Top 907 Client advisor Jobs in Cupertino, Ca

Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
3d
GUCCI Client Advisor - Valley Fair
Gucci —Santa Clara, CA
- $18.70 - $19.00 an hour
- Weekends as needed
- Mid-level
- POS
- Communication skills
- Health insurance
- Dental insurance
10d
Client Advisor - Palo Alto
Louis Vuitton —Palo Alto, CA
- $25 - $29 an hour
- Full-time
- Mid-level
- Fair chance
- Commercial
- Paid time off
- Employee discount
Client Advisor- Palo Alto
Tiffany & Co. —Palo Alto, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Client Advisor - Valley Fair
Christian Dior Couture —San Jose, CA
- Weekends as needed
- Merchandising
- Mid-level
- Organizational skills
Client Advisor, Part-Time, BYREDO (Valley Fair)
PUIG —Santa Clara, CA
- $20 - $22 an hour
- Extended hours
- Hybrid work
- Merchandising
- Mid-level
- 2 years
- Paid holidays
- Disability insurance
3d
Expert Client Advisor, Watches & Jewelry - Valley Fair
Louis Vuitton —Santa Clara, CA
- $30 - $36 an hour
- Full-time
- Mid-level
- Training & development
- Commercial
- Disability insurance
- Health insurance
BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
Bottega Veneta —San Jose, CA
- $21 - $23 an hour
- Full-time
- Maintenance
- Cleaning
- 1 year
Neiman Marcus Selling Advisor - Commission Based Role $18.70- $25
Neiman Marcus —Palo Alto, CA
- $17.00 - $25.30 an hour
- Full-time
- Entry level
- Disability insurance
- Health insurance
Tax Manager
Weber and Company, Inc. —San Jose, CA
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Research
- Continuing education credits
- Paid holidays
Quick Apply
Sales Engineer
Allied Telesis —San Jose, CA
- $140,000 - $180,000 a year
- Full-time
- Computer Science
- 5 years
- Bachelor of Science
Quick Apply
Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
3d
Financial Professional/ Fast Track Management
New York Life —San Jose, CA
- $57,500 - $300,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Disability insurance
- Health insurance
Quick Apply
Automotive Service Advisor
Toole's Garage San Carlos —San Carlos, CA
- $70,000 - $90,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Advisor - Associate
New York Life —San Mateo, CA
- $82,017 - $150,613 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Senior Civil Engineer
Transtech Engineers, Inc. —Los Gatos, CA
- $176,800 - $228,800 a year
- Full-time
- 5 years
- Bachelor's degree
- Contracts
- Health insurance
- Dental insurance
Quick Apply
3d
Account Manager
Spectrum Custom Packaging, Inc. —Fremont, CA
- Up to $225,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Mid-level
- Business development
- Paid holidays
- Health insurance
Quick Apply
1d
Human Resources Business Partner
BLVD Residential Inc. —San Carlos, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Territory Sales Representative
TriMark USA —San Jose, CA
- $85,000 - $95,000 a year
- Email
- Background check
- Clean driving record
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Associate Advisor
Morling Financial Advisors —Fremont, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Commuter assistance
- Health savings account
Quick Apply

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Campbell, CA

Apply Now

Job Details

$120,000 - $174,000 a year
3 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Series 66
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Financial concepts
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

Additional Requirements

Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

Preferred Qualifications

CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

client advisor jobs in cupertino, ca

Wealth Advisor, Schwab Wealth Advisory

GUCCI Client Advisor - Valley Fair

Client Advisor - Palo Alto

Client Advisor- Palo Alto

Client Advisor - Valley Fair

Client Advisor, Part-Time, BYREDO (Valley Fair)

Expert Client Advisor, Watches & Jewelry - Valley Fair

BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair

Neiman Marcus Selling Advisor - Commission Based Role $18.70- $25

Tax Manager

Sales Engineer

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Financial Professional/ Fast Track Management

Automotive Service Advisor

Financial Advisor - Associate

Senior Civil Engineer

Account Manager

Human Resources Business Partner

Territory Sales Representative

Associate Advisor

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