Senior Financial Advisor
Optimal HR
About this role
A Senior Financial Advisor in Banking provides financial planning and advice to clients, helping them achieve their financial goals through tailored solutions. The role involves managing client relationships, analyzing financial data, and offering expert guidance.
Skills
About Optimal HR
optimalhrgroup.comOptimal HR Group is a talent solutions partner that helps businesses thrive by delivering comprehensive HR and recruitment services. Their offerings span Talent Acquisition, Recruitment, Workforce Management, HR Strategy & Talent Development, Outplacement, and Learning & Development, all tailored to build, develop, and support high-performing teams. They serve both employers and candidates, focusing on attracting top talent, upskilling the workforce, and guiding workforce transitions with customized, results-driven solutions. By prioritizing strong relationships and collaboration, they aim to drive optimal organizational performance.
Recent company news
ソフトバンクAn Optimal HR portfolio Strategy Evolving by Enabling Employees to Take on Challenges and Exercise Autonomy: Interview with Executive in Charge of HR in SoftBank Corp. Integrated Report 2025
Nov 18, 2025
Forbes20 Leaders Explore Modern HR Organizational Structures For Optimal Team Performance
Nov 22, 2023
ADPWhat Is the Ideal HR-to-Employee Ratio?
Jun 3, 2024
Crain's Chicago BusinessCrucial HR KPIs to measure in today’s workplace
Nov 11, 2024
HR ExecutiveHR staffing: Is there a sweet spot to prevent turnover?
Oct 20, 2023
About Optimal HR
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Optimal HR.
Salary
$107k – $145k
per year