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.
Associate, Wealth Management (Los Angeles Office)
Company: IEQ Capital
Location: Los Angeles, CA
Posted Jun 05, 2024
IEQ Capital, a Registered Investment Advisor, is seeking a motivated professional to join their Los Angeles-based team as an Associate. The role involves managing client relationships, providing operational support, and participating in educational sessions. The company offers upward mobility, with many individuals advancing from the Associate role to senior positions. The total compensation range is $70,000 - $97,500, depending on skills and experience.
Director, Visa Consulting & Analytics, Digital Partners + Fintech
Company: Visa Inc,
Location: San Francisco, CA
Posted Jun 05, 2024
Visa Inc. is seeking a seasoned leader for its Visa Consulting & Analytics (VCA) team to grow and deliver strategy, team, and financials for Visa's North America Digital Partners + Fintech segment. The role involves selling, delivering, and implementing high-value consulting projects and solutions with diverse clients. Responsibilities include proactively engaging Visa leaders, managing a team of Managers and Analysts, leading consulting initiatives, and developing frameworks and recommendations for clients. The ideal candidate should have strong consulting skills, Fintech and digital payments experience, and excellent communication abilities. The role requires travel 5-10% of the time and is based in a hybrid work environment.
Tax Manager
Company: Ascend (ascendtogether.com)
Location: San Antonio, TX
Posted Jun 05, 2024
ATKG, a growth-oriented CPA firm, is seeking a Tax Manager to join their team. With over 40 years of experience, ATKG has been recognized as a 2023 Best Place to Work. They emphasize innovation, client service, and community involvement, particularly with their charity of choice, Kinetic Kids. ATKG recently joined Ascend, a tax, accounting, and advisory platform, to enhance their growth and innovation. The ideal candidate will have 5+ years of public accounting experience, 2+ years in a supervisory role, and a CPA license. They should possess strong technical taxation skills, leadership abilities, and client relationship management skills. ATKG offers benefits, hybrid work opportunities, a generous PTO package, 401k matching, and career growth opportunities.
Account Executive
Company: Popmenu
Location: Los Angeles, CA
Posted Jun 05, 2024
Popmenu is seeking an Account Executive to join their growing sales team in a remote role based in the Los Angeles market. The ideal candidate will be passionate about making an impact, have a hunter mentality, and be skilled in prospecting, lead generation, and closing deals. They should be comfortable working in a high-volume, fast-paced sales environment, delivering inspiring product demonstrations, and articulating value and ROI. Popmenu offers a flexible work environment, a pioneering concept, a product clients love, and talented teammates. The company is dedicated to revolutionizing the restaurant industry and benefits both restaurant owners and their customers. Popmenu values transparency, meeting candidates at eye level, and offers a competitive compensation range of $120 to $140k OTE in addition to company equity.
Advisor Support Representative
Company: Altruist
Location: Los Angeles, CA
Posted Jun 05, 2024
Altruist, a rapidly growing fintech company, is seeking an Advisor Support Representative to join their Customer Success team. The role involves resolving complex customer inquiries, maintaining product knowledge, and providing exceptional customer service. The ideal candidate should have 2+ years of customer support or call-center experience, broker-dealer operations experience, and a working knowledge of investing. The position is based in Los Angeles, CA with a salary range of $68,000—$90,000 USD. Altruist offers competitive benefits, including healthcare, dental, vision insurance, 401(k) savings plan, flexible paid time off, and equity in the form of Stock Options (ISOs).
Associate Executive Protection Specialist
Company: Concentric
Location: San Diego, CA
Posted Jun 05, 2024
Concentric, a global risk consultancy, is seeking an Associate Executive Protection Specialist to join their team in San Diego. The role involves safeguarding principals from safety and security hazards, both domestically and internationally. Responsibilities include advance work, primary principal driving, close-in protection, liaison, communications, physical security, and supervisory responsibilities. Required qualifications include a Bachelor's degree, 0-2 years of related security experience, and the ability to travel. Preferred qualifications include collaborative abilities, firearm permit, valid driver's license, and knowledge of Microsoft Suite. Compensation includes 100% employer-paid medical, dental, and vision benefits, 401k with employer contribution, and various paid leaves. Concentric is committed to diversity, equity, and inclusion.
Product Design Manager, Tax Credits
Company: Gusto
Location: San Diego, CA
Posted Jun 04, 2024
Gusto is a modern online platform that simplifies business operations for small businesses, offering services like payroll, benefits, and HR tools. The company is committed to creating a collaborative and inclusive workplace. The Product Design team at Gusto, consisting of over 60 creative individuals, focuses on designing intuitive experiences for Gusto's users. The Tax Credits team, a part of Gusto, aims to simplify and demystify tax credit regulations for businesses. The Product Design Manager for the Tax Credits team will lead a team of designers to create high-quality, user-friendly experiences for customers. The role requires extensive product design experience, a customer-focused mindset, and strong collaboration skills.
Project Coordinator
Company: EOS IT Solutions
Location: Los Angeles, CA
Posted Jun 04, 2024
EOS IT Solutions, a global technology and logistics company, is seeking a Project Coordinator. The role involves assisting in project planning, coordination, and management, ensuring timely completion within resource limitations. The ideal candidate should have 3+ years of project coordination experience, proficiency in Microsoft Suite & Google Suite, and excellent written and verbal skills. Preferred certifications include Avixa CTS or AV-T and PMI CAPM & PMP. The pay range is $70,000—$85,000 USD.
Director of Customer Experience & Success
Company: Collective (collective.com)
Location: San Francisco, CA
Posted Jun 05, 2024
Collective is a platform that helps businesses-of-one achieve financial independence by providing a range of services, including business incorporation, accounting, and tax services. The company is looking for a Director of Customer Experience to manage a team of Relationship Managers and drive customer experience strategy.
Associate, Ads Product Marketing
Company: Netflix
Location: Los Angeles, CA
Posted Jun 05, 2024
Netflix is seeking a passionate and collaborative Ads Product Marketer to join their growing Ads Product Marketing team. The role involves supporting the definition and development of go-to-market efforts across new ad product solutions, enhancing existing offerings, and collaborating with cross-functional stakeholders.
AV Engineer
Company: EOS IT Solutions
Location: Los Angeles, CA
Posted Jun 04, 2024
EOS IT Solutions, a global technology and logistics company, is seeking an experienced AV Engineer for a high-performing team. The role involves AV design, break-fix, and event support for a global multimedia audio-visual environment. The ideal candidate will have extensive knowledge of AV & Broadcast products, hands-on experience with audio & video formats, and strong system architecture design skills. They should also possess excellent communication skills and the ability to work in a global team environment.
Sales Development Representative
Company: Altruist
Location: Los Angeles, CA
Posted Jun 05, 2024
Altruist is a fintech company seeking a Sales Development Representative to join their Client Development team. The role involves qualifying inbound leads, conducting outbound prospecting, and delivering results. The company offers a competitive salary, stock options, and benefits.