166 client advisor jobs at 57 companies in Ross, CA
2w
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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
1mo
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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.
1w
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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.
2mo
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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
1w
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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.
1w
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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.
2w
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Senior Client Advisor - San Francisco
San Francisco, California, United States
$21-$22/hr OnsiteFull Time, Part Time
Retail sales experience preferred; strong interpersonal and communication skills, English proficiency, computer/CRM knowledge, ability to multitask and provide luxury client service.
CRM
1w
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Client Advisor Seeking Former Athlete
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Bachelor's preferred; ability to build client relationships, strong communication and analytical skills; must obtain state insurance license (training provided); prior sales/financial experience beneficial but not required.
2w
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Client Advisor (Part-Time) - Livermore Outlet
Livermore, California, United States
$21-$23/hr OnsitePart Time
2+ YOEMinimum 2 years retail or client-facing experience preferred, strong interpersonal and presentation skills, English proficiency, familiarity with Microsoft Office, ability to meet sales KPIs.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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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.
1w
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Client Advisor with Athletic Background
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Bachelor's preferred; prior financial/insurance/business development experience helpful but not required. Strong interpersonal, communication, and analytical skills. Must obtain state insurance licenses (training provided).
1mo
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
RemoteFull Time
5+ YOEState P&C producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, proven ability to meet sales quotas and manage renewals.
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
1w
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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.
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.
21h
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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.
Zoom
3mo
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PT Client Advisor - San Francisco (San Francisco, CA, US)
San Francisco, California, United States
$19-$21/hr OnsitePart Time
3+ YOE3+ years luxury retail sales; strong communication; experience in Women’s and Men’s RTW.
CRM, POS
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