1w
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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.
1d
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PERMANENT CONTRACT - PT CLIENT ADVISOR - MONTECITO
Montecito, California, United States
$25-$27/hr OnsitePart Time, Contract
5+ YOE5+ years sales experience in fashion or luxury, strong product sensitivity, client relationship skills, fluent English, ability to meet sales targets and support store operations.
1mo
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BOTTEGA VENETA Client Advisor, Rosewood Miramar
Montecito, California, United States
$19-$21/hr OnsiteFull Time
1+ YOE1–2 years retail sales experience (luxury preferred); ability to meet/exceed sales goals and KPIs, develop client relationships, strong verbal and written communication, available for closing shifts, weekends and holiday season, mobile on sales floor, able to lift 5–8 lbs.
1mo
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Client Advisor (Full-time), Armani Outlet
Camarillo, California, United States
$17/hr OnsiteFull Time
Preferred retail experience, high school diploma/GED preferred, strong verbal and written communication, CRM/WeChat proficiency preferred, flexible schedule including nights, weekends and holidays; multilingual skills are an asset.
CRM, WeChat
2w
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Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; Series 7 and Series 66 or Series 63+65 required; strong Microsoft Office skills; client relationship and transaction processing experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2d
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Registered Client Service Associate
Santa Barbara, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support for financial advisors; knowledge of financial products, advanced Microsoft Office skills, and industry licensing preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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home energy advisor
Atascadero, California, United States
$20/hr OnsiteFull Time
Sales-oriented, coachable, professional appearance, reliable transportation; Spanish preferred; client‑management experience recommended.
1w
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Part-Time Beauty Advisor - Sephora
Ventura, California, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong written and verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, complete company training.
2d
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Senior Private Wealth Advisor - Practice Lead
Los Angeles or Santa Barbara or San Diego
$125k-$182k/yr RemoteFull Time
10+ YOE10+ years financial services experience, Series 65 and FINRA fingerprinting required, CFP preferred, bachelor’s degree or equivalent experience, strong client relationship and planning skills.
1mo
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Credit Solutions Advisor - Santa Barbara Main
Santa Barbara, California, United States
$26-$31/hr OnsiteFull Time
2+ YOEMinimum 2 years mortgage origination or equivalent consultative sales experience; strong client communication and analytical skills; ability to learn technology; may require SAFE Act registration; high school diploma/GED.
Microsoft applications
3w
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Financial Solutions Advisor - CA Coastal Region
Moorpark or Ojai or West Hollywood or Glendale or Arroyo Grande or Ventura or Los Angeles or San Luis Obispo or Beverly Hills or Oxnard or Goleta or Thousand Oaks
$70k-$80k/yr OnsiteFull Time
1+ YOERequires Series 7 & 66 (or 63/65 + pass within 60 days), SAFE Act registration, 1+ year investments/financial services experience, high school diploma/GED, strong communication and client advisory skills.
3w
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Financial Solutions Advisor - Beverly West Region
Santa Monica or Santa Barbara or West Los Angeles or Malibu or Venice or Camarillo or Los Angeles or Santa Maria or Montecito
$70k-$80k/yr HybridFull Time
1+ YOERequires Series 7 and 66 (63/65 in lieu of 66 acceptable), SAFE Act registration for mortgage origination, 1+ year investments and 1+ year financial services or sales experience, high school diploma/GED, strong client-facing and regulatory skills.
1mo
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Licensed Beauty Advisor - Part Time (Santa Barbara, CA, US, 93101)
Santa Barbara, California, United States
$22-$26/hr OnsitePart Time
1+ YOEActive license for waxing, makeup, and services; 1-3 years in retail/service; strong product knowledge; personalized client service; able to lift up to 50 pounds.
3d
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Non-Reg On-Caller - Carpinteria, CA
Carpinteria, California, United States
OnsitePart Time
Provide client service, manage accounts, perform administrative and operational support for financial advisors; strong analytical, attention to detail, communication, and digital tool skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Oxnard, CA
Oxnard, California, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service via phone/email/in-person, process account transactions, manage scheduling and marketing tasks; strong computer skills (MoneyGuide, Salesforce, Microsoft Office), analytical and communication skills.
MoneyGuide, Salesforce, Microsoft Office
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