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167 client advisor jobs at 49 companies in Novato, CA

1mo
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
1919 Investment Counsel
1919 Investment CounselNYSE: SF: Global wealth management and investment banking firm.
5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
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4w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
1919 Investment Counsel
1919 Investment CounselNYSE: SF: Global wealth management and investment banking firm.
3+ YOEBachelor's degree, advanced degree preferred; 3+ years financial planning experience with high-net-worth clients; proficiency with Money Guide Pro and eMoney; strong communication, estate/tax planning knowledge; CFP preferred.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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3mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: A global luxury fashion house and leather goods manufacturer.
Customer-focused client advisor in luxury retail with strong sales skills and ability to build relationships.
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2mo
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Private Client Advisor
San Francisco, California, United States
$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 experience with High Net Worth clientele, P&C license required, client service and relationship skills, ability to travel for meetings; bachelor’s degree and professional designations preferred.
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1w
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Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Investors
Bessemer Investors: Privately owned family office providing investment management, wealth planning, and family-office services to high-net-worth individuals and families.
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
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3d
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Client Advisor - Walnut Creek
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.New York Stock Exchange: TIF: Iconic luxury jewelry and specialty retailer.
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization required.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
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3d
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Client Advisor - Walnut Creek
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.New York Stock Exchange: TIF: Iconic luxury jewelry and specialty retailer.
3+ YOEAt least 3 years of retail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization required.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
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4w
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Private Client Advisor
San Francisco, California, United States
OnsiteFull Time
Henley & Partners
Henley & Partners: Private global residence and citizenship advisory firm serving wealthy families, advisors, and sovereign governments.
3+ YOE3+ years business development or consultative sales experience; proven new-business generation with high-net-worth clients; consultative sales skills, CRM proficiency, and strong communication.
CRM
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1mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: A global luxury fashion house and leather goods manufacturer.
Customer-focused retail advisor with strong sales and relationship-building skills; retail or luxury experience preferred; ability to use clienteling tools and meet individual and team sales goals.
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3w
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SVP-Client Advisor
Menlo Park, California, United States
$200k-$260k/yr OnsiteFull Time
Whittier Trust
Whittier Trust: Fiduciary wealth management and family office services for affluent families.
10+ YOEExtensive trust and estate knowledge, 10+ years wealth management experience, strong business development track record, supervisory experience, and ability to coordinate across tax, investment, and operations teams.
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1mo
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Senior Client Advisor - San Francisco
San Francisco, California, United States
$21-$22/hr OnsiteFull Time, Part Time
Ferragamo
FerragamoEuronext Milan: SFER: Italian publicly traded luxury fashion house creating and selling footwear, leather goods, apparel, silk goods, jewelry, and accessories.
Retail sales experience preferred; strong interpersonal and communication skills, English proficiency, computer/CRM knowledge, ability to multitask and provide luxury client service.
CRM
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1w
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Commercial Insurance Client Advisor
Costa Mesa or Ontario or San Jose or Walnut Creek or San Diego
$70k-$150k/yr OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOERequires 2+ years in sales, client-facing, client advising, or business development; insurance industry experience; and a Property and Casualty license. CRM, AI, and market expansion experience preferred.
CRM, AI, predictive analytics, sales enablement tools, Employee Assistance Program (EAP), Calm app, Health Savings Account (HSA), Flexible Spending Account (FSA)
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3w
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Private Client Advisor II- Executive Coverage
New York or San Francisco or Dallas or Boston or Chicago or Los Angeles or Pennington
$225k-$298k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide high-touch advisory and client management for executive clients, lead client teams, register under SAFE Act when originating residential mortgages, sales and negotiation skills, leadership and cross-functional collaboration.
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1mo
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Associate, Client Advisor - Giorgio Armani
San Francisco, California, United States
$25/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail/sales experience preferred, strong communication and team skills, proficiency with CRM/WeChat, high school diploma/GED preferred, flexible availability including nights, weekends and holidays.
CRM, WeChat
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2w
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
5+ YOERequires a state-issued insurance producer license, four-year business-related degree, 5+ years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and analytics and communication skills.
Microsoft Suite, Salesforce
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3w
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
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3mo
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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
Chase
ChaseNYSE: JPM: Global financial services and investment banking firm.
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.
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2w
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Work From Home - Client Benefits Advisor
Oakland, California, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Independent insurance sales agency recruiting funnel.
Requires strong customer service, communication, interpersonal, team leadership, and professional growth orientation.
Zoom
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3w
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Experienced Wealth Advisor
Pleasanton, California, United States
$150k-$500k/yr HybridFull Time
Golden Summit Wealth & Insurance Solutions
Golden Summit Wealth & Insurance Solutions: Independent California financial planning firm serving individuals, businesses, and wealth accumulators with investment, retirement, and insurance solutions.
Securities-licensed advisor with active Series 7 and 66 (or Series 6,63,65), state insurance licenses preferred; proven client development and compliance knowledge; bachelor’s degree preferred.
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3mo
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Selling Advisor - Contemporary (Weekend)
San Francisco, California, United States
$17-$25/hr OnsitePart Time
Saks Global
Saks Global: Operates luxury department stores and high-end fashion websites.
Part-time weekend selling advisor with strong clienteling, sales achievement, product knowledge, and ability to build client relationships in a luxury retail environment.
POS
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