Financial Advisor jobs in United States
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Strategic Employment Partners (SEP) · 1 day ago

Financial Advisor

positionMenlo Park, CA, United States
timeFull-time
remoteOnsite
senioritySenior Level
money$250K/yr - $250K/yr
date7+ years exp

Strategic Employment Partners (SEP) is a fast-growing wealth management firm serving high-net-worth clients. They are seeking a Senior Financial Advisor to onboard new clients, deliver comprehensive financial planning, and drive business development through client referrals.

Staffing & Recruiting
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

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

Qualification

CFP® designationFINRA registrationFinancial planningInvestments expertiseEstate planning expertiseTax strategies expertiseRetirement planning expertiseSales acumenCommunication skillsOrganizational skillsPresentation skillsSelf-starterIntegrityCollaborative environment

Required

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

Benefits

Benefits

Company

Strategic Employment Partners (SEP)

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Take Advantage of SEP’s Vast Network of Contacts SEP bridges connections between companies and people, and helps to develop forward-thinking organizations.
dateFounded in 2006
location
Los Angeles, California, US
people-size51-200 employees
web-link
http://www.strategicemployment.com

Funding

Current Stage
Growth Stage

Leadership Team

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Darren Mabashov
Principal Advisor & Co-Founder
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Matthew Browne
Division Manager/Junior Partner
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Company data provided by crunchbase