Senior Financial Advisor

Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025

Job Description:

A company is looking for a Senior Financial Advisor to lead financial strategy and drive business outcomes.
Key Responsibilities

Identify and prioritize financial strategies to align with the company's strategic goals
Develop holistic financial strategies using customer insights to maximize ROI
Lead annual and long-term financial planning efforts and analyses

Required Qualifications

Bachelor's degree or advanced degree (where required)
5+ years of experience in a related field, or 7+ years in lieu of a degree

Keywords: VirtualVocations, National City , Senior Financial Advisor, Accounting, Auditing , Vista, California

Click here to apply!

Didn't find what you're looking for? Search again!

Let Vista recruiters find you. Post your resume for free!

Get Vista Accounting, Auditing jobs via email.

View more National City Accounting, Auditing jobs

Other Accounting, Auditing Jobs

Best DSCR Lender for Short Term Rental Investors - Host Financial
Description: Best DSCR Lender for Short Term Rental Investors - Host FinancialFast Easy QualificationQualify With: li Actual or Projected
Company: BiggerPockets Inc.
Location: San Diego
Posted on: 04/26/2025

Manager, Supply Chain Systems
Description: Job Title: Manager, Supply Chain SystemsLocation: San Diego, CA / Hybrid / RemotePosition type: Full timeFLSA: ExemptDepartment: Technical Development OperationsID: 7625-Q224-31Profoundly Improve People's (more...)
Company: Avidity Biosciences, Inc.
Location: San Diego
Posted on: 04/27/2025

Postal Clerk
Description: POSTAL CLERK br NO EXPERIENCE REQUIRED ndash PAID TRAINING PROVIDED ndash JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently (more...)
Company: The Postal Service
Location: Carlsbad
Posted on: 04/26/2025

Salary in National City, California Area | More details for National City, California Jobs |Salary

Senior Manager, WNT Estates, Gifts & Trusts
Description: At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network (more...)
Company: KPMG
Location: Irvine
Posted on: 04/25/2025

Postal Clerk - No Experience Required - Paid Training
Description: POSTAL CLERK br NO EXPERIENCE REQUIRED ndash PAID TRAINING PROVIDED ndash JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently (more...)
Company: The Postal Service
Location: Hemet
Posted on: 04/25/2025

Senior Financial Planning Analyst
Description: Senior Financial Planning Analyst br br While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. (more...)
Company: WinCorp Solutions
Location: Irvine
Posted on: 04/25/2025

Postal Mail Processor - Hiring Urgently
Description: POSTAL MAIL PROCESSOR br NO EXPERIENCE REQUIRED ndash PAID TRAINING PROVIDED ndash JOB SECURITYThe Postal Service is the largest government related agency in terms of employees. The Postal Service (more...)
Company: Postal Source
Location: Irvine
Posted on: 04/28/2025

Postal Mail Processor - Paid on the Job Training
Description: POSTAL MAIL PROCESSOR br NO EXPERIENCE REQUIRED ndash PAID TRAINING PROVIDED ndash JOB SECURITYThe Postal Service is the largest government related agency in terms of employees. The Postal Service (more...)
Company: Postal Jobs Source
Location: Mission Viejo
Posted on: 04/27/2025

Postal Clerk - No Experience Required - Great Pay and Benefits
Description: POSTAL CLERK br NO EXPERIENCE REQUIRED ndash PAID TRAINING PROVIDED ndash JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently (more...)
Company: Postal Source
Location: Mission Viejo
Posted on: 04/25/2025

Chief Financial Officer - B2B EXIT & B2B CFO
Description: Seeking An Experienced CFOAre you a driven and entrepreneurial CFO with experience in helping business owners improve their business Would you like to guide business owners in selling or buying privately (more...)
Company: B2B CFO Partners, LLC
Location: Huntington Beach
Posted on: 04/25/2025

Loading more jobs...

Senior Financial Advisor

Didn't find what you're looking for? Search again!

Other Accounting, Auditing Jobs

Log In or Create An Account