Financial Advisor Jobs in Santa Cruz, CA

Join a team that's redefining small business accounting services through innovative sales strategies. You will cultivate relationships and drive client engagement in a flexible remote environment whil...

Optimize privacy compliance and risk management through incident response, investigations, and continuous monitoring. Collaborate with leadership to enhance privacy frameworks and ensure adherence to...

Contribute to our Corporate Accounting team by overseeing global financial closes, ensuring compliance with U.S. GAAP, and collaborating with cross-functional teams to support our rapidly growing mult...

Join a dynamic Tax Team dedicated to providing exceptional client service and tax compliance for high-net-worth individuals and entities, with no auditing or billable hours pressure. Enjoy flexibility...

Drive financial forecasting and analysis initiatives to enhance revenue insights, ensuring accurate modeling across COGS, pricing, and tax dynamics. Collaborate with finance, tax, and operations to su...

Drive financial planning and analysis for consumer marketing, guiding business leaders with data-driven insights. Independently manage complex deliverables, ensuring accuracy and efficiency while infl...

Empower students' futures as a Senior Academic Advisor. Drive growth, enhance enrollment, and build lasting relationships while innovating strategies in a fast-paced, mission-driven environment focuse...

Support the growth of regulated prediction markets by providing essential legal guidance, translating complex regulatory frameworks into practical advice, and collaborating with cross-functional teams...

Lead cost management efforts by overseeing project budgets, tender analysis, and change management. Collaborate with diverse teams to maximize project value while fostering strong client relationships...

Lead the charge in providing strategic managed care solutions for clients, ensuring alignment with their needs and delivering measurable program performance across multiple operational areas...

Unlock potential by driving commercial strategy for indices, building client relationships, and delivering consultative solutions to asset owners while collaborating across teams for product innovatio...

Join a dynamic Health & Welfare Consulting team, delivering strategic support and innovative solutions that enhance employee benefits programs and drive workforce goals for diverse clients across vari...

Elevate financial strategy and performance in a complex, growth-focused environment. Lead a high-performing finance team, oversee multi-site operations, and manage banking relationships to drive profi...

Join a team that's focused on building and maintaining strategic client relationships. Lead integrated service accounts while overseeing team activities, driving business strategies, and managing perf...

Contribute to client satisfaction and profitability by expertly managing the transaction lifecycle, nurturing relationships with stakeholders, and streamlining communication across teams to enhance se...

Drive strategic growth through collaboration and relationship building with US clients, focusing on customer adoption and satisfaction in a dynamic AI market. Lead complex sales cycles while fostering...

Champion project success by overseeing commercial initiatives from concept to execution. Ensure timely delivery, foster client relationships, and collaborate with cross-functional teams to exceed clie...

Unlock potential by driving customer retention and revenue growth through strategic relationship management, leveraging deep industry insights and innovative solutions to meet client needs effectively...

Join a team that's driving customer engagement and growth by enhancing client relationships and optimizing value through innovative AI-driven insights in a high-impact SaaS environment...

Elevate customer success by managing complex SaaS accounts, driving renewals and upselling opportunities through consultative selling, analytics, and AI-driven insights. Collaborate across teams to en...

Manage financial tracking and reporting for federal programs, ensuring alignment with PMO standards. Collaborate with cross-functional teams to assess risks, analyze variances, and develop financial m...

Empower innovation as you lead complex AI system design and delivery, influencing architecture and engineering practices. Collaborate across teams to ensure scalable, high-quality solutions with signi...

Advance your career by identifying and launching global reseller partners while leveraging emerging technologies for enhanced decision-making in the dynamic space of identity verification and business...

Elevate tax technology by designing integrations and tooling that enhance compliance, automate processes, and optimize data flows, collaborating with a dynamic team in a fast-paced environment to supp...

Unlock potential by fostering growth in a portfolio of enterprise accounts, enhancing client relationships, and driving strategic engagements to solidify partnerships and ensure long-term retention wh...