Financial Advisor Jobs in Santa Cruz, CA

Tackle financial due diligence and auditing for asset-based lenders. Lead field examinations and provide critical insight on collateral management. Collaborate with teams to enhance processes and ensu...

Join a dynamic team to cultivate and manage complex relationships within the food and agribusiness sector, leveraging industry expertise to tailor innovative financial solutions for clients across the...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Lead and enhance the national Dealer Finance Platform, driving growth and financial performance across multiple sectors while managing strategic relationships and complex portfolios...

Lead the charge in financial strategy by translating complex data into actionable insights, driving budgeting and forecasting processes, while collaborating with cross-functional teams to optimize GTM...

Transform and elevate ETF Fund Operations by designing and implementing scalable processes and controls. Lead high-performing teams to enhance service quality while ensuring regulatory compliance and...

Join a team that's shaping enterprise transformation by owning business capability platforms to enhance strategy, processes, and technology. Drive innovation, optimize operations, and foster stakehold...

Join a team that's committed to supporting clients with expert financial guidance. Work remotely assisting clients with retirement solutions, while benefiting from a base salary and bonuses in a colla...

Optimize business development strategies and market presence by collaborating with leaders to identify growth opportunities and execute revenue goals effectively across local offices and industry sect...

Transform business development strategies and drive growth by identifying new opportunities, collaborating with leaders, and executing targeted plans to achieve revenue goals effectively within the lo...

Partner with us to define and enhance B2B lifecycle strategies, focusing on personalized customer journeys that drive engagement, retention, and growth across various marketing channels and initiative...

Elevate your career by leading a team within a dynamic CFO Advisory practice, enhancing financial reporting processes and supporting diverse clients with expertise in audit and advisory services while...

Advance your career by managing finance and accounting engagements, ensuring excellent client service, and driving business development. Collaborate with teams to deliver effective solutions, oversee...

Elevate your career by managing finance and accounting outsourcing services, ensuring successful client engagements, driving business development, and leading a dedicated team for optimal client solut...

Lead the charge in developing and managing strong loan and deposit relationships with high net worth individuals and privately held businesses, driving growth and promoting banking services through ex...

Shape exceptional client experiences by providing outstanding operational support and building strong relationships within a dynamic wealth management team focused on growth and client success...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Engage with clients and industry experts to drive relationships in Pharma & Life Sciences. Leverage deep market insights to enhance client experiences, manage risk, and expand revenue opportunities wi...

Transform financial practices by leading premium and loss accounting, enhancing month-end close procedures, and ensuring compliance with GAAP and statutory reporting. Collaborate with teams to optimiz...

Champion financial strategy and innovation as part of a dynamic team shaping product growth and resource allocation in a rapidly changing environment with outsized impact early in your career...

Drive client tax strategies by assessing implications, mitigating risks, and leading tax compliance efforts. Supervise teams and deliver exceptional services while managing multiple engagements effect...

Develop comprehensive financial analyses to drive business growth and client engagement. Collaborate with teams to innovate investment strategies while mentoring junior staff, ensuring high-quality de...

Drive business success by building client relationships, managing complex sales cycles, and leveraging a diverse prospecting strategy within your territory, catering to small to midsize companies' HR...

Engage potential clients by driving sales for HR solutions, building relationships, and managing a dynamic sales pipeline in a competitive market to achieve targets while navigating complex B2B sales...

Join a team that's driving business success by providing exceptional HR solutions. You'll prospect and manage client relationships, conducting consultative sales to small and mid-sized businesses whil...