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84 client advisor jobs at 41 companies in Poway, CA

3mo
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Client Advisor
Temecula, California, United States
$18/hr OnsiteFull Time
Hello Auto Group
Hello Auto Group: Operates automotive dealerships providing vehicle sales and maintenance services.
Strong communication, customer service, sales aptitude; willingness to learn; clean driving record; valid driver's license.
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1w
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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Drive sales and achieve targets, master brand and product knowledge, advise clients across categories, use clienteling tools, retail or customer-focused experience preferred.
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1mo
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Client Solution Advisor
San Diego or United States
$53k-$105k/yr RemoteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEManage post-closing M&A distributions, analyze complex transaction documents and Excel financial models, coordinate payments with banks, and maintain client relationships; 2+ years relevant experience and a bachelor's degree required.
Microsoft Excel
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2w
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Private Client Advisor
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$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 insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
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3w
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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3mo
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Client Advisor - Construction
San Diego, California, United States
$70k-$150k/yr OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOEMinimum 2 years in commercial insurance brokerage or sales; active Property and Casualty (P&C) license.
CRM, AI
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2mo
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San Diego Client Advisor
San Diego, California, United States
OnsiteFull Time
Cullen Jewellery
Cullen Jewellery: Sells ethical lab-grown diamond engagement rings and fine jewellery.
Experience in sales or customer service in premium retail; detail-oriented; strong organizational skills; team player; right to work in the US; Tuesday–Saturday availability.
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1mo
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Client Advisor - Commercial Lines
San Diego, California, United States
$85k-$110k/yr HybridFull 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.
Microsoft Suite, Salesforce
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1w
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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Retail sales experience preferred, strong commercial mindset, product knowledge, clienteling and customer relationship skills, excellent communication and curiosity to learn.
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2w
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Private Client Advisor
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/yr OnsiteFull Time
Columbia Bank
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.
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3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
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
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4w
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SAINT LAURENT Client Advisor San Diego
San Diego, California, United States
$18-$19/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
Customer-facing retail sales role with preferred experience in fashion, accessories, or luxury hospitality; strong communication, multilingual ability preferred, business mindset, client portfolio cultivation, and comfort with retail tools and technology.
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1mo
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Full Time Senior Client Advisor
San Diego, California, United States
$20/hr OnsiteFull Time
James Perse
James Perse: Designs and retails luxury minimalist apparel and home furnishings.
High school diploma required (college preferred). Prior retail experience with high-end goods and clientele preferred. Open scheduling availability including weekends. Strong communication, sales, and customer-service skills; ability to open/close store.
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3w
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Client Advisor - San Diego (San Diego, CA, US)
San Diego, California, United States
$18-$20/hr OnsiteFull Time
Dolce & Gabbana
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
3+ YOE3+ years luxury retail sales experience, strong communication, knowledge of women's and men's RTW, CRM proficiency, ability to meet sales targets and build client relationships.
CRM
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2d
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Client Advisor - Fashion Valley, San Diego
San Diego, California, United States
$26/hr OnsiteFull Time
Fendi
Fendi: Luxury fashion house designing and retailing apparel and accessories.
2+ YOE2+ years retail experience preferred, high school diploma, strong communication, POS and CRM proficiency, flexible availability including nights/weekends/holidays, ability to lift ~10lbs, foreign language a plus.
POS, CRM
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2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Central San Diego, CA (area)
La Jolla or San Diego or La Mesa
$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; Life/Health/LTC license; Bachelor's degree preferred.
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2w
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Full-time Client Advisor - UTC San Diego (New Opening!)
San Diego, California, United States
$24-$27/hr OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: Manufacturer and retailer of luxury consumer goods.
2+ YOEMinimum 2 years luxury retail experience, knowledge/passion for watches, fluent English, selling and clienteling skills, KPI knowledge, digital tool proficiency, excellent communication and interpersonal skills.
CEGID, Salesforce
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1w
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, learn technology platforms, maintain client-centric focus; high school diploma/GED required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3mo
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Client Advisor
Temecula, California, United States
$18/hr OnsiteFull Time
Hello Automotive Group
Hello Automotive Group: Operates automotive dealerships providing vehicle sales and maintenance services.
Customer-focused sales role with base hourly pay plus commissions; strong communication and relationship-building skills; willingness to learn products and processes.
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3w
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Client Service Specialist II
San Diego, California, United States
$70k-$90k/yr HybridFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
2+ YOEBA/BS required, 2+ years in financial services (RIA operations preferred). Experience with custodial onboarding, reconciliations, client service, and mentoring. Proficiency in Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, and Microsoft Office.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
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