39 client advisor jobs at 17 companies in Newman, CA
2d
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
1+ YOE1-2 years retail sales experience (luxury preferred); ability to meet/exceed sales KPIs, build client relationships, work closing shifts, weekends, climb ladders, lift 5-8 lbs, strong verbal communication.
3w
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
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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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
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.
3mo
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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.
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
2w
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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.
2w
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Beauty Advisor - Flex
Stockton, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Provide client consultations and product recommendations; retail or client-facing experience preferred; strong communication; ability to lift up to 50 lb.
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
2d
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Financial Advisor
San Jose, California, United States
$90k-$150k/yr HybridFull Time
1+ YOE1+ year industry experience, life & health license preferred, SIE/securities a plus, experience in client development and prospecting, coachable and growth-oriented, comfortable with performance-based compensation.
1d
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Beauty Advisor - Part Time
Stockton, California, United States
$21-$24/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; beauty and trend passion; strong communication; product knowledge ability; teamwork; and ability to lift up to 50 pounds.
2d
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Business Relations Advisor
San Jose, California, United States
OnsiteFull Time
High school diploma (college preferred), strong communication and interpersonal skills, client-facing or consultative experience preferred, results-oriented and self-starter.
3mo
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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
6d
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Retail Beauty Client Development Manager - CHANEL Beaute, Oakridge - Full Time
San Jose, California, United States
$19-$31/hr OnsiteFull Time
Lead and coach beauty advisors, deep product knowledge, clienteling and analytics, strong communication, ability to lift 30 lbs and perform physical tasks, flexible availability including weekends and holidays.
3d
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Part-Time Beauty Advisor - Sephora
Gilroy, California, United States
$18-$23/hr OnsitePart Time
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanner
3d
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2mo
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Part-Time Beauty Advisor (Rehire/Referral)
Merced, California, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication and sales skills, ability to complete training, maintain visual merchandising, support inventory, and lift up to 50 lbs.
handheld scanners
1mo
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
3d
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Credit Solutions Advisor - Almaden Valley
San Jose, California, United States
$26-$31/hr OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent consultative sales experience; ability to assess client needs, analyze financial/credit data, and deliver tailored lending solutions; strong communication and customer service skills.
Microsoft applications
2mo
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Sales Associate Prada Livermore Outlet (Livermore, US)
Livermore, California, United States
$18-$21/hr OnsiteFull Time
Luxury retail client advisor with strong client portfolio, CRM experience, and ability to deliver high-touch in-store service.
CRM, POS systems, Retail software
2d
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Branch Office Administrator - Modesto, CA
Modesto, California, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle account transactions, strong computer literacy, attention to detail, client service and communication skills.
MoneyGuide, Salesforce, Microsoft Office
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