65 client advisor jobs at 25 companies in Patterson, CA
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hrOnsitePart Time
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
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.
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
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.
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.
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.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
Proven retail leadership, client service and sales experience; strong communication, coaching, and business mindset; comfortable with technology; fluent in English and local language.
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.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yrOnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
Global Client Executive | Careers - Dassault Systèmes
Pleasanton, California, United States
$117k-$155k/yrHybridFull Time
Dassault SystèmesEuronext Paris: DSY: Develops 3D design and product lifecycle management software.
15+ YOEBachelor's degree, 15+ years relevant experience with medical device or life sciences accounts, consultative sales, trusted-advisor skills, business planning, and Salesforce experience.
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
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations and product recommendations; retail or client-facing experience; strong communication and interpersonal skills; physically able to lift up to 50 lbs.
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
2+ YOEBachelor's degree, 2+ years relevant experience, CFP or Series 65 required, experience with eMoney or MoneyGuide Pro, strong client relationship and financial planning skills.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide client-focused retail service, product knowledge, and strong communication; able to lift up to 50 lbs and work retail peak hours; prior retail/hospitality experience preferred.
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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