39 client advisor jobs at 20 companies in Ojai, CA
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CLIENT ADVISOR - TOPANGA
Canoga Park, California, United States
$24-$26/hrOnsiteFull Time
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOE3+ years retail experience preferred, strong sales orientation, client book preferred, passion for luxury products, tech-savvy, customer service and communication skills.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Management-level experience in watches & jewelry, proven client development and sales track record, strong clienteling, communication, and product expertise.
Jacquemus: Independent French fashion house designing luxury apparel and accessories.
5+ YOE5+ years sales experience in fashion or luxury, strong product sensitivity, client relationship skills, fluent English, ability to meet sales targets and support store operations.
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
1+ YOE1–2 years retail sales experience (luxury preferred); ability to meet/exceed sales goals and KPIs, develop client relationships, strong verbal and written communication, available for closing shifts, weekends and holiday season, mobile on sales floor, able to lift 5–8 lbs.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Preferred retail experience, high school diploma/GED preferred, strong verbal and written communication, CRM/WeChat proficiency preferred, flexible schedule including nights, weekends and holidays; multilingual skills are an asset.
J.P. Morgan Wealth Management – Private Client Advisor - Northridge / Santa Clarita, CA (area)
Northridge or Chatsworth or Canyon Country or Granada Hills or Newhall or Porter Ranch or San Fernando or Santa Clarita or Stevenson Ranch or Valencia or Saugus
$70k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor experience; active Series 7 and Series 66 (or obtain within 60 days); life, health & long term care insurance license (or obtain within 60 days). CFP and bachelor’s degree preferred. Client acquisition and goals-based planning skills required.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; Series 7 and Series 66 or Series 63+65 required; strong Microsoft Office skills; client relationship and transaction processing experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (Life/Accident & Health, SIE, Series 6/7/63), entrepreneurial drive, and strong communication and time-management skills.
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience providing client service, strong communication, product knowledge, ability to lift up to 50 lbs, availability for nights/weekends/holidays.
Beer Financial Group: Provides financial planning and insurance services.
Marketing or business background preferred; ability to build client relationships, develop financial plans, and obtain required securities and insurance licenses; bachelor\u0002s degree preferred.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability, ability to lift up to 50 lbs and perform physical tasks, complete company training.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
Bachelor's degree or equivalent experience; FINRA Series 7 and 66 (or 63 and 65) obtainable within 120 days; strong financial planning knowledge; Microsoft Office and CRM proficiency; client-facing communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software, eMoney
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of business with affluent clients; FINRA registrations (Series 7/63/65/66) and resident life & health insurance license required; CFP or CFA preferred; strong client relationship, communication, and planning skills.
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years financial services experience, Series 65 and FINRA fingerprinting required, CFP preferred, bachelor’s degree or equivalent experience, strong client relationship and planning skills.