54 client advisor jobs at 19 companies in Carmichael, CA
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and willingness to learn; luxury or customer-centric retail experience preferred.
2mo
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Retail sales experience preferred, strong customer service and communication skills, ability to learn product knowledge and use clienteling tools, sales-driven with a commercial mindset and curiosity to develop client relationships.
1mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, client relationship skills, flexibility for retail schedule including evenings/weekends/holidays, excellent communication.
3mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
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.
POS
1mo
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Private Client Advisor
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yr HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
2w
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Acura Sales Client Advisor
Roseville, California, United States
$3k-$17k/mo OnsiteFull Time
High school diploma, valid driver's license and sales license, strong verbal/written communication, basic Microsoft Office and CRM skills, ability to lift 25–50 lbs and work evenings/weekends/holidays.
Microsoft Office, Email, CRM
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
3w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3d
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Financial Advisor
Sacramento, 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.
Northwestern Mutual's proprietary planning software
2w
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Beauty Advisor - Flex
Stockton, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Provide client consultations and product recommendations; retail or client-facing experience preferred; strong communication; ability to lift up to 50 lb.
5d
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Financial Advisor
Roseville, California, United States
$110k-$300k/yr HybridFull Time
1+ YOE1–3 years experience in financial services or insurance; active insurance license and/or Series 7/66 or Series 6/63/65; strong client relationship and advisory skills; entrepreneurial mindset.
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hr OnsiteFull Time
Entry-level advisor trainee to obtain SIE, Series 7 and Series 66 licenses; sales-oriented with strong communication, time management, regulatory diligence, and client relationship skills; SAFE Act registration required for certain duties.
5d
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VP, Financial Advisor
San Francisco or Sacramento or California
$200k-$250k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience in business, finance, economics, or related field; 5 consecutive years as a registered representative with Series 65, Series 7/66, or advanced designation; complex financial planning and client conversion experience.
Microsoft Office Suite, Salesforce, Support Org
1w
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Beauty Advisor - Part Time
Rocklin, California, United States
$21-$24/hr OnsitePart Time, Full Time
Retail or client-facing experience preferred, strong communication, ability to lift 50 lbs, punctuality, trend knowledge, and ability to meet minimum weekly shifts.
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
4d
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Part-Time Beauty Advisor - Sephora
Yuba City, California, United States
$18-$23/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and technology equipment skills.
handheld scanners
1w
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1w
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Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hr OnsiteFull Time
0+ YOEWillingness to obtain Securities Industry licenses (SIE, Series 7, Series 66), sales experience or aptitude, strong client relationship and communication skills, SAFE Act registration for mortgage origination when applicable.
3mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Antelope, California, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs and stand for up to 8 hours, flexible availability for days, nights, weekends and holidays.
3w
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Financial Advisor - Winters, CA - Market 31, Region 41
Winters, California, United States
$45k-$100k/yr OnsiteFull Time
Develop and grow a client-focused advisory practice; obtain SIE, Series 7 and Series 66 and state insurance licenses; bachelor’s preferred or equivalent experience; strong relationship-building and self-motivation.
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