4 strategic advisor jobs at 3 companies in Capitola, CA
1mo
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Marketing Advisor
Los Gatos, California, United States
$75k-$80k/yr OnsiteFull Time
2+ YOE2-5 years marketing experience, strong communication and project management, strategic marketing planning across channels, proficiency with Adobe Creative Suite/InDesign, real estate experience preferred.
Adobe Creative Suite, InDesign
2w
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, modeling, strategic planning, investment, tax, estate, and risk management expertise.
CRM, custodian websites
3w
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Managing Director, Advisory Leadership Team
Menlo Park, California, United States
$275k-$350k/yr HybridFull Time
12+ YOEBachelor's degree and 12+ years in wealth management, financial services, or related fields. Requires leadership, advisor coaching, strategic initiatives, analytics, business planning, and organizational transformation experience.
Objectives and Key Results (OKRs)
1w
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Business Lead, HR Organization
Menlo Park, California, United States
$176k-$247k/yr OnsiteFull Time
12+ YOERequires 12+ years in strategy, consulting, business operations, chief of staff, or program management; senior-advisor experience, cross-functional initiative leadership, executive communication, strategic frameworks, autonomy, and a bachelor's degree.
AI, Long Range Planning (LRP)