110 client advisor jobs at 44 companies in Cotati, CA
1w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
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
1w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
3+ YOEBachelor's degree, advanced degree preferred; 3+ years financial planning experience with high-net-worth clients; proficiency with Money Guide Pro and eMoney; strong communication, estate/tax planning knowledge; CFP preferred.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Customer-focused client advisor in luxury retail with strong sales skills and ability to build relationships.
1mo
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Private Client Advisor
San Francisco, California, United States
$53k-$98k/yr HybridFull Time
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.
2mo
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
6d
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Client Advisor
San Francisco, California, United States
$48k-$159k/yr OnsiteFull Time
High school graduate or equivalent; at least 18 years old; valid driver's license and acceptable driving record required. Sales experience is encouraged but not required.
4w
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Client Care Advisor
San Francisco, California, United States
$80k-$95k/yr FieldFull Time
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.
CRM, Microsoft Office, Salesforce
1w
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Private Client Advisor
San Francisco, California, United States
OnsiteFull Time
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.
CRM
1mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Customer-focused retail advisor with strong sales and relationship-building skills; retail or luxury experience preferred; ability to use clienteling tools and meet individual and team sales goals.
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Senior Client Advisor - San Francisco
San Francisco, California, United States
$21-$22/hr OnsiteFull Time, Part Time
Retail sales experience preferred; strong interpersonal and communication skills, English proficiency, computer/CRM knowledge, ability to multitask and provide luxury client service.
CRM
1w
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Client Advisor Seeking Former Athlete
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Bachelor's preferred; ability to build client relationships, strong communication and analytical skills; must obtain state insurance license (training provided); prior sales/financial experience beneficial but not required.
6d
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Private Client Advisor II- Executive Coverage
New York or San Francisco or Dallas or Boston or Chicago or Los Angeles or Pennington
$225k-$298k/yr OnsiteFull Time
Provide high-touch advisory and client management for executive clients, lead client teams, register under SAFE Act when originating residential mortgages, sales and negotiation skills, leadership and cross-functional collaboration.
1w
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Client Advisor with Athletic Background
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Bachelor's preferred; prior financial/insurance/business development experience helpful but not required. Strong interpersonal, communication, and analytical skills. Must obtain state insurance licenses (training provided).
1mo
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
RemoteFull Time
5+ YOEState P&C producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, proven ability to meet sales quotas and manage renewals.
Microsoft Suite, Salesforce
1mo
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Associate, Client Advisor - Giorgio Armani
San Francisco, California, United States
$25/hr OnsiteFull Time
Retail/sales experience preferred, strong communication and team skills, proficiency with CRM/WeChat, high school diploma/GED preferred, flexible availability including nights, weekends and holidays.
CRM, WeChat
6d
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
3mo
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J.P. Morgan Wealth Management – Private Client Advisor - Fairfield, CA and Surrounding areas
Berkeley or Fairfield or El Cerrito
$70k/yr OnsiteFull Time
2+ YOEAt least 2 years in a financial advisor role; Series 7 and Series 66 licenses; Life/Health/LTC license; CFP preferred; bachelor’s degree preferred.
3mo
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PT Client Advisor - San Francisco (San Francisco, CA, US)
San Francisco, California, United States
$19-$21/hr OnsitePart Time
3+ YOE3+ years luxury retail sales; strong communication; experience in Women’s and Men’s RTW.
CRM, POS
2mo
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Financial Advisor
Mill Valley, California, United States
RemoteContract
5+ YOECFP or CFA required; 5+ years as a financial advisor with client relationships; fee-only planning experience; knowledge of portfolio management, Roth conversions, Medicare, retirement income.
3mo
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Registered Client Service Associate
San Francisco, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to Financial Advisors; requires Series 7 and Series 66 (or Series 63 and 65), strong Microsoft Office skills, and client-facing experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft MSOnline, eSign, eAuthorization, Zoom
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