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.
Business Manager
Company: Merrill
Location: San Jose, CA
Posted Dec 20, 2024
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities.
Named Account Manager, EDU
Company: Palo Alto Networks
Location: Ventura, CA
Posted Dec 20, 2024
Palo Alto Networks is a cybersecurity company dedicated to protecting the digital way of life. They are committed to innovation, disrupting traditional methods, and fostering a collaborative environment. The Named Account Manager role involves driving complex sales cycles, understanding customer needs, and positioning Palo Alto Networks' solutions. The company values diversity, offers comprehensive benefits, and provides tools and resources for success. The compensation is competitive, ranging from $255,000 to $351,000 per year.
Apple Support College Program At Home Advisor - California State University East Bay
Company: Apple
Location: San Leandro, CA
Posted Dec 20, 2024
Apple is seeking a dedicated, problem-solving individual for the role of Apple Support College Advisor. This position involves providing world-class customer service, troubleshooting, and technical support for popular products like iPhones, iPads, MacBooks, and iMacs. The Advisor will engage with customers, explain solutions patiently, and tailor their approach to each individual. The role offers competitive pay, benefits, stock plan eligibility, time off, employee discount, and career development resources. Minimum qualifications include enrollment in a U.S. university, a quiet workspace, high-speed internet, and a typing speed of 40 WPM. Preferred qualifications include a tech-related major, passion for customer service, and the ability to handle difficult conversations.
Enterprise Account Executive, Corporates
Company: Thomson Reuters
Location: Oxnard, CA
Posted Dec 20, 2024
This role involves developing account plans for new and existing accounts, prospecting new customers, and closing full solution sales to corporate customers. The position is remote-based, covering the central US, with a preference for locations like MN, WI, IL, KS, TX, OK, IA, MO, LA, NE, AR. Key responsibilities include prospecting, account management, meeting sales goals, cross-functional collaboration, relationship building, and Salesforce maintenance. The ideal candidate should have a proven track record in selling complex software solutions to large enterprises, experience selling to C-level executives, and a strong commitment to the company's mission. Benefits include comprehensive wellbeing programs, a globally recognized culture, learning and development opportunities, social impact initiatives, and purpose-driven work.
Specialty Account Executive - Concord, CA
Company: UnitedHealth Group
Location: Concord, CA
Posted Dec 20, 2024
UnitedHealthcare is seeking a sales professional to oversee specialty sales, aiming to achieve market sales goals and maintain profitability. The role involves advocating for specialty voluntary products, negotiating with brokers/customers, and developing strategies for top-producing agencies. The individual will collaborate with sales management and health plan leadership, and build relationships with AE/RAC/SAE. Required qualifications include a sales insurance license, experience with specialty products, and residency in California. Preferred qualifications include understanding of ancillary coverages, sales success, relationship building, and negotiation skills.
Private Client Advisor II
Company: Bank of America
Location: San Jose, CA
Posted Dec 20, 2024
Bank of America is seeking a seasoned professional for a client management role, requiring 12+ years of private banking or complex financial services experience. The role involves acquiring new clients, deepening relationships, and providing a branded client experience. Key responsibilities include leading the client process management process, understanding client needs, and advocating as a trusted advisor. The ideal candidate should be a high-touch, client-focused individual with exceptional interpersonal skills, a solutions-oriented mindset, and strong negotiation abilities. The position is subject to SAFE Act registration requirements. The role offers a competitive salary range of $100,000 - $250,000 annually, with incentive opportunities and benefits.
Merrill Financial Solutions Advisor - West Los Angeles Market
Company: Bank of America
Location: Los Angeles, CA
Posted Dec 20, 2024
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 successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. Merrill values diversity and offers continuous training, professional development, and opportunities for growth. Required qualifications include Series 7 & 66 licenses, two years of financial service industry experience, and strong relationship-building skills.
Part-Time Beauty Advisor - Sephora
Company: Kohl's
Location: Redondo Beach, CA
Posted Dec 20, 2024
The role of a Beauty Advisor at Sephora at Kohl's involves driving sales through a genuine passion for beauty and client engagement. Key responsibilities include identifying client needs, suggesting products, and maintaining expert knowledge of top beauty brands. The role also involves executing merchandise sets, supporting replenishment and visual standards, and ensuring an excellent client experience. Additional duties include active engagement in required training, maintaining visual merchandising and operational standards, supporting omni-processing, and inventory management. The ideal candidate should have a passion for beauty, client-facing retail experience, excellent communication skills, and flexibility in work hours. Kohl's offers a range of benefits including work-life balance, health & wellness programs, savings & retirement benefits, insurance programs, and support for life events.
Merrill Market Supervision Manager
Company: Merrill
Location: San Francisco, CA
Posted Dec 20, 2024
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Market Supervision Manager. The role involves managing compliance, administrative, and business functions to support Market Executives. Key responsibilities include influencing Financial Advisor business practices to minimize risks, ensuring regulatory compliance, and coaching advisors to grow their businesses. The ideal candidate should have relevant licenses, at least 5 years of professional experience, and strong risk management, analytical, and leadership skills. The role is based in San Francisco, CA, with a salary range of $110,000 - $155,000 annually, and is eligible for discretionary incentives and benefits.
Manager, Managed Services Team and Security Compliance
Company: Thomson Reuters
Location: Van Nuys, CA
Posted Dec 20, 2024
Thomson Reuters Court Management Solutions (TRCMS) is seeking a seasoned technologist to manage their Managed Services team and oversee Security Compliance. The role involves managing a mixed onshore and offshore team, providing 24x7 monitoring, tracking, and maintenance of TRCMS internal and customer environments hosted in the Microsoft Azure cloud. The candidate will also oversee security compliance obligations, monitor/enforce security responsibilities, and ensure environments meet contractually obligated service level agreements. The ideal candidate should have a Bachelor's Degree, 3+ years of experience managing technology support teams, and knowledge of administering complex web application environments and supporting technologies.
Sr. Principal Software Engineer
Company: Splunk
Location: Reedley, CA
Posted Dec 20, 2024
Splunk is a leading security and observability platform, trusted by global enterprises. The company emphasizes its strong team culture, award-winning work environment, and opportunities for career growth. They are seeking experienced engineers to build a global-scale security detection platform, utilizing various technologies and cloud services. The role offers a stable, collaborative work environment with a focus on work-life balance and equal opportunity employment.
Sr. Manager AI Strategy
Company: Flex
Location: Milpitas, CA
Posted Dec 20, 2024
Flex, a diversified manufacturing partner, seeks a Sr. Manager AI Strategy for onsite or remote US location. The role involves collaborating with the Corporate Strategy team, leading cross-organizational projects, and driving growth, profitability, and innovation. The ideal candidate will have a Bachelor's degree or Master's degree with 8+ or 6+ years of experience, respectively, in business or corporate strategy, management consulting, or equivalent. They should possess advanced operations skills, solid financial acumen, and excellent communication abilities. The role offers a comprehensive benefits package, including medical, dental, vision, life insurance, 401K matching, PTO, tuition reimbursement, and employee discounts.