3w
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hr OnsitePart Time
Customer-focused advisor with strong sales and commercial mindset, brand and product knowledge, retail or customer-centric experience preferred, and ability to build long-term client relationships.
3w
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Client Advisor - Valley Fair
Santa Clara, California, United States
OnsiteFull Time
3+ YOEMinimum 3 years retail sales and client service experience (luxury preferred); strong communication, organization, and sales skills; ability to work varied hours including nights, weekends, and holidays; able to lift 30 lbs and operate store equipment.
phone systems, cash register, sensor-tag remover, computers
2mo
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Client Advisor- Carmel
Carmel, California, United States
OnsiteFull Time
3+ YOEExperience in retail or luxury retail; proven sales results; flexible hours; POS proficiency; US work authorization.
POS systems, Microsoft Outlook, Client tracking systems
2w
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Client Advisor - Westfield Valley Fair
Santa Clara, California, United States
$22-$24/hr OnsiteFull Time
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred); strong interpersonal and communication skills; English required; proficiency with Microsoft Word/Excel/Outlook; sales-driven and client-centric.
Microsoft Word, Microsoft Excel, Outlook
3mo
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hr OnsitePart Time
Customer-focused, strong communication, sales-driven, luxury retail experience preferred, able to build relationships with diverse clients.
3w
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Full-time Client Advisor - Valley Fair
Santa Clara, California, United States
$26-$28/hr OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience; fluent in English; selling and clienteling skills; knowledge of KPIs, visual merchandising, retail procedures, and digital tools; brand/product knowledge.
CEGID, Salesforce
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yr OnsiteFull Time
2+ YOETwo years in financial advisory or equivalent; Series 7 and 66 licenses; Life/Health/Long Term Care license; CFP preferred; Bachelor's degree preferred.
2d
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client support for financial advisors, execute money movement transactions, answer account questions, manage admin tasks, and maintain digital tool proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; strong client focus, attention to detail, ability to learn new technology platforms, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
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
1d
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Financial Advisor
San Jose or Santa Clara
$75k-$160k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) required, insurance license required, 3+ years investment sales experience, ability to service and grow a client book.
1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
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
2w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-facing experience, obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; CFP support; US work authorization required.
2d
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Beauty Advisor - Flex
Los Gatos, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Retail experience and strong client service skills; passion for beauty, excellent communication, ability to lift to 50 pounds, and reliable attendance.
2d
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Beauty Advisor - Flex
Los Gatos, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctual and available for nights/weekends/holidays, meet minimum weekly hours.
2w
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Wealth Management Advisor
Pleasanton or Walnut Creek or San Jose or Redwood City or Roseville
$200k-$400k/yr HybridFull Time
Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred.
2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
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
1mo
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Trade Finance Advisor
Santa Clara, California, United States
$120k-$140k/yr OnsiteFull Time
2+ YOEBachelor's+2 years or HS/GED+6 years in Trade Finance; strong knowledge of UCP600/ISP98/URDG758/URR725/URC522 and INCOTERMS; client-facing, problem solving, and independent decision-making skills.
SWIFT
3w
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Part-Time Beauty Advisor - Sephora
Campbell, California, United States
$18-$23/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
multiple frequency devices, handheld scanners
1mo
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Wealth Advisor, Schwab Wealth Advisory
Campbell, California, United States
$120k-$174k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills; coachable and self-aware.
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