Financial Advisor Jobs in Santa Cruz, CA

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...

Unlock financial excellence by managing accounting, invoicing, and reporting for government contracts. Collaborate with leadership to support growth and ensure compliance, while enhancing operational...

Join our team to lead and shape estate planning strategies for ultra-high net worth families. As a primary advisor and expert, you will drive exceptional outcomes and collaborate with senior wealth ad...

Inspire and lead a high-performing team of Wealth Advisors to enhance client relationships, drive service quality, and meet strategic goals within a collaborative financial advisory environment...

Unlock potential by managing and scaling an AI-driven outreach program. Define campaign strategies and performance metrics while optimizing the client acquisition funnel and mentoring local teams to e...

Build and oversee relationships with small business loan borrowers, ensuring effective portfolio management and credit risk assessment while supporting customer inquiries and compliance with financial...

Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...

Engage with key customer accounts to build and maintain trust-based relationships, ensuring their needs are met through timely product delivery and issue resolution while collaborating across internal...

Take ownership of strategic client relationships, leading M&A and capital markets solutions within the Biotech sector while managing projects and mentoring peers in a fast-paced environment...

Drive real estate valuation efforts through data analysis and research. Collaborate with teams to develop unique models and deliver reports, ensuring high-quality client service and adherence to ethic...

Unlock your potential as a leader in underwriting, guiding a collaborative team and developing tailored insurance solutions for Fortune 1000 clients while driving business retention and operational ex...

Collaborate with executive leaders to drive financial strategy, optimize performance, and enhance decision-making. Oversee budgeting, forecasting, and analytics while leading a high-performing FP&A te...

Unlock potential by delivering critical analysis and support in municipal finance, enhancing departmental efficiency, and managing client relationships while navigating complex market dynamics and tra...

Drive operational excellence in advisor marketing by leading a dedicated team, enhancing processes, and implementing scalable solutions to meet strategic growth priorities in a remote environment...

Join a team that's driving expansion in the Bay Area real estate market. This role focuses on evaluating new jurisdictions, building relationships, and generating leads to support strategic acquisitio...

Empower growth by partnering with Private Bankers and Advisors to develop tailored banking solutions for Ultra High Net Worth clients, driving business development and lending strategies to expand mar...

Champion operational excellence by enhancing Investor Services processes and ensuring accurate, timely client support in a dynamic, fast-paced environment. Elevate teamwork and deliver top-notch clien...

Join a team that's dedicated to enhancing client equity compensation experiences through relationship management. Collaborate across departments to ensure satisfaction and deliver solutions that align...

Lead compliance initiatives by managing risk programs, developing ethical standards, and ensuring adherence to regulatory requirements across business lines. Foster collaboration across teams to suppo...

Shape the future of compliance by leading risk management and ethical governance initiatives across diverse teams, ensuring adherence to regulations while fostering a culture of integrity and accounta...

Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...

Drive excellence in retirement plan documentation by leading a skilled team, managing projects, coaching associates, and ensuring compliance with service standards for optimal outcomes...

Unlock potential by joining a dynamic Investment Banking Analyst team focused on the U.S. middle market. Collaborate on diverse transactions and gain valuable experience in a fast-paced environment ac...

Empower clients through expert insight in wealth planning for HNW/UHNW families. Lead complex strategies in tax, estate, and retirement planning while enhancing advisor-client relationships and mentor...

Collaborate with senior leadership to enhance strategy, drive cross-functional initiatives, and cultivate an AI-native finance organization shaping the growth of two innovative businesses in a dynamic...