91 client advisor jobs at 32 companies in Salado, TX
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Client Advisor
Austin, Texas, United States
OnsiteFull Time
BurberryLondon Stock Exchange: BRBY: Design and retail of luxury clothing and accessories.
Proven sales track record and clienteling experience; product and styling knowledge; appointment-based service; strong communication and presentation; local language fluency; ability to meet KPIs.
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
3+ YOE3+ years client management experience in insurance (underwriting, brokerage, or P&C); bachelor’s degree required; strong project management, analytical, and communication skills.
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOERequires 2+ years of retail experience or relevant hospitality/client service experience, strong interpersonal and communication skills, English proficiency, and Microsoft tools proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOE5+ years in client servicing, account management, operations, support, or agreement administration; project management, communication, Microsoft Office, compliance knowledge, and high school diploma required.
Microsoft Office, DocuSign CLM, Microsoft SharePoint, Microsoft Power Platform, AI
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization; flexibility for nights, weekends, and holidays.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
Houston or Dallas or Austin or Fort Worth or Richardson or Plano or San Antonio
OnsiteFull Time
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
10+ YOERequires 10+ years of relevant banking experience, bachelor's degree in finance, economics, accounting, or related field, prior sales experience, and experience serving affluent or high-net-worth clients.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and client relationship skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOERequires Series 7, 63, and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires business development, client advisory, sales, negotiation, and wealth planning skills.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Previous retail or customer-centric experience preferred; requires sales ability, product learning, relationship building, and willingness to work in a fast-paced luxury retail environment.
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
4+ YOERequires 4+ years of luxury fashion sales experience, strong communication and relationship-building skills, fashion and luxury knowledge, commercial awareness, flexibility, and availability for evenings, weekends, and holidays.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
4+ YOERequires 4+ years of luxury fashion sales experience, strong communication and relationship-building skills, fashion and luxury knowledge, adaptability, and availability for evenings, weekends, and holidays.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Previous retail or customer-centric experience preferred, with sales mindset, product learning ability, relationship-building skills, and interest in luxury retail.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience with commercial results; minimum 3 years professional experience; proficiency with POS and Microsoft Outlook; flexibility for days, nights, weekends, and holidays; authorization to work in the US.
LVMHEuronext Paris: MC: Manufacturer and retailer of luxury consumer goods.
2+ YOEMinimum 2 years of luxury retail experience, fluent English and local language, selling and clienteling skills, digital-tool proficiency, and knowledge of retail procedures and sales KPIs.
J.P. Morgan Wealth Management – Private Client Advisor – Cedar Park, TX
Cedar Park, Texas, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health and long-term care insurance licenses.
CORDA Investment Management: A fiduciary wealth management firm integrating investment management, financial planning, tax strategy, and estate planning for high-net-worth clients.
Experienced advisor with an established client base, relationship-driven growth record, fiduciary mindset, collaborative approach, and Series 65 or Series 7 and Series 66 licensure.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Strong interpersonal, communication, analytical, and relationship-building skills; bachelor's degree in finance, business, or related field preferred. Insurance licenses required, with training provided.
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
3+ YOERequires financial industry experience, 3+ years alongside a financial advisor, MacOS proficiency, and strong organization, prioritization, problem-solving, communication, and multitasking skills.