5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
Sales role requiring strong communication, negotiation, and client-building skills; coachable, goal-oriented, able to work in a performance-driven environment; Spanish bilingual is a plus; in-office Monday–Friday in Irvine.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOEMinimum 3 years in retail or luxury retail; able to work non-traditional hours; proficient with POS and client-tracking systems; US work authorization.
POS systems, Client tracking systems, Microsoft Outlook
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOE3+ years retail experience preferred, strong sales orientation, client book preferred, passion for luxury products, tech-savvy, customer service and communication skills.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOE2+ years personal lines experience with High Net Worth clientele, P&C license required, client service and relationship skills, ability to travel for meetings; bachelor’s degree and professional designations preferred.
Lithia MotorsNYSE: LAD: Sells vehicles and provides automotive repair and financing services.
Drive vehicle sales through consultative customer engagement; valid driver's license and acceptable driving record; high school diploma or equivalent; 18+ years old.
Prada GroupHong Kong Stock Exchange: 1913: Designs and retails luxury fashion, leather goods, and footwear
Deliver luxury customer service, build client relationships, meet sales targets, capture client data in CRM, strong communication and product knowledge; English required.
Honor Technology: Provides technology and professional care services for in-home senior care.
1+ YOE1+ year consultative client-facing experience, ability to conduct needs assessments, convert inquiries to service starts, manage client relationships, use CRM/office tools, reliable transportation for frequent field visits.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role guiding and educating interested clients, no cold outreach; seeks competitive self-starters willing to be coached. Interviews via Zoom.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience; strong sales, communication, and client-relationship skills; ability to work retail schedule including evenings, weekends and holidays; maintain grooming and store standards; POS and in-store tech usage.
Henley & Partners: Advising on global residency and citizenship by investment programs.
3+ YOE3+ years business development or consultative sales experience; proven new-business generation with high-net-worth clients; consultative sales skills, CRM proficiency, and strong communication.
Vistage Worldwide: Provides executive coaching and peer advisory for business leaders.
5+ YOE5+ years inside phone sales/consulting/customer service; ability to engage C-level clients; Salesforce and MS Office experience; bachelor’s degree preferred; project management or business development preferred.