Investment Advisor Jobs in Salinas, CA

Lead the charge in driving revenue growth within the banking industry by developing and maintaining client relationships, prospecting new leads, and implementing effective sales strategies across assi...

Advance your career by leading sell-side M&A processes for founder-led businesses, driving exclusivity, mentoring talent, and shaping firm strategy in the lower middle market while partnering with exp...

Join a dynamic sales team driving business growth in the banking sector by generating leads, managing pipeline, and fostering client relationships to achieve revenue targets for assigned accounts, whi...

Lead transformative business development initiatives by leveraging your existing nonprofit network to drive growth, engage stakeholders, and close enterprise-level consulting deals. Embrace autonomy w...

Unlock potential by designing and implementing innovative platform solutions. Collaborate across teams to enhance architecture for scalability and integration, driving automation and continuous improv...

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Champion customer relationships by managing Commercial Banking credit accounts. Oversee portfolio underwriting, grow revenue, and enhance existing accounts while partnering with Relationship Managers...

Join a team that's at the forefront of insurance sales, focusing on business development and relationship management for diverse clients. Leverage industry expertise to drive revenue growth and provid...

Advance your career by empowering financial professionals to enhance their investment offerings. Leverage your expertise in financial products and relationship management to drive growth and client so...

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...

Champion strong client relationships by understanding their needs and offering tailored solutions. Lead a collaborative internal team to drive client satisfaction and operational efficiency across com...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Generate new business opportunities in the Private Assets sector, focusing on client relationships, sales strategy, and market insights to drive revenue growth and enhance operational efficiencies for...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Lead systematic evaluations of risk management processes to enhance governance. Collaborate with stakeholders to assess internal operations, present findings, and recommend improvements that optimize...

Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...

Elevate sales success by driving revenue growth within the banking sector. Own the complete sales lifecycle, develop new leads, and foster relationships with mid-tier clients to ensure sustained busin...

Redefine financial planning and analysis in an AI-driven environment, supporting forecasting and analytics that inform leadership decisions. Collaborate with cross-functional teams to enhance inventor...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Elevate the refinance channel by building strong relationships with enterprise lenders and loan officers. Strategically execute sales initiatives, leverage partnerships, and utilize consultative selli...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Grow your career with a dynamic role driving client relationships and managing robust loan portfolios. Utilize your financial acumen to foster business growth and ensure client satisfaction within the...