Trusted Advisor Jobs in San Francisco, CA
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Looking for Trusted Advisor jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the San Francisco, CA area.
Senior Home Lending Advisor - Palo Alto, CA
Company: JPMorgan Chase
Location: Palo Alto, CA
Posted Jan 24, 2025
Chase Home Lending is seeking a Senior Home Lending Advisor to join their high-energy team. The role involves coaching and mentoring the branch team, working with bankers, and promoting financial products. The ideal candidate should have a Bachelor's degree, 3+ years of mortgage lending experience, and knowledge of the local real estate market. They should possess excellent communication skills and be familiar with FHA, VA, FNMA, and FHLMC guidelines. The position offers opportunities for career growth and a significant impact on the business. Chase provides a competitive total rewards package and values diversity and inclusion.
Staff Product Manager - Marketplaces
Company: ID.me
Location: Mountain View, CA
Posted Jan 24, 2025
ID.me, a high-growth enterprise software company, simplifies online identity verification with a trusted login system. With over 117 million registered members, it's used by federal agencies, state agencies, and corporations for secure identity proofing. The company's 'No Identity Left Behind' initiative aims to expand digital access and inclusion. ID.me is seeking a Staff Product Manager to lead key consumer and partner experiences of its Marketplaces products, focusing on serving communities like Veterans, Teachers, First Responders, and Nurses. The role involves driving product strategy, understanding user needs, and collaborating with cross-functional teams. The ideal candidate should have 5+ years of consumer marketplace/e-commerce experience, a proven track record of launching and scaling products, and strong communication skills.
Staff Engineer Software (IoT Security)
Company: Palo Alto Networks
Location: Santa Clara, CA
Posted Jan 24, 2025
Account Manager
Company: Esri
Location: San Antonio, TX
Posted Jan 24, 2025
Esri is seeking a customer-oriented, collaborative team player to join their Global Business Development team. The role involves building relationships, prospecting, and implementing location strategies for organizations. The ideal candidate should have 1+ years of enterprise sales experience, understanding of GIS, Esri technology, and various industries. They should be able to negotiate, present, and support visual storytelling across all levels of an organization. Esri offers competitive total rewards, including health and welfare benefits, 401(k) programs, and opportunities for personal and professional growth.
Senior Software Engineer l, Internal Tooling
Company: Crusoe Energy Systems
Location: San Francisco, CA
Posted Jan 24, 2025
Crusoe is a leading AI-first cloud infrastructure company, recognized for its reliable and high-performance AI platform. The company is committed to sustainable technology and is building the world's favorite AI-first cloud infrastructure. Crusoe's data centers are optimized for AI workloads and powered by clean renewable energy. The company is seeking a senior member for its Internal Tooling team, responsible for defining technical direction, communicating strategic vision, and establishing a culture of engineering excellence. The role involves partnering with the broader engineering organization, establishing a flexible and cost-effective toolchain, and innovating across the development lifecycle.
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
Company: JPMorgan Chase
Location: Chico, CA
Posted Jan 24, 2025
J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a deep understanding of financial markets. Key responsibilities include building a book of business, delivering personalized investment solutions, and educating clients on digital tools. Required qualifications include a valid Series 7 and Series 66 (63/65) license, and a valid Life, Health and Long Term Care Insurance license. Preferred qualifications include CFP® certification and a Bachelor's degree. The role offers a competitive total rewards package, including base salary, commission-based pay, and benefits such as health care coverage, retirement savings plan, and tuition reimbursement.
Senior Software Engineer ll, Internal Tooling
Company: Crusoe Energy Systems
Location: San Francisco, CA
Posted Jan 24, 2025
Crusoe is a leading AI-first cloud infrastructure company, recognized for its reliable and high-performance AI platform. The company is committed to sustainable technology and is building the world's favorite AI-first cloud infrastructure. Crusoe's Internal Tooling team is seeking a senior member to define technical direction, establish a culture of engineering excellence, and empower engineers to deliver positive change quickly and efficiently. The role involves partnering with the broader engineering organization, establishing an efficient toolchain, and innovating across the development lifecycle.
Senior Home Lending Advisor, San Fernando Valley, CA
Company: JPMorgan Chase
Location: Los Angeles, CA
Posted Jan 24, 2025
Chase Home Lending is seeking a Senior Home Lending Advisor to join their high-energy team. The role involves serving as a customer's primary point of contact throughout the loan process, providing training to the branch team, and collaborating with bankers to create an outstanding customer experience. The ideal candidate will have a Bachelor's degree, 3+ years of mortgage lending experience, and knowledge of FHA, VA, FNMA, and FHLMC guidelines. Preferred qualifications include FHA/VA sales experience, marketing skills, and intermediate PC skills. The position requires NMLS registration and compliance with Dodd Frank/Truth in Lending Act qualification requirements. Chase offers a competitive total rewards package, including base salary, commission-based pay, and benefits like comprehensive health care coverage and retirement savings plans.
Finance Manager, Americas Sales Finance
Company: Palo Alto Networks
Location: Santa Clara, CA
Posted Jan 24, 2025