goals in a dynamic environment. Collaborate with local leaders...

Transform your career by leading business development strategies, driving revenue growth, and fostering market relationships. Collaborate with leaders to set successful plans and exceed local industry...

Join a team that's driving membership growth in health insurance through innovative strategies, empowering sales teams, and optimizing multi-channel distribution in a highly competitive landscape whil...

Transform financial oversight for high-volume projects by partnering with operations and clients, ensuring accuracy in expense coding and reporting. Lead a Finance Coordinator while maintaining hands...

Take ownership of financial operations for a key account. Enhance financial accuracy, coordinate purchase orders, and lead a team while collaborating closely with facilities operations and clients to...

Transform the future of capital markets by building innovative financial models and tools, collaborating across teams, and driving strategic funding decisions to optimize capital structure and enhance...

Lead the charge in credit management by mentoring staff, analyzing complex loans, and ensuring compliance with policies. Play a vital role in developing credit standards and training, while managing r...

Lead the charge in enhancing underwriting excellence and driving growth across the Southwest Region. Oversee a dedicated team, optimize operations, and strengthen broker relationships to ensure profit...

Lead the charge in delivering innovative electrical design solutions for diverse MEP projects. Guide multidisciplinary teams, manage client relationships, and ensure successful project execution, driv...

Lead the charge in software development by implementing best practices, influencing solutions, and fostering collaboration in a full-stack environment. Drive successful project delivery while mentorin...

Champion the future of insurance by building new business in a dynamic market. Leverage domain expertise to engage C-suite executives, navigating complex sales cycles and driving significant growth in...

Join a team that's committed to delivering innovative financial solutions while mentoring others and shaping effective processes. You'll engage directly with clients to solve complex challenges and le...

Lead the charge in managing the full lifecycle of collateral protection and physical damage claims, ensuring accuracy and timely resolution while collaborating with stakeholders and analyzing claims t...