97 client advisor jobs at 39 companies in Aptos, CA
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Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
Customer-focused retail sales advisor with strong commercial mindset; ability to achieve sales targets, learn product knowledge, use clienteling tools, and build long-term client relationships. Luxury retail experience preferred.
1w
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SVP-Client Advisor
Menlo Park, California, United States
$200k-$260k/yr OnsiteFull Time
10+ YOEExtensive trust and estate knowledge, 10+ years wealth management experience, strong business development track record, supervisory experience, and ability to coordinate across tax, investment, and operations teams.
3mo
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Client Advisor- Carmel
Carmel, California, United States
OnsiteFull Time
3+ YOEExperience in retail or luxury retail; proven sales results; flexible hours; POS proficiency; US work authorization.
POS systems, Microsoft Outlook, Client tracking systems
1mo
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Client Advisor - Westfield Valley Fair
Santa Clara, California, United States
$22-$24/hr OnsiteFull Time
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred); strong interpersonal and communication skills; English required; proficiency with Microsoft Word/Excel/Outlook; sales-driven and client-centric.
Microsoft Word, Microsoft Excel, Outlook
2w
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
1mo
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Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
Customer-focused retail sales role requiring strong selling, product knowledge, clienteling, communication, and relationship-building; luxury or customer-centric retail experience preferred.
1w
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Client Advisor, Part-Time, BYREDO (Valley Fair)
Santa Clara, California, United States
$20-$22/hr OnsitePart Time
2+ YOE2+ years luxury retail or beauty sales, ability to build client relationships and meet sales targets, availability for weekends/holidays, ability to lift boxes, flexible schedule.
3d
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Temporary Client Advisor - Valley Fair
San Jose, California, United States
$24-$26/hr OnsiteFull Time, Temporary
3+ YOEOver three years of luxury fashion retail sales experience, proven target achievement, strong communication and organization, customer relationship skills, adaptability, and flexible evening, weekend, and holiday availability.
Customer Relationship Management (CRM)
6d
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
1+ YOE1-2 years retail sales experience (luxury preferred); ability to meet/exceed sales KPIs, build client relationships, work closing shifts, weekends, climb ladders, lift 5-8 lbs, strong verbal communication.
1mo
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Full-time Client Advisor - Valley Fair
Santa Clara, California, United States
$26-$28/hr OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience; fluent in English; selling and clienteling skills; knowledge of KPIs, visual merchandising, retail procedures, and digital tools; brand/product knowledge.
CEGID, Salesforce
4w
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
Retail experience preferred; high school/GED preferred; strong verbal and written communication; multilingual skills a plus; able to work flexible schedule including nights, weekends, and holidays; proficiency with CRM and WeChat preferred.
CRM, WeChat
2mo
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
1+ YOE1–2 years retail sales experience (luxury preferred); meet/exceed sales goals and KPIs; strong verbal and written communication; mobile on sales floor; available evenings, weekends, holidays; ability to lift 5–8 lbs and climb a ladder.
1w
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Client Advisor Seeking former Athlete
Monterey, California, United States
$69k-$94k/yr HybridFull Time
Bachelor's degree preferred; strong interpersonal, communication and analytical skills; ability to build client relationships; must obtain state insurance licenses (training provided).
1w
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Client Advisor Seeking former Athlete
Monterey, California, United States
$69k-$94k/yr HybridFull Time
Bachelor's degree in finance, business, or related field preferred; prior financial services experience is not required. Strong communication, interpersonal, analytical, and client relationship-building skills required.
1mo
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Associate, Client Advisory
United States or Mountain View
$110k-$300k/yr RemoteFull Time
10+ YOE10+ years delivering comprehensive financial plans, securities registration (Series 65/7+66) or approved designations (CFP/CFA/ChFC), fiduciary experience, strong analytical and communication skills, and ability to systematize advisory workflows.
3mo
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J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yr OnsiteFull Time
2+ YOETwo years in financial advisory or equivalent; Series 7 and 66 licenses; Life/Health/Long Term Care license; CFP preferred; Bachelor's degree preferred.
2w
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
5d
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Experienced Wealth Advisor
Pleasanton, California, United States
$150k-$500k/yr HybridFull Time
Securities-licensed advisor with active Series 7 and 66 (or Series 6,63,65), state insurance licenses preferred; proven client development and compliance knowledge; bachelor’s degree preferred.
1mo
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; strong client focus, attention to detail, ability to learn new technology platforms, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Private Wealth Management Client Service Associate
Menlo Park, California, United States
$35k-$90k/yr OnsiteFull Time
2+ YOESupport financial advisors, cultivate client relationships, process client requests, onboard accounts; willingness to obtain Series 7 and Series 66/63+65; 2+ years industry experience preferred; HS diploma; strong Microsoft Office skills.
Microsoft Office
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