11 client advisor jobs at 8 companies in Indio, CA
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Client Advisor (Part-Time) - Cabazon Outlet
Cabazon, California, United States
$20-$22/hrOnsitePart Time
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOEMinimum 2 years retail experience (luxury preferred) or equivalent client-facing experience; proficiency with Microsoft Word/Excel/Outlook; strong interpersonal, presentation, and client management skills; English required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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.
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.
J.P. Morgan Wealth Management – Private Client Advisor - East Inland Empire, CA (Area)
Palm Springs, California, United States
$70k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years in a financial advisor role or equivalent; active Series 7 and Series 66 licenses; Life, Health and Long Term Care license; bachelor’s degree preferred; CFP preferred.
Series 7, Series 66, Life Insurance License, Health Insurance License, CFP
J.P. Morgan Wealth Management – Private Client Advisor - South Inland Empire, CA (area)
Hemet or Temecula or Murrieta or Riverside or Lake Elsinore or Chino Hills or Fallbrook or Corona or Eastvale or Menifee or Wildomar or Ontario
$70k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years in a Financial Advisor role or equivalent; Series 7 and Series 66 licenses required (or obtained within 60 days); Life, Health and Long Term Care licenses required (or obtained within 60 days); CFP certification preferred; Bachelor's degree preferred.
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego Market
Carlsbad or Indian Wells
$36-$41/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
4+ YOEHolds SIE,4+ years progressive professional or military experience,ability to obtain Series 7 and 66,strong relationship and sales skills,regulatory due diligence and client advisory competence.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and scanner operation, complete company training.
Santa Monica or Woodland Hills or Palm Desert or United States
$80k-$90k/yrHybridFull Time
Beer Financial Group: Provides financial planning and insurance services.
Preferred bachelor's degree; prior financial services or business development experience beneficial but not required. Must obtain Series 6, Series 63 and state insurance licenses (training/sponsorship available). Strong communication, marketing, and client relationship skills.
Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center
Palm Desert, California, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma/GED required. Must obtain SIE within 30 days and Series 7 & 66 (or 63 & 65) within 120 days. Aptitude for licensing, client relationship skills, time management, and ability to learn new technology.