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.

Underwriting Specialist - Excess & Umbrella

Company: Markel

Location: San Francisco, CA

Posted Sep 30, 2024

The job posting is for an Underwriting Specialist position at Markel, a Fortune 500 company. The job involves underwriting new business and renewals, managing existing accounts, and communicating with clients. The company offers competitive benefits, a hybrid work schedule, and opportunities for growth and development.

Senior Product Manager, Performance

Company: Attentive

Location: San Francisco, CA

Posted Sep 30, 2024

Attentive is a leading AI-powered SMS and email marketing platform that helps businesses deliver personalized communication to their customers. The company is seeking a Senior Product Manager to join its AI Journeys Product team in San Francisco.

Payroll Specialist

Company: LPL Financial

Location: San Diego, CA

Posted Sep 30, 2024

LPL Financial is a leader in the financial industry, offering a range of services and opportunities for financial advisors. The company is committed to supporting its advisors and providing them with the tools and resources they need to succeed.

Storage Brand Technical Specialist, Western Canada

Company: IBM

Location: CA Calgary

Posted Sep 30, 2024

The job description is for a Technical Sales Representative role at IBM Storage, where you will work closely with clients to develop relationships and show them how IBM's industry-leading solutions can solve their problems. The role requires technical expertise in storage solutions and sales experience, and offers excellent onboarding and ongoing development opportunities.

Channel Sales Executive - Video Security & Access Control (LA Metro)

Company: Motorola Solutions

Location: Los Angeles, CA

Posted Sep 29, 2024

Motorola Solutions is a company that helps people be their best in the moments that matter by solving for safer technologies. They create mission-critical communications devices and networks, AI-powered video security, and access control solutions. The company is committed to providing an inclusive and accessible recruiting experience for candidates with disabilities.

Financial Planner

Company: Allworth Financial

Location: Sacramento, CA

Posted Sep 29, 2024

The Financial Planner role at Allworth Financial involves partnering with the Sales Team and Advisor to understand client needs, creating personalized planning proposals and customized comprehensive financial plans, and working with integrated services to gather and analyze necessary information.

Lead Product Analyst

Company: Volley

Location: San Francisco, CA

Posted Sep 29, 2024

Volley is looking for a Product Analyst to help grow and improve popular experiences on their platform. The job involves analyzing user data, identifying opportunities for new product improvements, and designing and running experiments. The company offers a hybrid work arrangement, competitive salary, and a range of benefits.

Senior Product Manager, Generative AI Quality

Company: Attentive

Location: San Francisco, CA

Posted Sep 30, 2024

Attentive is a leading AI-powered SMS and email marketing platform that helps businesses achieve hyperpersonalized communication with their customers. The company has received recognition for its growth and innovation, and is looking for a Senior Product Manager to lead its efforts in leveraging Large Language Models to personalize messages.

Software Engineer, Infrastructure (Release Engineering)

Company: Benchling

Location: San Francisco, CA

Posted Sep 29, 2024

Benchling is a company that aims to unlock the power of biotechnology by providing innovative software solutions for the development of breakthrough products. The company is looking for an Infrastructure Engineer to join their Release Engineering team, who will be responsible for shaping the platform for agility, performance, and security.

Senior Manager of Special Projects, Ruggable X

Company: Ruggable

Location: Los Angeles, CA

Posted Sep 29, 2024

Ruggable is a leading direct-to-consumer ecommerce brand looking for a rockstar Manager of Partnerships and Licensing to help grow the business. The company is venture-backed and has a patented washable rug design that is disrupting the home décor industry.

Assistant Controller

Company: Grammarly

Location: San Francisco, CA

Posted Sep 29, 2024

Grammarly is looking for an Assistant Controller to join their Finance and Accounting team. The role involves building a successful accounting function, leading a team, and ensuring the success of the company's IPO readiness.

Head of Wealth Planning

Company: Allworth Financial

Location: Sacramento, CA

Posted Sep 29, 2024

Allworth Financial is a high-growth private equity-backed multi-branch Registered Investment Advisor that specializes in retirement planning, investment advising, and 401k management. The company is known for its emphasis on client wellbeing and education, and has received several awards and recognitions, including the Circle of Excellence award and being named a Barrons Top 40 RIA.

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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