Financial Advisor Jobs in Santa Cruz, CA

Empower real estate agents with innovative sales strategies, engage clients throughout the sales funnel, and lead virtual demonstrations that highlight our solutions, driving business growth and incre...

Shape the future of alternative investments as a Tax Manager, leading compliance and consulting services for investment clients. Collaborate with teams to manage client relationships and ensure optima...

Unlock potential by driving revenue growth through client engagement and tailored financial solutions while collaborating across teams to optimize client experiences and enhance Gelt's market presence...

Drive project success by managing complex technology initiatives, aligning business and technical goals, and collaborating with stakeholders to ensure timely deliverables and high-impact results withi...

Develop actionable communication strategies that align with organizational mission and priorities. Collaborate across teams to create frameworks and messaging, ensuring consistency and effectiveness i...

Drive business growth by acquiring and managing a diverse portfolio of client relationships. Engage with community business owners to provide tailored financial solutions that meet their unique needs...

Drive financial growth by leading a high-performing sales team in strategic sales, cultivating key customer relationships while shaping the sales strategy to delight clients and ensure predictable rev...

Analyze market conditions and provide investment insights as part of a dynamic team. Collaborate with Investment Directors to deliver detailed research and recommendations while gaining exposure to va...

Drive business growth by cultivating new client relationships and enhancing existing partnerships in the Northern California region, leveraging structural concrete solutions to tackle construction cha...

Drive financial insights and robust forecasting processes while collaborating cross-functionally. Ensure operational excellence and strategic effectiveness that impacts key business decisions, fosteri...

Join a team that's driving strategic growth initiatives and elevating market impact within the planning and government solutions sector, focusing on client acquisition and sustainable profitability ac...

Lead the charge in shaping Klaviyo's Finance systems, executing a multi-year vision to deliver automation, compliance, and insights across all financial workflows in a thriving AI-driven SaaS environm...

Join a team that values innovation and collaboration, driving financial wellness solutions. This role engages with diverse stakeholders to enhance user experience and service delivery across various p...

Lead a high-performing team in long-term disability claims management, driving operational excellence and leveraging AI technologies. Foster a culture of continuous improvement, coaching, and accounta...

Join a team that's reimagining commercial law in fintech. Collaborate across functions to create legal frameworks for innovative banking solutions while managing complex agreements and enhancing opera...

Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...

Create strategic sales opportunities in diverse industries, engaging with C-level clients to drive HR solutions for small businesses. Manage the entire sales cycle while building strong relationships...

Unlock potential by driving business growth through consultative sales, managing a diverse portfolio, and establishing strong relationships with key decision-makers. Enhance HR solutions for organizat...

Empower your career by leading a network of independent Medicare sales agents, driving revenue growth, and ensuring compliance while fostering a customer-centric culture. Collaborate cross-functionall...

Join a team that's redefining financial planning by driving strategic insights and operational excellence. Collaborate with leaders across departments to influence key business decisions and accelerat...

Accelerate success at businesses with 5-99 employees by building relationships, driving sales, and managing the sales process within a diverse portfolio. Utilize consultative selling to establish trus...

Drive success by building relationships and pursuing new business opportunities. Leverage a consultative sales approach to secure clients for comprehensive HR solutions, targeting companies with 5-99...

Champion operational excellence by transforming sales strategies into streamlined systems, optimizing processes to boost productivity, and integrating data for insightful decision-making across revenu...

Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...

Partner with us to support executive leaders, managing complex calendars, travel logistics, and enhancing team culture through effective communication and coordination in a fast-paced environment...