70 client advisor jobs at 30 companies in Lodi, CA

2w
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and willingness to learn; luxury or customer-centric retail experience preferred.
1mo
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
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.
1w
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Client Advisor - Livermore Outlet
Livermore, California, United States
$21-$23/hr OnsiteFull Time
Moncler Group
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred). Must communicate in English, be client-centric, professional, dependable, and proficient with Microsoft Word/Excel/Outlook.
Microsoft Word, Microsoft Excel, Outlook
2mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
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
2w
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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
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
5d
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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
3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience; ability to meet sales targets; strong client relationship skills; flexibility to work non-traditional hours.
POS systems, Client tracking systems, Microsoft Outlook
2w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Required to obtain state insurance licenses (training provided); bachelor's degree preferred; strong communication, analytical skills, and ability to build client relationships; prior financial or sales experience beneficial.
3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
2w
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Audi Sales Client Advisor
Sacramento, California, United States
$3k-$17k/mo OnsiteFull Time
The Niello Company
The Niello Company: Automotive dealership group selling new and used vehicles.
High school diploma or equivalent, valid sales license, driver's license with clean DMV record, strong communication and basic technology skills, ability to meet sales quotas and perform light physical tasks.
CRM, Microsoft Office, Email, Mobile Device
5d
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
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
2mo
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3mo
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Client Service Associate (part-time)
Walnut Creek, California, United States
$34k-$90k/yr OnsitePart Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; high school diploma required, college preferred; willingness to obtain Series 7/66 or Series 63/65; advanced Microsoft Office skills; strong communication and organization.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Global Client Executive | Careers - Dassault Systèmes
Pleasanton, California, United States
$117k-$155k/yr HybridFull Time
Dassault Systèmes
Dassault SystèmesEuronext Paris: DSY: Develops 3D design and product lifecycle management software.
15+ YOEBachelor's degree, 15+ years relevant experience with medical device or life sciences accounts, consultative sales, trusted-advisor skills, business planning, and Salesforce experience.
Salesforce.com
1w
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
Heffernan Insurance Brokers
Heffernan Insurance Brokers: Independent insurance brokerage providing risk management and financial services.
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.
4d
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Account Advisor
Woodland Hills or Walnut Creek or Costa Mesa
$77k-$120k/yr HybridFull Time
Elevance Health
Elevance HealthNYSE: ELV: Provides health insurance plans and integrated healthcare services.
4+ YOEBA/BS and 4 years related experience; sales license required or obtainable within 60 days; client-facing and account management experience preferred; ability to travel monthly in California.
1w
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Financial Advisor
Sacramento, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-building experience, entrepreneurial drive, and legal US work authorization. Must obtain Life/Accident & Health, SIE, Series 6, Series 7, and Series 63; CFP support provided.
1mo
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Style Advisor - Livermore
Livermore, California, United States
$24-$27/hr OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEMinimum 3 years retail/sales experience, proven sales results, strong communication, client relationship building, time management; college level education preferred.
1mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
Earned
Earned: Provides comprehensive financial, tax, and wealth planning for doctors.
1+ YOEBachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are.
Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape