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.
Financial Advisor - Career Change Opportunity
Company: Edward Jones
Location: Stockton, CA
Posted Dec 19, 2024
Edward Jones offers a career as a financial advisor with comprehensive training, salary support for the first four years, and no ceiling on earning potential. Financial advisors build client relationships, deliver personalized investment solutions, and positively impact their communities. Requirements include a bachelor's degree or equivalent experience, financial services/sales experience, relevant licenses (SIE, Series 7, Series 66), and state insurance licenses.
Registered Client Associate
Company: Wells Fargo
Location: San Jose, CA
Posted Dec 19, 2024
Wells Fargo is hiring for a Registered Client Associate role in Wealth and Investment Management. The role involves assisting Financial Advisors with sales, service, and operational tasks, including client account management, appointment scheduling, and administrative support. Required qualifications include 2+ years of Brokerage and Client Services experience, FINRA Series 7 and 63 examinations, and US citizenship. Desired qualifications include brokerage client support experience, administrative support in financial services, and intermediate Microsoft Office skills. The position requires obtaining and maintaining FINRA license(s) and complying with state registration and licensing requirements. Wells Fargo offers a comprehensive benefits package.
Product Marketing Measurement and Attribution, Ad Platforms
Company: Apple
Location: Cupertino, CA
Posted Dec 19, 2024
Apple is seeking an experienced Product Marketing Manager to lead strategies for its growing advertising business. The role involves developing and executing strategies to help clients measure and attribute their campaigns effectively. The ideal candidate will have a deep understanding of brand and performance marketing, and experience in advertising technology. They will work closely with cross-functional teams to communicate value propositions, drive product adoption, and shape the product roadmap based on market demands and customer feedback. The role offers a competitive base pay range between $143,900 and $269,100, along with comprehensive benefits and opportunities for professional growth.
Senior Employee Communications Manager, Product Innovation & Customer Impact
Company: Intuitive
Location: Sunnyvale, CA
Posted Dec 19, 2024
Intuitive is a pioneering company in robotic-assisted surgery, committed to minimally invasive care. With over 25 years of experience, they foster an inclusive and diverse team, valuing great ideas from all backgrounds. They are seeking a strategic communications expert with extensive experience in global communications, executive collaboration, and project management. The ideal candidate will craft and implement high-impact internal communications programs, serve as a strategic advisor to senior leaders, and lead cross-functional teams. The role requires on-site work in Sunnyvale, CA, and proof of vaccination against certain diseases, including COVID-19.
Content Designer
Company: Roblox
Location: San Mateo, CA
Posted Dec 19, 2024
Roblox, a global platform for 3D immersive digital experiences, is seeking a Content Designer. The role involves collaborating with cross-functional teams to shape content strategy and UX writing, ensuring products are valuable, understandable, and easy to use. The ideal candidate should have 2+ years of experience in content design, UX writing, or related fields, with a strong portfolio showcasing diverse work. They must possess a solid understanding of UX principles, strong communication skills, and the ability to work in a fast-paced environment. Roblox offers an industry-leading compensation package, excellent benefits, and a supportive work culture.
Director, Software Engineering
Company: Walmart
Location: Sunnyvale, CA
Posted Dec 19, 2024
The job posting is for a Director of Engineering position in Data Ventures at Walmart. The role involves leading a global team of 40+ engineers, delivering data collaboration and near real-time APIs, and building a high-performing, efficient team culture. The ideal candidate should have a bachelor's degree in computer science or equivalent, 15+ years of experience in growing and managing large teams, and expertise in serverless and cloud-first solutions. They should also be familiar with full-stack development, platform security, and Agile methodologies. The role offers a competitive salary range of $169,000.00-$338,000.00, along with performance-based bonuses and comprehensive benefits.
