Investment Advisor Jobs in Campbell, CA

Deliver strategic M&A solutions by managing client relationships and executing transactions across diversified manufacturing sectors, while leading and mentoring a skilled team to achieve business gro...

Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...

Transform client engagement by driving relationship growth and retention. Collaborate closely with teams to analyze business needs, negotiate, and present solutions. Your impact will foster new and ex...

Take ownership of client relationships and drive business growth by collaborating with clients, consultants, and internal teams to deliver exceptional service and operational support across a diverse...

Support our financial planning team by creating tailored plans, collaborating with advisors to deliver exceptional client experiences, and ensuring high-quality communication. Bring your analytical sk...

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

Lead the charge in delivering high-quality charitable gift planning services, enhancing client relationships, and driving engagement through expert advice and collaboration with internal teams and non...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Optimize client support as a strategic administrative partner, managing logistics, scheduling, and project coordination to empower a high-performing financial services team focused on exceptional clie...

Drive client success as a Senior Tax Advisor, preparing diverse tax returns while enhancing relationships and resolving complex financial issues. Collaborate with a dynamic team to expand expertise ac...

Champion robust legal analysis and counsel on tax matters across product lines, ensuring compliance with federal and state laws while mentoring junior counsels and supporting strategic business object...

Elevate distribution strategies by leading field operations, forging key partnerships, and promoting profitable growth. Collaborate with executives, brokers, and clients to implement innovative sales...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Lead the charge in the M&A process, from sourcing to execution. Collaborate with industry experts to evaluate and close strategic acquisitions, driving financial diligence and integration for a thrivi...

Unlock potential by driving strategic sales efforts in the public sector, collaborating with key stakeholders to enhance client relationships and achieve revenue growth, while navigating industry tren...

Join us in shaping strategic capital deployment to drive M&A and organic growth initiatives. Lead complex financial analyses, collaborating with senior leaders to optimize our investment portfolio and...

Unlock potential by providing expert legal support for investment banking and capital markets. Collaborate with teams to advise on diverse financial transactions while ensuring compliance and managing...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...

Contribute to strategic partner growth by managing relationships, optimizing business models, and driving platform adoption. Use data to influence decisions and ensure alignment across teams for susta...

Take ownership of diverse administrative tasks, supporting senior staff by managing correspondence, preparing materials, organizing events, and maintaining databases. You will enhance team efficiency...

Join a dynamic team to develop key institutional relationships in Australia and Oceania, driving sales and strategic solutions across alternative investments while collaborating with global colleagues...

Contribute to growth in renewable energy sales by analyzing data, developing strategies, and supporting sales teams to drive project success in the solar and energy storage sectors. Engage with client...

Champion project execution by leading teams, managing budgets, and ensuring client satisfaction while handling multiple mechanical and plumbing projects from inception to completion...

Lead high-profile healthcare transactions, develop client relationships, and execute strategic deals while mentoring junior bankers. Contribute to complex financial advisory processes that shape the f...