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.
Technical Consultant - Partner Advisor
Company: Esri
Location: Redlands, CA
Posted Jan 22, 2025
The role involves working closely with Esri's partners and customers to implement proven IT/GIS strategies, evangelize the utilization of GIS based on mission results and business value, and support the development of a multi-year strategic vision. Responsibilities include being a thought leader, advising on innovative solutions using Esri technology, understanding customer business needs, and enabling their success. Requirements include 5+ years of experience in enterprise GIS solutions, strong communication skills, and the ability to translate business goals into technical plans. Esri offers competitive total rewards, including health benefits, 401(k) programs, and opportunities for personal and professional growth.
Wealth Management Planning Consultant - North Bay Area
Company: Fidelity Investments
Location: San Francisco, CA
Posted Jan 22, 2025
Fidelity Investments is seeking a Wealth Management Planning Consultant to build strong, personal relationships with clients. The role requires FINRA Series 7 & 63 licenses, Series 65 or 66 (or ability to acquire), and a Life Insurance license. Financial Services experience, preferably five years, with a degree and/or professional certifications like CFP is beneficial. The consultant will provide high-level customer service, handle client inquiries, and collaborate with advisors to grow business. Fidelity offers a competitive base salary, bonuses, and comprehensive benefits. The role is part of Fidelity's hybrid working model, requiring onsite work every other week.
AHD Case Manager RN
Location: Alameda, CA
Posted Jan 22, 2025
The AHD Case Manager (RN) is tasked with delivering comprehensive case management services to clients with complex health conditions and social challenges. Their role involves preventing health status decline, reducing the need for costly services, and developing self-management skills. Key duties include understanding insurance and regulatory standards, reviewing patient cases, coordinating discharge planning, conducting assessments, providing community resource education, and serving as a mentor to the healthcare team.
Nurse, Care Management
Location: Oakland, CA
Posted Jan 22, 2025
The role involves coordinating continuum of care and discharge planning for patients, developing care and discharge plans, monitoring clinical activities, and ensuring cost-effective protocols. Duties include managing utilization review functions, ensuring clinical interventions align with medical staff standards, preparing case reports, and developing comprehensive discharge plans in collaboration with various healthcare providers.
Software Engineering PMTS
Company: Salesforce
Location: San Francisco, CA
Posted Jan 22, 2025
Salesforce is a company that inspires the future of business with AI+ Data +CRM. They offer software engineering jobs for developers who want to make a significant impact on users, the company's bottom line, and the industry. The job responsibilities include building new components, developing high-quality code, and contributing to all phases of SDLC.
Investment Consultant - Los Angeles, CA (Century City)
Company: Fidelity Investments
Location: Los Angeles, CA
Posted Jan 22, 2025
Fidelity Investments is seeking an Investment Consultant to join their team in a stable industry leader role. The position involves developing customized financial plans for clients using Fidelity's tools and technology. The ideal candidate will have Series 7 & 63 licenses, and preferably Series 65 or 66 and appropriate state registrations. A degree and/or professional certifications like CFP are beneficial. Fidelity offers a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for training and career development. The role requires in-person attendance in the assigned branch location.
Technical Lead, Platform Partnerships, WorldWide Enterprise
Company: Apple
Location: Cupertino, CA
Posted Jan 22, 2025
Apple is seeking a Technical Lead for Platform Partnerships. The role involves serving as the primary technical interface with key strategic partners, driving successful technical integrations, and fostering relationships for platform adoption. The ideal candidate is collaborative, diligent, and thrives in a fast-paced environment. They should have a deep technical background, strong understanding of Generative AI and Machine Learning, and excellent communication skills. The role requires approximately 10+ years of experience in a technical role, with knowledge of software development, systems integration, and solution architecture.
J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA
Company: JPMorgan Chase
Location: Los Angeles, CA
Posted Jan 22, 2025
J.P. Morgan Advisors offers a role as a Client Associate, where you'll work closely with Financial Advisors to deliver personalized wealth management services to ultra-high net worth clients. The position involves client onboarding, account maintenance, and providing investment recommendations. The firm values career growth and offers a dynamic environment with global resources. Key responsibilities include owning client interactions, supporting Financial Advisors, and performing administrative duties. Required qualifications include a Bachelor's degree, Series 7 & 66 licenses, and the ability to work independently. Preferred skills include adaptability to technology and regulatory changes, and proficiency in Microsoft Office.
Account Executive L5
Company: Wipro
Location: San Francisco, CA
Posted Jan 22, 2025
Wipro Limited is seeking a seasoned professional with over 15 years of experience in selling IT services in Tier-1 or Tier-2 organizations. The role involves managing and growing strategic accounts, driving profitable growth, and building strong client relationships. The ideal candidate should have a deep understanding of global delivery models, consultative sales capabilities, and experience in managing multi-million USD accounts across various geographies. Key responsibilities include vision setting, annual account planning, identifying growth opportunities, and ensuring customer satisfaction. The goal is to foster a trusted advisor relationship with clients, making them successful and committed to Wipro's long-term vision.
J.P. Morgan Wealth Management - Private Client Advisor - Rancho Cucamonga, CA
Company: JPMorgan Chase
Location: San Bernadino, CA
Posted Jan 22, 2025
J.P. Morgan Chase is seeking a Private Client Advisor for its Wealth Management division. The role involves providing comprehensive financial planning and advice to individuals and families, building relationships, and offering personalized investment solutions. The successful candidate will champion team success, demonstrate deep financial market knowledge, and exhibit unwavering integrity. Required qualifications include at least 2 years in a Financial Advisor role, Series 7 and 66 licenses, and a Bachelor's degree is preferred. Preferred qualifications include CFP® certification. J.P. Morgan Chase offers a competitive total rewards package and is committed to fostering diversity and inclusion.