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144 client advisor jobs at 56 companies in Oakland, CA

6d
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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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1mo
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Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Customer-focused retail sales advisor with strong commercial mindset; ability to achieve sales targets, learn product knowledge, use clienteling tools, and build long-term client relationships. Luxury retail experience preferred.
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1w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
5+ YOE5+ years financial planning experience with high-net-worth clients; proficiency with Money Guide Pro and eMoney; Series 65 or relevant designation (CPA/CFP/CFA); strong communication and Excel skills; bachelor’s degree and advanced degree preferred.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1mo
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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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2mo
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
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3w
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Client Care Advisor
San Francisco, California, United States
$80k-$95k/yr FieldFull Time
Honor Technology
Honor Technology: Provides technology and professional care services for in-home senior care.
1+ YOE1+ year consultative client-facing experience, ability to conduct needs assessments, convert inquiries to service starts, manage client relationships, use CRM/office tools, reliable transportation for frequent field visits.
CRM, Microsoft Office, Salesforce
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4d
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Private Client Advisor
San Francisco, California, United States
OnsiteFull Time
Henley & Partners
Henley & Partners: Advising on global residency and citizenship by investment programs.
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 - Valley Fair
Santa Clara, California, United States
OnsiteFull Time
Christian Dior
Christian DiorEuronext Paris: CDI: Luxury fashion house offering apparel, accessories, and beauty products.
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
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2w
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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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2d
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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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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
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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6d
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Ferragamo
FerragamoBorsa Italiana: SFER: Designs and manufactures luxury Italian footwear, apparel, and accessories.
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
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1w
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GUCCI Client Advisor - Valley Fair
Santa Clara, California, United States
$19-$19/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, strong communication, commercial awareness, ability to work retail schedule including evenings/weekends/holidays, client relationship and selling skills.
POS
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1d
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Client Advisor Seeking Former Athlete
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's preferred; ability to build client relationships, strong communication and analytical skills; must obtain state insurance license (training provided); prior sales/financial experience beneficial but not required.
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1d
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Client Advisor with Athletic Background
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Providing life insurance, wealth management, and integrated financial planning.
Bachelor's preferred; prior financial/insurance/business development experience helpful but not required. Strong interpersonal, communication, and analytical skills. Must obtain state insurance licenses (training provided).
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6d
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Client Advisor, Part-Time, BYREDO (Valley Fair)
Santa Clara, California, United States
$20-$22/hr OnsitePart Time
Puig
PuigBME: PUIG: Develops and sells global luxury fashion and beauty brands.
2+ YOE2+ years luxury retail or beauty sales, ability to build client relationships and meet sales targets, availability for weekends/holidays, ability to lift boxes, flexible schedule.
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1mo
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
RemoteFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
5+ YOEState P&C producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, proven ability to meet sales quotas and manage renewals.
Microsoft Suite, Salesforce
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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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1mo
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Full-time Client Advisor - Valley Fair
Santa Clara, California, United States
$26-$28/hr OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: Manufacturer and retailer of luxury consumer goods.
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
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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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