203 client advisor jobs at 56 companies in Fairfax, CA
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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
2mo
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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
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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
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.
2d
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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 Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
3w
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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.
2w
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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.
3w
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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
2mo
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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
1d
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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)
2w
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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.
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
1w
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
HybridFull Time
5+ YOERequires a state-issued insurance producer license, four-year business-related degree, 5+ years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and analytics and communication skills.
Microsoft Suite, Salesforce
2w
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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.
2d
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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
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.
1w
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Work From Home - Client Benefits Advisor
Oakland, California, United States
RemoteFull Time
Requires strong customer service, communication, interpersonal, team leadership, and professional growth orientation.
Zoom
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
3mo
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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.
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