Senior Financial Advisor – HNWs Job at Strategic Employment Partners (Walnut Creek)

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 , San Mateo

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

New

Sales Associate

Our Sales Associates are vital to the success of Sunglass Hut. You will bring an...

Location

United States , Chicago

Salary:

15.00 - 19.78 USD / Hour

OPSM

Expiration Date

Until further notice

Requirements

Passion for Customer Service: Experience in retail or customer service is a plus, but your enthusiasm for helping others and creating great experiences is key
Sales Savvy: Thrive in a dynamic environment, using your communication skills to engage customers and drive sales
Tech-Savvy & Detail-Oriented: Comfortable using technology to enhance customer experience while maintaining accuracy with transactions
Fashion Forward: A keen interest in eyewear and fashion trends, with the ability to help customers find their perfect look
Self-Motivated & Adaptable: Stay driven and resilient, adjusting to fast-paced environments and always seeking opportunities to learn and grow

Job Responsibility

Drive Sales & Build Relationships: Hit sales targets and exceed expectations by connecting with customers and building lasting relationships. Help new and returning customers in finding products that meet their needs
Become a Vision Expert: Offer tailored advice and recommend eyewear solutions that fit each customer’s lifestyle and preferences
Learn and Grow: Enhance your skills with hands-on training and collaborate with experienced professionals to provide top-tier service
Collaborate & Contribute: Work closely with your team and leadership to maintain a positive, supportive environment where everyone contributes to success
Create a Welcoming Store Atmosphere: Keep the store clean, organized, and visually appealing, ensuring customers enjoy a seamless shopping experience
Foster Inclusion & Respect: Cultivate an inclusive and respectful environment for both customers and colleagues

What we offer

health care
retirement savings
paid time off/vacation
various employee discounts
competitive bonus and/or commission plan

Parttime

New

Sales Associate

At Sunglass Hut, we're always in the sun. You’ll find a dynamic space with endle...

Location

United States , Michigan City

Salary:

Not provided

OPSM

Expiration Date

Until further notice

Requirements

Passion for Customer Service
Sales Savvy
Tech-Savvy & Detail-Oriented
Fashion Forward
Self-Motivated & Adaptable

Job Responsibility

Drive Sales & Build Relationships
Become a Vision Expert
Learn and Grow
Collaborate & Contribute
Create a Welcoming Store Atmosphere
Foster Inclusion & Respect

What we offer

health care
retirement savings
paid time off/vacation
various employee discounts
competitive bonus and/or commission plan

Parttime

New

Sales Associate

At Sunglass Hut, we're always in the sun. You’ll find a dynamic space with endle...

Location

United States , Williamsburg

Salary:

17.08 USD / Hour

OPSM

Expiration Date

Until further notice

Requirements

Passion for Customer Service
Sales Savvy
Tech-Savvy & Detail-Oriented
Fashion Forward
Self-Motivated & Adaptable

Job Responsibility

Drive Sales & Build Relationships
Become a Vision Expert
Learn and Grow
Collaborate & Contribute
Create a Welcoming Store Atmosphere
Foster Inclusion & Respect

What we offer

health care
retirement savings
paid time off/vacation
various employee discounts
competitive bonus and/or commission plan

Parttime

New

Sales Associate LensCrafters

The Sales Associate sets the standard of quality in eye care and eyewear by ensu...

Location

United States , St Cloud

Salary:

15.30 - 21.41 USD / Hour

OPSM

Expiration Date

Until further notice

Requirements

High School Diploma or GED
1+ years experience in retail or customer service
Familiarity with point of sale systems, computers & calculators with basic phone and math skills
Embrace new technology & change with high level of accuracy
Ability to sell through use of sales skills and accountability for sales results, with a desire to meet goals
Strong communication skills (both oral and written)
Self-Motivator with a demonstrated ability to multi-task
ability to respond flexibly in a quickly changing environment

Job Responsibility

Consistently deliver sales plan and company objectives through cultivating existing customer relationships and building new ones
Utilizes optical prescription to recommend specific lenses and lens coatings
Assists patients in the selection of frames and coordinates frames with optical measurements assisting our customers in choosing the perfect vision solution
Conducts measurements using appropriate optical tools and consults with Optician as needed
Actively participates and contributes to a positive store environment, fostering strong, professional relationships with peers, management, doctors and support staff (Target Host partners)
Takes pride in the appearance of store & shows initiative to keep displays & inventory clean, attractive & organized
Helps foster an inclusive culture by treating customers and colleagues with respect

What we offer

health care
retirement savings
paid time off/vacation
various employee discounts
competitive bonus and/or commission plan

Parttime

New

Maintenance Planner

We are looking for a Maintenance Planner to develop and manage preventive mainte...

Location

Philippines , Biñan

Salary:

Not provided

OPSM

Expiration Date

Until further notice

Requirements

More than 3 years in maintenance planning or scheduling, ideally in manufacturing or cleanroom environments
Strong knowledge of preventive and corrective maintenance for mechanical, electrical, or automated equipment
Proficient in CMMS (e.g., SAP, Maximo, Fiix) for work orders and equipment history
Experience collaborating with cross-functional teams (maintenance, production, engineering, procurement)
Familiarity with optical or precision manufacturing equipment (lens polishers, coaters, blockers) is a plus
Understanding of spare parts management and inventory control
Knowledge of cleanroom protocols, safety procedures, and quality standards (ISO 13485) preferred
Skilled in data analysis for equipment performance and maintenance trends

Job Responsibility

Develops and updates preventive maintenance and shutdown plans for equipment and facilities
Creates and manages Computerized Maintenance Management System (CMMS) work orders with materials, tools, labor, and safety details
Coordinates maintenance activities with production and engineering teams
Tracks downtime and analyze trends to improve reliability
Maintains accurate asset records and documentation in CMMS
Manages spare parts inventory and coordinate purchasing
Plans and supports equipment shutdowns, installations, and upgrades
Ensures compliance with cleanroom, safety, and quality standards
Supports root cause analysis and implement corrective actions
Communicates maintenance schedules and updates clearly to all teams

Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:
United States , Walnut Creek

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 09, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Senior Financial Advisor – HNWs

Senior Financial Advisor – HNWs

Senior Financial Advisor – HNWs

Senior Financial Advisor – HNWs

Sales Associate

Sales Associate

Sales Associate

Sales Associate LensCrafters

Maintenance Planner

Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:United States , Walnut Creek

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 09, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Senior Financial Advisor – HNWs

Senior Financial Advisor – HNWs

Senior Financial Advisor – HNWs

Senior Financial Advisor – HNWs

Sales Associate

Sales Associate

Sales Associate

Sales Associate LensCrafters

Maintenance Planner

Location:
United States , Walnut Creek

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 09, 2026