106 relationship advisor jobs at 43 companies in San Jose, CA
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Sr. Relationship Advisor
Menlo Park, California, United States
$189k-$331k/yr OnsiteFull Time
12+ YOE12–15 years as a relationship manager or attorney in trust/estate administration; college degree required; JD preferred; deep fiduciary, estate planning, tax and investment knowledge; leadership, negotiation, and client advisory skills.
2w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
2mo
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Selling Advisor - Contemporary (Weekend)
San Francisco, California, United States
$17-$25/hr OnsitePart Time
Part-time weekend selling advisor with strong clienteling, sales achievement, product knowledge, and ability to build client relationships in a luxury retail environment.
POS
3mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
Customer-focused client advisor in luxury retail with strong sales skills and ability to build relationships.
1mo
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Client Advisor, Part-Time - Union Square
San Francisco, California, United States
$23-$29/hr OnsitePart Time
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.
3mo
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Financial Advisor
San Francisco, California, United States
$69k-$128k/yr OnsiteFull Time
4+ YOEProvide financial and investment advice, meet sales targets, develop client plans, and manage banking relationships.
1mo
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Senior Philanthropy Advisor
United States or Oakland or Brooklyn
$200k-$220k/yr RemoteFull Time
Significant experience managing high-stakes donor relationships, exceptional relationship and communication skills, leadership and operational expertise, ability to engage with complex quantitative research.
1mo
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), US work authorization required.
4d
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Beauty Advisor
Tracy, California, United States
$17-$25/hr OnsitePart Time
1+ YOEOne year of relevant experience preferred. Requires guest service and selling skills, basic technology proficiency, customer relationship building, troubleshooting, and schedule flexibility.
Point of Sale system, Apple devices, Ulta Beauty app
2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
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
1w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
3w
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Financial Advisor
Menlo Park, California, United States
$45k-$100k/yr OnsiteFull Time
Ambition, self-motivation, relationship-building, critical thinking, and interest in financial markets; one qualifying background in degree, financial services or sales, registration, or professional or military progression.
SIE, Series 7, Series 66, FINRA, SEC
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
3w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
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Lead Advisor - San Francisco
San Francisco, California, United States
$140k-$300k/yr OnsiteFull Time
6+ YOERequires a four-year degree and CFP designation, 6+ years in financial/estate planning, expertise in estate, tax, retirement, insurance and investment planning, leadership and client relationship management.
1w
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Beauty Advisor - Flex
San Francisco, California, United States
$23-$26/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Flex
San Francisco, California, United States
$23-$26/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
1w
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Senior Philanthropic Advisor
San Francisco, California, United States
$167k-$260k/yr HybridFull Time
7+ YOERequires 7+ years of fiduciary products experience or equivalent. Desired J.D., CTFA, or CAP, with advanced philanthropic and fiduciary knowledge, leadership, communication, presentation, and relationship-building skills.
2w
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Senior Portfolio Advisor
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yr HybridFull Time
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
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