Investment Advisor Jobs in Santa Cruz, CA

Deliver personalized investment guidance by managing client relationships and financial planning, collaborating with an advisory team to support clients in achieving their long-term financial goals th...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Help us shape futures by empowering clients through personalized financial planning, while building your own practice in a supportive, growth-focused environment. Drive success with comprehensive trai...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base...

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...

Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...

Join a team that's focused on building and nurturing high net worth client relationships, driving growth through expert wealth management strategies, and collaborating with a diverse group of banking...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Elevate your career by managing complex investment activities for high net worth clients. Collaborate with a dynamic team to develop personalized strategies and achieve exceptional growth in a support...

Join a collaborative team as you manage client relationships, provide tailored investment guidance, and deliver holistic financial planning. Shape your career in a relationship-driven environment focu...

Elevate client financial outcomes by collaborating in wealth planning strategies. Engage closely with clients, manage relationships, and implement comprehensive financial solutions to meet diverse cli...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Execute client-focused strategies as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized financial solutions and fostering lasting relationships with high-net-worth clien...

Engage with high-net-worth clients as a trusted advisor to deliver tailored financial strategies, ensuring a first-class client experience while collaborating with dedicated teams to optimize assets a...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Shape the future of financial advisory by leading a dedicated client team, delivering personalized wealth management strategies, and providing an exceptional client experience for high-net-worth house...

Join a team that's committed to empowering financial freedom. As a Senior Private Wealth Advisor, you will serve high-net-worth clients, providing tailored financial advice and building lasting relati...

Transform client relationships through effective management of trust and estate planning, ensuring compliance with legal standards while driving new business development and fostering collaboration ac...

Inspire client success by serving as a trusted advisor for high-net-worth households, delivering tailored financial strategies and leading a dedicated advisory team to elevate the client experience an...

Shape the future of financial advising by leading a dedicated client team to deliver personalized strategies, deepening relationships with high-net-worth clients and ensuring their long-term financial...

Lead the charge in enhancing client relationships for high-net-worth households through strategic financial guidance, ensuring a premier client experience and proactive asset management within a dedic...

Grow your career with a dynamic role ensuring financial success for high-net-worth clients. Collaborate closely with a dedicated team to deliver personalized, strategic financial advice and build last...

Join a team dedicated to empowering clients by providing tailored financial strategies that prioritize personal interaction and proactive support, while leading a collaborative client-focused practice...