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.

Pharmacy Technician

Company: CVS Health

Location: San Clemente, CA

Posted Jan 21, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by a single purpose: 'Bringing our heart to every moment of your health.' The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.

Merrill Financial Solutions Advisor - San Francisco Market

Company: Bank of America

Location: San Francisco, CA

Posted Jan 21, 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 successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. The role requires Series 7 & 66 licenses, at least two years of financial service industry experience, and strong relationship-building skills. Benefits include a competitive salary, incentive opportunities, and comprehensive benefits package.

Area Vice President, Sales -  MuleSoft Communications, Media, Technology

Company: Salesforce

Location: San Francisco, CA

Posted Jan 21, 2025

Salesforce, a leading company in CRM and AI, is seeking an Area Vice President (AVP), Sales - Communications, Media, Technology (CMT) for North America. The role involves leading a growing sales organization, setting and executing an aggressive customer acquisition strategy, maintaining key customer relationships, and providing detailed sales forecasting. The ideal candidate should have 2nd or 3rd line leadership experience, 10+ years in software sales, preferably in IT-centric solutions, and a strong track record in recruiting, developing, and retaining a high-performing sales organization. Experience selling to the Communications, Media, and Technology industries is highly preferred.

Director, Data Analytics

Company: GoodRx

Location: San Francisco, CA / Remote

Posted Jan 21, 2025

GoodRx, a leading prescription savings platform in the U.S., is seeking a Director of Data Analytics - Subscriptions. This role involves strategic leadership to drive growth and engagement for subscription products, leading a high-performing analytics team, and leveraging data to optimize customer journey and inform product strategies. The ideal candidate should have extensive experience in subscription analytics, proficiency in SQL, Python, R, or similar tools, and strong communication skills. The role offers significant impact on customer engagement and scaling the subscription business, with competitive compensation and benefits.

Senior Banking Advisor - PNC Private Bank

Company: PNC

Location: Los Angeles, CA

Posted Jan 21, 2025

Account Manager - Local Government (Texas)

Company: Esri

Location: San Antonio, TX

Posted Jan 21, 2025

Senior Underwriting Officer, Middle Markets Construction

Company: Liberty Mutual Insurance

Location: Orange, CA

Posted Jan 21, 2025

Liberty Mutual offers a competitive salary for the Senior Underwriting Officer role in Middle Market Construction, with opportunities for growth and progression. The role involves providing technical underwriting assistance, serving as a point of contact for underwriting teams, and ensuring alignment between Primary and Excess Casualty placements. Key responsibilities include expert technical underwriting, interacting with field underwriters and UW managers, monitoring underwriting decision frameworks, and driving UW technical excellence. The ideal candidate should possess expert-level knowledge of coverage forms, exclusions, and exposure, along with advanced knowledge of the Construction industry and insurance operations.

People Systems Lead

Company: BlackLine

Location: Pleasanton, CA

Posted Jan 21, 2025

BlackLine, a leading provider of cloud software automating and controlling the financial close process, is seeking a Principal, Business Systems Analyst. The role involves leading Workday solutions implementation, managing end-to-end projects, and collaborating with cross-functional teams. The ideal candidate should have extensive Workday experience, strong project management skills, and a deep understanding of HR systems. BlackLine offers a culture that encourages innovation, continuous learning, and diversity, with a competitive salary range of USD $139,000.00 - USD $173,000.00.

Regional Manager SLF - Inside

Company: Thomson Reuters

Location: Los Angeles, CA

Posted Jan 21, 2025

The Regional Sales Manager (RSM) in the Legal, Small Law segment is tasked with leading a team of Sales Executives (SE) to drive revenue growth through customer acquisition, upselling, and retention. The RSM is responsible for meeting and exceeding sales targets, increasing market share, and ensuring the team is effectively trained and motivated. Key responsibilities include consistent sales quota attainment, staff coaching, recruitment, report generation, and maintaining high ethical standards. The ideal candidate holds a bachelor's degree, has 4+ years in sales or account management, and demonstrates leadership, coaching, and forecasting skills. Benefits include comprehensive wellbeing programs, a flexible work environment, and opportunities for professional growth.

Financial Solutions Advisor- Consumer Investments- Saratoga, Santa Cruz, Monterey Areas

Company: Bank of America

Location: Santa Cruz, CA

Posted Jan 21, 2025

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients, building financial plans, and recommending brokerage products. Key responsibilities include applying for and maintaining required licenses, such as Series 7 & 66, and complying with SAFE Act registration requirements. The ideal candidate should have 1-3 years of experience in the investments or financial services industry, strong communication skills, and the ability to work in a fast-paced environment. The position offers a salary range of $70,000.00 - $80,000.00 annually, with incentive eligibility and a comprehensive benefits package.

Pharmacy Technician

Company: CVS Health

Location: Sacramento, CA

Posted Jan 21, 2025

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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