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

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

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

Digital Ad Operations Specialist

Join our Advertising Product team to ensure flawless delivery of digital adverti...

Location

United Kingdom , London

Salary:

44000.00 - 55000.00 GBP / Year

BBC Studios

Expiration Date

February 03, 2026

Requirements

Proven experience in Digital Ad Operations (2+ years), ideally within a publisher or ad tech environment, with hands on trafficking and campaign delivery across web, app, audio and video
Advanced knowledge of ad serving and programmatic ecosystems including Google Ad Manager, DV360, SSPs/DSPs, YouTube, brand safety and verification tools
Strong troubleshooting capability across direct and programmatic channels, including deal setup, creative validation, pacing issues and tag level diagnostics
Experience with OMS/CRM systems such as Operative.One and Salesforce Media Cloud, with the ability to manage cross platform workflows accurately
Ability to document and maintain operational processes including trafficking workflows, QA checklists, escalation paths and platform configuration guides to ensure consistency and operational excellence across regions

Job Responsibility

Deliver end to end trafficking, QA, optimisation and reporting for all EMEA sourced direct and programmatic campaigns across web, app, audio, video and YouTube
Troubleshoot programmatic deals (PMPs, PG, PD) and resolve pacing, delivery and creative issues across SSPs, DSPs and Google Ad Manager
Provide technical support to Sales and Planning through dashboards, campaign insights, creative status updates and KPI driven optimisation recommendations
Act as a super user for core ad tech platforms including Operative.One, Google Ad Manager, Triton, Salesforce Media Cloud, Celtra and The Media Trust
Support ad product development through testing new formats, validating vendor integrations, and ensuring compliance with privacy, data and brand safety standards

What we offer

A flexible 35-hour working week with 26 days annual leave (plus bank holidays) and the option to buy an extra five days
Defined pension (up to 10% employer contributions)
Caring and parenting support, 24/7 remote GP access, life assurance and accident benefit
Career development in a values-led purpose-driven culture

Fulltime

!

New

Automotive Repair Center Manager

We have recently expanded our operations and are in need of an experienced autom...

Location

United States , Oceanside

Salary:

72000.00 - 90000.00 USD / Year

Meineke

Expiration Date

Until further notice

Requirements

Minimum of three years experience in an aftermarket or dealership service manager role
Knowledge of and sales experience with modern automotive systems such as brakes, electrical, suspension and maintenance needs
Experience supervising a shop staff

What we offer

401(k)
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Free food & snacks
Health insurance
Help or transport service

Fulltime

New

Meat Dispatcher

Meat Dispatcher is responsible for smiling and greeting all customers while deli...

Location

United States , Rancho Cucamonga

Salary:

19.08 - 22.55 USD / Hour

Vallarta Supermarkets

Expiration Date

Until further notice

Requirements

Ability to learn codes for meat, seafood and cremeria departments
Learn the use of products
Must enjoy working with the public
Must have good communication skills
Must be able to effectively work in a fast paced, crowded environment
Must have a friendly, courteous attitude, and provide extraordinary customer service
Must exhibit a responsible, professional, and positive attitude towards the job, co-workers, and customers
Must have a positive attitude, towards safety, and be committed to follow all health and safety regulations and/or polices to ensure the well-being of oneself, fellow team members, customers and vendors
Must be able to work a flexible schedule including weekends and holidays
Must be able to transfer to other locations within a reasonable commute of home store

Job Responsibility

Smiling and greeting all customers while delivering extraordinary customer service and responds to customers’ requests, to meet the goals and objectives of the department
Provides prompt service by properly dispatching customers’ orders for various meat, seafood, and cremeria products
Organizing, cleaning, and sanitizing display cases and countertops

Parttime

New

Senior Journalist, Growth (Search)

Join BBC News’ Growth team to help shape our side-door strategy, i.e. attracting...

