34 Results for

Financial Planning Jobs in Monterey, CA

Jobs

Moss Landing, CA18 days ago

Electric T&D is responsible for every aspect of PG&E's electric distribution and transmission operations, including planning, engineering, maintenance and construction, asset management, business planning, restoration, and emergency response. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity.

Monterey, CA30+ days ago

Qualifications Bachelors Degree in a related field 15+ or more years of experience managing environmental projects in Northern California Client contacts and relationships with local municipalities, county, regional and state agencies Business development and marketing experience including experience writing proposals, scopes of work, and budgets for projected work Strong background and experience in CEQA/NEPA Experience leading, mentoring and managing staff in a positive manner Ability to cross sell multiple disciplines. Leadership responsibilities include: • Operating with integrity and sound business principals • Providing practice vision, business planning and strategy • Establishing goals • Building and maintaining positive client relationships • Open communication with partners and team • Growing and directing an environmental planning practice.

Santa Cruz, CA30+ days ago

$57,500–$106,500 Per Year

Builds 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.

Monterey, California21 days ago

We 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.

Salinas, CA25 days ago

$150,000–$187,000

This role combines project management and technical planning, working across multidisciplinary teams to deliver resilience strategies, planning efforts, and funding approaches that support long-term community and infrastructure outcomes. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

Salinas, California15 days ago

US - 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.

Carmel-by-the-Sea, CA30+ days ago

$140,000–$160,000 Per Year

This spirit of unity is especially evident every summer when The Peninsula Signature Events and Quail teams collaborate to present The Quail, A Motorsports Gathering, an exclusive concours attended by the worlds elite motorsports enthusiasts and aficionados. • Direct the entire forecasting and budgeting cycle, driving greater accuracy, robust analytics, and stronger business ownership of departmental forecasts in alignment with Quail's strategic and financial plans.

Carmel, California30+ days ago

$140,000–$160,000 Per Year

Direct, coach, and develop the Finance team—including Accounts Payable, Accounts Receivable, Income Audit, Cost Control, and all transactional finance functions—to ensure high performance and accountability. Direct the entire forecasting and budgeting cycle, driving greater accuracy, robust analytics, and stronger business ownership of departmental forecasts in alignment with Quail’s strategic and financial plans.

Seaside, CA30+ days ago

$121,785–$172,980 Per Year

Customer 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.

Seaside, CA12 days ago

$121,785–$197,200 Per Year

Monterey, CA30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Santa Cruz, CA26 days ago

$94,000–$129,300 Per Year

Evaluate 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.

Santa Cruz, CA30+ days ago

$113,800–$156,500 Per Year

Deliver improvements in business performance by using financial information to optimize revenue and costs Partner with Operations and Finance teams to provide financial systems support and analysis across key business functions. Company 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.

Santa Cruz, California30+ days ago

$113,800–$156,500 Per Year

Monterey, CA30+ days ago

$28–$40.32 Per Hour

Key responsibilities include estimating out-of-pocket costs, preparing and presenting financial documentation, conducting patient interviews to review available assistance or payment options, and coordinating time-of-service collections by monitoring the daily schedule. JOB DESCRIPTION SUMMARY: The Financial Counselor supports the Billing Department by assisting patients and families in understanding and managing their financial responsibilities for services received at Pacific Cancer Care.

Seaside, CA18 days ago

Services 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.

Gilroy, CA30+ days ago

$28.85–$33.65 Per Hour

Merrill 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.

CA25 days ago

$28.85–$33.65 Per Hour

Acknowledge 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.

Watsonville, CA30+ days ago

$146,948–$220,424 Per Year

This position is responsible for leading the Company's financial compliance and Sarbanes-Oxley (SOX) program, ensuring a strong internal control environment, regulatory compliance, and effective cross-functional collaboration to support accurate and reliable financial reporting. Any unsolicited resumes sent to Granite, including unsolicited resumes sent to a Granite mailing address, fax machine or email address, directly to Granite employees, or to Granite's resume database will be considered Granite property.

Santa Cruz, CA30+ days ago

$100,000–$140,000 Per Year

This employment opportunity at BMO Bank in Santa Cruz, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.

Salinas, CA20 days ago

$87,672–$112,049.60 Per Year

The 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.

Aptos, CA25 days ago

$169,234–$238,130 Per Year

Through subordinate director, directs and oversees District contracting, construction bidding, fixed-asset management, mailroom and warehouse operations; oversees and monitors processes for bidding and contracting for professional services, major construction projects, joint financing agreements, cooperation agreements, asset sales, leases and purchases and other specialized services and arrangements; ensures sound project management/contract management processes are in place to enable execution/completion within budget and schedule requirements; reviews and advises department managers on complex scope-of-work documents and resolves contract-related issues; within limits of authority, approves or may negotiate changes to scope of work within applicable legal requirements; oversees the District's risk management program; oversees the provision of vendor-provided business services such as bookstore, food vending and print services. Through subordinate director, directs and oversees operations of the Finance Department including long-term financial forecasting, planning and reporting, accounting, budgeting, categorical and grant fund reporting and compliance, payroll and other fiscal operations to ensure fiscal accountability and sound financial management of the District's resources; oversees the development and makes presentations of the District's preliminary and final budgets and budget augmentations to the President and Board of Trustees; ensures sound linkages between budget provisions and other financial arrangements and elements of the District's strategic plan and long-term goals; with the Director, develops and recommends adoption of new and revised finance, budget and accounting policies and procedures to ensure effective fiscal operations and sound internal controls; oversees the internal audit function.

