Financial Advisor Jobs in Santa Cruz, CA

Support impactful IT projects by analyzing data, driving solutions, and enhancing services in an M365 environment. Act as a liaison between IT and business, focusing on quality execution and stakehold...

Engage as a key leader in driving operational excellence and client satisfaction across multiple financial centers, while fostering a collaborative team environment and managing business results effec...

Join a team that's focused on enhancing client relationships and delivering accurate investment reporting. This role emphasizes client management within a dynamic environment, ensuring timely and high...

Drive business growth by targeting finance executives, managing sales cycles, and delivering solutions. Leverage your expertise to develop networks, exceed quotas, and secure new clients in a dynamic...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Accelerate financial strategy by leading a dynamic team to deliver insights on FP&A, M&A, and capital optimization, empowering clients through expert consulting and innovative financial modeling for b...

Lead the charge in building an in-house fund operating system that supports multiple funds and strengthens financial operations while ensuring compliance and scalability for growth...

Champion client success by leading M&A transactions in the healthcare sector. Utilize your investment banking expertise to guide teams and deliver exceptional advisory services, nurturing relationship...

Empower your career with a senior finance leadership role, driving strategic financial planning and operational excellence as our organization scales its impact globally, fostering a culture of analyt...

The Private Family Office Financial Planning Advisor at Goldman Sachs provides comprehensive financial planning and advisory services to ultra-high net worth clients and their families. The role invol...

Support strategic M&A initiatives by sourcing and building relationships with property management owners, facilitating a proprietary acquisition pipeline to drive company growth and impact...

Unlock potential by championing national account strategies for rental partners, enhancing daily account management, ensuring data accuracy, and collaborating with cross-functional teams to elevate pa...

Optimize client engagements by driving merchant business acquisition through strategic collaboration with Treasury Sales Officers and guiding complex sales opportunities to enhance market share and cl...

Unlock potential by driving merchant business growth through strategic client engagement and collaboration with Treasury Sales Officers, delivering tailored solutions and market insights for complex o...

Accelerate progress at optimizing client workflows through strategic consulting, guiding customers in leveraging Bullhorn products for successful implementations and improved user adoption. Collaborat...

Accelerate progress at Capital Markets operations by managing securities transfers and settlements. Oversee workflows, coordinate closely with issuers and agents, and ensure timely, accurate transacti...

Join a dynamic non-delegated lending platform that empowers you to control pricing, streamline operations, and maximize your earnings potential. Enjoy access to 60+ investors and robust tech support t...

Lead and manage payroll operations effectively to ensure accurate processing and adherence to regulations while improving business processes for higher education and non-profit clients...

Launch your career by collaborating with Investment Directors to provide in-depth market analysis and investment advice. Gain valuable exposure to asset classes while delivering impactful recommendati...

Optimize finance transformation and automation strategies. Partner with Finance and Operations to enhance processes, ensuring compliance and operational excellence while driving efficiency in pharmacy...

Lead financial strategies to transition from R&D to commercial scale in semiconductors, overseeing capital raises, FP&A, and advanced cost accounting, while optimizing global financial infrastructure...

Advance your career by managing payroll operations and accounts payable while ensuring compliance and accuracy. Contribute to financial reporting and process improvements in a collaborative environmen...

Oversee comprehensive loan and pool accounting processes, ensuring compliance and operational efficiencies while leading a team to deliver accurate financial management and reporting across multiple e...

Join a team that's driving investment strategies as a Portfolio Analyst, focusing on equity trading and analytics. Engage with seasoned professionals while enhancing your expertise in a dynamic and co...

Empower your career by building and managing relationships with affluent clients, delivering tailored financial solutions while collaborating across banking sectors to provide exceptional service and...