1mo
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
1+ YOE1–2 years retail sales experience (luxury preferred); meet/exceed sales goals and KPIs; strong verbal and written communication; mobile on sales floor; available evenings, weekends, holidays; ability to lift 5–8 lbs and climb a ladder.
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yr OnsiteFull Time
2+ YOETwo years in financial advisory or equivalent; Series 7 and 66 licenses; Life/Health/Long Term Care license; CFP preferred; Bachelor's degree preferred.
1mo
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; strong client focus, attention to detail, ability to learn new technology platforms, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CRM, Microsoft Excel
1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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
Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred.
2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
2mo
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Part-Time Beauty Advisor - Sephora
Manteca, California, United States
$18-$23/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs, complete training, basic math and computer operation, flexible availability including nights and weekends.
multiple frequency devices, handheld scanners
2mo
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Part-Time Beauty Advisor (Rehire/Referral)
Merced, California, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication and sales skills, ability to complete training, maintain visual merchandising, support inventory, and lift up to 50 lbs.
handheld scanners
2mo
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Future Opportunities: Licensed Benefits Advisor
Denver or Phoenix or San Francisco or San Jose or New York City or Scottsdale
HybridFull Time
4+ YOEMinimum 4+ years in a customer-facing role; active life and health producer license; experience managing client portfolios and retention; strong communication and ability to simplify benefits concepts.
2w
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
1w
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Senior Private Wealth Advisor, Practice Lead - San Jose area
San Jose or Fremont or Milpitas or California
$137k-$198k/yr RemoteFull Time
10+ YOE10+ years in financial services with high-net-worth client experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor's degree or equivalent; strong communication, planning, and client retention skills.
1mo
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Branch Office Administrator - Watsonville, CA
Watsonville, California, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; account management, transaction processing, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical thinking, and attention to detail.
MoneyGuide, Salesforce, Microsoft Office
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