Financial Advisor

Senior Market Financial Advisor – Make a Lasting Impact on Clients' Futures Are you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We’re seeking skilled advisors with a proactive mindset and a commitment to excellence. Why Join Us? We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset, enabling efficient, impactful interactions and exceptional outcomes. Streamlined Client Engagement: Work with pre-qualified clients who are ready to make informed financial decisions. Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans. Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success. What We’re Looking For To ensure we’re building a team of top-tier professionals, we’re seeking candidates with the following qualifications: Active Life Insurance License (required). At least 2 years of experience with fixed annuities (required). Active Series 65, ChFC, or Series 7/66. Clean U4 if currently registered. Advanced communication, sales, and interpersonal skills. Proficiency in Microsoft Office. Ethical judgment, prioritizing client interests at all times. Willingness to travel to meet with clients (occasional overnight stays). What We Offer As a Senior Market Financial Planner, you’ll enjoy unparalleled support and benefits, including: Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients. Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings. Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design. Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service. Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years. Take the Next Step If you’re ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we’ll redefine client success and secure their financial futures. Benefits (Must Live and be licensed in the State Your applying for)

Our client, a well-established hedge fund in Manhattan, is looking for an Accounting and Operations Associate to support their Founder and CIO on a variety of family office responsibilities. You will be working directly with their Founder in a standalone role, so this is a great opportunity to take ownership of responsibilities. They are looking for candidates with at least 2 years of accounting or administrative experience in a family office or similar environment. Proficiency in excel is required and experience with QuickBooks is a plus. Apply now for immediate consideration! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you! Responsibilities ·         Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations ·         Provide education and communication to plan participants regarding their benefits and options ·         Assist with plan documentation, reporting, and recordkeeping ·         Respond to client inquiries and resolve issues related to plan administration ·         Monitor plan performance and make recommendations for improvements ·         Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients ·         Work collaboratively with compliance and accounting teams to ensure accuracy in plan management   Requirements Bachelor's degree in finance, business, or a related field preferred Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Proficient in Microsoft Office Suite and retirement plan recordkeeping systems Ability to work independently and manage multiple priorities effectively     Benefits Paid Holidays and Paid Time Off Retirement plan with employer match Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development

A client of ours in the legal industry is looking for an Accounting Administrator to join their team. You will be reporting directly to the firm's COO and will be responsible for several accounting functions including maintaining and closing the books, AP/AR, partnering with payroll, managing treasury accounts, tax assistance, etc. The ideal candidate has at least 5 years of experience in an Accounting or Family office role and a Bachelor's degree. QuickBooks experience is preferred but not required. This candidate should be organized, have strong communication, process oriented, and can handle confidential information. Apply now for immediate consideration! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future

About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership. Key Responsibilities: ·         Develop comprehensive financial plans using eMoney. ·         Prepare reports and illustrations for client meetings. ·         Participate in client meetings to provide real-time support and take notes. ·         Design and manage portfolios, including trading, rebalancing, and tax management. ·         Maintain and update CRM platforms (Redtail or similar). ·         Create proposals and conduct product and account analysis. ·         Coordinate with the service team to ensure timely and accurate task execution. ·         Communicate with clients to address their needs and inquiries. Qualifications: ·         3-5 years of experience in financial services. ·         CFP designation and Series 7 and 66 or 65 licenses required. ·         Bachelor’s degree, preferably with a GPA above 3.3. ·         Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). ·         Experience with CRM platforms (Redtail or similar), MS365, and Excel. ·         Strong organizational skills, a team-oriented mindset, and a passion for financial services. Compensation & Benefits: • Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements. • Comprehensive benefits package including 401k, life, health, and disability insurance. • A defined career path with growth opportunities and potential ownership potential. Why Join Us? This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you. Application Instructions: To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com. Join us and take the next step in your financial advisory career!

