Senior Financial Advisor – HNWs Job at Strategic Employment Partners (San Mateo)

New

Senior Financial Advisor – HNWs

Our client is a fast-growing, highly respected wealth management firm serving hi...

Location

United States , Menlo Park

Salary:

100000.00 - 250000.00 USD / Year

Strategic Employment Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
CFP® designation mandatory
Must have been actively FINRA-registered for a minimum of 5 years (with current or recent registrations visible on FINRA BrokerCheck) and hold the required securities licenses (e.g., Series 7 & 66/65 or equivalent)
7+ years of experience in financial or estate planning, preferably with a professional wealth management firm
Expertise in investments, estate planning, tax strategies, retirement, insurance, and cash flow/capital planning
Strong sales acumen and proven track record of growing a book of business
Excellent communication, organizational, and presentation skills
Highly motivated self-starter with integrity and ability to thrive in a fast-paced, collaborative environment
U.S. Citizens and Permanent Residents only. Sponsorship is not available at this time

Job Responsibility

Onboard new high-net-worth clients and develop lasting relationships
Deliver comprehensive financial planning, including investments, tax strategies, retirement, and estate planning
Collaborate with CPAs, CFAs, and attorneys to integrate advice into a cohesive client strategy
Manage all phases of plan implementation and follow-up with clients
Drive business development through client referrals and new client acquisition
Maintain regulatory compliance and licensing requirements for all client-facing activities

Fulltime

Senior Financial Advisor – HNWs

Our client is a fast-growing, highly respected wealth management firm serving hi...

Location

United States , San Francisco

Salary:

100000.00 - 250000.00 USD / Year

Strategic Employment Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
CFP® designation mandatory
Must have been actively FINRA-registered for a minimum of 5 years (with current or recent registrations visible on FINRA BrokerCheck) and hold the required securities licenses (e.g., Series 7 & 66/65 or equivalent)
7+ years of experience in financial or estate planning, preferably with a professional wealth management firm
Expertise in investments, estate planning, tax strategies, retirement, insurance, and cash flow/capital planning
Strong sales acumen and proven track record of growing a book of business
Excellent communication, organizational, and presentation skills
Highly motivated self-starter with integrity and ability to thrive in a fast-paced, collaborative environment
U.S. Citizens and Permanent Residents only

Job Responsibility

Onboard new high-net-worth clients and develop lasting relationships
Deliver comprehensive financial planning, including investments, tax strategies, retirement, and estate planning
Collaborate with CPAs, CFAs, and attorneys to integrate advice into a cohesive client strategy
Manage all phases of plan implementation and follow-up with clients
Drive business development through client referrals and new client acquisition
Maintain regulatory compliance and licensing requirements for all client-facing activities

Fulltime

Senior Financial Advisor – HNWs

Our client is a fast-growing, highly respected wealth management firm serving hi...

Location

United States , Walnut Creek

Salary:

100000.00 - 250000.00 USD / Year

Strategic Employment Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
CFP® designation mandatory
Must have been actively FINRA-registered for a minimum of 5 years (with current or recent registrations visible on FINRA BrokerCheck) and hold the required securities licenses (e.g., Series 7 & 66/65 or equivalent)
7+ years of experience in financial or estate planning, preferably with a professional wealth management firm
Expertise in investments, estate planning, tax strategies, retirement, insurance, and cash flow/capital planning
Strong sales acumen and proven track record of growing a book of business
Excellent communication, organizational, and presentation skills
Highly motivated self-starter with integrity and ability to thrive in a fast-paced, collaborative environment
U.S. Citizens and Permanent Residents only

Job Responsibility

Onboard new high-net-worth clients and develop lasting relationships
Deliver comprehensive financial planning, including investments, tax strategies, retirement, and estate planning
Collaborate with CPAs, CFAs, and attorneys to integrate advice into a cohesive client strategy
Manage all phases of plan implementation and follow-up with clients
Drive business development through client referrals and new client acquisition
Maintain regulatory compliance and licensing requirements for all client-facing activities

Fulltime

New

Meals on Wheels Driver

Give meaning to your mornings! Join Springwell by delivering nutritious meals an...

