Senior Advice Strategist Job at Robert Half (San Francisco)

Senior Advice Strategist

Join a client-centered advisory team delivering sophisticated, integrated financ...

Location

United States , Berkley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s in Finance, Economics, or related field
CFP® or Series 65 (required)
5–7+ years of financial planning experience
Deep knowledge of tax, estate, retirement, and insurance
Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communication skills
able to explain advanced strategies clearly and build trust quickly

Job Responsibility

Partner with advisors to deliver client-facing advice and planning materials
Lead complex plan development (cash flow, tax, insurance, estate)
Present strategies and recommendations to clients alongside advisors
Integrate and optimize planning software and workflows

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Senior Advice Strategist

Join a client‑focused advisory team delivering sophisticated, fully integrated f...

Location

United States , Berkley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, or a related field
CFP® or Series 65 (required)
5–7+ years of financial planning experience
Strong technical knowledge across tax, estate, retirement, and insurance
Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Excellent communication skills with the ability to explain complex strategies clearly and build trust quickly

Job Responsibility

Partner with advisors to prepare and deliver client‑facing advice and planning materials
Lead advanced plan development, including cash‑flow modeling, tax strategies, insurance analysis, and estate planning
Present financial strategies and recommendations to clients alongside advisors
Leverage and optimize planning software, tools, and workflows to enhance efficiency and client experience

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Equity Derivatives and Hybrids Quant Modeler

Join us in the role of Equity Derivatives and Hybrids Quant Modeler (Model Integ...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

PhD or master’s degree in financial mathematics, Mathematics or Physics
Prior experience developing and/or implementing Equity Derivatives models and hybrids (ideally). Strong knowledge of exotics models for other asset classes can also be considered
Provide expert advice to senior stakeholders on modelling topics, anticipating issues and weighing advantages and disadvantages of choices leading to models’ assumptions and limitations
Solid modelling skills (Python essential and optionally C++)

Job Responsibility

Present 1st line challenge to current models and assess impacts of models assumptions and limitations
Focus on model assessment, increasing testing coverage, automation, and steer governance for Equity Derivatives models
Provide an effective challenge to models by assessing the impact of their assumptions and limitations, focusing on the accuracy and robustness of the models
Explore alternative approaches to mitigate limitations and evolve trading, risk management platforms
Review models and documentation to provide guidance on their design
Implement, run and analyse performance tests using production C++ libraries and Python
Write high-quality documentation and automating tasks
Collaboration with traders, strategists, and stakeholders to gather requirements and translate them into scalable and efficient technological solutions
Implementation of new features, enhancements, and functionalities on trading platforms to improve performance, reliability, and user experience
Stay updated on technological advancements, industry trends, and best practices to drive innovation and continuous improvement in trading platforms

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture
Opportunity to explore flexible working arrangements
Geographic reach, wide variety of functions, businesses, roles and locations
Chance to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility

Fulltime

Senior Digital Media Strategist

As a Senior Digital Media Strategist at DEPT®, you will be the connecting link b...

Location

Netherlands , Amsterdam; Rotterdam

Salary:

Not provided

BASIC/DEPT®

Expiration Date

Until further notice

Requirements

Fluency in Dutch and English is a must
A seasoned Digital Marketing Strategist, having gained extensive experience, preferably at an agency
Deep understanding of Digital Media Planning and Execution as a background
Broader digital marketing knowledge (SEO, SEA, Social, CRM, Content Marketing, Data etc.)
See yourself as a digital generalist, linking the strategic needs of clients to Dept's service portfolio
Can help our clients to go from business strategy to marketing strategy and implement this by giving advice, creating roadmaps and propose concepts
Pro-active, energetic, curious and inspiring
A driver of innovation
A networker and because of this you are able to bring together our different disciplines and specialists
Can explain complex data and information in an easy and understandable manner to Internal & external stakeholders

Job Responsibility

Create influential and powerful strategies for our clients
Collaborate with clients to understand their business goals, target audience, and industry landscape
Translate insights derived from data into a clear story to convince the client
Develop innovative and data-driven digital marketing strategies that align with client objectives
Work closely together with our specialists (like SEA, SEO, CRM, Data and Social Advertising Consultants)
Leverage a deep understanding of marketing, technology, and innovation to create comprehensive plans that drive measurable results
Work closely with cross-functional teams to ensure optimal execution of campaigns and projects
Be the driving force of projects, starting and finishing them
Drive our internal knowledge and be on the forefront of creating new propositions and best practices
Analyze campaign performance, providing insights and recommendations for optimization

What we offer

The choice to work where you are most productive: whether that is in one of our offices, or abroad for 13 weeks a year
We’ll provide you with the best of class materials, such as a high-quality laptop, monitor, work phone and the necessary furniture
Everything to focus on your health: from free bootcamp to yoga lessons, mindfulness sessions, mental health services, serious discounts on sport memberships, healthy lunches at the office, and above all: a safe work environment
Great fringe benefits
use of OV-bikes, an NS Business Card and many other goodies
A reputation for doing good
Awesome clients
The opportunity for possibility
Global annual DEPT® Cares Month in which employees come together and donate their skills to support local charities

New

Onsite Endoscopic Specialist

At KARL STORZ, we are driven by a mission to enhance global health through innov...

