Financial Analyst - FP and A TheogCompaniesFinancial Analyst - FP and ASalinas, CA$81,000–$86,000 / yearReadily accepts new opportunities and takes appropriate actions to ensure the work is done; energizes team members to achieve timely results; sets expectations and empowers others to problem solve; demonstrates good judgment; facilitates successful and appropriate solutions. • Intermediate / Advance Microsoft Excel skills to include XLOOKUP, SUMPRODUCT, MATCH, INDEX, PowerPivot, Power Query and proper database management and accuracy to ensure data quality and integrity.
Financial Advisor Bank of MontrealFinancial AdvisorSanta Cruz, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas Bank of AmericaFinancial Solutions Advisor- Saratoga, Santa Cruz, Monterey AreasSalinas, CaliforniaUS - CA - Aptos - 783 Rio Del Mar Blvd - APTOS BC (CA2151), US - CA - Capitola - 4055 Capitola Rd - 41ST & CAPITOLA BC (CA2131), US - CA - Carmel - 3640 RIO RD - CARMEL CENTER BC (CA2148), US - CA - Gilroy - 7111 Camino Arroyo - South Gilroy BC (CA2184), US - CA - Hollister - 320 San Benito St - HOLLISTER BC (CA2102), US - CA - Los Gatos - 333 N Santa Cruz Ave (CA3116), US - CA - Monterey - 200 E Franklin St - Monterey Main (CA2111), US - CA - Morgan Hill - 101 Vineyard Town Ctr - MORGAN HILL BC (CA2120), US - CA - Salinas - 1010 E Alisal St - ALISAL BC (CA2130), US - CA - Salinas - 405 Main St - SALINAS MAIN OFFICE (CA2110), US - CA - Salinas - 800 Northridge Shopping Ctr - NORTH SALINAS BC (CA2126), US - CA - San Jose - 1660 S De Anza Blvd - PROSPECT-HIGHWAY 85 BC (CA3161), US - CA - San Jose - 1695 Saratoga AVE (CA3201), US - CA - San Jose - 6490 Camden Ave - ALMADEN VALLEY BC (CA3163), US - CA - Santa Cruz - 104 River St - SANTA CRUZ MAIN OFFICE (CA2119), US - CA - Saratoga - 14476 Big Basin Way - SARATOGA BC (CA3129), US - CA - Scotts Valley - 4525 Scotts Valley Dr - SCOTTS VALLEY BC (CA2153), US - CA - Watsonville - 567 Main St - WATSONVILLE BC (CA2106). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Analyst Joby Aviation IncFinancial AnalystSanta Cruz, CA$94,000–$129,300 / yearEvaluate the financial and operational impact of aircraft design changes and future upgrade initiatives by assessing cost, performance, manufacturability, maintainability, certification, and lifecycle business tradeoffs to support engineering and strategic decision-making. The ideal candidate will have high level financial modeling skills, a firm understanding of finance and accounting concepts, superb analytical abilities, excellent customer service skills and a veracious appetite for learning and improvement.
Financial Systems Analyst Go to Market Joby Aviation IncFinancial Systems Analyst Go to MarketSanta Cruz, CA$94,000–$129,300 / yearImagine a piloted air taxi that takes off vertically, then quietly carries you and your fellow passengers over the congested city streets below, enabling you to spend more time with the people and places that matter most. We're looking for talented, committed individuals to join our team as we push onward toward certifying the Joby aircraft, scaling our manufacturing, and launching our initial commercial service.
Financial Systems Analyst - Go to Market Joby AviationFinancial Systems Analyst - Go to MarketSanta Cruz, California$94,000–$129,300 / yearFull timeCompany Overview: Imagine a piloted air taxi that takes off vertically, then quietly carries you and your fellow passengers over the congested city streets below, enabling you to spend more time with the people and places that matter most. We’re looking for talented, committed individuals to join our team as we push onward toward certifying the Joby aircraft, scaling our manufacturing, and launching our initial commercial service.
Financial Solutions Advisor Registration Candidate - Carmel Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Carmel CenterCA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Analyst Intern Joby Aviation IncFinancial Analyst InternMarina, CA$18–$22.75 / hourImagine a piloted air taxi that takes off vertically, then quietly carries you and your fellow passengers over the congested city streets below, enabling you to spend more time with the people and places that matter most. The Financial Analyst Intern will support the manufacturing organization by providing accurate financial analysis, reporting, and insights that help drive cost discipline and operational decision-making.
