Financial Advisor Jobs in Santa Cruz, CA

Drive growth in enterprise accounts, managing a territory with opportunities in high-value sales. Cultivate key relationships, strategize territory plans, and collaborate with experts to meet targets...

Discover an opportunity to lead data governance strategies, drive client success, and manage large-scale projects. Join a collaborative team aimed at establishing enterprise frameworks that fuel data...

Optimize strategic growth initiatives by developing and executing an integrated tax-to-wealth expansion strategy, enhancing client conversion and revenue outcomes through targeted marketing and collab...

Join us to deliver data-driven insights for improved financial performance. Collaborate with cross-functional teams to analyze product margins, develop KPIs, and enhance decision-making through effect...

Unlock potential by supporting R&D teams with budget planning, tracking, and analysis. Collaborate in a dynamic environment, leveraging financial expertise to enhance operational efficiency and drive...

Drive financial planning and analysis initiatives, ensuring effective budget management and operational excellence in decision-making within a dynamic high-tech environment. Collaborate with leaders t...

Reimagine client engagement as you drive strategy, expand relationships, and optimize financial solutions within a dynamic client portfolio. Leverage your expertise to navigate complexity and enhance...

Lead the charge in software engineering excellence, managing a skilled team to build and maintain critical APIs for a high-stakes financial application. Drive technical direction, quality, and team gr...

Lead the charge in ensuring robust compliance within wholesale banking operations, collaborating with leadership to navigate regulatory requirements, mitigating risks, and implementing comprehensive c...

Join a team dedicated to empowering individuals to achieve financial security through insightful education and personalized guidance. Collaborate with plan sponsors and advisors to enhance engagement...

Join us to manage multifamily real estate transactions, guiding a team of Analysts through underwriting and marketing efforts, while ensuring high-quality execution and client engagement in a dynamic...

Manage complex non-investment client relationships, coordinating multiple external advisors, ensuring timely execution of tasks, and providing comprehensive support for various operational initiatives...

Take ownership of Salesforce solutions by partnering with stakeholders to translate business needs into impactful systems. Drive technology adoption and optimize processes, ensuring a strategic approa...

Oversee and lead financial operations within the division, driving strategy and efficiency in budgeting, forecasting, and cash management to support business objectives and growth while mentoring fina...

Lead and inspire a team in building a robust outbound pipeline. Drive strategy and execution, prioritizing quality over quantity, while coaching reps and fostering partnerships across functions to exc...

Join a team that transforms client requirements into impactful technical solutions. Your expertise will directly influence client success while fostering collaboration and innovation in a supportive e...

Transform financial operations by leading strategic finance, analytics, and accounting, crafting impactful narratives. Drive growth with clarity, discipline, and data-driven insights across all levels...

Shape the future of finance at a high-growth startup by leading strategic planning, performance analytics, and financial operations. Drive clarity, strategy, and storytelling to scale effectively and...

Shape the future of financial operations by ensuring accurate accounting and compliance with GAAP. Collaborate with teams to enhance processes and controls while managing month-end activities in a dyn...

Unlock potential by leading the underwriting function within a high-performing team. You'll define guidelines, assess risk appetite, and ensure consistent decision-making across all commercial lines t...

Lead strategic financial planning and operations for the division, ensuring alignment with corporate goals. Drive team development and optimize budgeting processes while proactively resolving complex...

Architect rigorous financial frameworks as you unify TradFi and DeFi accounting. Drive monthly closes, audit readiness, and reconciliation with precision. Leverage cutting-edge technology to build a r...

Accelerate growth by engaging prospects through thoughtful outreach. Drive the outbound sales strategy in a niche market to build long-term relationships with decision-makers, and make a genuine impac...

Drive revenue growth by selling software solutions, identifying business opportunities, leading negotiations, and closing deals while building strong customer relationships within an assigned territor...

Unlock potential by expertly managing complex professional liability claims. You will investigate, negotiate, and resolve intricate cases while ensuring exceptional customer service and adherence to i...