104 client advisor jobs at 31 companies in Isleton, CA
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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 - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and willingness to learn; luxury or customer-centric retail experience preferred.
2mo
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Retail sales experience preferred, strong customer service and communication skills, ability to learn product knowledge and use clienteling tools, sales-driven with a commercial mindset and curiosity to develop client relationships.
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
1mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, client relationship skills, flexibility for retail schedule including evenings/weekends/holidays, excellent communication.
3mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience; strong sales, communication, and client-relationship skills; ability to work retail schedule including evenings, weekends and holidays; maintain grooming and store standards; POS and in-store tech usage.
POS
1mo
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Private Client Advisor
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yr HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
1w
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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.
1w
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Client Advisor (Part-Time) - Livermore Outlet
Livermore, California, United States
$21-$23/hr OnsitePart Time
2+ YOEMinimum 2 years retail or client-facing experience preferred, strong interpersonal and presentation skills, English proficiency, familiarity with Microsoft Office, ability to meet sales KPIs.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Acura Sales Client Advisor
Roseville, California, United States
$3k-$17k/mo OnsiteFull Time
High school diploma, valid driver's license and sales license, strong verbal/written communication, basic Microsoft Office and CRM skills, ability to lift 25–50 lbs and work evenings/weekends/holidays.
Microsoft Office, Email, CRM
3w
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
Retail experience preferred; high school/GED preferred; strong verbal and written communication; multilingual skills a plus; able to work flexible schedule including nights, weekends, and holidays; proficiency with CRM and WeChat preferred.
CRM, WeChat
3mo
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J.P. Morgan Wealth Management – Private Client Advisor - Fairfield, CA and Surrounding areas
Berkeley or Fairfield or El Cerrito
$70k/yr OnsiteFull Time
2+ YOEAt least 2 years in a financial advisor role; Series 7 and Series 66 licenses; Life/Health/LTC license; CFP preferred; bachelor’s degree preferred.
4d
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Experienced Wealth Advisor
Pleasanton, California, United States
$150k-$500k/yr HybridFull Time
Securities-licensed advisor with active Series 7 and 66 (or Series 6,63,65), state insurance licenses preferred; proven client development and compliance knowledge; bachelor’s degree preferred.
2w
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
2w
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, strong communication, Microsoft Office skills, and relevant securities registrations preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Outlook, PowerPoint
2w
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Beauty Advisor - Flex
Stockton, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Provide client consultations and product recommendations; retail or client-facing experience preferred; strong communication; ability to lift up to 50 lb.
2d
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Financial Advisor
Sacramento, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
1mo
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
3+ YOECPA and Bachelor’s degree required, minimum 3 years tax or public accounting experience; strong communication, tax knowledge for individuals and small businesses, and client advisory skills.
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hr OnsiteFull Time
Entry-level advisor trainee to obtain SIE, Series 7 and Series 66 licenses; sales-oriented with strong communication, time management, regulatory diligence, and client relationship skills; SAFE Act registration required for certain duties.
1mo
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Beauty Advisor - Flex
San Francisco or Oakland
$23-$26/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, punctuality, and ability to meet minimum weekly hours for full-time/part-time/flex schedules.
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