Financial Advisor Jobs in Santa Cruz, CA

The Regional Director, Alternatives will be responsible for generating investment sales to financial advisors across various wealth platforms in the West Coast region. This role requires a strong back...

Grow your career with a dynamic financial consulting role, guiding clients in wealth management and financial planning while enhancing your practice through relationship building and expert advice...

Transform client wealth management as a trusted advisor, guiding ultra-high-net-worth clients through investment strategies, business development, and operational excellence while mentoring a dedicate...

Grow with us as you guide individuals through equity compensation and financial planning. Engage with clients remotely, providing personalized financial insights that help navigate various stages and...

Transform client relationships by providing tailored wealth management and financial planning advice, fostering growth through consolidation and referrals while collaborating with specialists to excee...

Drive impactful financial reporting and analysis by owning ARR processes, partnering cross-functionally, and enhancing forecasting accuracy for strategic insights into revenue performance and growth o...

Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...

Engage with executive leadership to define financial strategy and enhance operational performance. Build and lead a modern finance function, shaping the future of a growing agricultural business throu...

Optimize financial performance by mastering sales compensation processes and delivering actionable insights through robust financial analysis and strategic forecasting. Collaborate cross-functionally...

Engage in strategic partnership development with financial institutions, driving product adoption and revenue growth through effective relationship management and contract negotiations in a fast-paced...

Analyze financial data and drive strategic insights to support sales operations, ensuring informed decision-making while enhancing processes for growth. Collaborate cross-functionally to deliver finan...

Support client relations by managing accounts, developing coverage strategies, and ensuring accuracy in service. Leverage industry knowledge to address client needs and drive sales for continued busin...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Oversee and enhance client relationships by providing top-notch service, ensuring satisfaction, and driving cross-sell opportunities while adhering to compliance and regulatory standards to foster loy...

Lead the charge in enhancing fraud detection strategies, analyzing trends, and mitigating risks across the organization. Shape comprehensive fraud risk management initiatives while collaborating with...

Drive success by converting high-net-worth prospects into clients through effective sales strategies. Leverage provided leads and resources to showcase wealth management solutions, enhancing client sa...

Drive client success by developing customized financial strategies and solutions. Engage high-net-worth individuals, assess their needs, and grow your client portfolio through a consultative approach...

Drive business growth by supporting sales enablement and client engagement, enhancing pipeline visibility, and facilitating operational excellence in banking and lending solutions. Collaborate effecti...

Optimize pipeline management and client support strategies to drive growth in banking and lending solutions, enhancing client experience through effective collaboration and execution across teams...

Join a dynamic team to manage and grow commercial banking relationships, driving new business opportunities and ensuring compliance while overseeing treasury management solutions and enhancing client...

Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...

Drive excellence in investor services by optimizing client interactions, enhancing operational workflows, and leading a dedicated team within a dynamic financial services environment. Foster strong re...

Discover and cultivate strong relationships while originating mortgage loans. Engage actively with clients and industry partners to drive growth and deliver customized lending solutions, all while adh...

Empower our team by analyzing financial statements and credit files, ensuring compliance with banking regulations, and making informed credit decisions to support loan management and minimize risk...

Tackle the monitoring and governance of secured lending by executing loan-level reviews, analyzing performance data, and maintaining reporting tools to ensure compliance and quality across lending ope...