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70 client advisor jobs at 27 companies in Highland, CA

1mo
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Client Advisor
Irvine, California, United States
$4k/mo OnsiteFull Time
Better Debt Solutions
Better Debt Solutions: Provides consumer debt relief and financial settlement services.
Sales role requiring strong communication, negotiation, and client-building skills; coachable, goal-oriented, able to work in a performance-driven environment; Spanish bilingual is a plus; in-office Monday–Friday in Irvine.
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6d
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CLIENT ADVISOR -CABAZON
Cabazon, California, United States
$20-$23/hr OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEMinimum 3 years retail sales experience (luxury preferred); computer literate; client book preferred; ability to work flexible schedule including evenings, weekends and holidays.
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2mo
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Sales Client Advisor
Riverside, California, United States
$17-$15k/hr OnsiteFull Time
Oremor Automotive Group
Oremor Automotive Group: Operates a network of multi-brand automotive dealerships in California.
3+ YOE3+ years automotive sales experience; strong customer service and communication skills; self-motivated; bilingual a plus; professional appearance.
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4w
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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
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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.
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1mo
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Client Advisor, Cabazon Outlet - Marni (Cabazon, US)
Cabazon, California, United States
$19-$20/hr OnsiteFull Time
OTB
OTB: This manages and operates global luxury fashion brands.
Retail experience in fashion/jewelry/lifestyle brands preferred; strong communication, sales-driven mindset, customer-centric approach, cultural awareness, and ability to build client relationships.
POS system
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Azusa, CA (area)
Azusa or Duarte or El Monte or City of Industry or La Puente or Monrovia or Walnut or West Covina
$70k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, Series 7 and Series 66 (or 63/65) and Life/Health/Long-Term Care insurance license required; CFP preferred; demonstrated client acquisition and relationship management skills.
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1mo
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Client Advisor (Automotive Sales Experience Needed)
Irvine, California, United States
$17/hr OnsiteFull Time
Irvine BMW
Irvine BMW: Authorized BMW dealership and vehicle service center
Sell new and pre-owned vehicles; meet and greet customers; use CRM for follow-up; conduct test-drives (valid driver\u0002s license required for demonstrations); prepare sales proposals and complete paperwork.
CRM
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Client Advisor (Automotive Sales Experience Needed)
Irvine, California, United States
$17/hr OnsiteFull Time
Shelly Automotive Group
Shelly Automotive Group: Automotive retail group operating multiple dealership franchises in California.
Automotive sales experience; selling new and pre-owned vehicles, meeting sales goals, conducting demos, maintaining CRM, knowledge of federal/state auto retail laws, and obtaining a valid driver’s license for demonstrations.
CRM
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2mo
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Client Advisor (Full-time), A|X Outlet
Cabazon, California, United States
$17/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail sales experience preferred, high school/GED preferred, proficiency with CRM and WeChat preferred, strong communication and teamwork, flexible schedule including nights, weekends and holidays.
CRM, WeChat
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1mo
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Sr Client Advisor - Commercial Lines
Irvine, California, United States
RemoteFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
5+ YOEState-issued property and casualty producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, and demonstrated sales success.
Microsoft Suite, Salesforce
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3mo
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Licensed Client & Advisor Success Manager
Upland, California, United States
$40k-$60k/yr OnsiteFull Time
Zapata Private Wealth Group
Zapata Private Wealth Group: Providing personalized wealth management and comprehensive financial planning services.
Bilingual Spanish and English; active Series 7, Series 66, and Life Insurance licenses; wealth management experience preferred.
Wealthbox, PreciseFP, eMoney, Wealth.com, Jump AI, Outlook, MyRepChat, Zoom, Google Drive, RingCentral
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3w
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Senior Financial Advisor – Experienced Professionals
Garden Grove, California, United States
OnsiteFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
Required securities licenses (Series 7 & 66 or 6/63/65) and Life & Health license; experienced advisor with consultative planning, client relationship management, and ability to work with military families; CFP/ChFC/RICP preferred.
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1w
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Senior Advisor - Energy Advisory Services
Mount Laurel or Los Angeles or Irvine or Austin or Chicago or Detroit or Denver or Houston or Miami or Boston or Somerset
$148k-$273k/yr HybridFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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4d
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Beauty Advisor - Part Time
Brea, California, United States
$21-$24/hr OnsitePart Time, Full Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-focused experience, passion for beauty, strong communication, ability to lift 50 lbs, availability for nights, weekends, and holidays.
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1w
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Beauty Advisor - Full Time
Temecula, California, United States
$21-$24/hr OnsiteFull Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, passion for beauty, strong communication, able to lift 50 pounds, available nights/weekends/holidays, punctual and reliable.
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2mo
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Associate Advisor - Glendora, CA
Glendora, California, United States
$70k-$95k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
2+ YOEBachelor’s degree; active Series 65/66; Life license; 2–4 years in financial planning; CFP coursework/designation a plus; CRM experience; strong client-facing communication.
eMoney, MoneyGuidePro, RightCapital, CRM
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2mo
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Financial Advisor, CFP Professional
Irvine, California, United States
$85k-$100k/yr RemoteFull Time
Tax Alchemy
Tax Alchemy: Premier tax strategy firm helping business owners and real estate investors reduce taxes.
3+ YOEActive Series 65/66 license; 3+ years client-facing financial planning & advisory experience; strong investments, tax-aware planning, retirement, risk management, and estate knowledge; ability to manage relationships independently.
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1mo
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Investment Advisor, Wealth & Retirement
Aliso Viejo, California, United States
$70k-$110k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
3+ YOEBachelor's in Finance (required), Series 65 within 90 days, 3+ years financial consulting/wealth management experience, Power Point and CRM experience, strong presentation and client-service skills, ability to travel 40-50%.
Power Point, CRM, financial planning software, digital wellness tools, recordkeeper platforms
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2w
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Part-Time Beauty Advisor - Sephora
Whittier, California, United States
$18-$23/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong verbal communication, ability to influence sales, flexible availability for days/nights/weekends/holidays.
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2mo
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Credit Solutions Advisor - Tustin
Santa Ana, California, United States
$25-$30/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOEMortgage origination experience; strong client consultative sales; relationship building; ability to analyze financial data; strong communication and ethics.
MS Office
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