Monterey, CA30+ days ago

Beyond our work in financial planning, our district is deeply committed to giving back—supporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. 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.

New!

Monterey, California6 days ago

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Salinas, CA30+ days ago

At 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.

Santa Cruz, CA30+ days ago

In partnership with Payroll, communicates, tracks and effectively ensures that all benefit related payroll impacted deductions and changes are appropriately set up within the team member's profile by the deadline provided by Payroll. Partners with broker to manage SCSC team member health and wellness benefit programs including fully insured and self-funded Medical plans, Dental plan, Vision, Life/AD&D, and other benefit plans, in compliance with ACA, ERISA, HIPAA, COBRA and other legal requirements.

Gilroy, CA30+ days ago

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. 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.

Watsonville, CA30+ days ago

$94,000–$120,250

Supporting multiple entities, largely domestic with some international presence, this position blends strategic partnership with senior leadership and hands-on involvement in financial analysis, budgeting, forecasting, reporting, and operational decision support with an emphasis on agricultural production cycles, and perishability-driven cost dynamics. This role reports to the CFO and is an individual contributor at the manager level, requiring strong technical accounting and finance expertise, the ability to independently manage complex matters, and confidence engaging with executive leadership.

Watsonville, CA15 days ago

$193,600–$217,800 Per Year

Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. The Director of Housing Development is responsible for managing a team of Real Estate Development personnel including Senior Project Managers, Project Managers, Associate Project Managers and/or Project Associates.

Gilroy, CA25 days ago

$86,100–$135,900 Per Year

California, Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries. Creates and reviews analysis of activities, costs, operations, and forecast data to determine department progress toward stated goals and objectives as pertaining to Profit and Loss (P&L) / balance sheet / cash flow.

Santa Cruz, CA30+ days ago

$129,500–$175,000 Per Year

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. The Facilities Business Systems Architect is responsible for designing and evolving the digital systems, data structures, and automation frameworks that support Facilities Development, Operations, and Physical Security.

Santa Cruz, California30+ days ago

$129,500–$175,000 Per Year

Company 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 Facilities Business Systems Architect is responsible for designing and evolving the digital systems, data structures, and automation frameworks that support Facilities Development, Operations, and Physical Security.

Seaside, CA30+ days ago

$102,415–$172,980 Per Year

Watsonville, CA30+ days ago

$193,600–$217,800 Per Year

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Financial Planning Jobs in Monterey, CA

Principal Program Manager-Governance and Planning PG&E Corp

Senior Project Manager/Practice Builder Environmental Planning Kimley-Horn and Associates Inc

Financial Advisor Bank of Montreal

Financial Planner Career Changer Opportunity Monterey District

Project Manager - Resilience and Community Planning (Northern California) BKF

Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas Bank of America

Financial Controller The Hongkong and Shanghai Hotels Ltd

Financial Controller The Quail

IT PROGRAM MANAGER (POLICY AND PLANNING) U.S. Department of Defense

IT SPECIALIST (POLICY AND PLANNING) U.S. Department of Defense

Financial Advisor First Command Financial Services, Inc.

Financial Analyst Joby Aviation Inc

Financial Systems Analyst Go to Market Joby Aviation Inc

Financial Systems Analyst - Go to Market Joby Aviation

Financial Counselor Pacific Cancer Care (Inactive)

Personal Financial Counselor, PFC- Presidio of Monterey, CA Magellan Health Inc

Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - Carmel Center Bank of America Corp

Sr. Financial Compliance Manager Granite Construction Inc

Financial Advisor - BMO Bank LPL Financial Holdings Inc

Financial Analyst Superior Court of California, County of Monterey

Assistant Superintendent/Vice President, Finance & Administrative Services Cabrillo Community College District Financing Corporation

Sales Representative Entry Level Northwestern Mutual - Monterey District

Registered Client Service Associate Ameriprise

J.P. Morgan Wealth Management - Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and Surrounding Areas JPMorgan Chase & Co

Benefits & Compensation Manager Santa Cruz Beach Boardwalk

J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA JPMorgan Chase & Co

Finance Manager California Giant Berry Farms

Director of Housing Development (Oakland or Foster City or Watsonville) MidPen Housing

Mgr, Finance Performance Food Group Co

Facilities Business Systems Architect Joby Aviation Inc

Facilities Business Systems Architect Joby Aviation

PROGRAM & MANAGEMENT ANALYST (ACQUISITION) U.S. Department of Defense

Director of Housing Development Oakland or Foster City or Watsonville Midpen Housing Corporation

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