Location

United Kingdom , Cardiff

Salary:

41200.00 - 51500.00 GBP / Year

BBC Studios

Expiration Date

January 29, 2026

Requirements

Expert understanding of Google Search Console and enterprise SEO tools (e.g., News Dashboard)
Strong experience with data analysis tools (e.g., Piano)
Knowledge of the data available on social media platforms, and a willingness to undertake projects using this data
Clear and effective written and verbal communication skills
Commitment to a collaborative, respectful and inclusive workplace culture

Job Responsibility

Research, compile and share advice, by monitoring real-time and long-term search trends to identify opportunities for news coverage and advising on optimising editorial output using keyword research and on-page SEO best practices
Analyse historical search data to inform planning and predict future trends
Keep up to date with algorithm changes and SEO, AI & platform developments, sharing updates internally
Support training and development of journalists’ SEO skills

What we offer

Fair pay and flexible benefits including a competitive salary package
a flexible 35-hour working week
25 days annual leave with the option to buy an extra 5 days
a defined pension scheme
discounted dental, health care and gym
Excellent career and professional development
Support in your working life, including flexible working

Fulltime

New

Seafood Lead

Seafood Lead oversees the daily operations and performance of the seafood depart...

Location

United States , Rancho Cucamonga

Salary:

19.86 - 22.55 USD / Hour

Vallarta Supermarkets

Expiration Date

Until further notice

Requirements

Minimum of 6 months experience in seafood/food handling, culinary services in grocery, retail, or restaurant setting
Friendly, courteous, and customer-oriented personality
Proven ability to lead and motivate a team
Ability to train and develop team members
Knowledge of products and operations in Seafood, Meat, and Cremeria department including safety, product presentation, and quality control
Demonstrate basic computer proficiency to include Microsoft Word, Outlook, and inventory management systems
Must be able to speak, read, write, and understand English
Ability to stand, and walk, for extended periods
Work in a fast-paced environment, including exposure to perishable products
Willingness to transfer to other locations as needed

Job Responsibility

Assist Meat Manager
plan, organize, and control Seafood department activities and operations
Actively control department expenses by minimizing shrinkage and pilferage
Track and report department sales, costs, and other performance metrics
Ensure compliance with state laws and regulations concerning weights and measures
Regularly audit pricing, codes, and tare weights
Prepare and submit required reports
Utilize the production tool to track and update department performance
Lead by example, greet all customers and team members
Responsible for ensuring extraordinary customer service by modeling Vallarta’s core values

New

Commercial, Rights & Business Affairs Executive

Step into the world of BBC Studios, where every working day is as unique as it i...

Location

United Kingdom , London

Salary:

28000.00 - 44000.00 GBP / Year

BBC Studios

Expiration Date

Until further notice

Requirements

Experience of negotiating contracts
A business-oriented and commercial approach which enables a quick response to market changes
A proven track record of having managed and/or delivered projects to deadlines
Adapt at being able to examine and summarise complex data
An informed and broad interest in broadcasting and media as well as knowledge of current market intelligence and global media trends

Job Responsibility

Offering comprehensive support in drafting, negotiation and contract management for a wide range of productions and development agreements
Advising on issues including contract terms, foreign production shoots and employment of foreign artists, copyright clearance, framework agreements and contributor fees
Ensure the necessary rights are acquired for primary and secondary programme exploitation as required
Work closely and collaboratively with various department and be a trusted advisor to them
Build and maintain effective and collaborative working relationships both internal (including Commissioning, Editorial Policy, other legal and business affairs teams and BBC Studios Distribution) and external parties
Ensure that BBC Studios’ policies and standards are adhered to and translated into compliant deals with a pan-BBC approach
Assist with mitigating legal, contractual and business affairs risk and manage brand and IP protection
Using software as required to manage and produce contractual documentation and ensure accurate and current record keeping

What we offer

A flexible 35-hour working week with 26 days annual leave (plus bank holidays) and the option to buy an extra five days
Defined pension (up to 10% employer contributions)
Caring and parenting support, 24/7 remote GP access, life assurance and accident benefit
Career development in a values-led purpose-driven culture
London Weighting Allowance of £5319

Fulltime

Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:
United States , San Francisco

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

Digital Ad Operations Specialist

Automotive Repair Center Manager

Meat Dispatcher

Senior Journalist, Growth (Search)

Seafood Lead

Commercial, Rights & Business Affairs Executive

Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:United States , San Francisco

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

Digital Ad Operations Specialist

Automotive Repair Center Manager

Meat Dispatcher

Senior Journalist, Growth (Search)

Seafood Lead

Commercial, Rights & Business Affairs Executive

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 09, 2026