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166 client advisor jobs at 50 companies in Petaluma, CA

4w
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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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3w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
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: Designs and sells luxury leather goods, clothing, and accessories.
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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3mo
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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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1d
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Client Advisor - Walnut Creek
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
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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Client Advisor - Walnut Creek
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
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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3w
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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, 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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4w
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Senior Client Advisor - San Francisco
San Francisco, California, United States
$21-$22/hr OnsiteFull Time, Part Time
Ferragamo
FerragamoBorsa Italiana: SFER: Designs and manufactures luxury Italian footwear, apparel, 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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6d
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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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2w
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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-issued property and casualty producer license, 5+ years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and demonstrated analytics and communication skills.
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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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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management 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
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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2w
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Work From Home - Client Benefits Advisor
Oakland, California, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires strong customer service, communication, interpersonal, team leadership, and professional growth orientation.
Zoom
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3mo
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PT Client Advisor - San Francisco (San Francisco, CA, US)
San Francisco, California, United States
$19-$21/hr OnsitePart Time
Dolce & Gabbana
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
3+ YOE3+ years luxury retail sales; strong communication; experience in Women’s and Men’s RTW.
CRM, POS
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3mo
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Registered Client Service Associate
San Francisco, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors; requires Series 7 and Series 66 (or Series 63 and 65), strong Microsoft Office skills, and client-facing experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft MSOnline, eSign, eAuthorization, Zoom
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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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