1mo
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Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
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.
2w
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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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Private Client Advisor
San Francisco, California, United States
$53k-$98k/yr HybridFull Time
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.
3mo
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Client Advisor
San Francisco, California, United States
OnsitePart Time, Temporary
Experience in sales or customer service; attention to detail; strong organizational skills; able to work flexible roster; team player.
3w
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Client Advisor
Santa Clara, California, United States
OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience; strong interpersonal and communication skills; ability to meet sales targets; POS, Microsoft Word and Excel proficiency; ability to multitask in a fast-paced environment.
retail point of sale system, Microsoft Word, Microsoft Excel, email
2mo
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
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
6d
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Client Advisor - Livermore Outlet
Livermore, California, United States
$21-$23/hr OnsiteFull Time
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
6d
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Client Care Advisor
San Francisco, California, United States
$80k-$95k/yr FieldFull Time
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
2w
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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
3d
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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
3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
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
2w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
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.
1w
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Vice President, Client Advisor
Menlo Park, California, United States
$140k-$200k/yr OnsiteFull Time
10+ YOE10–15 years in wealth/relationship management with proven new business development, supervisory experience, knowledge of trust and estate documents, bachelor's degree required; CTFA/CFP/CFA/CPA preferred; valid driver’s license and ability to travel.
2w
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Client Advisor (Sales Representative)
San Francisco, California, United States
$48k-$159k/yr OnsiteFull Time
Previous sales experience required, proven sales track record, valid driver’s license and clean driving record, high school diploma or equivalent, strong communication and negotiation skills, self-motivated and customer-focused.
3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
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
3d
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SAINT LAURENT Senior Client Advisor Valley Fair
Santa Clara, California, United States
OnsiteFull Time
Proven retail leadership, client service and sales experience; strong communication, coaching, and business mindset; comfortable with technology; fluent in English and local language.
2w
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Associate, Client Advisor - Giorgio Armani
San Francisco, California, United States
$25/hr OnsiteFull Time
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
4w
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
RemoteFull Time
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
2w
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Audi Sales Client Advisor
Sacramento, California, United States
$3k-$17k/mo OnsiteFull Time
High school diploma or equivalent, valid sales license, driver's license with clean DMV record, strong communication and basic technology skills, ability to meet sales quotas and perform light physical tasks.
CRM, Microsoft Office, Email, Mobile Device
2w
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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
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