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166 client advisor jobs at 68 companies in Vallejo, 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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3w
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Private Client Advisor
San Francisco, California, United States
$53k-$98k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
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3mo
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Client Advisor
San Francisco, California, United States
OnsitePart Time, Temporary
Cullen Jewellery
Cullen Jewellery: Sells ethical lab-grown diamond engagement rings and fine jewellery.
Experience in sales or customer service; attention to detail; strong organizational skills; able to work flexible roster; team player.
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2mo
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
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
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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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1w
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Client Care Advisor
San Francisco, California, United States
$80k-$95k/yr FieldFull Time
Honor Technology
Honor Technology: Provides technology and professional care services for in-home senior care.
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
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5d
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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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2w
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
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.
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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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2w
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Client Advisor (Sales Representative)
San Francisco, California, United States
$48k-$159k/yr OnsiteFull Time
Lithia Motors
Lithia MotorsNYSE: LAD: Sells vehicles and provides automotive repair and financing services.
Previous sales experience required, proven sales track record, valid driver’s license and clean driving record, high school diploma or equivalent, strong communication and negotiation skills, self-motivated and customer-focused.
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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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2w
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Associate, Client Advisor - Giorgio Armani
San Francisco, California, United States
$25/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
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
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1mo
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Sr Client Advisor - Commercial Lines
San Francisco, California, United States
RemoteFull Time
Trucordia
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 ability to meet sales quotas and manage renewals.
Microsoft Suite, Salesforce
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3w
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BOTTEGA VENETA Client Advisor, San Francisco
San Francisco, California, United States
$23-$25/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
1+ YOE1–2 years retail sales experience (luxury preferred); consistently meet sales goals and KPIs; strong verbal/written communication; polished appearance; mobile on sales floor; available for frequent closings, weekends, and holiday season.
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3d
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Advisor Development Program Client Associate - San Francisco
San Francisco, California, United States
$36/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Entry-level role supporting Financial Advisors, obtaining SIE/Series 7/66 within 120 days, SAFE Act registration, strong communication, time management, prospecting and client relationship skills.
Microsoft Suite
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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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2mo
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PT Client Advisor - San Francisco (San Francisco, CA, US)
San Francisco, California, United States
$19-$21/hr OnsitePart Time
Dolce & Gabbana
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
3+ YOE3+ years luxury retail sales; strong communication; experience in Women’s and Men’s RTW.
CRM, POS
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2mo
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Financial Advisor
Mill Valley, California, United States
RemoteContract
Boldin
Boldin: A fee-only investment advisory firm focused on clear financial advice.
5+ YOECFP or CFA required; 5+ years as a financial advisor with client relationships; fee-only planning experience; knowledge of portfolio management, Roth conversions, Medicare, retirement income.
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