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financial advisor Jobs in Watsonville, California

  • Financial Advisor

    San Mateo, CaliforniaSMART DESIGN$95.00 an hourKey Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain...Full Job Details
  • Senior Admissions Advisor

    San Jose, CaliforniaUniversity of Silicon ValleyJob Details Job Location: University of Silicon Valley - San Jose, CA Remote Type: Hybrid Position Type: Full Time Education Level: 4 Year Degree Salary Range: $67000.00 - $77000.00 Salary Travel Percentage: None Job Category: Education Description SUMMARY Assists qualified...Full Job Details
  • Customer Care Advisor

    San Jose, CaliforniaBILL Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations...Full Job Details
  • Comfort Advisor

    San Jose, CaliforniaIRBIS Air Plumbing Electrical NOW HIRING: HVAC Comfort Advisors (Sales) at IRBIS HVAC. Earn $300K - $600K/Year Uncapped Commissions Full Benefits. Are you a high-performing HVAC Comfort Advisor or Sales Professional with a passion for helping customers and closing deals? IRBIS HVAC Inc. is looking for...Full Job Details
  • Associate Wealth Advisor

    Campbell, CaliforniaBeacon Pointe Advisors LLC Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative...Full Job Details
  • Financial Analyst

    San Mateo, CaliforniaSMART DESIGN$95.00 an hourKey Responsibilities: 1. Analyze financial data, including income statements, balance sheets, and cash flow statements. 2. Identify trends, opportunities, and challenges, and provide insights to inform business decisions. 3. Develop and maintain financial models, forecasts,...Full Job Details
  • Financial Systems Analyst

    South San Francisco, CaliforniaRace Telecommunications LLC Job Title: Financial Systems Analyst Classification: Full-Time, Non-Exempt, At-Will Reports to: VP of Finance Department: Finance Location: Onsite:Pleasant Hill or South San Francisco, CA. Location Status: Work will be primarily performed onsite in our office. Occasional...Full Job Details
  • Director Financial Planning & Analysis

    San Mateo, CaliforniaFreshworks$213600.00 - 307050.00 a year Company Description Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in...Full Job Details
  • Director Financial Planning & Analysis

    Redwood City, CaliforniaImperva$300.00 a year DIRECTOR, FINANCIAL PLANNING & ANALYSIS reporting to the Vice President, Financial Planning & Analysis. The Director of FP&A will be a key leader within the FP&A team, focused on orchestrating the budgeting and forecasting cycles within the company, and producing relevant...Full Job Details
  • Financial Consultant

    Campbell, CaliforniaFidelity InvestmentsJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...Full Job Details
  • Financial Consultant

    Burlingame, CaliforniaFidelity InvestmentsJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...Full Job Details
  • Client Advisor for Jewelry

    Palo Alto, CaliforniaAtrium StaffingOur client is passionate about creating a more sustainable, transparent, and compassionate jewelry industry. Their mission-driven team is dedicated to offering exceptional products while fostering innovation, collaboration, and inclusivity within the workplace. They are...Full Job Details
  • IT Infrastructure FP&A/Financial Analyst

    Sunnyvale, CaliforniaUS Tech Solutions, Inc. Location: Sunnyvale, CA (onsite in a hybrid model) Technical Infrastructure is the backbone of client - the global data centers, networks and integrating hardware and software that power client's products and external customers across the Cloud. As a IT Infrastructure...Full Job Details
  • Automotive Service Advisor

    Seaside, CaliforniaPremier Chevrolet of SeasidePremier Automotive of Seaside is apart of the Premier Automotive Group that consists of 20+ dealerships across CA, TX, LA, KS, and MI. We support the Monterey County community through partnering with the Giving Hope Foundation. Each year, we provide our employees with 8...Full Job Details
  • Service Advisor

    Salinas, CaliforniaLove's Travel Stops Req ID: 458327 Address: 1264 De La Torre Salinas, CA, 93905 Benefits: Fuel Your Growth with Love's - company funded tuition assistance program Paid Time Off Flexible Scheduling 401(k) - 100% match up to 5% Medical/Dental/Vision Insurance after 30-days Competitive Pay Career...Full Job Details
  • Client Advisor

    Santa Clara, CaliforniaTiffany & Co. Overview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love,...Full Job Details
  • Product Manager II

    San Jose, CaliforniaCoinbase Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the...Full Job Details
  • Financial Consultant

    Palo Alto, CaliforniaFidelity InvestmentsJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...Full Job Details
  • Chief Financial Officer

    San Jose, CaliforniaHays$100.00 a year This is an opportunity to work for a rapidly growing Series A Enterprise SaaS platform for Financial Services. Impressively, they already partner with 25 of the top 50 global funds, have grown to a team of 200 employees, and are on track to surpass $40 million ARR this year...Full Job Details
  • Chief Financial Officer Palo Alto

    Palo Alto, Californiaesrhealthcare$450K - $600K Full-time View Full Job Share Job Position Overview We are seeking a highly driven and detail-oriented CFO to lead the financial and operational management of a UHNW family office. This individual will serve as the strategic point person for investment...Full Job Details
  • Workplace Financial Consultant

    San Jose, CaliforniaFidelity InvestmentsJob Description: This job requires you to live in the Santa Clara County, CA area, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice organization, works...Full Job Details
  • Finance Associate

    Menlo Park, CaliforniaMETA Summary: You will be joining the Meta Finance and Business Planning team that supports the General & Administrative (G&A) functions and is responsible for core Financial Planning & Analysis (FP&A) operations. This G&A FP&A Cross Team role will own all core FP&A operational...Full Job Details
  • Financial Engineer

    San Jose, CaliforniaesrhealthcareSan Jose, California, United States Innovate with purpose At we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businessesfrom startups to established brandsmake smarter decisions and gain...Full Job Details
  • Director Financial Planning & Analysis San Jose

    San Jose, CaliforniaIgatec Join us for an enriching journey with Outset, a trailblazing medical device company that is revolutionizing the field of dialysis. Our focus is to create one high performing team, obsessed with progress, in an atmosphere that is brimming with transformative opportunities....Full Job Details
  • Workplace Financial Consultant

    San Jose, CaliforniaFidelity InvestmentsJob Description: This job requires you to live in the Bay Area in California, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization,...Full Job Details
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