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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
Drive sales and achieve targets, master brand and product knowledge, advise clients across categories, use clienteling tools, retail or customer-focused experience preferred.
2w
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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.
4w
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
3mo
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Client Advisor - Construction
San Diego, California, United States
$70k-$150k/yr OnsiteFull Time
2+ YOEMinimum 2 years in commercial insurance brokerage or sales; active Property and Casualty (P&C) license.
CRM, AI
1d
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GUCCI Client Advisor - San Diego
San Diego, California, United States
$18-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong client relationship and communication skills, ability to work evenings/weekends/holidays, commercial awareness and product knowledge.
2mo
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San Diego Client Advisor
San Diego, California, United States
OnsiteFull Time
Experience in sales or customer service in premium retail; detail-oriented; strong organizational skills; team player; right to work in the US; Tuesday–Saturday availability.
1mo
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Client Advisor - Commercial Lines
San Diego, California, United States
$85k-$110k/yr HybridFull Time
5+ YOEState P&C producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
1w
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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
Retail sales experience preferred, strong commercial mindset, product knowledge, clienteling and customer relationship skills, excellent communication and curiosity to learn.
2w
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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.
3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
16h
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Client Advisor Mandarin Speaker - La Jolla, UTC
San Diego, California, United States
$20-$28/hr OnsitePart Time
3+ YOERetail or luxury retail experience with commercial results, ability to build client relationships, proficiency with POS/client tracking/Microsoft Outlook, flexibility to work non-traditional hours; Mandarin speaker preferred.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
1mo
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Full Time Senior Client Advisor
San Diego, California, United States
$20/hr OnsiteFull Time
High school diploma required (college preferred). Prior retail experience with high-end goods and clientele preferred. Open scheduling availability including weekends. Strong communication, sales, and customer-service skills; ability to open/close store.
4w
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Client Advisor - San Diego (San Diego, CA, US)
San Diego, California, United States
$18-$20/hr OnsiteFull Time
3+ YOE3+ years luxury retail sales experience, strong communication, knowledge of women's and men's RTW, CRM proficiency, ability to meet sales targets and build client relationships.
CRM
3d
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Client Advisor - Fashion Valley, San Diego
San Diego, California, United States
$26/hr OnsiteFull Time
2+ YOE2+ years retail experience preferred, high school diploma, strong communication, POS and CRM proficiency, flexible availability including nights/weekends/holidays, ability to lift ~10lbs, foreign language a plus.
POS, CRM
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Central San Diego, CA (area)
La Jolla or San Diego or La Mesa
$70k/yr OnsiteFull Time
2+ YOEAt least 2 years in a Financial Advisor role; Series 7 and Series 66; Life/Health/LTC license; Bachelor's degree preferred.
2w
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Full-time Client Advisor - UTC San Diego (New Opening!)
San Diego, California, United States
$24-$27/hr OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience, knowledge/passion for watches, fluent English, selling and clienteling skills, KPI knowledge, digital tool proficiency, excellent communication and interpersonal skills.
CEGID, Salesforce
1w
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, learn technology platforms, maintain client-centric focus; high school diploma/GED required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Service Specialist II
San Diego, California, United States
$70k-$90k/yr HybridFull Time
2+ YOEBA/BS required, 2+ years in financial services (RIA operations preferred). Experience with custodial onboarding, reconciliations, client service, and mentoring. Proficiency in Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, and Microsoft Office.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Financial Advisor
San Diego, California, United States
$61k-$250k/yr OnsiteFull Time
Obtain life/health and securities licenses (SIE, Series 6,7,63); bachelor’s degree preferred; entrepreneurial, client-facing experience; legal US work authorization required.
2w
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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.
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