Senior Director, Real Estate Compliance
Company: Salesforce
Location: San Francisco, CA
Posted Dec 19, 2024
Salesforce is seeking a Senior Director, Real Estate Compliance to join their Real Estate Strategy & Operations team. The ideal candidate should have a comprehensive understanding of the entire real estate lifecycle, from strategy to transactions and project design & delivery through ongoing operations and lease and sublease management. The role requires expertise in financial and accounting compliance, procurement, and process efficiencies to drive operational excellence throughout Salesforce's global portfolio. The successful candidate will manage multiple teams, including real estate accounting operations, sublease portfolio management, and lease administration and operations. They will also lead the procurement management process for the Salesforce Real Estate & Workplace Services (REWS) team, partnering heavily with internal and external teams. The candidate should have a background in finance, accounting, procurement, commercial property management, and/or subtenant management, with at least 10+ years of experience in corporate real estate compliance.
Financial Solutions Advisor Registration Candidate- Consumer Investments- Saratoga, Santa Cruz, Monterey Areas
Company: Merrill
Location: Santa Cruz, CA
Posted Dec 19, 2024
Bank of America is seeking Financial Solutions Advisors to join their Advisor Development Program. The role involves obtaining necessary licenses, learning foundational skills, and providing care and guidance to clients. The bank offers comprehensive training, on-boarding programs, and opportunities for career growth. The position is subject to SAFE Act registration requirements. Benefits include a base salary, industry-leading benefits, and resources for employee wellness.
Senior Manager, Enterprise Customer Success
Company: Checkr
Location: San Francisco, CA
Posted Dec 19, 2024
Checkr, a company specializing in people infrastructure for the future of work, is seeking a Senior Manager for its Enterprise Customer Success team. The role involves leading a team of Customer Success Managers, fostering strong customer relationships, and ensuring a delightful customer experience. The ideal candidate should have at least 6 years of experience in Customer Success or related roles, with a minimum of 3 years in a leadership or managerial position. They should possess strong problem-solving skills, excellent communication abilities, and a commitment to integrity and inclusion. The role offers a competitive compensation package, comprehensive benefits, and a collaborative hybrid work environment.
Senior Regulatory Engineering Program Manager - Health/Product Integrity
Company: Apple
Location: Cupertino, CA
Posted Dec 19, 2024
Apple's Product Integrity Strategic Engineering Program Management (EPM) group is seeking a motivated EPM to support the Health Team with regulatory deliverables. The role involves collaborating with various teams, advocating for Apple's approach to external stakeholders, and driving program objectives. The ideal candidate should have a background in engineering, medical device experience, and strong communication skills. Apple offers a competitive compensation package and benefits.
Business Solutions Advisor - San Fernando Financial Center - Spanish Required
Company: Bank of America
Location: Van Nuys, CA
Posted Dec 19, 2024
Bank of America is offering a job opportunity for a Business Solutions Advisor II. The role involves providing specialized and personalized service to clients, offering advice and guidance on borrowing and banking offerings. Key responsibilities include acquiring new clients, deepening existing relationships, and recommending financial solutions to help clients achieve their financial goals. The company emphasizes being a great place to work, with a focus on diversity, inclusivity, and employee well-being. The job is based in San Fernando, CA, with a pay range of $26.00 - $32.89 hourly, and is eligible for a formulaic incentive plan. The role requires demonstrated experience in business-to-business sales or small business banking, strong communication and customer service skills, and a proven sales track record.
Manager, Commercial Account Management
Company: Thomson Reuters
Location: San Francisco, CA
Posted Dec 19, 2024
Thomson Reuters is seeking a strategic and results-driven Sales Manager to lead their growing account management team in the East. The ideal candidate should have a proven track record in leading a team, growing a portfolio of accounts, and exceeding sales targets. They must possess excellent communication, negotiation, and team management skills. The role involves leading a team of account managers, developing and implementing a comprehensive account management strategy, and collaborating with cross-functional teams. The candidate should have a minimum of 5 years of experience in people management, strong industry knowledge, and a results-driven approach. Thomson Reuters offers a comprehensive benefits package, including flexible work arrangements, mental health days, and opportunities for professional growth.