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Stratos Wealth PartnersPettinelli Financial Partners

Receptionist

Redwood Cityonsite$55K – $65K

Posted today · via Recruitee

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About this role

About the Firms Pettinelli Financial Partners is a multi-generational financial planning and wealth management firm serving families, professionals, and entrepreneurs. The firm is committed to delivering a personalized, education-driven client experience through a collaborative team-based approach that helps clients pursue their financial goals with confidence. The organization prides itself on building lasting relationships, providing exceptional service, and fostering a welcoming environment for clients and guests. Tarabay and Associates LLC is a well-established, client focused tax and accounting firm serving individuals, families, business owners, trust and estates with personalized financial, tax and advisory services.…

Read the full description on Stratos Wealth Partners's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Redwood City. We weight your proximity and willingness to relocate.

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Skills in this role

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