100 client advisor jobs at 35 companies in Blanco, TX
1w
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Client Advisor
Austin, Texas, United States
OnsiteFull Time
Proven sales track record and clienteling experience; product and styling knowledge; appointment-based service; strong communication and presentation; local language fluency; ability to meet KPIs.
4w
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Commercial Insurance - Client Advisor
Urbandale or Austin or Houston or Dallas
HybridFull Time
3+ YOE3+ years client management experience in insurance (underwriting, brokerage, or P&C); bachelor’s degree required; strong project management, analytical, and communication skills.
1mo
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Senior Private Client Advisor
San Antonio, Texas, United States
HybridFull Time
3+ YOE3+ years personal lines insurance experience with high-net-worth clients; P&C license required; strong client service, negotiation, renewal and proposal skills; ability to travel for meetings as needed.
1w
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Client Advisor with Athletic Background
San Antonio, Texas, United States
$70k-$95k/yr HybridFull Time
Bachelor's preferred; must obtain state insurance licenses (training provided), strong interpersonal and analytical skills, ability to build client relationships; prior financial or sales experience beneficial.
5d
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Private Client Advisor II
Austin, Texas, United States
OnsiteFull Time
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and client relationship skills.
4d
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Private Client Advisor II
Austin, Texas, United States
OnsiteFull Time
12+ YOERequires Series 7, 63, and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires business development, client advisory, sales, negotiation, and wealth planning skills.
6d
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Part-Time Client Advisor, Austin
Austin or Texas or United States
$23-$25/hr OnsitePart Time
Previous retail or customer-centric experience preferred; requires sales ability, product learning, relationship building, and willingness to work in a fast-paced luxury retail environment.
clienteling tools and systems
5d
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Part-Time Client Advisor, Austin
Austin, Texas, United States
$23-$25/hr OnsitePart Time
Previous retail or customer-centric experience preferred, with sales mindset, product learning ability, relationship-building skills, and interest in luxury retail.
clienteling tools
4d
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GUCCI Senior Client Advisor - Austin
Austin, Texas, United States
OnsiteFull Time
4+ YOERequires 4+ years of luxury fashion sales experience, strong communication and relationship-building skills, fashion and luxury knowledge, adaptability, and availability for evenings, weekends, and holidays.
POS
3d
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GUCCI Senior Client Advisor - Austin
Austin, Texas, United States
OnsiteFull Time
4+ YOERequires 4+ years of luxury fashion sales experience, strong communication and relationship-building skills, fashion and luxury knowledge, commercial awareness, flexibility, and availability for evenings, weekends, and holidays.
POS
3w
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Client Advisor - Austin, TX (The Domain)
Austin, Texas, United States
OnsiteFull Time
3+ YOERetail or luxury retail experience with commercial results; minimum 3 years professional experience; proficiency with POS and Microsoft Outlook; flexibility for days, nights, weekends, and holidays; authorization to work in the US.
Point of Sales (POS), Microsoft Outlook
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – North East San Antonio
New Braunfels or San Antonio or Cibolo
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent; demonstrated client acquisition and relationship management; active Series 7 and Series 66/63/65 (or obtain within 60 days); life, health and long term care insurance license; CFP preferred; bachelor’s degree preferred.
1mo
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Client Advisor (Full-time), A|X Outlet
San Marcos, Texas, United States
$14/hr OnsiteFull Time
Retail experience preferred, high school/GED preferred, strong communication and teamwork, ability to work flexible schedule including nights, weekends, and holidays; familiarity with CRM/WeChat preferred.
CRM, WeChat
4d
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Sales Client Advisor - BMW of South Austin
Austin, Texas, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
High school diploma, valid driver's license, and desired prior sales or customer service experience. Requires communication, basic math, and intermediate Microsoft Office skills.
Microsoft Office
3mo
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Licensed Client Associate
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEAssist Financial Advisors with servicing clients, processing trades, and sales support.
Microsoft Office, Excel, PowerPoint, Word, Access
2w
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Client Service Associate
Austin, Texas, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
CRM
2w
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEProvide administrative and client support to Financial Advisors, schedule appointments, assist with trades and account changes, organize marketing/events, produce reports; requires 2 years relevant experience, Associate's or equivalent, Texas driver's license, Series licenses preferred.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
1w
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Associate Financial Advisor - Austin, TX
Austin, Texas, United States
OnsiteFull Time
Support financial advisors by building client relationships, preparing analyses and proposals, and contributing to client growth; strong communication, sales or client-service experience, willingness to obtain Series 7/66 and state insurance licenses.
MoneyGuide, Salesforce
3w
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Client Service Associate (Boerne, TX)
Boerne, Texas, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients via phone/email/in-person, process transactions, open accounts, use CRM and Excel; HS diploma and securities-related experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
4d
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Financial Advisor
San Antonio, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
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