85 client advisor jobs at 30 companies in Calimesa, CA
1mo
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Client Advisor
Irvine, California, United States
$4k/mo OnsiteFull Time
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.
1mo
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CLIENT ADVISOR -CABAZON
Cabazon, California, United States
$20-$23/hr OnsiteFull Time
3+ YOEMinimum 3 years retail sales experience (luxury preferred); computer literate; client book preferred; ability to work flexible schedule including evenings, weekends and holidays.
1w
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Client Advisor - Palm Desert
Palm Desert, California, United States
$20-$28/hr OnsiteFull Time
3+ YOERequires retail, luxury retail, hospitality, or relevant client experience; commercial results; client connection; POS and client tracking systems; Microsoft Outlook; U.S. work authorization. Degree and multilingual skills preferred.
Point of Sales (POS) systems, Microsoft Outlook
2mo
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Client Advisor (Part-Time) - Cabazon Outlet
Cabazon, California, United States
$20-$22/hr OnsitePart Time
2+ YOEMinimum 2 years retail experience (luxury preferred) or equivalent client-facing experience; proficiency with Microsoft Word/Excel/Outlook; strong interpersonal, presentation, and client management skills; English required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Private Client Advisor II
Ontario, California, United States
$100k-$275k/yr OnsiteFull Time
12+ YOERequires 12+ years of private banking or complex financial services experience, Series 7 and 63/65 or Series 7 and 66, business development, wealth planning, client advisory, negotiation, and collaboration skills.
1w
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Client Advisor (Full-time), Armani Outlet
Cabazon, California, United States
$19/hr OnsiteFull Time
Preferred retail experience and high school diploma/GED. Requires excellent communication, teamwork, client outreach technology proficiency, and flexible holiday, night, and weekend availability.
CRM, WeChat
6d
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Commercial Insurance Client Advisor
Costa Mesa or Ontario or San Jose or Walnut Creek or San Diego
$70k-$150k/yr OnsiteFull Time
2+ YOERequires 2+ years in sales, client-facing, client advising, or business development; insurance industry experience; and a Property and Casualty license. CRM, AI, and market expansion experience preferred.
CRM, AI, predictive analytics, sales enablement tools, Employee Assistance Program (EAP), Calm app, Health Savings Account (HSA), Flexible Spending Account (FSA)
1mo
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
3mo
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Sales Client Advisor
Riverside, California, United States
$17-$15k/hr OnsiteFull Time
3+ YOE3+ years automotive sales experience; strong customer service and communication skills; self-motivated; bilingual a plus; professional appearance.
3w
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SAINT LAURENT Senior Client Advisor Cabazon
Cabazon, California, United States
$20-$22/hr OnsiteFull Time
Proven retail or luxury service experience, strong leadership and sales skills, client development focus, excellent communication in English and local language, ability to use retail tools and mentor staff.
2mo
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Client Advisor, Cabazon Outlet - Marni (Cabazon, US)
Cabazon, California, United States
$19-$20/hr OnsiteFull Time
Retail experience in fashion/jewelry/lifestyle brands preferred; strong communication, sales-driven mindset, customer-centric approach, cultural awareness, and ability to build client relationships.
POS system
2w
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Sr Client Advisor - Commercial Lines
Irvine, California, United States
RemoteFull Time
5+ YOEState-issued property and casualty producer license, 5+ years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and analytics and communication skills.
Microsoft Suite, Salesforce
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Azusa, CA (area)
Azusa or Duarte or El Monte or City of Industry or La Puente or Monrovia or Walnut or West Covina
$70k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, Series 7 and Series 66 (or 63/65) and Life/Health/Long-Term Care insurance license required; CFP preferred; demonstrated client acquisition and relationship management skills.
1w
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Private Client Advisor II
Ontario, California, United States
$100k-$275k/yr 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 relationship management skills.
2mo
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Client Advisor (Automotive Sales Experience Needed)
Irvine, California, United States
$17/hr OnsiteFull Time
Sell new and pre-owned vehicles; meet and greet customers; use CRM for follow-up; conduct test-drives (valid driver\u0002s license required for demonstrations); prepare sales proposals and complete paperwork.
CRM
2mo
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Client Advisor (Automotive Sales Experience Needed)
Irvine, California, United States
$17/hr OnsiteFull Time
Automotive sales experience; selling new and pre-owned vehicles, meeting sales goals, conducting demos, maintaining CRM, knowledge of federal/state auto retail laws, and obtaining a valid driver’s license for demonstrations.
CRM
3mo
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Licensed Client & Advisor Success Manager
Upland, California, United States
$40k-$60k/yr OnsiteFull Time
Bilingual Spanish and English; active Series 7, Series 66, and Life Insurance licenses; wealth management experience preferred.
Wealthbox, PreciseFP, eMoney, Wealth.com, Jump AI, Outlook, MyRepChat, Zoom, Google Drive, RingCentral
3w
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Registered Client Service Associate
Irvine, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, advanced Microsoft Office skills, Series licenses preferred, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Financial Advisor
Ontario, California, 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.
proprietary planning software
2w
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Selling Advisor - Jewelry
Palm Desert, California, United States
$15-$21/hr OnsitePart Time
Requires a proven sales track record, client-focused approach, product knowledge, goal orientation, fashion passion, and ability to build long-term client relationships.
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