Financial Advisor Jobs in Santa Cruz, CA

Join a team that's shaping the future of real estate valuation by leading high-quality appraisal projects, mentoring talent, and building client relationships while staying ahead of market trends and...

Elevate client engagement by autonomously managing a pivotal account, driving proactive media storytelling, and leading cross-functional teams to deliver impactful communications and strategic busines...

Manage the valuation function for private equity investments, overseeing quarterly and monthly assessments while collaborating with cross-functional teams in a fast-paced, high-accountability environm...

Advance key Commercial Payor strategies for a novel product launch. Drive national account relationships, shape coverage decisions, and enhance patient access across Commercial, Medicare, and Governme...

Lead and mentor a dynamic tax team while delivering expert tax solutions. Optimize workflows, ensure compliance, and engage with high-profile clients to provide actionable insights on complex tax matt...

Join a team that's dedicated to bridging complex data and executive strategy. As a senior FP&A Manager, you'll drive financial forecasting, collaboration, and elevate decision-making across global bus...

Accelerate branch growth by leading outside sales initiatives, mentoring teams, and driving loan production through strategic networking and strong borrower relationships to ensure optimal mortgage so...

Unlock your potential as a major gift officer managing a diverse portfolio, crafting and executing complex fundraising strategies with independence and partnership, while building lasting relationship...

Manage a diverse portfolio driving complex fundraising strategies for $1M+ gifts. Collaborate with senior leaders to cultivate high-value donor relationships and achieve significant revenue goals whil...

Use a consultative approach to solve client goals: understand their commercial needs and show how cCarbon’s services create measurable value.

Empower the transformation of life and annuities technology, leading strategy and modernization initiatives while enhancing customer experience and operational efficiency across a global organization...

Empower clients by providing expert mortgage solutions. Collaborate with internal and external partners to drive sales, ensure seamless loan processing, and advise customers on financial options to ac...

Help us drive growth in legal tech! Engage with SMB clients, understand their needs, and deliver innovative AI solutions that enhance efficiency and transform workflows. Be a key player in revolutioni...

Unlock potential by leading high-impact M&A transactions and strategic initiatives from sourcing to closing. Collaborate with executive teams to shape strategy and enhance processes for corporate deve...

Unlock potential by driving impactful marketing analytics. As a Senior Analyst, you'll empower teams with clear insights, refine measurement frameworks, and influence decision-making to enhance growth...

Empower critical decision-making in IT by gathering and documenting requirements for a federal and DoD-aligned mission. Collaborate with diverse teams to produce user stories, API documentation, and r...

Drive strategic growth by leading M&A initiatives and managing corporate projects. Collaborate with executives to ensure effective integration and stimulate new revenue streams while enhancing operati...

Engage in fast-paced sales to support SMB founders by managing high-volume pipelines. Lead consultative cycles from lead qualification to closing, promoting immigration solutions as a tech-driven alte...

Shape client relationships by managing an insurance portfolio, ensuring exceptional service, supporting sales efforts, and navigating complex insurance needs to maximize retention and business growth...

Contribute to effective client servicing by managing accounts, providing tailored insurance solutions, and ensuring client retention while collaborating with team members for optimal business growth a...

Join a team that's committed to driving growth and expanding client portfolios by leveraging your travel management expertise. Lead full lifecycle sales with uncapped commission potential and make a s...

Advance your career by leading quantitative analyses and investment strategies, while collaborating with top executives and utilizing analytical capabilities to deliver superior financial and advisory...

Shape the future of project management by driving RFP completion, collaborating across teams, and ensuring excellent communication in a dynamic healthcare environment. Your contributions will support...

Lead the Financial Reporting function, driving analytics and reporting excellence. Oversee a team of analysts, enhance tools, and contribute to firmwide insights that support strategic decision-making...

Build a critical role in scaling revenue through effective deal management and process standardization. Collaborate cross-functionally with finance, sales, and legal teams to support strategic custome...