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 Engineer III, Google Cloud Security and Privacy

Company: Google

Location: Sunnyvale, CA

Posted Jan 23, 2025

Google is seeking software engineers with a Bachelor's degree and 2 years of experience in software development or related fields. Preferred qualifications include a Master's or PhD in Computer Science, experience with performance analysis, and accessible technology development. The role involves writing code, participating in design reviews, code review, documentation, and troubleshooting. Google offers a competitive salary range of $136,000-$200,000 plus bonus, equity, and benefits. The position is full-time and involves working on critical projects with opportunities for growth and team switching.

Lead Data Operations Analyst

Company: GoodRx

Location: San Francisco, CA

Posted Jan 23, 2025

GoodRx, a leading prescription savings platform in the U.S., is seeking a Lead Data Operations Analyst. The role involves setting up and maintaining a robust reporting platform, consolidating data across multiple platforms, and generating real-time performance metrics. The ideal candidate should have a strong background in analytics, operations, or a related field, with proficiency in SQL, Looker BI tools, and Excel/Google Sheets. They should also possess excellent communication skills and a growth mindset. GoodRx offers competitive compensation, benefits, and a commitment to diversity and inclusion.

Financial Solutions Advisor Registration Candidate- Consumer Investments- Silicon Valley Area

Company: Bank of America

Location: Mountain View, CA

Posted Jan 23, 2025

Bank of America is seeking Financial Solutions Advisors to join their Advisor Development Program. The role involves obtaining necessary licenses, learning foundational skills, and providing care and guidance to clients. The bank offers comprehensive training, on-boarding programs, and opportunities for career growth. The position is subject to SAFE Act registration requirements. The ideal candidate is goal-oriented, comfortable in a sales role, and has strong communication and collaboration skills.

Wealth Management Analyst - Bilingual English/Mandarin**

Company: Morgan Stanley

Location: Menlo Park, CA

Posted Jan 23, 2025

The Wealth Management Analyst role involves providing exceptional client service to Financial Advisors, Private Wealth Advisors, and their teams. Key responsibilities include assisting with digital marketing, portfolio holdings, financial planning, reporting, and analysis. The role also involves business development, operational support, and participation in firm initiatives. Required qualifications include 2+ years of relevant work experience, a college degree or professional certification, and specific financial licenses. Strong technical skills, organizational abilities, and client service skills are essential. The position offers a base pay between $50k and $105k, with potential for additional compensation and benefits.

Resource Scheduling & Work Allocation Senior Advisor

Company: Southern California Edison (SCE)

Location: Ontario, CA

Posted Jan 23, 2025

Southern California Edison (SCE) is seeking a Resource Scheduling & Work Allocation Senior Advisor. The role involves collaborating with project managers, operations, and stakeholders to determine resource requirements and work allocations. Key responsibilities include developing a comprehensive master integrated work plan, allocating resources effectively, monitoring and tracking resource utilization, and aligning work demand with crew capacity. The successful candidate will also assess and manage risks associated with resource availability, ensure effective communication, and contribute to building a cleaner energy future. The ideal candidate should have 10+ years of resource management experience, preferably in developing resource plans for transmission and distribution construction projects.

Store Team Leader, CA

Company: CVS Health

Location: El Segundo, CA

Posted Jan 23, 2025

CVS Health is seeking a Store Team Leader to lead a retail location, ensuring operational and service excellence. The role involves managing and coaching a team of Front Store crew and management, improving store performance measures, maintaining a safe working environment, and fostering a #OneTeam mentality. The ideal candidate should have 1-3 years of relevant experience, be able to work flexible schedules, and lift up to 50 lbs occasionally. Benefits include medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, education assistance, and PTO.

Financial Solutions Advisor- Consumer Investments- Napa, Marin, Sonoma Areas

Company: Merrill

Location: Corte Madera, CA

Posted Jan 23, 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.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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