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.
Director, Medical Management - SCPMCS
Company: UnitedHealth Group
Location: San Diego, CA
Posted Jan 22, 2025
Southern California Physicians Managed Care Services (SCPMCS), a part of Optum, is inviting passionate healthcare professionals to join them. They offer a dynamic, physician-governed environment with a focus on quality patient care. SCPMCS provides fully delegated managed care administrative and management services, allowing clients to concentrate on patient care. The role involves developing and updating medical management programs, overseeing department operations, and maintaining positive relationships with various stakeholders. Required qualifications include a BA/BS, current unrestricted California Registered Nurse licensure, and 3+ years of senior-level experience in medical management. The salary range is $104,700 to $190,400 annually.
Merrill Financial Solutions Advisor - Pasadena Central Valley Market
Company: Bank of America
Location: Bakersfield, CA
Posted Jan 22, 2025
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients to determine their investor profile, and building a sustainable book of business. The position requires SAFE Act registration and involves providing tailored advice, communicating solutions, and partnering with Financial Advisor teams. The Advisor Development Program (ADP) offers training, mentorship, and opportunities for growth. Required qualifications include Series 7 & 66 licenses, two years of financial service industry experience, and strong relationship-building skills. The role offers a competitive salary, benefits, and potential for professional growth.
Tax Manager, Blockchain & Cryptocurrency
Company: Deloitte
Location: San Francisco, CA
Posted Jan 22, 2025
Deloitte is seeking a Tax Manager with a passion for cryptocurrency and digital assets. The role involves managing teams providing tax advisory and compliance services to a diverse range of clients, including labs, NFT platforms, mining and staking companies, exchanges, asset managers, and corporations. Responsibilities include legal entity structuring, tax accounting methods, revenue recognition, and client meetings. The candidate should have 5+ years of tax experience, be a licensed CPA, and be willing to travel 25% of the time.
J.P. Morgan Wealth Management - Private Client Advisor - Victorville, CA
Company: JPMorgan Chase
Location: Adelanto, CA
Posted Jan 22, 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 valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The role requires a commitment to goals-based planning, integrity, and digital innovation. J.P. Morgan Chase offers a competitive total rewards package, including base salary, commission-based pay, and benefits like health care, retirement savings, and tuition reimbursement.
Merrill Financial Solutions Advisor - East Bay & Associates Market
Company: Bank of America
Location: Pleasanton, CA
Posted Jan 22, 2025
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients for investment strategies, and building a sustainable book of business. The position requires SAFE Act registration and involves providing personalized advice, communicating solutions, and partnering with Financial Advisor teams. The Advisor Development Program (ADP) offers training, mentorship, and opportunities for growth. Required qualifications include Series 7 & 66 licenses, financial service industry experience, and strong relationship-building skills. The role offers a competitive salary, incentives, and benefits.
CA District Support Pharmacist FT
Company: CVS Health
Location: Sun City, CA
Posted Jan 22, 2025
CVS Health is seeking a District Support Pharmacist (DSP) to play a critical role in cultivating a culture of excellence within each pharmacy. The DSP will work within the district to cover pharmacist scheduling gaps, under the direction of the Pharmacy Manager and Rx District Leader. The role involves supporting safe and accurate prescription fulfillment, contributing to positive patient experiences, and maintaining relevant clinical and technical skills. The ideal candidate should have an active Pharmacist License, National Provider Identifier (NPI), and not be on the DEA Excluded Parties list. Preferred qualifications include 1-2 years of related work experience in a pharmacy, retail, medical, or customer service setting.
Senior Underwriting Officer, Middle Markets Construction
Company: Liberty Mutual Insurance
Location: Orange, CA
Posted Jan 22, 2025
The Senior Underwriting Officer, Middle Market Construction at Liberty Mutual will report to the Executive Underwriting Officer and provide expert technical underwriting assistance for multiple lines of business in the Construction Industry. The role involves interacting with field underwriters and UW managers, ensuring continuity between Primary and Excess Casualty placements, and supporting the Executive Underwriting Officer on transactions. The ideal candidate should possess expert-level knowledge of coverage forms, pricing, and industry trends, along with advanced knowledge of the Construction industry and insurance operations. Strong collaboration, communication, and problem-solving skills are required. Liberty Mutual fosters a diverse, equitable, and inclusive workplace, offering comprehensive benefits and learning opportunities.
CA Pharmacy Manager
Company: CVS Health
Location: Rosemead, CA
Posted Jan 22, 2025
CVS Health is seeking a Pharmacy Manager to lead and develop a team that provides exceptional patient care. The role involves cultivating a culture of excellence, overseeing pharmacy team performance, ensuring safe and accurate prescription fulfillment, and supporting positive patient experiences. The Pharmacy Manager will also manage inventory, onboard new team members, and ensure compliance with state Board of Pharmacy regulations. The ideal candidate should have an active Pharmacist License, NPI, and 1-2 years of experience as a Pharmacist. Essential functions include regular attendance, attention to detail, customer service, communication skills, problem resolution, and physical demands such as lifting and standing for extended periods.
District Support Pharmacist - Part Time
Company: CVS Health
Location: San Antonio, TX
Posted Jan 22, 2025
Sr Director, GTM Strategy & Planning - MLF
Company: Thomson Reuters
Location: Los Angeles, CA
Posted Jan 22, 2025
The Sr Director, GTM Strategy & Planning - MLF role at Thomson Reuters involves supporting subsegment leadership and operations, driving the creation and measurement of sub-segment OKRs, and facilitating leadership meetings. The role requires strategic thinking, analytical skills, and strong financial acumen. The individual will lead organic and inorganic growth initiatives, internal communications, and C-Level reporting. They will also liaise with commercial, product, and other key partners to assess, implement, and track key initiatives. The role demands GTM experience, customer centricity, and leadership skills. Thomson Reuters offers a comprehensive benefits package including wellbeing, culture, learning & development, social impact, and purpose-driven work.
Merchant Services Advisor - Small Business Banking
Company: PNC
Location: San Antonio, TX
Posted Jan 22, 2025