Trusted Advisor Jobs in San Francisco, CA
113,183 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.
Private Wealth Management Client Service Associate
Company: Morgan Stanley
Location: San Francisco, CA
Posted Jan 12, 2025
The Registered Client Service Associate (CSA) role at Morgan Stanley involves modernizing client experiences and enhancing relationships through active communication, processing client requests, and providing guidance. The CSA supports business development, onboards and maintains client accounts, and collaborates with Financial Advisors. Key duties include identifying and assisting with firm services, preparing financial plans, and participating in firm initiatives. The role requires strong industry knowledge, excellent interpersonal skills, and proficiency in Microsoft Office. Education requirements include relevant licenses and 2+ years of industry experience. Compensation ranges from $35,000 to $85,000 annually, with additional potential for commission earnings and bonuses.
Apple Support College Program At Home Advisor - California State University Bakersfield
Company: Apple
Location: Bakersfield, CA
Posted Jan 12, 2025
Apple is seeking an Apple Support College Advisor to provide world-class customer service, troubleshooting, and technical support for products like iPhones, iPads, MacBooks, and iMacs. The role involves engaging with customers, explaining solutions patiently, and fostering an inclusive environment. Qualified candidates should be enrolled in a U.S. university, have a quiet workspace, and meet specific internet requirements. The position offers competitive pay, benefits, and growth opportunities. Minimum qualifications include enrollment in a U.S. university, a suitable workspace, and internet access. Preferred qualifications include relevant majors, passion for customer service, and the ability to navigate challenging situations.
Partner Manager
Company: Esri
Location: Redlands, CA
Posted Jan 12, 2025
Esri is seeking a partner manager with 3+ years of enterprise sales or relevant experience to collaborate with industry business partners. The role involves developing relationships, increasing revenue, and driving Esri's presence in multiple industries. Key responsibilities include gaining complete knowledge of the Esri partner program, creating compelling account plans, and assisting business partners in aligning their plans with Esri's goals. The ideal candidate should have strong negotiation, communication, and presentation skills, and a deep understanding of Esri technology and other trending tech themes. Esri offers competitive total rewards, including health benefits, 401(k) programs, and opportunities for personal and professional growth.
Client Solution Advisor - PNC Fortis Advisors
Company: PNC
Location: San Diego, CA
Posted Jan 12, 2025
PNC is seeking a Client Solution Advisor for their Fortis Advisor organization, based in the Mountain or Pacific time zones. The role involves managing post-closing distributions in M&A transactions, analyzing complex data, and maintaining strong client relationships. The ideal candidate should have 3-5 years of experience in accounting, finance, or banking, with advanced Excel skills. Responsibilities include managing post-closing distributions, analyzing shareholder allocation data, and working with various banks and parties to ensure shareholders receive their transaction proceeds. The role requires strong attention to detail, problem-solving skills, and a client-service mentality.
Branch Office Administrator
Company: Edward Jones
Location: Camarillo, CA
Posted Jan 12, 2025
Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Camarillo, CA. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. BOAs are valued members of the client team, with responsibilities including delivering exceptional service, participating in annual business planning, and identifying opportunities for additional services. The company offers comprehensive training, a supportive network, and competitive benefits. Key skills required include relationship building, problem-solving, critical thinking, and proficiency in office technology.
AppleCare Support Business Intelligence Manager
Company: Apple
Location: Sunnyvale, CA
Posted Jan 12, 2025
AppleCare Support Analytics is seeking an experienced business intelligence manager. The role involves leading a team of analysts, providing strategic recommendations to senior leadership, and improving business performance. Key responsibilities include coaching team members, ensuring focus on high-priority work, and delivering high-impact insights. The ideal candidate should have a degree in analytics, 5+ years of people management experience, extensive experience in business analytics, and proficiency in tools like Tableau, SQL, Python, and R. A master's degree in analytics is preferred. The role offers a competitive base pay range between $178,900 and $269,400, along with comprehensive benefits and opportunities for professional growth.
CA Pharmacy Manager
Company: CVS Health
Location: Cypress, CA
Posted Jan 12, 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, demonstrating genuine care, and setting the bar for the pharmacy team. Key responsibilities include managing pharmacy team performance, ensuring safe and accurate prescription fulfillment, contributing to positive patient experiences, and supporting the effective management of pharmacy inventory. 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 and focus, customer service, communication skills, mathematical reasoning, problem resolution, and physical demands. Preferred qualifications include completion of the CVS Pharmacy Manager Emerging Leader program and 3-5 years of related work experience.
Senior, Software Engineer
Company: Walmart
Location: Sunnyvale, CA
Posted Jan 12, 2025
Walmart's Personalization team in Sunnyvale, CA is seeking a Software Engineer to develop key features for personalizing membership experiences. The role involves designing, building, and maintaining scalable APIs using Java or Python, implementing machine learning algorithms, and working with NoSQL databases. The ideal candidate should have strong programming skills, cloud application development experience, and knowledge of machine learning frameworks. Walmart offers competitive pay, performance-based bonuses, and comprehensive benefits.
Quality Systems & Compliance Manager
Company: Jabil
Location: San Cristóbal, Dominican Republic
Posted Jan 12, 2025
Jabil is seeking a Quality Systems and Compliance expert to lead processes, internal and customer audits, ISO and FDA registrations, and regulatory submissions. The role requires extensive knowledge of medical device regulations, strong leadership, and team collaboration skills. A Bachelor's degree, 6+ years of industry experience, and CQA credentials are required. A Master's degree and RAPS certification are desired.
Senior Solution Consultant
Company: Thomson Reuters
Location: Oakland, CA
Posted Jan 12, 2025
The Sr. Solution Consultant role at Thomson Reuters involves understanding complexities of Corporate Tax Departments, showcasing ONESOURCE solutions, and partnering with stakeholders for successful demonstrations. Key responsibilities include communicating tax technology benefits, building relationships with senior leaders, and collaborating with various teams for sales and service delivery. The role requires 5+ years of domain expertise in indirect tax automation, strong interpersonal skills, and a willingness to travel.
Beauty Sales Consultant, Licensed
Company: CVS Health
Location: Goleta, CA
Posted Jan 12, 2025
CVS Health seeks a licensed beauty sales consultant to provide services and enhance customer experiences. The role offers competitive pay, benefits, and opportunities for growth, emphasizing a positive impact on customers' health and well-being.
Beauty Sales Consultant
Company: CVS Health
Location: Santa Monica, CA
Posted Jan 12, 2025
CVS Health is inviting applications for a Beauty Sales Consultant role, emphasizing their purpose of delivering human-centric health care. The position involves providing top-notch customer service, sharing beauty trends, and driving sales. The role requires strong sales skills, product knowledge, and the ability to work in a fast-paced environment. Benefits include exposure to new products, professional development, and a comprehensive benefits package. The company values employees who are passionate about beauty and committed to enhancing customer experiences.