Location

United States , Arlington

Salary:

Not provided

KARL STORZ

Expiration Date

Until further notice

Requirements

A minimum of high school diploma or equivalent
Experience in Sterile Processing, Sales, or other Surgical Technology/Medical role
Our successful candidate will have excellent written and spoken English language business communication skills. They will also have demonstrated success working in a collaborative, service-oriented team environment.
Effective communicator, collaborative, and effective time management
Possess exceptional organizational skills and the ability to multi-task
MS Office - proficient user as the role will need to work with Excel spreadsheets and reporting
Role requires the completion of a drug screening for safety-sensitive positions
Must be able to lift/push/pull up to 25lbs

Job Responsibility

Face-to-face customer support, including OR, SPD and Biomed
Video tower/system set-up and support
Inspection, repair, troubleshooting and replacement of KARL STORZ devices
Monitoring, reporting, and facilitating repair/ exchange transactions
Transporting, cleaning/sterilization and packaging of instruments after use
Trouble shoot video and instrument issues in the O.R.
Instrument/equipment repair management

What we offer

Relocation Support
Professional Growth & Development
Collaborative & Dynamic Work Environment
Access to Cutting-Edge Medical Technologies
Medical / Dental / Vision including a state-of-the-art wellness program and pet insurance, too
3 weeks vacation, 11 holidays plus paid sick time
Up to 8 weeks of 100% paid company parental leave
401(k) retirement savings plan providing a match of 60% of the employee’s first 6% contribution (up to IRS limits)
Section 125 Flexible Spending Accounts
Life, STD, LTD & LTC Insurance

Fulltime

New

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Columbus

Salary:

17.00 USD / Hour

CVS Health

Expiration Date

July 11, 2026

Requirements

Must comply with any state board of pharmacy requirements or laws governing the practice of pharmacy, which includes but is not limited to, age, education, and licensure/certification
If the state board of pharmacy does not address or mandate a minimum age requirement, must be at least 16 years of age
If the state board of pharmacy does not address or mandate a minimum educational requirement, must have a high school diploma or equivalent, or be actively enrolled in high school or high school equivalency program

Job Responsibility

Living our purpose by following all company SOPs at each workstation to help our Pharmacists manage and improve patient health
Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
Contributing to positive patient experiences by showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
keeping patients healthy by offering immunizations and other services at the register and over the phone
and demonstrating compassionate care by solving or escalating patient problems
Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
actively seeking opportunities to expand clinical and technical knowledge needed to better assist patients
Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
voluntarily traveling to stores in the market to work shifts as needed by the business

What we offer

dental
vision
wellness resources
employee discounts
access to certain voluntary benefits
other programs

Parttime

New

Assistant General Manager

Assistant General Manager, at Boston Pizza, one of Canada’s Best Managed Compani...

Location

Canada , Lac La Biche

Salary:

22.00 - 30.00 CAD / Hour

Boston Pizza

Expiration Date

Until further notice

Requirements

1+ year of casual dining experience
Previous leadership or supervisory experience is an asset
A positive attitude and strong work ethic
Excellent communication and team-building skills
Ability to thrive in a fast-paced environment
A passion for hospitality and guest service
Open availability

Job Responsibility

Support day-to-day operations
Lead and motivate the team
Ensure an exceptional guest experience

What we offer

Competitive pay
Medical
dental benefits
Staff accommodations available
Flexible scheduling
Room to grow within the company
Hands-on management training
A supportive, close-knit team environment

Fulltime

New

Territory Manager Upper Body VIC/ACT

Location

Australia , Mount Waverley

Salary:

Not provided

KARL STORZ

Expiration Date

Until further notice

Requirements

a Bachelor’s degree in nursing, science, medicine, business or a related discipline highly desirable
minimum 5 years sales experience in medical devices and instrumentation highly desirable
the ability to understand and impart technical knowledge across a broad portfolio of products
the ability to both acquire and develop new business opportunities
a strong commitment to sell the Company’s products and achieve company objectives is essential
committed to working professionally and ethically at all times
proactive self-management in owning your business and driving results
demonstrated ability in planning and execution of sales and territory plans

Job Responsibility

selling and promoting a range of devices and consumables to hospitals within a defined territory
prepare sales and territory plans to identify specific commercial opportunities
build excellent customer relationships, understand and impart product knowledge and detailed technical information
meet customer and territory KPIs
maintain a strong customer-centric focus, following through on customer commitments and requests within agreed timeframes
conduct regular territory reviews with sales management in conjunction with the Sales Manager
ensure the Company’s key products and marketing strategies are effectively implemented in the sales territory
follow up on all sales leads and referrals in a timely manner

What we offer

Leave Benefits (Annual Leave, Sick Leave, Parental Leave, etc.)
Transport Allowance (if applicable to role)
Onsite Parking
Accessibility to Public Transport
Flexible Work Arrangements
Wellness Programs and Activities
Professional Development Opportunities
Global Exposure & Business Travel Opportunities (if applicable to role)
All other statutory benefits

Fulltime

Senior Advice Strategist

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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