Financial Advisor Jobs in Santa Cruz, CA

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...

Optimize general ledger processes, ensuring accuracy in asset records, driving accountability for PPE and accruals. Collaborate with cross-functional teams to strengthen controls, support audits, and...

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...

Elevate our billing compliance efforts by leading complex audits and data analytics. Collaborate with stakeholders to enhance compliant practices and ensure adherence to healthcare regulations while p...

Engage with cross-functional teams to drive strategic analysis and optimize business strategies. Leverage advanced data techniques to influence decisions and manage regulatory risks within the consume...

Shape the future of client management by delivering expert retirement plan solutions. With a focus on client satisfaction, guide account retention and business development while collaborating with cro...

Elevate your career as you manage client relationships, providing expert guidance and service in corporate retirement plans, ensuring compliance and client satisfaction while developing new business o...

Drive new business by leveraging your expertise to engage enterprise prospects with Adaptive Planning solutions. Cultivate relationships within Workday's ecosystem to optimize sales execution and cust...

Accelerate sales success by leading a dynamic team, enhancing performance, and driving strategic initiatives. Develop talent while exceeding regional sales goals and fostering a culture of collaborati...

Transform your underwriting career by evaluating complex mortgage loans, ensuring compliance with investor guidelines, and delivering exceptional service in a fast-paced environment. Join a team dedic...

Advance your career by supporting the implementation of Rillet ERP systems for progressive clients, developing essential consulting skills while tackling diverse project tasks in a dynamic, client-foc...

Join a team that's at the forefront of finance platform innovation, supporting Rillet ERP implementations for dynamic clients while enhancing your consulting and technical skills in a collaborative en...

Accelerate progress at driving strategic brand partnerships, identifying, negotiating, and closing high-value merchant agreements. Collaborate with cross-functional teams to ensure successful onboardi...

Lead the charge in managing M&A integration projects, aligning strategies across teams to ensure successful transitions and transformation initiatives that meet organizational goals and drive efficien...