Senior Financial Advisor – HNWs Job at Strategic Employment Partners (Menlo Park)

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

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

Senior Engineer- Java

This is a remote position.

Location

Salary:

Not provided

Overture Rede

Expiration Date

Until further notice

Requirements

High-level design proficiency following UML / C4 / ArchiMate
Excellent knowledge of Core Java, AWS, and JavaScript
Knowing Postgres, and AWS is Mandatory
Working knowledge of Scala, GLUE, and Spark.is an added advantage

Fulltime

New

Staff Accountant

We are looking for a motivated and experienced Staff Accountant to join our team...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or a related field
At least 4 years of accounting experience, preferably in a multi-site or hospitality environment
Proficiency in accounting systems, including BlackLine and Great Plains
Strong understanding of journal entries, general ledger management, and balance sheet reconciliations
Ability to work extended hours during close periods and meet tight deadlines
Self-motivated and capable of working independently while contributing to team goals
Excellent problem-solving skills with a proactive approach to challenges
Demonstrates experience and attention to detail, with a commitment to accountability and high performance

Job Responsibility

Perform accurate journal entries and ensure timely completion of account reconciliations
Manage general ledger activities, including balance sheet tie-outs and checklist reviews
Collaborate on multi-site accounting operations within the hospitality industry
Utilize accounting software such as BlackLine and Great Plains to support financial processes
Assist with bank account reconciliations and ensure compliance with corporate accounting standards
Work extended hours during month-end and quarter-end close periods to meet deadlines
Contribute to improving and enhancing system functionalities related to BlackLine and Coupa
Maintain professionalism and serve as a role model within the team
Support transitional accounting needs and adapt to evolving business requirements

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

New

Waiting Person

At Old Market Gardens within Caterplus, we don’t just serve food - we create war...

Location

United Kingdom , Wimborne Minster

Salary:

12.21 GBP / Hour

Elior UK

Expiration Date

Until further notice

Requirements

Previous experience in hospitality or customer service is an advantage
Friendly and approachable manner with excellent communication skills
Ability to work efficiently under pressure in a fast-paced environment
Good attention to detail and organisational skills
Team player with a positive attitude and willingness to learn
Basic numeracy skills for handling payments
Knowledge of food safety and hygiene best practices
Flexibility to work varied shifts

Job Responsibility

Greet and seat customers warmly and professionally
Take food and drink orders accurately and relay them to the kitchen/bar team
Serve food and beverages promptly, ensuring presentation standards are met
Attend to customer needs and respond to enquiries or special requests
Maintain cleanliness and organisation of the dining area and service stations
Process payments and handle cash or card transactions when required
Follow health, safety, and hygiene standards at all times
Collaborate with team members to ensure smooth service flow
Assist with setup and closing duties as needed

What we offer

Free, tasty meals
Flexible working
28 days of holiday (31 after two years)
Leave for life’s important moments
Paid volunteering days
Career development and learning opportunities
Mental health support and wellbeing perks
Pension schemes and life assurance
Exclusive discounts on entertainment, leisure, and travel

Parttime

New

SQL Developer

Role- Microsoft SQL server database developer

Location

India , Chennai

Salary:

1300000.00 INR / Year

Overture Rede

Expiration Date

Until further notice

Requirements

Writing T-SQL Queries using joins and Sub queries in MS SQL Server
T-SQL development skills to write complex queries involving multiple tables, Joins
Experience in Extracting, Transforming and Loading (ETL) data from Excel Flat file to MS SQL Server
Creating primary objects (tables, views, indexes)
Generating various reports by querying from database as per need
Customer support for environmental issues and maintenance
Data conversions from different sources
SQL knowledge (query performance tuning, index maintenance, etc.) as well as an understanding of database structure
Knowledge of data modelling principles
Design, implement, and continuously expand data pipelines by performing extraction, transformation, and loading activities

Job Responsibility

Writing T-SQL Queries using joins and Sub queries in MS SQL Server
T-SQL development skills to write complex queries involving multiple tables, Joins
Experience in Extracting, Transforming and Loading (ETL) data from Excel Flat file to MS SQL Server
Creating primary objects (tables, views, indexes)
Generating various reports by querying from database as per need
Customer support for environmental issues and maintenance
Data conversions from different sources
SQL knowledge (query performance tuning, index maintenance, etc.) as well as an understanding of database structure
Knowledge of data modelling principles
Design, implement, and continuously expand data pipelines by performing extraction, transformation, and loading activities

Fulltime

New

Bakery Dispatcher

Bakery Dispatcher is responsible for maintaining well stocked bakery display cas...

Location

United States , Carson

Salary:

18.25 - 22.55 USD / Hour

Vallarta Supermarkets

Expiration Date

Until further notice

Requirements

Must enjoy working with the public
Must have good communication skills
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
Ability to meet the physical requirements of the job
No experience necessary
Willingness to learn

Job Responsibility

Maintaining well stocked bakery display cases with a variety of breads, pastries, deserts, and cakes
Safely and efficiently assist in maintaining all bakery department areas clean
Smiling and greeting all customers while delivering extraordinary customer service and responds to customers’ requests, to meet the goals and objectives of the department

Parttime

Senior Financial Advisor – HNWs

Strategic Employment Partners

Location:
United States , Menlo Park

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 14, 2026

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