Financial Advisor Jobs in Santa Cruz, CA

Lead critical accounting initiatives, focusing on grant compliance and reporting while collaborating with diverse teams to ensure financial integrity and support mission-driven goals in a nonprofit en...

Lead and enhance grant accounting and compliance processes, ensuring financial accuracy and integrity. Collaborate across teams within a mission-driven nonprofit to support strategic projects and fina...

Play a key role in driving business growth across the Western U.S. territory, focusing on building relationships and expanding the sales pipeline for innovative PCS technologies while collaborating cl...

Shape the future of underwriting by evaluating Middle Market technology accounts. Utilize your judgment to make data-driven decisions on risk selection, coverage, and pricing while building strong bro...

The Senior Consultant - Workday Financials at Makse Group will empower clients by providing expert Workday solutions that enhance their financial management processes. This role involves supporting da...

Transform the landscape of financial services by leading client engagements, managing teams, and delivering exceptional audit and tax solutions. Collaborate with industry experts to enhance your exper...

Join a dynamic team to support investment banking for higher education clients. Assist in transaction execution, client relationship management, and business development while working closely with leg...

Drive sales growth by building relationships with financial advisors and intermediaries, promoting retirement plan products, and achieving annual sales goals within the Florida region through proactiv...

Drive impactful financial planning and analysis processes by collaborating across teams to synthesize complex data into clear insights that inform executive decision-making and steer corporate strateg...

Join us as a Business Operations Associate to empower data-driven strategies, analyze business initiatives, and drive customer growth in a dynamic, innovative environment. Play a crucial role in shapi...

Optimize sales processes by collaborating with cross-functional teams to build customized environments and demonstrate technical expertise in Salesforce and nCino, ensuring prospects’ specific require...

Champion marketing innovation by executing and optimizing automated email and lifecycle campaigns. Leverage technical expertise and creativity to drive performance, engage audiences, and contribute to...

Support clients by leveraging your sales acumen and HR expertise to drive revenue growth, manage strategic accounts, and navigate challenges, while fostering relationships with C-suite and HR leaders...

Drive new business growth within enterprise accounts while building trusted relationships with C-level executives in the utilities and energy sector. Collaborate with teams to create tailored solution...

Shape the future of sustainable energy by serving as lead legal counsel for commercial energy storage projects, navigating regulations and complex agreements to support innovative solutions in a fast...

Innovate within a dynamic consulting environment, collaborating with healthcare clients to optimize revenue cycle management through analysis, recommendations, and leadership in operational improvemen...

Join our team to lead complex commercial support processes, negotiate strategic deals, and enhance operational efficiency in a high-paced environment. You'll empower sellers while navigating intricate...

Lead the charge in delivering infrastructure finance insights to executives, managing high-impact reporting, and driving strategic planning initiatives. Engage with C-suite and VP-level leaders to enh...

Unlock potential by leading strategic consulting projects in the pulp and paper industry. Leverage your expertise to drive client success and deliver actionable insights while managing internal collab...

Join our team to lead innovative AI agent development, turning advanced capabilities into valuable, applied products. Collaborate with engineering on user-driven design and strategy for autonomous sys...

Drive client success by managing inbound calls, guiding financial decisions, and achieving performance goals in a dynamic remote environment. Join a supportive team focused on professional growth and...

Strategize the AI Platform's architecture and operations, enabling seamless integration of 1,000+ AI agents across solutions. Lead performance engineering and cultivate strategic partnerships, ensurin...

Join our team as a Senior Business Intelligence Analyst, where you'll partner with stakeholders to translate business needs into actionable insights, ensuring data quality and governance across variou...

Elevate your career by joining a dynamic finance team focused on delivering strategic insights and financial models that influence key corporate decisions. Engage directly with executives on high-impa...

Transform client services by analyzing complex financial instruments. Leverage your expertise in valuation modeling, financial analysis, and project management to deliver high-quality advisory solutio...