2w
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and willingness to learn; luxury or customer-centric retail experience preferred.
1mo
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
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.
2mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
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.
POS
2w
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Private Client Advisor
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yr HybridFull Time
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.
3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
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
2w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
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.
1mo
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RN Client Care Advisor
Santa Rosa or Sonoma County
$95k-$110k/yr FieldFull Time
1+ YOEValid CA or compact RN license; 1+ year consultative, client-facing experience; strong relationship management, consult-to-start conversion focus, CRM/Salesforce and Microsoft Office familiarity, reliable transportation, ability to travel ~75%.
CRM, Microsoft Office, Salesforce
3w
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
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
14h
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Acura Sales Client Advisor
Roseville, California, United States
$3k-$17k/mo OnsiteFull Time
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.
Microsoft Office, Email, CRM
3w
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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
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.
1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1d
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
3mo
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Client Service Associate (part-time)
Walnut Creek, California, United States
$34k-$90k/yr OnsitePart Time
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; high school diploma required, college preferred; willingness to obtain Series 7/66 or Series 63/65; advanced Microsoft Office skills; strong communication and organization.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
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.
1w
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Financial Advisor
Sacramento, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-building experience, entrepreneurial drive, and legal US work authorization. Must obtain Life/Accident & Health, SIE, Series 6, Series 7, and Series 63; CFP support provided.
2w
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Beauty Advisor - Flex
Berkeley, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Retail or client-focused experience preferred, excellent communication, product knowledge, ability to lift 50 lbs, availability for nights/weekends/holidays.
2w
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Beauty Advisor - Flex
Berkeley, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, flexible availability for nights, weekends, and holidays.
3w
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Sr. Associate, Advisor
San Rafael, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3+ years relevant experience, bachelor’s degree required, CFP completed or willing to pursue, Series 65 required or obtainable within 90 days, strong communication, organization, and client service skills.
1mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
1+ YOEBachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are.
Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape
1mo
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
5+ YOEProven success in establishing rapport with clients; in-depth knowledge of financial services and investment portfolios; ethical integrity.
Microsoft 365
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