Trusted Advisor Jobs in San Francisco, CA
113,182 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.
Pharmacy Technician
Company: CVS Health
Location: Oregon House, CA
Posted Jan 13, 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.
Market Sales Manager
Company: Wells Fargo
Location: Woodland Hills, CA
Posted Jan 13, 2025
Wells Fargo is seeking a Market Sales Manager in Wealth and Investment Management. The role requires extensive experience in growing asset flows, fostering liability growth, and partnering with leadership to share best practices and new wealth management solutions. The position involves leading complex initiatives, identifying best channels and product combinations, ensuring compliance, and collaborating with various stakeholders to achieve growth in market share and meet customer needs.
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Company: Charles Schwab
Location: San Francisco, CA
Posted Jan 13, 2025
Schwab is offering a Senior Wealth Advisor position with a salary range of USD $170,000 - $195,000 per year. The role involves working within Schwab Wealth Advisory (SWA), a premier, fee-based, non-discretionary investment advisory solution. The advisor will have a direct impact on clients' lives, working as a fiduciary within a dedicated team to deliver exceptional service. The role requires a CFP® or CFA® designation, a Bachelor's degree, and active FINRA Series 7 and 66 licenses. Preferred qualifications include five or more years of advisory experience and direct client interaction in the financial services industry. Schwab offers a competitive benefits package, including a 401(k) with company match, paid time off, parental leave, tuition reimbursement, and comprehensive health insurance.
Pharmacy Technician
Company: CVS Health
Location: Long Beach, CA
Posted Jan 13, 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. They are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. The role involves completing basic inventory activities, delivering additional health care services, and adhering to all relevant laws and regulations.
Principal Software Engineer
Company: BlackLine
Location: Los Angeles, CA
Posted Jan 13, 2025
BlackLine is a leading provider of cloud software for automating and controlling the financial close process. They are committed to bringing passion and customer focus to enterprise applications. As a Principal Software Engineer, one would play a crucial role in delivering high-quality releases, defining application architecture, and driving innovation. The role involves collaboration with cross-functional teams, evaluating new technologies, and mentoring junior staff. Requirements include a degree in Computer Science or related field, 10+ years of experience with C# or Java, and expertise in cloud platforms, microservices, and Big Data technologies.
J.P. Morgan Wealth Management - Private Client Advisor - Temecula, CA
Company: JPMorgan Chase
Location: Ontario, CA
Posted Jan 13, 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 understanding, 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.
Staff Software Engineer, Google Cloud Platforms
Company: Google
Location: Sunnyvale, CA
Posted Jan 13, 2025
Google seeks a software engineer with a Bachelor's degree and 8 years of experience in software development, testing, and design. A Master's degree or PhD is preferred, along with technical leadership experience. The role involves managing projects, designing software solutions, and providing technical leadership. The base salary ranges from $189,000 to $284,000, plus bonus, equity, and benefits.
Account Manager - Reables
Company: Esri
Location: San Antonio, TX
Posted Jan 13, 2025
Esri is seeking a customer-oriented, collaborative team player with experience in Renewables and Natural Resources, and geospatial technology. The role involves building relationships, understanding customer needs, and implementing strategies to optimize Esri technology adoption across industries like Wind, Solar, Hydrogen, and Biofuels. The successful candidate will work closely with a team, participate in trade shows, and leverage social media to expand business opportunities. Requirements include 3+ years of enterprise sales experience, understanding of account management, and knowledge of Renewables or Natural Resources industries. Esri offers competitive total rewards, including health benefits, 401(k) programs, and opportunities for professional growth.
Desktop Support Engineer - Level 2/3
Company: NTT DATA Services
Location: Bakersfield, CA
Posted Jan 13, 2025
NTT DATA, a $30 billion global innovator, is seeking a Service Desk Engineer. The role involves on-site and remote installation, maintenance, and troubleshooting of desktop, notebook, and mobile PC workstations, printers, and peripherals. Responsibilities include responding to incidents, fulfilling requests, and understanding business implications of hardware issues. The candidate will focus on imaging new devices for deployment, installing peripherals, and providing support for high complexity issues. They will also work on multiple projects, act as a subject matter expert, and maintain device asset and knowledge management systems. Qualifications include an associate or technical degree, 4-6 years of service industry experience, and proficiency in Windows OS, network printing systems, and Microsoft Office. Healthcare experience is strongly preferred.
Custom Home Sales Representative
Company: ADT
Location: Anaheim, CA
Posted Jan 13, 2025
ADT, a leading smart home security provider since 1874, is hiring Solutions Advisors. The role involves selling innovative home automation and security products, helping high-net-worth clients secure their homes. ADT offers a $1,500 sign-on bonus, uncapped commissions, comprehensive benefits, and career growth opportunities. The ideal candidate is tech-savvy, self-motivated, and enjoys problem-solving and customer interactions.
Financial Solutions Advisor- Consumer Investments- Saratoga, Santa Cruz, Monterey Areas
Company: Merrill
Location: Santa Cruz, CA
Posted Jan 13, 2025
Bank of America is seeking a Financial Client Advisor to provide comprehensive financial advice and customized solutions to clients. The role involves building financial plans, recommending brokerage products, and meeting with clients to review financial and investment goals. Key qualifications include holding Series 7 & 66 (or 63 & 65) licenses, at least one year of experience in the investments industry, and strong relationship-building skills. The position is subject to SAFE Act registration requirements. The company emphasizes a commitment to being a diverse and inclusive workplace, offering opportunities for growth and impact.
Strategic Initiatives Director
Company: BILL
Location: San Jose, CA
Posted Jan 13, 2025
BILL is a fintech company that aims to empower businesses by replacing outdated financial processes with innovative tools. They foster a vision-driven team culture that values purpose, drive, and curiosity. The company is committed to building a diverse and inclusive workplace. They are seeking a strategic advisor with extensive experience in strategy consulting, corporate strategy, and high-growth companies to serve as a key strategic advisor and right-hand person to the President & CFO. The role involves driving strategic initiatives, supporting the executive team, and leading select projects. The position is based in San Jose, CA, with a salary range of $197,600-$247,500 USD and a comprehensive benefits package.