Investment Advisor Jobs in Salinas, CA

Shape your future as a financial advisor by crafting personalized financial plans, building strong client relationships, and leveraging award-winning training programs for successful business developm...

Join a team that empowers clients through personalized financial planning. Develop strong client relationships, craft tailored financial strategies, and enjoy the entrepreneurial spirit while maximizi...

Unlock potential by launching your own financial planning practice, focusing on client growth and personalized financial solutions. Enjoy comprehensive training, holistic planning tools, and the freed...

Join a team that's shaping financial futures by becoming a financial advisor. You'll build client relationships, create tailored financial plans, and manage client success, all while enjoying uncapped...

Unlock growth potential by leveraging consultative sales strategies to expand market share and provide exceptional investment solutions across various financial platforms in your designated territory...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role offers the opportunity to build yo...

Champion client relationships by managing onboarding, overseeing user adoption, and driving engagement. Collaborate with internal teams to enhance service delivery and client satisfaction, ensuring su...

Optimize investment accounting through precise financial reporting and regulatory compliance. Collaborate with teams and enhance systems for accurate data presentation while supporting audits and assi...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Pioneer in trust administration to drive client satisfaction and account growth while managing fiduciary responsibilities across diverse wealth management accounts. Engage with clients and ensure comp...

Elevate your career by leading high-impact advisor engagement, driving sales growth, and expanding market presence. Collaborate strategically with teams to foster relationships in the private wealth s...

Unlock potential by leading a dedicated client team to deliver exceptional financial advice for high-net-worth clients, focusing on relationship management and strategic financial planning to enhance...

Empower client success by leading adoption strategies, coordinating cross-functional teams, and enhancing operational readiness during product launches to ensure a seamless client experience and susta...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

Lead the charge in developing a high-performing team, enhancing advisory skills and optimizing client experiences through strategic coaching and support in a dynamic financial services environment...

Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...

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...

Explore a rewarding opportunity to manage a multifamily real estate portfolio, ensure compliance, and enhance investor value through strategic oversight and stakeholder collaboration. Contribute to lo...

Shape the future of digital estate planning by driving growth through strategic sales to financial advisory firms. Collaborate cross-functionally, deliver insightful demos, and educate clients to enha...

Join our team as a Managing Director, driving client relationships and deal origination within our North American financial advisory practice while mentoring junior bankers and leading successful exec...

Elevate your career by driving Salesforce solutions that enhance user experience and streamline business processes. Collaborate with cross-functional teams to deliver high-quality enhancements and ens...

Champion a first-class client experience by leading a dedicated team to deliver personalized financial strategies, fostering relationships with affluent clients to ensure their long-term financial suc...

Drive the design and rollout of a wealth planning platform for corporate executives, transforming complex client needs into scalable solutions that enhance revenue and client satisfaction, while leadi...

Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...

Grow your career with a role that leverages your RIA operations expertise to enhance advisor and client experiences, engage with market prospects, and build lasting relationships in the financial serv...