Location

United States , Newton or Framingham

Salary:

18.00 USD / Hour

Springwell, Inc.

Expiration Date

Until further notice

Requirements

A reliable car, current driver's license, and safe driving record required
Must be able to lift 25lbs
Must have excellent customer service skills and enjoy working with older adults

Job Responsibility

Delivering nutritious meals and a daily wellness check to vulnerable older adults

What we offer

Mileage reimbursement
3 weeks of vacation in first year
Birthday off
13 paid holidays
3 paid personal days
15 paid sick days per year (You can accumulate up to 450hrs/12weeks)
Health & dental insurance with employer contribution
Life and long-term disability insurance at no cost to employee
Flexible Spending Plan
Employee Assistance Plan

Parttime

New

Lifeguard

Make a splash in our leisure team as a Lifeguard, for a career with more fun! Fo...

Location

United Kingdom , Lizard Point

Salary:

12.21 GBP / Hour

Parkdean Resorts

Expiration Date

Until further notice

Requirements

Current NPLQ Lifeguard qualification
Passion for starting a lifeguard career

Job Responsibility

Ensuring guest safety
Delivering vital first aid
Conducting water and chemical checks
Monitoring guests in communal areas
Participating in on-going training

What we offer

Employee Assistance Programme with 24/7 confidential helpline
50% discount on holidays for employee
25% discount for friends and family on holidays
30% team member discount on food, drinks, and leisure activities
Discounts on brands like Hello Fresh and local gyms
Training and career development opportunities

Parttime

New

Research, data & market analysis specialist

Location

Salary:

Not provided

Agrotec Spa

Expiration Date

Until further notice

Requirements

Min 10 years work experience
English language

New

Senior Construction Manager - MEP

Crusoe is at the forefront of expanding hyperscale AI data center infrastructure...

Location

United States , Abilene

Salary:

160000.00 - 195000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

7+ years of field experience, or an equivalent combination of education and experience
Expertise in mechanical, electrical, and plumbing systems and understand industry codes and standards
Excel in overseeing large-scale base building projects with multiple stakeholders, tight deadlines, and ambitious goals
Knack for building strong, productive relationships with contractors, vendors, and internal teams to drive project success
Thrive in managing multiple priorities simultaneously and excel at juggling schedules, budgets, and project details
Proficient in construction management software like Procore, Primavera, or similar tools

Job Responsibility

Supervise on-site construction activities for both direct hires and subcontractors, ensuring projects meet specifications, schedules, and quality standards
Ensure that all MEP systems are installed on time, within budget, and in compliance with building codes
Perform inspections on materials, equipment, and construction/installation deliveries to ensure compliance with project requirements and approved designs
Develop and implement execution plans, including detailed schedules and logistics
Conduct quality control inspections and coordinate testing and commissioning efforts
Travel as needed (up to 30%) to oversee multiple project sites

What we offer

Restricted Stock Units
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

New

Digital Editor

We’re looking for a talented Digital Editor to join a fast-paced creative produc...

Location

United Kingdom , Manchester

Salary:

25000.00 - 29000.00 GBP / Year

ASG International

Expiration Date

Until further notice

Requirements

Previous experience in digital editing, ideally in a creative or agency environment
Strong skills in Adobe After Effects and Premiere Pro
A great visual eye and the ability to tell compelling stories through content
Comfortable working at pace and juggling several deadlines
Excellent communicator and a true team player
Highly organised with great attention to detail

Job Responsibility

Edit and enhance high-quality video and digital content for retail clients
Work alongside designers and videographers to refine visual storytelling
Ensure content aligns with brand tone, quality, and message
Juggle multiple projects under tight deadlines while maintaining accuracy
Optimise content for various digital platforms and formats
Troubleshoot post-production challenges and bring creative solutions to the table

Fulltime

Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:
United States , San Mateo

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 09, 2026

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Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:United States , San Mateo

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 09, 2026

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Job Posted:
January 09, 2026