Investment Advisor Jobs in Salinas, CA

Develop strong client relationships while managing complex credit portfolios. You'll underwrite Fund Finance products, analyze market risks, and ensure compliance with lending policies, contributing t...

Elevate your career by driving growth and engagement at our branches. Collaborate with leadership to implement strategies that enhance client satisfaction and lead a dedicated team toward achieving fi...

Transform large-scale Facilities initiatives through strategic coordination, risk management, and resource planning. This role drives efficiency and alignment across projects, supporting enterprise go...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Engage in building system optimization by performing design reviews, developing commissioning plans, and executing functional performance testing. Collaborate with a talented team in a hybrid role ded...

Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Redefine sales leadership by driving performance, building teams, and owning the revenue strategy. As a player-coach, you will close deals and shape the future while creating a legacy in a high-perfor...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Shape the future of enterprise decisioning by leading end-to-end development of real-time, auditable decision engines, ensuring impactful next-best-action policies across multi-channel operations for...

Transform software applications by designing, developing, and maintaining solutions through collaborative efforts. Oversee MOVEit Transfer and Automation while ensuring system performance and technica...

Join a team that's focused on driving Transformation growth by building trust-based executive relationships, creating market-driven solutions, and leading cross-functional teams to ensure successful c...

Empower financial wellness by delivering tailored retirement plans and expert advice for large clients. Collaborate with participants to navigate financial goals, providing support throughout their jo...

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...

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

Transform client relationships by providing tailored financial guidance and comprehensive planning services. Collaborate with agents to enrich customer experiences and drive personal and professional...

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...

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...

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...

Develop and manage sales strategies for investment products and managed accounts, enhancing client relationships and market presence across the assigned region. Collaborate with teams to drive product...