Woodlands Market, Marin and San Francisco's premier gourmet grocery store, has an opening for a FP&A Manager/Senior Accountant at our Corporate office located in Kentfield! The FP&A Manager/Senior Accountant is a highly analytical and strategic part of the senior leadership team. This pivotal role is responsible for driving the financial health and strategic direction of our company by providing insightful data analysis, overseeing profitability down to the department level, and leading our accounting operations. The ideal candidate will be a hands-on leader who can translate complex data into actionable strategies, ensuring we meet our EBITDA and financial targets. This position will work in close partnership with the CFO to shape the financial future of the organization and will directly oversee the accounting team. Financial & Data Analysis: •Lead in-depth analysis of financial performance, focusing on profitability, sales, and margin by department, category, and SKU. • Identify trends, opportunities for growth, and areas of financial risk through rigorous data analysis. • Present findings and strategic recommendations to the executive team in a clear and compelling manner. Profitability & Performance Management: •Monitor and enforce profitability benchmarks and contribution margin levels across all departments. • Conduct regular reviews with department heads to analyze performance and develop strategies for improvement. • Partner closely with the operations team, including Category Managers, to provide data-driven insights that inform assortment and promotional strategies. • Develop and distribute regular performance reports to Category Managers, highlighting key trends and insights to support data-driven decision-making. • Deliver actionable analysis to the operations team on the profitability of current business units. • Collaborate with operations to evaluate and forecast the financial viability of future initiatives, including new item launches, category expansions, and other strategic projects. •Analyze pricing, cost, and margin management to ensure the pricing and category management teams are achieving company expectations. • Ensure the company achieves its quarterly and annual EBITDA targets through proactive analysis and course correction. Strategic Partnership: • Serve as a key strategic partner to the Chief Financial Officer (CFO) and other executive leaders. • Collaborate with the CFO on developing long-term financial strategies, annual budgets, and rolling forecasts. • Provide financial insights and guidance on major business decisions, including pricing strategies, capital investments, and operational changes. Leadership & Team Management: • Oversee functions of the accounting department, including financial reporting, accounts payable, and accounts receivable. • Lead, mentor, and develop the accounting team, fostering a culture of accuracy, efficiency, and continuous improvement. •Ensure the timely and accurate closing of monthly, quarterly, and annual financial statements in accordance with GAAP. • Streamline accounting procedures and implement new systems to improve efficiency and enhance internal controls. Qualifications and Skills: Experience: • Minimum of 7-10 years of progressive experience in finance or accounting. • At least 3-5 years of experience in a leadership role. •Crucial: Significant experience within the retail or grocery industry is required. Education: • Bachelor’s degree in finance, Accounting, Economics, or a related field. CPA or MBA is highly preferred. Technical Skills: • Expert-level proficiency in financial modeling and data analysis. • Advanced skills in Microsoft Excel and PowerPoint; basic proficiency in SQL required and advanced proficiency is highly desirable • Experience with ERP systems and business intelligence tools Leadership & Soft Skills: • Proven ability to lead and develop a team. •Exceptional analytical, problem-solving, and decision-making skills. • Strong communication and interpersonal skills, with the ability to partner effectively with senior executives and cross-functional teams. • Strong communication and interpersonal skills, with the ability to partner effectively with senior executives and cross-functional teams. Who Are We? Woodlands Market is a leader in gourmet retailing, service and innovation in the grocery industry. We are a flourishing Marin County-based employer who believes in supporting our community in many ways. One of these ways is to employ talented individuals from within our communities and surrounding areas. We currently operate grocery stores in Kentfield, Tiburon and San Francisco. We also operate a Pet Shop in San Francisco as well as an off-site kitchen in San Rafael. We engage approximately 330 individuals on staff, many of whom have come to us with an in-depth knowledge of the specialty food industry. These members of our extended Woodlands family and their commitment to community, food, service and to each other are what set us apart from other grocery stores. Benefits of working at Woodlands Market include: •Competitive wages •Comprehensive Health/Dental/Vision Insurance* •Full-time employees receive a generous benefits package including Health/Dental/Vision Insurance, 401(k), paid vacation and paid holidays •Holiday premium pay for time worked on recognized holidays •20% store discount , 50% shift meal discount* •Vouchers towards the purchase of shoes and apparel •Awesome, team-oriented environment •Opportunities for growth and development *Must meet minimum hours for some benefits/max lunch discount $6.00 Salary Range: $110,000- 140,000