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54 client advisor jobs at 25 companies in Davis, CA

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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and willingness to learn; luxury or customer-centric retail experience preferred.
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1mo
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
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.
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2mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
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
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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
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
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3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience; ability to meet sales targets; strong client relationship skills; flexibility to work non-traditional hours.
POS systems, Client tracking systems, Microsoft Outlook
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2w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Required to obtain state insurance licenses (training provided); bachelor's degree preferred; strong communication, analytical skills, and ability to build client relationships; prior financial or sales experience beneficial.
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3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
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
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2w
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Audi Sales Client Advisor
Sacramento, California, United States
$3k-$17k/mo OnsiteFull Time
The Niello Company
The Niello Company: Automotive dealership group selling new and used vehicles.
High school diploma or equivalent, valid sales license, driver's license with clean DMV record, strong communication and basic technology skills, ability to meet sales quotas and perform light physical tasks.
CRM, Microsoft Office, Email, Mobile Device
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3w
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1d
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEProvide administrative support for financial advisors, open and maintain client accounts, perform clerical tasks; requires high school diploma and 2 years clerical/industry experience.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
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1d
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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3mo
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Client Service Associate (part-time)
Walnut Creek, California, United States
$34k-$90k/yr OnsitePart Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; high school diploma required, college preferred; willingness to obtain Series 7/66 or Series 63/65; advanced Microsoft Office skills; strong communication and organization.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
Heffernan Insurance Brokers
Heffernan Insurance Brokers: Independent insurance brokerage providing risk management and financial services.
3+ YOECPA and Bachelor’s degree required, minimum 3 years tax or public accounting experience; strong communication, tax knowledge for individuals and small businesses, and client advisory skills.
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2d
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Account Advisor
Woodland Hills or Walnut Creek or Costa Mesa
$77k-$120k/yr HybridFull Time
Elevance Health
Elevance HealthNYSE: ELV: Provides health insurance plans and integrated healthcare services.
4+ YOEBA/BS and 4 years related experience; sales license required or obtainable within 60 days; client-facing and account management experience preferred; ability to travel monthly in California.
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1w
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Financial Advisor
Sacramento, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-building experience, entrepreneurial drive, and legal US work authorization. Must obtain Life/Accident & Health, SIE, Series 6, Series 7, and Series 63; CFP support provided.
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1mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
Earned
Earned: Provides comprehensive financial, tax, and wealth planning for doctors.
1+ YOEBachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are.
Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape
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3d
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Beauty Advisor - Part Time
Stockton, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, strong customer service in retail, ability to lift up to 50 lbs, excellent communication, and previous client-facing experience preferred.
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1w
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Wealth Management Advisor
Pleasanton or Walnut Creek or San Jose or Redwood City or Roseville
$200k-$400k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred.
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Beauty Advisor - Part Time
Walnut Creek, California, United States
$23-$26/hr OnsitePart Time, Full Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, excellent communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meeting minimum weekly shift/hours for role.
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