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129 client advisor jobs at 40 companies in Tracy, CA

1mo
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Client Advisor - Palo Alto
Palo Alto, California, United States
$25-$29/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
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.
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2w
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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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1w
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Client Advisor - Livermore Outlet
Livermore, California, United States
$21-$23/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). Must communicate in English, be client-centric, professional, dependable, and proficient with Microsoft Word/Excel/Outlook.
Microsoft Word, Microsoft Excel, Outlook
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2w
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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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4d
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BMW Client Advisor
Pleasanton, California, United States
$17/hr OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
0+ YOEPrior sales or customer-service experience; valid driver’s license; high school diploma or GED; intermediate Microsoft Office skills; ability to stand and work evenings/weekends; strong communication.
Microsoft Office
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3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience; ability to meet sales targets; strong client relationship skills; flexibility to work non-traditional hours.
POS systems, Client tracking systems, Microsoft Outlook
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2w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Required to obtain state insurance licenses (training provided); bachelor's degree preferred; strong communication, analytical skills, and ability to build client relationships; prior financial or sales experience beneficial.
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1w
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Vice President, Client Advisor
Menlo Park, California, United States
$140k-$200k/yr OnsiteFull Time
Whittier Trust
Whittier Trust: Fiduciary wealth management and family office services for affluent families.
10+ YOE10–15 years in wealth/relationship management with proven new business development, supervisory experience, knowledge of trust and estate documents, bachelor's degree required; CTFA/CFP/CFA/CPA preferred; valid driver’s license and ability to travel.
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3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
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4d
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SAINT LAURENT Senior Client Advisor Valley Fair
Santa Clara, California, United States
OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
Proven retail leadership, client service and sales experience; strong communication, coaching, and business mindset; comfortable with technology; fluent in English and local language.
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2w
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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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5d
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred; high school/GED preferred; strong verbal and written communication; multilingual skills a plus; able to work flexible schedule including nights, weekends, and holidays; proficiency with CRM and WeChat preferred.
CRM, WeChat
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2mo
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1mo
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Client Service Associate
Oakland, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support for Financial Advisors; must have high school diploma, strong Microsoft Office skills, attention to detail, and willingness to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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1mo
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Client Service Associate
Oakland, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movement transactions, manage calendars and admin tasks, strong Microsoft Office skills, detail oriented, willing to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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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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3w
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Global Client Executive | Careers - Dassault Systèmes
Pleasanton, California, United States
$117k-$155k/yr HybridFull Time
Dassault Systèmes
Dassault SystèmesEuronext Paris: DSY: Develops 3D design and product lifecycle management software.
15+ YOEBachelor's degree, 15+ years relevant experience with medical device or life sciences accounts, consultative sales, trusted-advisor skills, business planning, and Salesforce experience.
Salesforce.com
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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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1w
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
Heffernan Insurance Brokers
Heffernan Insurance Brokers: Independent insurance brokerage providing risk management and financial services.
3+ YOECPA and Bachelor’s degree required, minimum 3 years tax or public accounting experience; strong communication, tax knowledge for individuals and small businesses, and client advisory skills.
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