Trusted Advisor Jobs in San Francisco, CA
113,139 open positions · Updated daily
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.
Software Engineering Manager II, Google Ads
Company: Google
Location: Mountain View, CA
Posted Jan 24, 2025
PWM Business Service Officer
Company: Morgan Stanley
Location: San Francisco, CA
Posted Jan 24, 2025
The Business Service Officer (BSO) role involves shaping the future of service by modernizing client experience, supervising Support Professionals, and executing business functions. Key responsibilities include people management, communication, and operational oversight. The BSO reports directly to the Complex Business Service Officer (CBSO) and is expected to lead, mentor, and supervise a team, promote cross-training, and maintain strong relationships with key partners. The role requires a Bachelor's degree, industry experience, and relevant licenses. Base pay ranges from $110,000 to $145,000 per year, with additional compensation possible.
Director of Investments
Company: Morgan Stanley
Location: Campbell, CA
Posted Jan 24, 2025
The Director of Investments is a senior role in a Financial Advisor/Private Wealth Advisor team, responsible for developing and overseeing strategic investment policies, asset allocation models, and performance metrics. This professional must have strong analytical, communication, and organizational skills, and collaborate effectively with the team and clients. The role requires 10+ years of relevant experience, advanced degree or certification, and active Series 7 and Series 66 or 63 and 65 licenses. Base pay ranges from $50k to $105k, with potential for commission, incentive compensation, and bonuses. Morgan Stanley values diversity and equal employment opportunity.
Manufacturing Engineering Manager
Company: Jabil
Location: San Cristóbal, Dominican Republic
Posted Jan 24, 2025
Financial Solutions Advisor- Consumer Investments- San Francisco Area
Company: Merrill
Location: San Francisco, CA
Posted Jan 24, 2025
Director, Corporate Strategy & Development
Company: Mattel
Location: El Segundo, CA
Posted Jan 24, 2025
Mattel is seeking a Director for its Corporate Strategy and Development team at its El Segundo, CA headquarters. The role involves partnering with the EVP, Chief Strategy Officer to identify and execute key strategic initiatives for Mattel. The successful candidate will lead strategic planning, identify growth initiatives, and develop relationships across Mattel's GBT, Commercial, and Franchise organizations. Qualifications include a Bachelor's degree, preferably an MBA from a top-tier university, 12+ years of work experience in management consulting, investment banking, private equity, or strategy and corporate development, strong quantitative skills, and excellent communication abilities. The annual base salary range is between $187,000 and $230,000.
Principal, Strategy & Transformation
Company: Palo Alto Networks
Location: Santa Clara, CA
Posted Jan 24, 2025
Palo Alto Networks is seeking a Principal for its central strategy and transformation team. The role involves designing and deploying AI at scale for better Sales and Marketing initiatives, and supporting other corporate strategy and GTM initiatives. The ideal candidate should have 8+ years of experience, preferably in management consulting or top-tier tech strategy roles, with a top-tier MBA or similar qualifications. The role offers a dynamic environment that values innovation, learning, and teamwork, with the potential to directly impact the strategic success and drive innovation in the cybersecurity landscape.
Financial Solutions Advisor- Consumer Investments- Peninsula Area
Company: Bank of America
Location: San Francisco, CA
Posted Jan 24, 2025
Bank of America is seeking a Financial Client Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires Series 7 & 66 (or 63 & 65) licenses, at least one year of experience in the investments industry, and strong communication skills. The position is subject to SAFE Act registration requirements. Bank of America emphasizes being a great place to work, with a focus on diversity, inclusivity, and teammate wellness.
J.P. Morgan Wealth Management - Private Client Investment Associate - Encino, CA
Company: JPMorgan Chase
Location: Woodland Hills, CA
Posted Jan 24, 2025
J.P. Morgan Chase is seeking a Private Client Investment Associate for JPMorgan Wealth Management. The role involves providing exceptional client service, operational marketing, and administrative support. Key responsibilities include facilitating operational requests, building and maintaining client relationships, managing account reviews, and engaging in risk management. The ideal candidate will have a Series 7 license, and other licenses may be required. The company offers a competitive total rewards package, comprehensive benefits, and a commitment to diversity and inclusion.
Principal Product Manager (Investigations/Reporting)
Company: Palo Alto Networks
Location: Santa Clara, CA
Posted Jan 24, 2025
Financial Analysis, Advisor
Company: Southern California Edison (SCE)
Location: Rosemead, CA
Posted Jan 24, 2025