Financial Advisor Jobs in Santa Cruz, CA

Join a team that transforms client outcomes by delivering exceptional ERP solutions. Lead full lifecycle implementations, streamline processes, and enhance client operations while providing expert gui...

Champion growth by driving new client acquisition and building strategic relationships within the Middle Market segment. Collaborate cross-functionally to deliver client solutions while managing a dyn...

Lead the charge in developing new commercial client relationships, driving revenue growth within the Middle Market segment through strategic prospecting, relationship management, and cross-functional...

Unlock potential by leading actuarial strategies in Medicaid networks, influencing performance analysis and supporting key initiatives while fostering collaboration and trust within teams to achieve s...

Elevate fraud detection and investigation through data-driven analysis and collaboration, engaging across secured lending product lines to identify, document, and escalate fraud patterns while strengt...

Transform financial accuracy by managing revenue accounting, driving compliance with ASC 606, and fostering cross-functional collaborations. Lead critical reporting, reconciliations, and process impro...

Lead the finance function to drive strategic decision-making and operational excellence. Collaborate with leadership on financial planning, capital strategy, and ensure robust financial reporting and...

Join our dynamic team to expand customer partnerships and enhance market growth. Utilize your B2B sales expertise to foster strong dealer relationships and drive new business initiatives across divers...

Champion new business growth by engaging prospects, fostering dealer partnerships, and applying strategic sales techniques. Own the full sales cycle and leverage your expertise to drive ACV's market s...

Join a dynamic team to drive enterprise-level process enhancements, collaborating across departments to document and improve workflows. Utilize analytical skills to standardize performance measurement...

Shape the future of consumer lending by leveraging analytics to optimize strategies, monitor portfolio performance, and collaborate across teams. Take ownership of critical insights that drive growth...

Drive risk strategies as a Lead Merchant Risk Analyst, shaping fraud detection and management processes. Collaborate across teams to enhance controls, improve monitoring, and support growth, leveragin...

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...

Unlock your potential by leading enterprise accounts, driving revenue growth, and building strategic relationships. Become the trusted partner for clients as you deliver value through tailored solutio...

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...