124 client advisor jobs at 37 companies in Capitola, CA
2mo
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
GUCCI Client Advisor - Valley Fair
Santa Clara, California, United States
$19-$19/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication, commercial awareness, ability to work retail schedule including evenings/weekends/holidays, client relationship and selling skills.
POS
2mo
Save
Mark Applied
Hide
Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
3+ YOEPrevious retail or customer-centric experience, preferably in luxury retail; strong sales mindset, product knowledge, relationship-building, and communication skills.
clienteling tools and systems
1mo
Save
Mark Applied
Hide
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.
3d
Save
Mark Applied
Hide
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)
3d
Save
Mark Applied
Hide
GUCCI Client Advisor - Valley Fair
Santa Clara, California, United States
$19-$19/hr OnsiteFull Time
2+ YOERequires 2+ years of luxury fashion sales experience, a strong sales record, fashion and luxury knowledge, excellent communication, commercial awareness, adaptability, and flexibility for retail schedules.
POS
4d
Save
Mark Applied
Hide
Loro Piana, Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$30/hr OnsiteFull Time
3+ YOERequires 3+ years of sales experience, preferably in luxury retail, proficiency in Microsoft Office and SAP, customer service and problem-solving skills, and ability to lift up to 40 pounds.
Microsoft Office, SAP
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Financial Advisor
San Jose or Santa Clara
$75k-$160k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) required, insurance license required, 3+ years investment sales experience, ability to service and grow a client book.
1mo
Save
Mark Applied
Hide
Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), US work authorization required.
2mo
Save
Mark Applied
Hide
Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
Save
Mark Applied
Hide
Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
1mo
Save
Mark Applied
Hide
Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
Explore Jobs