Financial Advisor Jobs in Santa Cruz, CA

Join a dynamic team as you manage commissioning services and operations support for mission critical projects, engaging with clients and leading enhancements in facilities and processes while ensuring...

Optimize strategic execution and transformation initiatives by leading a team that bridges planning and operational delivery, ensuring investments align with enterprise priorities for effective organi...

Champion financial innovation by bridging Finance and Data teams to transform accounting processes into actionable data models, ensuring compliance and operational efficiency through effective backlog...

Engage clients by managing a significant insurance portfolio with independence and critical analysis. Foster relationships, resolve complex issues, and contribute to business growth while ensuring top...

Empower financial wellness by delivering tailored retirement plans and expert advice for large clients. Collaborate with participants to navigate financial goals, providing support throughout their jo...

Unlock potential by supporting core FP&A processes and delivering actionable insights. Collaborate with leadership to drive budgeting, forecasting, and financial reporting in a fast-paced environment...

Unlock potential by synthesizing research and insights to drive impactful healthcare decisions through collaboration and analytics, gaining mentorship and professional growth within a dynamic consulti...

Unlock your potential with a role that drives financial systems improvements, enhances budgeting and forecasting processes, and fosters cross-functional collaboration within a dynamic team...

Analyze and enhance actuarial pricing strategies to drive profitability and growth in the Environmental sector. Collaborate with teams, conduct portfolio reviews, and develop rating models, leveraging...

Join us to shape impactful relationships with major donors, influencing philanthropy's future. Manage a key donor portfolio, lead initiatives, and guide strategy, fostering growth in our global health...

Drive advanced legal billing operations by managing top-tier portfolios and ensuring efficiency in high-volume billing cycles. Collaborate across teams to provide expert support, enhance processes, an...

Lead the charge in tax management by preparing and reviewing complex returns, guiding a skilled team, and delivering exceptional client service while assuming responsibility for a diverse range of tax...

Make your mark at a dynamic role where you'll proactively manage relationships with affluent customers, delivering tailored financial strategies and integrated solutions across multi-products to ensur...

Accelerate progress at the forefront of technology investments with a finance leadership role that drives strategic planning and analysis across cross-functional teams, fostering growth and excellence...

Unlock your potential by owning the enterprise sales cycle, building key relationships, and strategically managing complex deals. Influence product roadmaps and hit significant targets in a high-speed...

Contribute to the growth of our retail segment by leading human capital strategies that optimize talent acquisition, performance management, and organizational design in alignment with business object...

Grow your career by managing client relationships, analyzing benefit strategies, and ensuring optimal solutions to meet client needs in the employee benefits sector. Collaborate with teams to enhance...

Lead the charge in developing strong relationships with small and mid-sized businesses to drive branch growth, ensure customer satisfaction, and collaborate with internal partners to deliver tailored...

Drive impactful financial analysis in the healthcare sector, enhancing client value through research, modeling, and strategic presentations. Collaborate with senior teams to navigate complex transacti...

Develop and manage country site budgets and contracts for clinical trials, ensuring compliance and effective negotiation. Collaborate with legal and clinical teams while shaping global budgeting proce...

Lead the charge in managing a growing affordable housing portfolio. Collaborate with stakeholders to enhance property performance, ensure compliance, and identify value-add opportunities in a dynamic...

Transform growth in Personal Lines by leading sales teams, driving performance, and fostering a high sales culture. Partner with resources to optimize operations, implement technology, and achieve abo...

Join a team that's dedicated to delivering innovative solutions for employee benefits management. Oversee client accounts, develop strategies, and enhance coverage effectively for clients with 50+ liv...

Elevate client experiences by managing a portfolio of affluent relationships and analyzing financial needs. Drive tailored solutions while collaborating with teams to ensure clients receive optimal ba...

Provide exceptional service to affluent clients by managing their banking relationships, analyzing financial goals, and presenting tailored recommendations. Develop a strong understanding of banking p...