Manufacturing Financial Analyst Joby Aviation IncManufacturing Financial AnalystMarina, CA$93,800–$98,550 / yearImagine a piloted air taxi that takes off vertically, then quietly carries you and your fellow passengers over the congested city streets below, enabling you to spend more time with the people and places that matter most. The Manufacturing Financial Analyst will support the manufacturing organization by providing accurate financial analysis, reporting, and insights that help drive cost discipline and operational decision-making.
Manufacturing Financial Analyst Joby AviationManufacturing Financial AnalystMarina, California$93,800–$98,550 / yearFull timeCompany Overview: Imagine a piloted air taxi that takes off vertically, then quietly carries you and your fellow passengers over the congested city streets below, enabling you to spend more time with the people and places that matter most. Overview: The Manufacturing Financial Analyst will support the manufacturing organization by providing accurate financial analysis, reporting, and insights that help drive cost discipline and operational decision-making.
Financial Analyst Intern Joby AviationFinancial Analyst InternMarina, California$18–$22.75 / hourInternCompany Overview: Imagine a piloted air taxi that takes off vertically, then quietly carries you and your fellow passengers over the congested city streets below, enabling you to spend more time with the people and places that matter most. Overview: The Financial Analyst Intern will support the manufacturing organization by providing accurate financial analysis, reporting, and insights that help drive cost discipline and operational decision-making.
NewFinancial Advisor Northwestern MutualFinancial AdvisorMonterey, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Analyst Superior Court of California, County of MontereyFinancial AnalystSalinas, CA$87,672–$112,049.60 / yearThe knowledge and skills listed above may be acquired through various types of experience, education, or training, typically: A bachelor's degree or equivalent from an accredited college or university, preferably in Finance, Accounting and Economics, Business Administration, Public Administration or closely related field. Under direction, the Financial Analyst performs analytical support work associated with procurement and contracting services, financial grant administration, budget development analysis and planning; performs related work as assigned.
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey MarketGilroy, CA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Planner with Healthcare Background Monterey DistrictFinancial Planner with Healthcare BackgroundMonterey, CaliforniaBuild Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Personal Financial Counselor, PFC- Presidio of Monterey, CA Magellan Health IncPersonal Financial Counselor, PFC- Presidio of Monterey, CASeaside, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Planner Career Changer Opportunity Monterey DistrictFinancial Planner Career Changer OpportunityMonterey, CaliforniaWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics.
J.P. Morgan Wealth Management - Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and Surrounding AreasSanta Cruz, CAAt least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CAGilroy, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
NewCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramMonterey, California$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
PROGRAM & MANAGEMENT ANALYST (ACQUISITION) U.S. Department of DefensePROGRAM & MANAGEMENT ANALYST (ACQUISITION)Seaside, CA$102,415–$172,980 / yearCustomer Service - Works with clients and customers (that is, any individuals who use or receive the services or products that your work unit produces, including the general public, individuals who work in the agency, other agencies, or organizations outside the Government) to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services. Oral Communication - Expresses information (for example, ideas or facts) to individuals or groups effectively, taking into account the audience and nature of the information (for example, technical, sensitive, controversial); makes clear and convincing oral presentations; listens to others, attends to nonverbal cues, and responds appropriately.
Wealth Management Advisor - Hollister, CA U.S. BancorpWealth Management Advisor - Hollister, CAHollister, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor - Hollister, CA U.S. BankWealth Management Advisor - Hollister, CAHollister, CaliforniaWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Health Information Management Analyst University of CaliforniaHealth Information Management AnalystSanta Cruz, CA$79,200–$90,000 / yearAdditional departments include Student Health Outreach and Promotion (SHOP), home of the Condom Co-op, the Cove Collegiate Recovery Program (CCRP), where students receive harm-reduction and recovery services; CARE (Center for Advocacy, Resources & Empowerment) the advocacy and prevention education office that supports those who have experienced sexual assault, stalking, and dating/domestic violence; Optometry, and Student Insurance and Referral Programs. As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateMonterey, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.