56 client advisor jobs at 21 companies in Vineyard, CA
1mo
Save
Mark Applied
Hide
1mo
Client Advisor - Roseville
Roseville, California, United States
$23-$27/hrOnsiteFull Time
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and willingness to learn; luxury or customer-centric retail experience preferred.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Retail sales experience preferred, strong customer service and communication skills, ability to learn product knowledge and use clienteling tools, sales-driven with a commercial mindset and curiosity to develop client relationships.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience; strong sales, communication, and client-relationship skills; ability to work retail schedule including evenings, weekends and holidays; maintain grooming and store standards; POS and in-store tech usage.
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
The Niello Company: Automotive dealership group selling new and used vehicles.
High school diploma, valid driver's license and sales license, strong verbal/written communication, basic Microsoft Office and CRM skills, ability to lift 25–50 lbs and work evenings/weekends/holidays.
J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
Kooner Fleet Management Solutions: On-site fleet maintenance and mobile truck repair services.
3+ YOE3+ years as service advisor in heavy-duty trucking or fleet maintenance; knowledge of Class 6–8 trucks; ability to prepare estimates, read repair orders, and communicate with clients and dispatch.
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide client consultations and product recommendations; retail or client-facing experience preferred; strong communication; ability to lift up to 50 lb.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
1+ YOE1–3 years experience in financial services or insurance; active insurance license and/or Series 7/66 or Series 6/63/65; strong client relationship and advisory skills; entrepreneurial mindset.
Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Entry-level advisor trainee to obtain SIE, Series 7 and Series 66 licenses; sales-oriented with strong communication, time management, regulatory diligence, and client relationship skills; SAFE Act registration required for certain duties.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
5+ YOEBachelor's degree or equivalent experience in business, finance, economics, or related field; 5 consecutive years as a registered representative with Series 65, Series 7/66, or advanced designation; complex financial planning and client conversion experience.
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 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
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and technology equipment skills.
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yrOnsiteFull Time
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEWillingness to obtain Securities Industry licenses (SIE, Series 7, Series 66), sales experience or aptitude, strong client relationship and communication skills, SAFE Act registration for mortgage origination when applicable.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEBachelor's degree or equivalent experience; 3–5 years in financial sales, preferably with affluent clients; FINRA Series 7, 63, 65, or 66 and applicable state insurance license required.