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2 results for Media Planner in San Francisco, CA
- Alamo, CA
- onsite
- Permanent
- 100000 - 140000 USD / Yearly
- <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-04-16T00:00:00Z
- Walnut Creek, CA
- remote
- Temporary
- 50 - 65 USD / Hourly
- <p>We are looking for a Web Content Manager to join our client's team. In this long-term contract role, you’ll work close to the technology—especially web platforms and CMSs—but you won’t be designing new experiences or building complex systems from scratch. Instead, you’ll spend most of your time listening, asking questions, investigating needs, and helping the team plan smart technical paths forward.</p><p><br></p><p>If you enjoy understanding how systems work, explaining technical concepts to non‑technical teammates, and supporting teams that are already stretched, this role will be a great fit.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner closely with Marketing, Communications, and Content teams to understand needs and constraints.</li><li>Investigate technical requirements and options across web platforms and supporting systems.</li><li>Ask thoughtful questions, document findings, and help determine scope, feasibility, and next steps.</li><li>Serve as a bridge between technical considerations and non‑technical stakeholders.</li><li>Spend a majority of time in conversations, discovery, planning, and documentation.</li><li>Support a WordPress‑based website that leads into a LMS.</li><li>Work within existing templates and systems (no new design work required).</li><li>Provide light backend or JavaScript support when needed</li><li>Participate in discussions around future platform changes (e.g., LMS migration planning).</li><li>Help document systems, workflows, and technical decisions so teams can operate more efficiently.</li><li>Support consistency, reliability, and accessibility across web properties.</li><li>Troubleshoot issues at a conceptual and coordination level, escalating or partnering where deeper expertise is needed.</li></ul>
- 2026-04-15T00:00:00Z