85 client advisor jobs at 29 companies in Lago Vista, TX
2w
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Client Advisor
Austin, Texas, United States
OnsiteFull Time
Proven sales track record and clienteling experience; product and styling knowledge; appointment-based service; strong communication and presentation; local language fluency; ability to meet KPIs.
1mo
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Commercial Insurance - Client Advisor
Urbandale or Austin or Houston or Dallas
HybridFull Time
3+ YOE3+ years client management experience in insurance (underwriting, brokerage, or P&C); bachelor’s degree required; strong project management, analytical, and communication skills.
3d
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Client Engagement Advisor
Austin, Texas, United States
HybridFull Time
5+ YOE5+ years in client servicing, account management, operations, support, or agreement administration; project management, communication, Microsoft Office, compliance knowledge, and high school diploma required.
Microsoft Office, DocuSign CLM, Microsoft SharePoint, Microsoft Power Platform, AI
1w
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Private Client Advisor II
Austin, Texas, United States
OnsiteFull Time
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and client relationship skills.
1w
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Private Client Advisor II
Austin, Texas, United States
OnsiteFull Time
12+ YOERequires Series 7, 63, and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires business development, client advisory, sales, negotiation, and wealth planning skills.
1w
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Part-Time Client Advisor, Austin
Austin or Texas or United States
$23-$25/hr OnsitePart Time
Previous retail or customer-centric experience preferred; requires sales ability, product learning, relationship building, and willingness to work in a fast-paced luxury retail environment.
clienteling tools and systems
1w
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GUCCI Senior Client Advisor - Austin
Austin, Texas, United States
OnsiteFull Time
4+ YOERequires 4+ years of luxury fashion sales experience, strong communication and relationship-building skills, fashion and luxury knowledge, adaptability, and availability for evenings, weekends, and holidays.
POS
1w
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GUCCI Senior Client Advisor - Austin
Austin, Texas, United States
OnsiteFull Time
4+ YOERequires 4+ years of luxury fashion sales experience, strong communication and relationship-building skills, fashion and luxury knowledge, commercial awareness, flexibility, and availability for evenings, weekends, and holidays.
POS
1w
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Part-Time Client Advisor, Austin
Austin, Texas, United States
$23-$25/hr OnsitePart Time
Previous retail or customer-centric experience preferred, with sales mindset, product learning ability, relationship-building skills, and interest in luxury retail.
clienteling tools
1mo
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Client Advisor - Austin, TX (The Domain)
Austin, Texas, United States
OnsiteFull Time
3+ YOERetail or luxury retail experience with commercial results; minimum 3 years professional experience; proficiency with POS and Microsoft Outlook; flexibility for days, nights, weekends, and holidays; authorization to work in the US.
Point of Sales (POS), Microsoft Outlook
1mo
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Client Advisor (Full-time), A|X Outlet
San Marcos, Texas, United States
$14/hr OnsiteFull Time
Retail experience preferred, high school/GED preferred, strong communication and teamwork, ability to work flexible schedule including nights, weekends, and holidays; familiarity with CRM/WeChat preferred.
CRM, WeChat
1w
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Sales Client Advisor - BMW of South Austin
Austin, Texas, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
High school diploma, valid driver's license, and desired prior sales or customer service experience. Requires communication, basic math, and intermediate Microsoft Office skills.
Microsoft Office
4d
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Affordable Housing Sales & Client Advisor
Austin, Texas, United States
$26-$28/hr OnsiteFull Time
Experience in real estate, homebuilding sales, mortgage lending, affordable housing, or customer success; consultative sales, communication, organization, CRM, and Texas driver's license required. Spanish preferred.
Salesforce, DocuSign, Microsoft Office, Google Workspace
1d
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Client Advisor with Sports Background
Austin, Texas, United States
$70k-$95k/yr OnsiteFull Time
Strong interpersonal, communication, analytical, and relationship-building skills; bachelor's degree in finance, business, or related field preferred. Insurance licenses required, with training provided.
3w
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Client Service Associate
Austin, Texas, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
CRM
2w
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Associate Financial Advisor - Austin, TX
Austin, Texas, United States
OnsiteFull Time
Support financial advisors by building client relationships, preparing analyses and proposals, and contributing to client growth; strong communication, sales or client-service experience, willingness to obtain Series 7/66 and state insurance licenses.
MoneyGuide, Salesforce
6d
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Client Service Specialist - Austin, TX
Austin, Texas, United States
$45k-$60k/yr OnsiteFull Time
3+ YOERequires financial industry experience, 3+ years alongside a financial advisor, MacOS proficiency, and strong organization, prioritization, problem-solving, communication, and multitasking skills.
MacOS
3mo
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Financial Advisor
Austin or Dallas
HybridFull Time
2+ YOEExperience in wealth management; Series 65/7/66; 2+ years; ability to manage high-net-worth client relationships; proficiency in MS Office; Salesforce a plus.
Microsoft Office, Salesforce
1w
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Financial Advisor
San Marcos, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and US work authorization without sponsorship.
planning software
1w
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Tax Advisor
San Marcos, Texas, United States
OnsiteFull Time, Seasonal
2+ YOERequires 2+ years in tax preparation, accounting, finance, or bookkeeping; high school diploma/GED; tax assessment completion; IRS and state compliance; and strong client communication skills.
Microsoft Copilot, ChatGPT, GoSystem, UltraTax
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