Trusted Advisor Jobs in San Francisco, CA

113,251 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.

Business Development Executive - Cyber

Company: Capgemini

Location: Santa Fe Springs, CA

Posted Dec 20, 2024

Capgemini, a global leader in technology transformation, seeks a cybersecurity sales professional. The role involves collaborating with cross-functional teams to identify and qualify opportunities, engaging with clients to understand their security needs, and recommending tailored solutions. The ideal candidate should have a degree in Computer Science or related field, experience in cybersecurity sales, and a solid understanding of cybersecurity principles. Proficiency in networking concepts, excellent communication skills, and the ability to translate technical concepts into business value are also required. Capgemini's Cloud Infrastructure Services (CIS) division offers a dynamic work environment with opportunities for career growth.

Merrill Market Client Relationship 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 Client Relationship Manager (MCRM). The MCRM will lead the service delivery model and wealth management banking strategy, partnering with various teams to ensure superior client service. Key responsibilities include driving responsible growth, managing financial transactions, overseeing client service experience, and leading Wealth Management Client Associates. The role requires extensive experience in regulatory and supervisory requirements, investment product knowledge, and strong customer service skills. The position is based in San Francisco, CA, with a salary range of $110,000 - $155,000 annually, eligible for discretionary incentives and benefits.

Accounting Specialist Editor (Remote)

Company: Thomson Reuters

Location: Los Angeles, CA

Posted Dec 20, 2024

Thomson Reuters is seeking a passionate and experienced CPA for the role of Accounting Specialist Editor. The ideal candidate will create industry-leading content, stay updated on audit and accounting developments, and collaborate with teams to enhance advisory solutions using AI. The role offers a competitive salary, comprehensive benefits, and opportunities for professional growth.

J.P Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas

Company: JPMorgan Chase

Location: Napa, CA

Posted Dec 20, 2024

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The role requires a commitment to diversity and inclusion, and the ability to educate clients on digital investment tools. JPMorgan Chase offers a competitive total rewards package, including health care coverage, retirement savings, and opportunities for professional development.

Beauty Advisor

Company: CVS Health

Location: Malibu, CA

Posted Dec 20, 2024

CVS Health is seeking a customer service and sales representative for their beauty department. The role involves providing exceptional customer service, building relationships with customers, and assisting with product selection. The ideal candidate should have strong interpersonal and communication skills, be goal-driven, and able to multi-task. Prior sales or customer experience is preferred but not required. The company offers competitive compensation and benefits, including medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, education assistance, and a CVS store discount.

(USA) Staff, UX Designer

Company: Walmart

Location: South San Francisco, CA

Posted Dec 20, 2024

As a Staff UX Designer, you will collaborate with a multidisciplinary team to design technology-enabled healthcare products and user experiences. This role involves executing product vision, advocating for user-centered design, and overseeing end-to-end design processes. The ideal candidate will have 7-10 years of product design experience, expertise in Figma and collaboration tools, and a strong portfolio showcasing elegant visual design and thoughtful interaction patterns.

Director, Technical Program Management: Industry Clouds

Company: Salesforce

Location: San Francisco, CA

Posted Dec 20, 2024

Salesforce, a leading CRM company, is seeking a Technical Program Manager for the Industries Cloud, specifically for the Financial Services Cloud. The role involves leading large-scale programs, driving strategic vision, and collaborating with global teams. The ideal candidate should have extensive experience in enterprise product programs, cross-functional team management, and a deep understanding of the software development lifecycle.

Life Sciences Specialist Leader

Company: Deloitte

Location: San Jose, CA

Posted Dec 20, 2024

Deloitte's AI & Data team offers comprehensive services in data modernization, data ops, AI, and ML. They serve as a trusted advisor and managed service provider, helping clients run smarter and more efficiently. The Life Sciences & Health Care practice focuses on driving transformation, advancing health equity, and leading a well-being revolution. The role involves developing and implementing AI models for complex life sciences data, collaborating with cross-functional teams, and presenting findings to stakeholders.

Community Lending Officer - Willow Glen

Company: Bank of America

Location: San Jose, CA

Posted Dec 20, 2024

Bank of America is seeking a candidate for a role managing end-to-end consumer mortgage referral requests, primarily for Low to Moderate Income clients in underserved markets. The role involves connecting with internal and external centers of influence, identifying relationship deepening opportunities, and facilitating the loan process from application to close. The candidate must provide home buyer education, maintain a quality network of business relationships, and achieve production goals. Required qualifications include 2+ years of experience in loan originations, knowledge of conventional and government guidelines, and strong communication skills. The position is subject to SAFE Act registration requirements.

Part Time Pop Up Associate

Company: Babylist

Location: Beverly Hills, CA

Posted Dec 20, 2024

Babylist, a trusted platform for growing families, is launching a new permanent pop-up space in Beverly Hills. They're seeking motivated individuals to spearhead the pop experience, assisting with day-to-day operational tasks, providing product information, and ensuring a memorable experience for visitors. The Pop Up Associate will report to the Showroom Pop Up Manager, collaborating with the team to execute seamless events. Responsibilities include welcoming guests, delivering exceptional customer service, engaging guests, and maintaining the cleanliness of the event space. Benefits include free parking, vacation days, wellness time, a store discount, a 401(k) plan, and opportunities for growth.

Senior ASIC Integration and Physical Design Engineer

Company: Palo Alto Networks

Location: Santa Clara, CA

Posted Dec 20, 2024

Palo Alto Networks is a cybersecurity company committed to being the partner of choice, protecting the digital way of life. They value innovation, collaboration, and integrity. The ASIC Integration and Physical Design Engineer role involves ensuring ASICs in next-generation firewall products meet high standards for performance, reliability, and power efficiency. The engineer will integrate third-party IPs and PANW designs, guide the design team, and collaborate with external vendors. The company offers competitive compensation, a supportive work environment, and opportunities for professional growth.

Custom Home Sales Representative

Company: ADT

Location: Woodland Hills, CA

Posted Dec 20, 2024

ADT, a leading smart home security provider since 1874, is hiring Solutions Advisors with a $1,500 sign-on bonus. The role offers unlimited earning potential, comprehensive benefits, and career growth opportunities. ADT seeks tech-savvy, self-motivated individuals with strong communication skills to help protect lives and provide innovative security solutions.

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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