Senior Advice Strategist Job at Robert Half (Berkley)

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

Senior Lead Wealth Planning Strategist

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & ...

Location

United States , Houston; Austin

Salary:

Not provided

Wells Fargo

Expiration Date

June 12, 2026

Requirements

7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
10+ years of comprehensive financial planning experience serving HNW and UHNW clients, including financial planning, goals‑based strategies, private banking, retirement strategies, and specialized U/HNW solutions
10+ years of wealth transfer, estate planning, and advanced planning experience working with UHNW clients and complex family structures
J.D.
MBA
M.S. in Taxation
CPA
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Significant experience serving clients in the $25MM+ net‑worth segment, with demonstrated success building long‑term advisory relationships

Job Responsibility

Provide high‑impact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and long‑term planning needs
Partner with Advisors to identify, develop, and convert new business opportunities with HNW and UHNW clients
Deliver comprehensive planning across key areas including: Cash flow analysis
Insurance analysis and risk management
Education funding strategies
Executive compensation and stock option planning
Asset allocation and portfolio analysis
Income tax planning strategies
Charitable and philanthropic planning
Business succession strategies

Fulltime

New

Operations And Communications Analyst

Location

United States , Huntsville

Salary:

Not provided

Astrion

Expiration Date

Until further notice

Requirements

Must currently possess an active and transferrable DoD security clearance with active investigation
Expert knowledge and/or certification on the Army's Planning, Programming, Budget, and Execution (PPBE) process
Mastery knowledge of highly sensitive and inherently complex political, military, and liaison principles, methods, practices and techniques
Expert knowledge of CPE program structure with emphasis on the mission, functions, capabilities, programs, and other organizational relationships, and associated customers to ensure DA, DoD, Legislative Offices and Congress/Committees are provided pertinent information
Skill in oral and written communication to review information for adequacy of content and context prior to distribution to CPE Aviation headquarters and higher headquarters
Skill in gathering and analyzing data to monitor the Defense Appropriation Bill process for impact on the organizations' programs

Job Responsibility

Monitor the Defense Appropriations Bill process, beginning with Army Posture Hearings, subcommittee/committee deliberations on the Bill, House and Senate Floor action, and White House action for impact on the organizations' programs
Coordinates with the Office of the Assistant Secretary of the Army (Financial Management) and the Director of the Army Budget on the Defense Appropriations Bill to ensure CPE programs continuity
Ensure CPE Aviation's leadership is kept aware of Congressional action and/or concerns during the budget process
Coordinates with Office of the Chief Legislative Liaison (OCLL) action officers
Support and participate in ASA(ALT)'s process to negotiate Defense Appropriations Bill conference issues
Provide expert advice to CPE Aviation Headquarters in preparation for meetings chaired by Army Senior Leaders that address congressional issues
Prepare the CPE for testimony before Congress
Develop strategies for improving and maintaining strong relationships with Congress
Serve as the organization's strategist on Congressional affairs, establishing and maintaining open lines of communication with Members of Congress and Professional Staff Members of the four primary defense subcommittees
Liaise with Army Staff, Department of Defense (DOD) and Department of the Army (DA) Legislative Affairs, and major Army commands for CPE Aviation's posture on all activities

What we offer

Competitive salaries
Continuing education assistance
Professional development
Multiple healthcare benefits package options
401K with employer matching
Competitive time off policy along with a federally recognized holiday schedule

Fulltime

Operations and Communications Analyst

Operations and Communications Analyst. LOCATION: Huntsville, Al. JOB STATUS: Ful...

Location

United States , Huntsville

Salary:

Not provided

Astrion

Expiration Date

Until further notice

Requirements

Must currently possess an active and transferrable DoD security clearance with active investigation.
Expert knowledge and/or certification on the Army’s Planning, Programming, Budget, and Execution (PPBE) process
Mastery knowledge of highly sensitive and inherently complex political, military, and liaison principles, methods, practices and techniques
Expert knowledge of CPE program structure with emphasis on the mission, functions, capabilities, programs, and other organizational relationships, and associated customers to ensure DA, DoD, Legislative Offices and Congress/Committees are provided pertinent information.
Skill in oral and written communication to review information for adequacy of content and context prior to distribution to CPE Aviation headquarters and higher headquarters.
Skill in gathering and analyzing data to monitor the Defense Appropriation Bill process for impact on the organizations’ programs.

Job Responsibility

Monitor the Defense Appropriations Bill process, beginning with Army Posture Hearings, subcommittee/committee deliberations on the Bill, House and Senate Floor action, and White House action for impact on the organizations’ programs.
Coordinates with the Office of the Assistant Secretary of the Army (Financial Management) and the Director of the Army Budget on the Defense Appropriations Bill to ensure CPE programs continuity.
Ensure CPE Aviation’s leadership is kept aware of Congressional action and/or concerns during the budget process. Coordinates with Office of the Chief Legislative Liaison (OCLL) action officers.
Support and participate in ASA(ALT)’s process to negotiate Defense Appropriations Bill conference issues.
Provide expert advice to CPE Aviation Headquarters in preparation for meetings chaired by Army Senior Leaders that address congressional issues. Prepare the CPE for testimony before Congress.
Develop strategies for improving and maintaining strong relationships with Congress. Serve as the organization's strategist on Congressional affairs, establishing and maintaining open lines of communication with Members of Congress and Professional Staff Members of the four primary defense subcommittees. Liaise with Army Staff, Department of Defense (DOD) and Department of the Army (DA) Legislative Affairs, and major Army commands for CPE Aviation’s posture on all activities.
Monitor and advises CPE Aviation, Chief of Staff, Assistant CPEs and PMs on actions initiated by Congressional committees, individual Members of Congress, and their staffs that are of direct and indirect concern to CPE Aviation.
Obtain CPE guidance and work directly with PM offices to produce briefing material and messaging to be presented during congressional engagements and in response to congressional inquiries including reports.

What we offer

Competitive salaries
Continuing education assistance
Professional development
Multiple healthcare benefits package options
401K with employer matching
Competitive time off policy along with a federally recognized holiday schedule

Fulltime

New

Pharmacy Technician

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

Location

United States , Gaithersburg

Salary:

19.65 - 29.65 USD / Hour

CVS Health

Expiration Date

July 04, 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
State-level licensure and national certification requirements vary by state, click here to learn more.
Regular and predictable attendance, including nights and weekends
Ability to complete required training within designated timeframe
Attention and Focus: Ability to concentrate on a task over a period of time, Ability to pivot quickly from one task to another to meet patient and business needs, Ability to confirm prescription information and label accuracy, ensuring patient safety
Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner, Notice and understand patients’ reactions, and respond appropriately
Communication Skills: Use and understand verbal and written communication to interact with patients and colleagues, Utilize active listening by giving full attention to what others are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Mathematical Reasoning: Ability to use math to solve a problem, such as determining the total number of tablets to dispense, day’s supply, and/or number of full bottles and additional bottles needed to fill a prescription

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

Pharmacy Technician

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

Location

United States , Collegeville

Salary:

16.50 - 25.00 USD / Hour

CVS Health

Expiration Date

July 21, 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
State-level licensure and national certification requirements vary by state

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

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Senior Advice Strategist

Job Description

Job Responsibility

Requirements

What we offer

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