250 client advisor jobs at 63 companies in Redwood City, CA
3w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
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
2mo
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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
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
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
1mo
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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
$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
1mo
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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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Private Client Advisor
San Francisco, California, United States
OnsiteFull Time
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
1mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
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.
2w
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SVP-Client Advisor
Menlo Park, California, United States
$200k-$260k/yr OnsiteFull Time
10+ YOEExtensive trust and estate knowledge, 10+ years wealth management experience, strong business development track record, supervisory experience, and ability to coordinate across tax, investment, and operations teams.
1mo
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Client Advisor - Westfield Valley Fair
Santa Clara, California, United States
$22-$24/hr OnsiteFull Time
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred); strong interpersonal and communication skills; English required; proficiency with Microsoft Word/Excel/Outlook; sales-driven and client-centric.
Microsoft Word, Microsoft Excel, Outlook
3w
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
2mo
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Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
3+ YOEPrevious retail or customer-centric experience, preferably in luxury retail; strong sales mindset, product knowledge, relationship-building, and communication skills.
clienteling tools and systems
2w
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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
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.
6d
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
HybridFull Time
5+ YOERequires a state-issued insurance producer license, four-year business-related degree, 5+ years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and analytics and communication skills.
Microsoft Suite, Salesforce
1mo
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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
2w
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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
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.
1w
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
1+ YOE1-2 years retail sales experience (luxury preferred); ability to meet/exceed sales KPIs, build client relationships, work closing shifts, weekends, climb ladders, lift 5-8 lbs, strong verbal communication.
2mo
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BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
San Jose, California, United States
$21-$23/hr OnsiteFull Time
1+ YOE1–2 years retail sales experience (luxury preferred); meet/exceed sales goals and KPIs; strong verbal and written communication; mobile on sales floor; available evenings, weekends, holidays; ability to lift 5–8 lbs and climb a ladder.
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
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.
1w
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Work From Home - Client Benefits Advisor
Oakland, California, United States
RemoteFull Time
Requires strong customer service, communication, interpersonal, team leadership, and professional growth orientation.
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