8 client advisor jobs at 7 companies in Sanger, CA
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Work From Home - Client Benefits Advisor
Fresno, California, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role guiding and educating interested clients, no cold outreach; seeks competitive self-starters willing to be coached. Interviews via Zoom.
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, proven sales and book-management experience.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Preferred retail experience, high school diploma/GED preferred, strong communication and teamwork, familiarity with CRM/WeChat, flexible availability including nights, weekends, and holidays.
Senior Private Wealth Advisor, Practice Lead - Bakersfield/Fresno
Bakersfield or Fresno
$125k-$182k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years in financial services with HNW client experience; Series 65 and FINRA fingerprinting required; bachelor’s degree or equivalent; CFP preferred; strong communication, financial planning, tax and estate knowledge; willingness to travel locally.
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Sacramento or Oakland or Fresno or California
$137k-$198k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years financial services experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and client relationship skills.
Financial Planner with Investment Advisor Background
Fresno, California, United States
$75k-$85k/yrHybridFull Time
Northwestern Mutual: Financial services firm providing insurance and investment planning.
Recommend insurance and investment strategies, engage clients, develop financial plans; bachelor's degree preferred; licenses such as Series 6/63 and state insurance required (training/sponsorship available).