36 client advisor jobs at 15 companies in Loomis, CA
1mo
Save
Mark Applied
Hide
1mo
Client Advisor - Roseville
Roseville, California, United States
$23-$27/hrOnsiteFull Time
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.
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.
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.
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yrHybridFull Time
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.
The Niello Company: Automotive dealership group selling new and used vehicles.
High school diploma or equivalent, valid driver’s license and clean DMV, valid sales license, strong verbal/written communication, basic Microsoft Office and CRM skills, ability to lift up to 50 lbs and work evenings/weekends/holidays.
J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEProvide administrative support for financial advisors, open and maintain client accounts, perform clerical tasks; requires high school diploma and 2 years clerical/industry experience.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience preferred, strong communication skills, passion for beauty, ability to lift up to 50 lbs, available nights/weekends/holidays and meet minimum weekly shifts.
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, basic math and computer skills.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs and stand for up to 8 hours, flexible availability for days, nights, weekends and holidays.
Business Banking Treasury Management Advisor - Relationship Manager I
Walnut Creek or Roseville or San Francisco
$83k-$150k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience; client relationship management, credit analysis, risk management, business development, and strong decision-making and communication skills.
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Sacramento or Oakland or Fresno or California
$137k-$198k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years financial services experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and client relationship skills.
Outside Sales Consultant / Business Performance Advisor
Sacramento, California, United States
$103k-$135k/yrFieldFull Time
InsperityNew York Stock Exchange: NSP: Provides human resources and business performance solutions to businesses.
Consultative outside sales to small and midsized businesses, building and engaging networks, meeting sales targets, completing bid paperwork, and facilitating new client onboarding.
Janus HendersonNYSE: JHG: Provides global asset management and investment advisory services.
College degree required; client-facing sales or product specialist experience; Series 7 and Series 63 required; other securities licenses may be required; responsible for driving sales and servicing defined contribution advisors.