167 client advisor jobs at 58 companies in Hercules, CA
1w
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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
1mo
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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.
5d
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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
San Francisco, California, United States
$48k-$159k/yr OnsiteFull Time
Drive vehicle sales through consultative customer engagement; valid driver's license and acceptable driving record; high school diploma or equivalent; 18+ years old.
2mo
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
3w
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Client Care Advisor
San Francisco, California, United States
$80k-$95k/yr FieldFull Time
1+ YOE1+ year consultative client-facing experience, ability to conduct needs assessments, convert inquiries to service starts, manage client relationships, use CRM/office tools, reliable transportation for frequent field visits.
CRM, Microsoft Office, Salesforce
6d
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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 - Valley Fair
Santa Clara, California, United States
OnsiteFull Time
3+ YOEMinimum 3 years retail sales and client service experience (luxury preferred); strong communication, organization, and sales skills; ability to work varied hours including nights, weekends, and holidays; able to lift 30 lbs and operate store equipment.
phone systems, cash register, sensor-tag remover, computers
3w
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BMW Client Advisor
Pleasanton, California, United States
$17/hr OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
0+ YOEPrior sales or customer-service experience; valid driver’s license; high school diploma or GED; intermediate Microsoft Office skills; ability to stand and work evenings/weekends; strong communication.
Microsoft Office
4d
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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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Client Advisor - Westfield Valley Fair
Santa Clara, California, United States
$22-$24/hr OnsiteFull Time
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred); strong interpersonal and communication skills; English required; proficiency with Microsoft Word/Excel/Outlook; sales-driven and client-centric.
Microsoft Word, Microsoft Excel, Outlook
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.
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
3d
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Client Advisor Seeking Former Athlete
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Bachelor's preferred; ability to build client relationships, strong communication and analytical skills; must obtain state insurance license (training provided); prior sales/financial experience beneficial but not required.
2d
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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.
3d
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Client Advisor with Athletic Background
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Bachelor's preferred; prior financial/insurance/business development experience helpful but not required. Strong interpersonal, communication, and analytical skills. Must obtain state insurance licenses (training provided).
1w
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Client Advisor, Part-Time, BYREDO (Valley Fair)
Santa Clara, California, United States
$20-$22/hr OnsitePart Time
2+ YOE2+ years luxury retail or beauty sales, ability to build client relationships and meet sales targets, availability for weekends/holidays, ability to lift boxes, flexible schedule.
1mo
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
RemoteFull Time
5+ YOEState P&C producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, proven ability to meet sales quotas and manage renewals.
Microsoft Suite, Salesforce
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
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