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69 client advisor jobs at 30 companies in Manteca, CA

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
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6d
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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
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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
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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.
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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
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6d
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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
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1mo
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
1+ YOE1–2 years retail sales experience (luxury preferred); meet/exceed sales goals and KPIs; strong verbal and written communication; mobile on sales floor; available evenings, weekends, holidays; ability to lift 5–8 lbs and climb a ladder.
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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
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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
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1mo
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Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director
San Francisco, California, United States
$200k-$350k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years sales experience; asset management SaaS sales to financial institutions; strong consultative selling; self-directed; travel willingness; licenses: Series 7, 63, 3.
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1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CRM, Microsoft Excel
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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
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1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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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.
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5d
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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.
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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.
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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
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6d
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Beauty Advisor - Part Time
Stockton, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, strong customer service in retail, ability to lift up to 50 lbs, excellent communication, and previous client-facing experience preferred.
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1w
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Wealth Management Advisor
Pleasanton or Walnut Creek or San Jose or Redwood City or Roseville
$200k-$400k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred.
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3w
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Beauty Advisor - Part Time
Walnut Creek, California, United States
$23-$26/hr OnsitePart Time, Full Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, excellent communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meeting minimum weekly shift/hours for role.
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