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53 client advisor jobs at 21 companies in Woodland, CA

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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Louis Vuitton
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.
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2mo
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Client Advisor - Roseville
Roseville, California, United States
$23-$27/hr OnsiteFull Time
Louis Vuitton
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.
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1mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
Kering
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, client relationship skills, flexibility for retail schedule including evenings/weekends/holidays, excellent communication.
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3mo
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GUCCI Client Advisor - Roseville
Roseville, California, United States
$17-$18/hr OnsiteFull Time
Gucci
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.
POS
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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
Marsh McLennan
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.
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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
JPMorgan Chase
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.
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1w
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BMW Elk Grove Sales Client Advisor
Elk Grove, California, United States
$3k-$17k/mo OnsiteFull Time
The Niello Company
The Niello Company: Automotive dealership group selling new and used vehicles.
Valid driver's license and clean DMV record, valid sales license, high school diploma or equivalent, strong communication and basic Microsoft Office/CRM skills, able to lift 25–50 lbs and work evenings/weekends/holidays.
Microsoft Office, Email, CRM, Mobile Device
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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1w
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Financial Advisor
Sacramento, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
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.
Northwestern Mutual's proprietary planning software
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4d
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
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1w
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Financial Advisor
Roseville, California, United States
$110k-$300k/yr HybridFull Time
Golden Summit Wealth
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.
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Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Sacramento, California, United States
$29-$34/hr OnsiteFull Time
Bank of America
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.
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2w
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Beauty Advisor - Flex
Rocklin, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience preferred, strong communication skills, passion for beauty, ability to lift up to 50 lbs, available nights/weekends/holidays and meet minimum weekly shifts.
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1w
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VP, Financial Advisor
San Francisco or Sacramento or California
$200k-$250k/yr RemoteFull Time
Wealth Enhancement Group
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.
Microsoft Office Suite, Salesforce, Support Org
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2w
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Beauty Advisor - Part Time
Rocklin, California, United States
$21-$24/hr OnsitePart Time, Full Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience preferred, strong communication, ability to lift 50 lbs, punctuality, trend knowledge, and ability to meet minimum weekly shifts.
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6d
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Associate Financial Advisor
Woodland, California, United States
$75k-$82k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Bachelor's degree, equivalent professional experience, or financial services, sales, or relationship-building background; sales or client relationship experience; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
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3mo
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Senior Wealth Advisor
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 Bank
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
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1w
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Part-Time Beauty Advisor - Sephora
Yuba City, California, United States
$18-$23/hr OnsitePart Time
Kohl's
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.
handheld scanners
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4d
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Associate Financial Advisor - Sonoma, CA
Sonoma, California, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
3+ YOERequires a bachelor's degree or equivalent experience, sales or client relationship experience, strong communication, and willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
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1w
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
Fifth Third Bank
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
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