2w
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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.
1mo
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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.
1w
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Client Advisor - Livermore Outlet
Livermore, California, United States
$21-$23/hr OnsiteFull Time
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred). Must communicate in English, be client-centric, professional, dependable, and proficient with Microsoft Word/Excel/Outlook.
Microsoft Word, Microsoft Excel, Outlook
2mo
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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
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.
3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
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
2w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
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.
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
2w
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Audi Sales Client Advisor
Sacramento, California, United States
$3k-$17k/mo OnsiteFull Time
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
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
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.
6d
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
Retail experience preferred; high school/GED preferred; strong verbal and written communication; multilingual skills a plus; able to work flexible schedule including nights, weekends, and holidays; proficiency with CRM and WeChat preferred.
CRM, WeChat
1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
4d
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
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
4d
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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
3mo
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Client Service Associate (part-time)
Walnut Creek, California, United States
$34k-$90k/yr OnsitePart Time
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
1w
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
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.
4d
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Account Advisor
Woodland Hills or Walnut Creek or Costa Mesa
$77k-$120k/yr HybridFull Time
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.
1w
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Financial Advisor
Sacramento, California, United States
$61k-$250k/yr OnsiteFull Time
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.
1mo
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Style Advisor - Livermore
Livermore, California, United States
$24-$27/hr OnsiteFull Time
3+ YOEMinimum 3 years retail/sales experience, proven sales results, strong communication, client relationship building, time management; college level education preferred.
1mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
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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