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50 client advisor jobs at 23 companies in Salinas, CA

3w
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused advisor with strong sales and commercial mindset, brand and product knowledge, retail or customer-centric experience preferred, and ability to build long-term client relationships.
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3w
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Client Advisor - Valley Fair
Santa Clara, California, United States
OnsiteFull Time
Christian Dior
Christian DiorEuronext Paris: CDI: Luxury fashion house offering apparel, accessories, and beauty products.
3+ YOEMinimum 3 years retail sales and client service experience (luxury preferred); strong communication, organization, and sales skills; ability to work varied hours including nights, weekends, and holidays; able to lift 30 lbs and operate store equipment.
phone systems, cash register, sensor-tag remover, computers
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2mo
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Client Advisor- Carmel
Carmel, California, United States
OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOEExperience in retail or luxury retail; proven sales results; flexible hours; POS proficiency; US work authorization.
POS systems, Microsoft Outlook, Client tracking systems
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2w
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Client Advisor - Westfield Valley Fair
Santa Clara, California, United States
$22-$24/hr OnsiteFull Time
Moncler Group
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
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
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3mo
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Customer-focused, strong communication, sales-driven, luxury retail experience preferred, able to build relationships with diverse clients.
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3w
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Full-time Client Advisor - Valley Fair
Santa Clara, California, United States
$26-$28/hr OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: Manufacturer and retailer of luxury consumer goods.
2+ YOEMinimum 2 years luxury retail experience; fluent in English; selling and clienteling skills; knowledge of KPIs, visual merchandising, retail procedures, and digital tools; brand/product knowledge.
CEGID, Salesforce
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2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOETwo years in financial advisory or equivalent; Series 7 and 66 licenses; Life/Health/Long Term Care license; CFP preferred; Bachelor's degree preferred.
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2d
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client support for financial advisors, execute money movement transactions, answer account questions, manage admin tasks, and maintain digital tool proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Wealth Management Client Associate
San Jose, 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; strong client focus, attention to detail, ability to learn new technology platforms, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CRM, Microsoft Excel
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1d
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Financial Advisor
San Jose or Santa Clara
$75k-$160k/yr OnsiteFull Time
KeyPoint Credit Union
KeyPoint Credit Union: Member-owned financial cooperative providing consumer and business banking services.
3+ YOESeries 7 and 66 (63/65) required, insurance license required, 3+ years investment sales experience, ability to service and grow a client book.
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1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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2w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial and client-facing experience, obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; CFP support; US work authorization required.
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2d
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Beauty Advisor - Flex
Los Gatos, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience and strong client service skills; passion for beauty, excellent communication, ability to lift to 50 pounds, and reliable attendance.
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2d
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Beauty Advisor - Flex
Los Gatos, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctual and available for nights/weekends/holidays, meet minimum weekly hours.
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2w
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Wealth Management Advisor
Pleasanton or Walnut Creek or San Jose or Redwood City or Roseville
$200k-$400k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred.
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2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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3w
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Part-Time Beauty Advisor - Sephora
Campbell, California, United States
$18-$23/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: N American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
multiple frequency devices, handheld scanners
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1mo
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Wealth Advisor, Schwab Wealth Advisory
Campbell, California, United States
$120k-$174k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and active FINRA Series 7 and Series 66 (or obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills; coachable and self-aware.
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2d
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Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
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